Author: James Fleming
Tuesday, December 6, 2022

Tips Everyone Should Know About SharePoint Assessment

Everyone should know a thing or two about SharePoint assessment; it's important to know what to expect or what to do with it. This article is well researched to help you learn about the tips of SharePoint assessment; there is a lot for you to learn. 

There are several things everyone should know about SharePoint assessment; customize your site template, create a SharePoint team, take advantage of cross-device usability, create visuals, ease of access, co-author office documents, and upload files from a computer. 

Read on to learn more about the mistakes you should avoid in SharePoint assessment.

Tips Everyone Should Know About SharePoint Assessment

More businesses are adopting the cloud-based productivity tools necessary for a distributed workforce. Our customer data has shown this trend, confirming a perception we've had for a while. The cloud is now the standard option for organizations rather than an eventual possibility. SharePoint platform includes an out-of-the-box SharePoint usage report to increase adoption and the business impact of your SharePoint environment.

Tips Everyone Should Know About SharePoint Assessment

Here are some SharePoint Assessment tips that everyone should be aware of:

1. Customize Your Site Templates

As mentioned, SharePoint is highly customizable, making it simple to modify your template into something you and your staff will like. You have access to tools that help you modify your branding, update your logo, manage your workflow, and use lists. The template you use can have all the necessary details, including a content list and a library. However, you can also build a complete corporate website that your staff for quicker file access can access. You can modify your template using various options available in the online version of SharePoint. For more straightforward access, you can also use a SharePoint download.

2. Create a SharePoint Teamsite

The site users should be your primary priority when developing a team site, even though there are many other factors to consider. Your website should be simple to navigate and reach.SharePoint is quite simple to use if you don't overcomplicate things! Remember that not every team member possesses the same level of technical expertise, so make sure your SharePoint usage is simple, obvious, and intuitive.

3. Take Advantage of Cross-Device Usability

This capability enhances the beauty of SharePoint's versatility. Anyone on your team can use any device at any time to access the SharePoint portal. An internet connection is all they require. Even without downloading the app itself, you can connect to SharePoint online. Ensure that the team website is optimized for cross-device use.

4. Create Visuals

Visual assistance is crucial, and SharePoint demonstrates this point well. Visual tools help the majority of people learn or recall knowledge better. Although you can have a text-based SharePoint interface, we advise using visuals to make your site's homepage more engaging. A slideshow of images featuring your team may be used to boost user interaction. Use various photos to offer your website a friendly vibe and an eye-catching appearance that will increase usage.

Tips Everyone Should Know About SharePoint Assessment

5. Co-Author Office Documents

Many users can access various documents, work on them, and even make modifications thanks to this valuable tool without interfering with anyone else's work. SharePoint is enjoyable and helpful to use because of its flexibility. You can build any document in SharePoint, including Word and Excel spreadsheets. These documents allow for co-authorship and collaboration.

6. Upload Files From Your Computer

SharePoint features a drag-and-drop interface online with SharePoint Online and offline with SharePoint Server. You may effortlessly upload documents from your PC using this interface. Even better, you can choose to upload an entire folder all at once. What a clever method to combine data from on-premises and the cloud!

7. Ease of Access                                                                                                                                                        

 Making your homepage extra-welcoming by positioning the regularly updated pages in the most apparent locations is the ideal approach to becoming familiar with SharePoint and making it simple for your staff to access the platform. You might post the most recent announcements, job openings, business events, and news on the site. As a result, more end users will be drawn in and have simple access to the required data.

What are the Top SharePoint Mistakes You Can Make

Tips Everyone Should Know About SharePoint Assessment

Without a doubt, SharePoint is a fantastic tool for office collaboration. It provides a comprehensive feature set that enables businesses to deliver better outcomes and boost overall efficiency. That's the good news, but if these functions aren't configured properly, they could be overwhelming for end users.

Here are the top SharePoint mistakes that you can make.

1. Structuring Content

As you may already be aware, the original purpose of SharePoint was as a tool for content management. Although it eventually became a full-fledged intranet, content management remains the most critical aspect. Terabytes of data may exist in an organization, but it is frequently forgotten to structure them in a meaningful fashion. Fetching your files gets challenging when search management is poor and content, and page layouts are poorly organized.

2. Not Considering Your Entire Workforce

The majority of businesses don't take into account their entire staff when installing SharePoint. Consider a manufacturing corporation as an illustration. The deployment of SharePoint should account for both stationary and mobile staff. Additionally, most businesses limit the use of their intranet by partners and contractors. If you value SharePoint's degree of flexibility, you won't permit this error to occur. Use the authorization levels by roles to grant a set of employees the access they require rather than completely prohibiting them.

3. Having Habits That Are  Hard Change

According to an intriguing 2010 Usamp poll, 80% of businesses with SharePoint still exchange documents via email. This demonstrates how little SharePoint's capacity for collaboration has been used. This shouldn't be the case, given SharePoint's abundance of powerful collaboration capabilities. Avoid making this error in your business. Inform your employees, hold knowledge-sharing workshops, and assist your workers in adjusting to the new digital lifestyle. Any change may be challenging at first, but you'll wonder how much productivity you have gained as you adjust.

Tips Everyone Should Know About SharePoint Assessment

4. No Post Launch Planning

Instead of releasing a book once and then forgetting about it until the next printing, think of SharePoint as a magazine that requires ongoing care. To clarify our message, we ask that you consider "service" rather than "project" when thinking about your work. It would help if you had a center of excellence for internal implementation, support, and consulting. It would be best if you also had a sound financial strategy for any potential customization and add-ons.

5. Unclear Communication and Collaboration

SharePoint is a fantastic tool for improving workplace collaboration, but only if a pyramid-style change is used. Here is an example to help you more clearly comprehend what we mean. Layers of collaboration and communication should occur, and while implementation is taking place, we should have distinct levels of grouping.

What is the SharePoint Assessment Process

A good assessment plan should accommodate the methodology variability at each step. You should outline clear objectives and identify where your team sees the greatest potential for greater productivity and efficiency. The SharePoint assessment process steps include the following:

  • Analyze current IT  infrastructure.
  • Identify the licensing requirements.
  • Determine if out-of-the-box SharePoint features are capable of addressing issues effectively.
  • Plan and strategize for additional critical features for business decision-making and operations. 
  • Create a user access needs and privileges list.
  • Deploy or upgrade the SharePoint installation. 
  • Start a training plan for new users. 


Site collections are used in the recent SharePoint experience, which provides more flexibility and adaptability. SharePoint will change as your organization does. SharePoint can become a security vulnerability if it is not set up or managed correctly, despite its flexibility and myriad options. Make sure critical data in your SharePoint account is 100 per cent protected. Restrict admin account access and permanently delete inactive or unused accounts. Take advantage of SharePoint assessment from Guru solutions. We are experts in the field. 

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