It’s not a secret that I love SharePoint for information management and custom solutions. Unlike other collaboration tools that focus primarily on communication or basic file storage, SharePoint stands out with its deep integration into Microsoft 365, robust automation capabilities, and highly customizable structure for managing both structured and unstructured data. It’s more than just a cloud drive—it’s an engine for efficiency and innovation. I have created and managed Program Management sites for large contract management purposes, developed numerous quality assurance systems for controlled processes, and countless smaller resources for data handling through PowerApps, SharePoint, or both.
According to Microsoft, 365 is used by more than TWO MILLION organizations worldwide.
It is my experience that small businesses who leverage the 365 platform have access to SharePoint, don’t use it to its full potential. Often, it’s because of a misunderstanding that the tool is in fact included.
If you're using Outlook, Teams, or OneDrive, SharePoint is already part of your information ecosystem—why not leverage it?
SharePoint is WAY more than a file repository—it can transform how you manage information, streamline processes, and improve collaboration. For example, instead of manually tracking project approvals via email chains, a SharePoint workflow can automatically route documents, collect signatures, and send notifications, ensuring a seamless and auditable process. can transform how you manage information, streamline processes, and improve collaboration. Even just a site can breathe more life into data typically viewed through a window’s explorer, such as the simple ability to color the files within a Library or OneDrive, providing an innovative way to experience information.
SharePoint is a dedicated site, or collection of sites/Hubs, which allow permissioned users to collaborate, communicate, automate, store/sort information/files of managed data. The web parts and connections to Power Platform make SharePoint a powerful tool (no pun intended… okay maybe just a little).
Typically, a site contains LISTS of information, LIBRARIES of files or folders, and PAGES of content/dashboards/tools or feeds. SharePoint is actually the back-end information manager connected to TEAMS, and integrates directly with the Office programs like Word, Excel, and PowerPoint. SharePoint can be synced with/to your OneDrive for the convenient cloud-access.
The flexibility it offers for content management, automation, and workflows is as big as your imagination. I have created sites and systems for a wide variety of purposes:
Proposal or Project Management Sites
Department Specific or Corporate Dashboards of Data, for Management
For many businesses, information management can feel chaotic, and not everyone can thrive in chaos. Documents scattered across email threads, approvals stuck in someone’s inbox without proper CC’s, and employees struggling to find the latest version of an important file is a nightmare. If this sounds familiar, SharePoint can be a game-changer.
Proposal management is one of my favorite examples of a process improved by SharePoint. For small businesses, managing complex projects while maintaining efficiency can be a challenge—SharePoint helps bridge that gap by providing structured collaboration, automation, and document control.
Here’s how:
If your team spends too much time searching for files, SharePoint’s document management features can help. It provides:
Centralized storage: Keep all files in one secure place instead of hunting through emails or local drives. Site templates can be created to quickly replicate structured files for consistent maintenance.
Version control: Ensure everyone is working on the latest document without creating endless duplicates, while maintaining the history or auditable trail of changes, and the ability to recover information.
Access permissions: Control who can view, edit, or share files or list items based on roles or departments down to the most miniscule details. With the proper management, even down to the column level.
Many businesses still rely on email or paper-based approvals, which slow things down. SharePoint, combined with Power Automate, can streamline these processes:
Automate document approvals with notifications and tracking.
Set up digital forms for standard requests, reducing manual data entry.
Route tasks automatically to the right person, eliminating delays, through either ties to directory relationships, or by creating custom paths.
Internal communication often gets lost in long email chains or unorganized chat threads. These are GREAT resources to support processes and allow for alternative communication channels, but not if it’s inhibiting work. SharePoint can act as your internal hub, making it easy to share updates, policies, and key documents in a structured way:
As a company intranet: A central space for news, announcements, and resources.
Department sites: Dedicated areas for HR, finance, or project teams to store their specific content.
Integration with Teams: Access SharePoint documents directly in Teams without switching between platforms.
With employees working from different locations, secure access to business information is essential. SharePoint provides:
Cloud-based access: Work from anywhere, and any device with an internet connection.
Security & compliance: Built-in encryption and permission settings ensure sensitive data stays protected. The use of groups and granular-level controls makes this a breeze!
Seamless collaboration: Multiple users can edit files simultaneously, reducing back-and-forth revisions and lost audit trails.
I have two thoughts on this; Automation provides consistency as much as it provides control. Like an approval process, sending information on the right paths to the right people can be controlled. Adding time-based reminders or triggered automations makes the information dynamic. Automating approvals, reminders, and workflows with Power Automate is one creative way you can make you information work for you, not against you.
My second is one of my favorites; We all know that one person who built something over the last twenty-years in Excel that does some kind of data-calculation mastery, or runs a dashboard of attached data visualizations, or something of the like. Excel wizards are what I call them.
Adding lines within specific boundaries, or reaching data limitations within an excel makes these truly innovative yet archaic ‘systems’ a marvel with serious hindrance. Something added in the wrong cell can cause the whole system to collapse. What if I told you that wizardry could be translated, and be better maintainable in a SharePoint site with a bit of fx?
The data visualizations can be replaced through integrating with Power BI for business insights and reporting. Dashboards with activity snapshots and the ability to filter down related information through selections is a real process improvement.
I want to help small businesses take advantage of the tools they likely already have access to, to their full capability. If you already pay for Microsoft 365, you’re leaving money on the table by not using SharePoint.
It’s not just for IT—it’s for anyone looking to simplify their business operations. I started SharePoint for simple project collaboration, but today I manage hundreds of sites, lists, and data automations to perform everything from reminders to supporting business reporting processes.
If you feel overwhelmed by SharePoint, start small! Begin with a simple document library to organize your team’s files or create a basic list to track tasks—these small wins will build your confidence and showcase SharePoint’s value. Create a sandbox environment, experiment, and watch how it transforms your work. And if you need help, I can be here to support you!
Thanks for reading, humans!
~*~Disclaimer~*~
The information provided on this blog is for informational and educational purposes only. While I strive to ensure accuracy and reliability, I cannot guarantee that all content is free of errors nor up to date as time continues. If you identify any inaccuracies, I welcome corrections.
This blog is not affiliated with, endorsed by, nor sponsored by Microsoft. I do not sell Microsoft products but share insights and experiences working within their systems. All opinions expressed are my own.