A practical guide for operations architects and practice managers weighing up whether to build on SharePoint or buy a workspace built for the job.
Inside This Guide:
- The honest answer on whether SharePoint is plug-and-play for a small or mid-sized accounting practice — and where the gap actually shows up
- The difference between OneDrive, OneDrive for Business and SharePoint Online, and the simple rule for knowing which one client work belongs in
- A folder-and-metadata structure built specifically for accounting practices, including a client folder template that sits comfortably alongside Xero
- How to keep permissions and governance simple, with a ready-to-use permissions matrix and four clear roles instead of a standing committee
- A step-by-step migration path that gets pilot clients live in one to three weeks, without the drama
Backed by real benchmarks, not guesswork:
- Median time to find a document down by around 30% in the first month
- 80% of pilot users active within two weeks of go-live
- Fewer than 10 support tickets per 100 users in month one
Take these with you. Included with the guide:
- The SuiteFiles folder template, ready to import
- The migration checklist
- The naming conventions and governance one-pager
