Scope & Govern
Inventory content; design the IA, taxonomy, and permission model before anything moves.
SharePoint Document Management · Governed by Design
Five people, five answers about where the final version lives. We design the taxonomy and close the over-sharing before a single file moves — so you land one governed system: the right version found in seconds, opened only by the right people, on the Microsoft 365 you already own.
Read-only scan. We don't touch a production file until you approve the plan.
Built for US organizations of 100–2,000 people already on Microsoft 365.
| Name | Client | Region | Status |
|---|---|---|---|
| MSA — Acme Corp | Acme | West | Signed |
| NDA — Acme Corp | Acme | West | Signed |
| SOW-04 — Acme Corp | Acme | West | Draft |
| MSA — Globex | Globex | East | Signed |
PATH A
2013, 2016, or 2019, on-prem. SharePoint 2013 is already out of support — an audit and security finding waiting to happen.
See the migration path →PATH B
It works, but you're paying twice and governing nothing.
See the consolidation path →PATH C
Shared drives, inboxes, desktops. No versioning, no retention.
Get to one system →What a Real DMS Is
Storage isn't a system. It won't find the right document in seconds, enforce who sees what, retain records the way a regulator expects, or survive an audit. That gap is the entire job.
found · trusted · audit-ready
The DMS the entire job
For the Stack Owner: configured for least privilege and full audit logging from day one — not retrofitted after the auditor finds the gap.
hours a year per knowledge worker lost to duplicated work.
Source: filestage.ioof organizations run a fully centralized document system.
Source: documentmanagementsoftware.comAudit trail: incomplete — Incomplete versions and audit trails fail audits — the expensive kind of surprise.
Why SharePoint
If you run Microsoft 365, SharePoint is included — so consolidating usually removes a bill rather than adding one. The real reason is governance.
| Capability | File shares | Dropbox / Box / Drive | SharePoint, built right |
|---|---|---|---|
| Find by | Folder path you memorize | Folder + basic search | Metadata, filters, real search |
| Permissions | NTFS sprawl, hard to audit | Per-file shares | Group-based, least-privilege, auditable |
| Retention / records | Manual, if at all | None native | Automated by document type |
| Compliance / audit trail | Thin | Thin | DLP, labels, full audit log |
| Versioning | Locked files, lost versions | Limited | Real-time co-authoring, full history |
| Cost | Server + upkeep | Another subscription | Included in your M365 |
| Copilot-ready | No | No | Yes — when it's governed |
Folders force a document into one place everyone must remember. Metadata lets one document be what it is — a signed 2026 West-region client contract — and be found by anyone searching any of those things. We design the taxonomy first.
FOLDERS — one home, you must memorize the path
Buried 7 folders deep · exactly one right place
METADATA — tagged by what it is, found any way
MSA — Acme Corp · West · 2026 · Signed
Found in seconds · by any attribute, in any order
Our Approach
Scope and govern before we build, secure as we go, prove it works before we call it done. The Governed Build™ applied to documents.
Inventory content; design the IA, taxonomy, and permission model before anything moves.
Libraries, content types, retention, and workflows; search configured to return answers.
Least-privilege, DLP, labels, audit logging — verified against your obligations.
Migrate in validated waves, reconcile everything, train the people who live in it.
For the Stack Owner: a Permission-Scope Manifest™ and audit-ready evidence at handover — not a "trust us."
Migration
We don't do big-bang. We move in validated waves, keep your source read-accessible until cutover, and reconcile every file, version, and permission against a report you sign off on.
2013/2016/2019 on-prem — identity remapping to Entra, broken URLs, and custom workflows/InfoPath rebuilt, not copied.
Messy NTFS permissions and 11-level folder trees, restructured into metadata.
Sharing links and permissions re-mapped; Google-native files converted to Office.
What we guarantee: files, version history, metadata, timestamps, and permissions arrive intact — or we don't cut over. Rollback is always on the table.
Microsoft-grade tooling — SharePoint Migration Tool, Microsoft 365 Migration Manager, ShareGate — chosen per source, with a scan-only assessment first.
Governance, Security & Compliance
SharePoint can meet HIPAA, GDPR, SOC 2, and ISO 27001 expectations — but only when it's configured to. We architect the controls in from the start.
By Entra group, with over-sharing surfaced and closed.
By document type, mapped to your obligations.
So the wrong document can't leave the way it shouldn't.
The evidence trail an auditor actually asks for.
We run this standard for government and regulated clients. Your firm gets the same posture.
Your AI Runs on This
Getting governed isn't a separate project from getting AI-ready — it's the same project. Fix organization and over-sharing first, and Copilot answers from a source you can trust.
UNGOVERNED TENANT
🔍 "Summarize our parental-leave policy"
GOVERNED TENANT
🔍 "Summarize our parental-leave policy"
Same question. Governance decides what Copilot can expose.
