Make business documents easier to find, share and manage. Strata Digital helps you plan SharePoint and OneDrive around your teams, information owners and access requirements, with practical guidance for everyday use.
When information lives across personal folders, email attachments and several shared drives, people can struggle to identify the latest version or know who has access. Moving those files into a new service without an information plan can simply relocate the confusion.
We help you define how shared business information should be organised and how individual working files fit alongside it. The work brings together ownership, permissions and user habits, so your document environment has a structure that makes sense to the people using it and to the business responsible for the data.
Plan sites, libraries and working areas around the way your organisation operates. Give departments and projects appropriate ownership, and agree a practical approach to naming and navigation so important material is easier to find.
Review who should access each area and how external collaboration is approved. Consider group membership, sensitive information and inherited permissions together, with a clear process for changing access when roles or projects change.
Assess existing shared drives and document stores before moving files. Identify duplicates, obsolete material and permissions that need review, then test how people will access and work with the information in its destination.
Explain when to use shared sites, personal working files and links to documents. Help users understand the agreed approach to collaboration, ownership and access requests, so new habits support the structure rather than undermine it.
Speak to document owners and review where business files live. Identify access requirements, collaboration patterns and content that needs special attention.
Agree the sites, ownership and permission model. Test the navigation and common tasks with representative users before the wider rollout.
Migrate the agreed content, validate access and provide guidance. Set a review process for sites, owners and external sharing as the environment grows.
Your proposal sets out the systems, deliverables, responsibilities and service arrangements included. We agree these before work begins.
Something else on your mind?
Talk to usThey serve related roles within Microsoft 365, but your organisation needs an agreed distinction between shared business information and individual working files. We help define that distinction and show users where different types of work belong.
Yes. A review can focus on navigation, permissions, ownership or a particular set of sites. We assess the current use before deciding which changes can be made incrementally and which need a larger migration plan.
No. Collaboration, retention and recovery requirements need to be considered separately. We can review how your chosen document services fit the business’s backup and recovery arrangements.
Read the related guide online, or request a printable help sheet for your team.
Explore the related help sheetExplore how support, protection and ongoing improvements can form part of one coordinated plan for your business.
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