SharePoint Designer and Microsoft Office 365 Management Assessment Tool (Publication Date: 2024/03)





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Discover Insights, Make Informed Decisions, and Stay Ahead of the Curve:

  • Does your organization need a SharePoint Developer/Designer or SharePoint Systems Support?
  • What is the skill level of the designers and developers involved in the project?
  • Key Features:

    • Comprehensive set of 1505 prioritized SharePoint Designer requirements.
    • Extensive coverage of 103 SharePoint Designer topic scopes.
    • In-depth analysis of 103 SharePoint Designer step-by-step solutions, benefits, BHAGs.
    • Detailed examination of 103 SharePoint Designer case studies and use cases.

    • Digital download upon purchase.
    • Enjoy lifetime document updates included with your purchase.
    • Benefit from a fully editable and customizable Excel format.
    • Trusted and utilized by over 10,000 organizations.

    • Covering: Incident Management, Content Capture, Azure Active Directory, Live Streaming, Advanced Security, Microsoft Forms Pro, Online Meetings, IT Staffing, Security Compliance, Account Management, Online Sharing, Meeting Scheduling, Project Management, Appointment Scheduling, Task Management, Spreadsheet Management, Device Configuration, Active Directory, Electronic Forms, SharePoint Designer, Invoice Generation, Microsoft To Do, Personalized Insights, Employee Wellbeing, Record Keeping, Sales Management, Threat Intelligence, Task Tracking, Appointment Booking, Office Delve, OneDrive For Business, Document Scanning, Legacy Content Migration, Business File Sharing, Database Applications, Financial Tracking, App Integration, Identity Management, Training Center, Document Management, Form Templates, Productivity Insights, Enterprise Social Network, Word Processing, Skype For Business, Database Management, Staff Coordination, Video Hosting, Shift Management, Anti Spam Protection, My Documents, Office 365 Groups, Team Collaboration, Desktop Publishing, Client List Manager, Data Visualization, Data Analysis, Microsoft Office 365, Workflow Automation, Team Document Sharing, User Management, Microsoft Word, Automated Workflows, Intellectual Property, Recordkeeping Practices, Compliance Challenges, Email Hosting, Action Plan, To Do Lists, Advanced Email, Collaboration Tools, Email Management, Cloud Storage, Power Automate, Office Online, Customer Conversations, Data Loss Prevention, Task Delegation, Document Creation, Power BI, Customized Workflows, Presentation Design, Language Translation, To Do, On Demand Product Training, Admin Portal, It Like, Excel Insights, Video Conferencing, Marketing Automation, Domain Migration, Knowledge Management, Web Apps, Document Templates, Office 365 Admin, Exchange Online, Custom Business Apps, Work Plan Tracking, Dashboard Reporting, SharePoint Integration, Office Lens, Proposal Creation, Survey Creation

    SharePoint Designer Assessment Management Assessment Tool – Utilization, Solutions, Advantages, BHAG (Big Hairy Audacious Goal):

    SharePoint Designer

    SharePoint Designer is a software tool used for customizing and enhancing SharePoint sites. It allows users to easily design workflows, create custom forms, and customize the look and feel of SharePoint sites.

    1. Solution: Employing a SharePoint Developer/Designer
    Benefits: Dedicated expert for customizing and designing SharePoint sites to meet specific business needs.

    2. Solution: Outsourcing SharePoint development/design tasks
    Benefits: Cost-effective option for organizations with limited budget or expertise in SharePoint customization.

    3. Solution: Utilizing SharePoint′s built-in design tools
    Benefits: No additional cost or external expertise needed for basic site customization and design.

    4. Solution: Training employees on how to use SharePoint Designer
    Benefits: Empowers employees to make minor design changes or updates, reducing dependency on external resources.

    5. Solution: Partnering with a SharePoint services provider
    Benefits: Access to experienced SharePoint developers/designers without the need for hiring, training, or outsourcing.

    CONTROL QUESTION: Does the organization need a SharePoint Developer/Designer or SharePoint Systems Support?

    Big Hairy Audacious Goal (BHAG) for 10 years from now:

    Our big hairy audacious goal for SharePoint Designer in 10 years is to become the leading platform for all organizations looking to optimize their digital workplace and streamline their business processes. We envision SharePoint Designer not only as a solution for design and customization, but also as an essential tool for collaboration, automation, and data management.

    In order to achieve this goal, we will focus on constantly evolving and enhancing our platform to meet the ever-changing needs of our customers. We will invest in cutting-edge technologies and continue to innovate new features and functionalities that improve the user experience and drive productivity.

    Our ultimate aim is for SharePoint Designer to become more than just a tool, but a comprehensive solution that includes not only design capabilities, but also developer support and systems integration. We want to empower organizations to create their own tailored digital solutions without needing external assistance.

