Organize content around departments, processes, and the way people search.
02
Ownership that survives turnover
Give shared information an organizational home with defined responsibility.
03
A controlled migration
Track what is moving, what has been verified, and what still needs review.
THE WORK IN DETAIL
What we can take on.
The selected activities become a written scope with owners, dependencies, and a way to verify completion.
01
Design the information home
Start with how staff work and who owns content.
Inventory existing files, sites, audiences, and restricted information.
Define sites, libraries, navigation, search cues, and document owners.
Map permissions to roles and avoid unnecessary item-level exceptions.
02
Build governance and a pilot
Prove the structure with real content before a wide migration.
Configure content types, metadata, views, templates, and review paths.
Set owner, member, visitor, and approver roles as agreed.
Run user acceptance checks for finding, editing, approving, and sharing documents.
03
Migrate and verify
Move files with a record of what happened.
Map sources to destinations and decide what to archive or exclude.
Migrate in waves, record failures, and verify representative file integrity and permissions.
Train site owners and hand off maintenance responsibilities.
WHAT YOU RECEIVE
Useful work you can see and keep.
These are the typical outputs. Your proposal identifies the exact ones included in your engagement.
Site and library map
Purpose, navigation, audience, and owner for each information area.
Permission and metadata matrix
Roles, content types, fields, review status, and approval responsibility.
Migration record
Source-to-destination mapping, exceptions, validation, and remaining work.
Owner guide
How to publish, review, find, and maintain content after launch.
What we need to get started
Content owners, sample files, and existing access rules.
Approvers who can accept the structure and migration results.
What gets confirmed in the scope
The amount of file cleanup, custom workflows, and migration volume is determined in discovery; approvals and user acceptance remain explicit milestones.
Before work begins, we document fees, timing, responsibilities, exclusions, and acceptance checks.
HOW THE WORK UNFOLDS
A clear path from discovery to handoff.
01
Map content and permissions
Inventory files, owners, audiences, sensitive material, and the way staff find information.
02
Build a working pilot
Set up sites, libraries, navigation, metadata, and approval paths with representative content.
03
Migrate and verify
Move agreed files in waves, check integrity and access, then train owners to maintain the structure.
The exact stages, timing, responsibilities, and acceptance checks are set in your project scope.
THE FIRST STEP
Start with understanding.
We inventory the sources, owners, permissions, and working habits. Then we build a representative pilot before extending the structure and migrating the wider file set.