See how we make AI work → The Governed Build™
Free · read-only · no obligation. See exactly where your risk is in two weeks.
Case Study · Public Sector
We unified two separate SharePoint environments into one DMS with Teams, automated approval workflows, OCR on scanned records, metadata preserved through migration, and alerts on key documents.
Read the full case study →Case Study · Public Sector
A tenant-to-tenant migration where our pre-migration assessment surfaced the critical risks before cutover.
Read the full case study →The Offer
The SharePoint DMS & Migration Readiness Assessment inventories your document estate, finds every risk before you move a file, and hands you a target design plus a fixed-price migration plan you can take to anyone.
01
Everything you have, where, how much, who can see what — the PermissionScan™ grid.
02
Every blocker before cutover: broken permissions, metadata gaps, dead links, workflows that won't survive.
03
Your IA, taxonomy, governance model, and a phased, zero-downtime runbook with a fixed-price estimate.
Illustrative — your report is specific to your tenant
Why free? An accurate scan is how we scope a build worth winning. Most firms who see their risk map choose to build with us.
Built for US organizations of 100–2,000 people already on Microsoft 365.
Free · read-only · no obligation. We reply within one business day.
Prefer to talk first? Book a meeting.
Least-privilege read-only credentials you provision, scoped to inventory only. Your data never leaves your tenant, and is destroyed on request. NDA + DPA before any access — SOC 2 package on request.
30-min scoping call — with the solution architect who'd run it, not a salesperson.
You provision one scoped, revocable read-only admin grant (~2 hrs across a couple of stakeholders).
We run the scan. Read-only · production untouched.
Plan readout — inventory, risk map & a fixed-price plan, yours to keep. If we're not a fit, we'll say so.
Most migrations lift-and-shift the mess into the cloud. We re-architect the taxonomy and close over-sharing before a single file moves — so you land governed, not just relocated.
Co-Sell Ready, Tier-1 Direct CSP, FastTrack — 7M+ seats provisioned, 8+ years.
The people in the assessment are the people who do the build. No subcontractor hand-off.
At your size and in your sector.
Transparent Investment
Every estate is different — the assessment gives you the firm number. But you deserve a real range first.
| Project shape | Typical timeline | Typical investment |
|---|---|---|
| Smaller / single-source migration | 4–8 weeks | Scoped in the assessment |
| Mid-market, multi-source or legacy SharePoint | 3–5 months | $50K–$100K+ all-in |
Hidden costs others omit — licensing · tooling · permission remediation · training — in the estimate, not a change order.
It's the platform a DMS is built on — not a DMS by itself. Out of the box you get storage. A working DMS adds the architecture, metadata, permissions, retention, and compliance controls that make documents findable, trusted, and audit-ready. That configuration is the work.
Yes — that's the guarantee. Files, version history, metadata, timestamps, and permissions are migrated intact and reconciled against a report you sign off on. If something can't be validated, we don't cut over.
Smaller migrations run 4–8 weeks; larger or multi-source ones 3–5 months. No big-bang downtime — we migrate in waves and keep your current system read-accessible until cutover.
The readiness assessment is free — no cost, no obligation. The build itself is what carries a price: mid-market projects commonly land in the $50K–$100K+ range, depending on volume, sources, and complexity. The free assessment gives you that firm number before you commit to anything.
Yes — including the hard parts: identity remapping to Entra, broken legacy URLs, and custom workflows/InfoPath that have to be rebuilt. We assess all of it up front.
You're likely paying for them on top of the SharePoint already in your Microsoft 365 — with none of the governance, retention, or audit trail. We consolidate you onto what you own.
It can meet those expectations — but only when configured correctly. We build the controls in from the start and hand you the evidence.
Adoption is in our scope. We design around how your people actually work, then train champions and users. A system no one adopts is a failed project, not a cheaper one.
Directly. Copilot answers from your documents; if they're disorganized and over-shared, it surfaces the wrong things. A governed DMS is the foundation that makes Copilot trustworthy.
They can run the platform. The gap is in the design — taxonomy, governance, and a safe migration — which is where in-house attempts stall. We do the design and the move; your team runs it after.
A DMS manages active documents — find, share, version, secure. ECM/records adds formal retention and disposition. We build the DMS and layer records management where required.
A content and permissions inventory, a migration risk map, and a target architecture with a fixed-price build plan — in two weeks, read-only, and free. The plan is yours whether or not you go on to build with us.
Start with a two-week, read-only assessment. You'll get the inventory, the risk map, and a fixed-price plan — and know exactly what it takes before you commit a dollar to the build.
Free. Read-only. A plan you keep, whether or not you build with us. Prefer to send details instead? use the request form.