    This ambitious goal aligns with our belief that every organization should have access to advanced business tools that enable them to compete and thrive in the digital age. With SharePoint Designer, we aim to be the go-to destination for all organizations seeking a powerful, customizable, and user-friendly platform for their digital workplace needs.

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    SharePoint Designer Case Study/Use Case example – How to use:

    Client Situation:

    The client in this case study is a medium-sized organization with approximately 500 employees. The company has recently adopted Microsoft SharePoint as their primary collaboration and document management platform. However, they are facing difficulties in utilizing SharePoint to its full potential and are not satisfied with the current design and functionality of their SharePoint site. The client is seeking professional assistance to determine if they need to hire a SharePoint Developer/Designer or invest in SharePoint Systems Support to overcome their challenges.

    Consulting Methodology:

    To determine the best approach for the client, our consulting firm will follow a three-phase methodology – Assessment, Analysis, and Recommendations.

    Assessment: In this phase, our team will conduct interviews with key stakeholders in the organization to understand their pain points, expectations, and goals related to using SharePoint. We will also perform an in-depth review of the current SharePoint site and its functionalities. Additionally, we will benchmark the client′s SharePoint usage against industry best practices.

    Analysis: Based on the information gathered in the assessment phase, our team will analyze the strengths and weaknesses of the current SharePoint implementation. We will also evaluate the client′s business objectives and identify the gaps between their current use of SharePoint and their desired state.

    Recommendations: In the final phase, our team will provide the client with a detailed, data-driven report outlining our findings and recommendations. This report will include a cost-benefit analysis of hiring a SharePoint Developer/Designer versus investing in SharePoint Systems Support. It will also provide a roadmap for the implementation of recommended changes and the expected outcomes.


    Our consultancy will deliver the following key deliverables to our client:

    1. A comprehensive assessment report detailing the current usage and challenges of SharePoint in the organization.
    2. An analysis report highlighting gaps between the client′s existing SharePoint implementation and their desired state.
    3. A recommendation report outlining the best approach for the client – hiring a SharePoint Developer/Designer or investing in SharePoint Systems Support.
    4. A detailed roadmap for implementing the recommended changes in SharePoint with estimated timelines and expected outcomes.

    Implementation Challenges:

    1. Resistance to Change: One of the key challenges that our team may face during the implementation of our recommendations is resistance to change. The client′s employees may be hesitant to adopt new processes and technologies, leading to a slower adoption rate of recommended changes.

    2. Limited Resources: Another challenge that we may encounter is limited resources, both in terms of budget and skilled personnel. The client may not have the budget to invest in a SharePoint Developer/Designer or may not have the required expertise in-house to manage the recommended changes.

    3. Integration Issues: If the client decides to invest in SharePoint Systems Support, there may be integration issues with other existing systems used by the organization. Our team will need to work closely with the client′s IT department to ensure a smooth integration of SharePoint with other systems.


    1. Increased User Adoption: One of the key metrics to measure the success of our recommendations will be an increase in user adoption of SharePoint. This can be measured by the number of active users, frequency of site usage, and engagement with the platform.

    2. Improved User Satisfaction: To determine if the recommended changes have improved the overall user experience, we will conduct a survey to measure user satisfaction with the updated SharePoint site.

    3. Time and Cost Savings: If the client decides to invest in SharePoint Systems Support, the key performance indicator would be the time and cost savings achieved through the automation of manual processes. This can be measured by tracking the time and cost saved for specific tasks before and after implementing recommended changes.

    Management Considerations:

    1. Budget: One of the key considerations for the client in deciding between hiring a SharePoint Developer/Designer or investing in SharePoint Systems Support would be the budget. Our team will present a detailed breakdown of costs associated with each option to help the client make an informed decision.

    2. Internal Expertise: The client′s internal expertise and availability of skilled resources will also be a crucial consideration. If the organization already has personnel with SharePoint development or design skills, it may be more cost-effective for them to hire a SharePoint Developer/Designer. However, if there is a lack of skilled resources, investing in SharePoint Systems Support may be a better option.

    3. Long-term Needs: The client′s long-term goals and needs should also be taken into account while making a decision between hiring a SharePoint Developer/Designer or investing in SharePoint Systems Support. If the organization is planning to expand in the future, they may need ongoing support and maintenance, which can be provided by a SharePoint Systems Support team.


    In conclusion, the findings of our assessment and analysis phase may indicate that the client needs both, a SharePoint Developer/Designer and SharePoint Systems Support. However, based on their budget, internal expertise, and long-term objectives, our recommendation may differ. We believe that our comprehensive consulting methodology, backed by research and data, will provide the client with a clear understanding of their needs and help them make an informed decision that aligns with their organizational goals.

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