SharePoint Architect's Planning Guide

A practical handbook with proven recommendations and design considerations for creating elegant SharePoint solutions and integrating with other collaboration tools to build value for your organization

Key Features

• Learn how to structure sites, pages, and data with effective metadata
• Understand the modernization of SharePoint over time and discover ways to leverage its out-of-the-box features
• Fit all the pieces together across cloud tools like Teams, OneDrive, Planner, and Forms

Book Description

After opening a toolbox full of tools, it can initially be hard to know which is the right one for the job – which tool works best and when. Showing you how to create an informed and purposeful plan for SharePoint Online in the context of the Microsoft 365 suite of tools is what this book is all about.

SharePoint Architect's Planning Guide will help you understand all you can do with SharePoint. Whether the tools are new to you or you’ve used the older versions in the past, your journey will start by learning about the building blocks. This book is not a step-by-step guide; there are tons of online resources to give you that and to help you better keep up with the pace of change. This book is a planning guide, helping you with the context, capabilities, and considerations for implementing SharePoint Online in the most successful way possible. Whether you need to plan a new intranet, migrate files to a modern platform, or take advantage of tools such as Power Platform, Teams, and Planner, this guide will help you get to grips with the technology, ask the right questions to build your plan, and successfully implement it from the technical and user adoption perspectives.

By the end of this Microsoft book, you’ll be able to perceive the toolbox as a whole and efficiently prepare a planning and governance document for use in your organization.

What you will learn

• Find out how to build or migrate to an effective modern intranet
• Explore how SharePoint works with other Microsoft 365 tools
• Discover best practices for extending SharePoint
• Understand the ways to implement effective metadata
• Plan for successful adoption and change management
• Explore best practices for site and data architecture

Who this book is for

This book is for any IT professional looking for an all-encompassing view of the collaboration tools in Microsoft 365 to plan for successful SharePoint adoption. This book will benefit long-time SharePoint on-premises administrators making a leap to the cloud, as well as IT architects with experience in other areas who’ve never worked with SharePoint.

Table of Contents

1. Classic versus Modern SharePoint
2. Making the Move – Migration Options and Considerations
3. Modern Options for Customizing SharePoint Online
4. Understanding M365 Groups as the Foundation of Collaboration
5. Integrating SharePoint Online and Other Collaboration Tools
6. Making SharePoint More Powerful
7. Up with Hubs, Down with Subs - Planning Hub Sites
8. The Mega World of Metadata
9. Keeping Things Secure - Permissions, Sharing, and DLP
10. The Human Side of SharePoint – Adoption and Managing Change

Patrick Tucker has brought together a passion for collaboration technologies and helping people to best experience the benefits of those tools for almost 25 years. He has worked as a trusted advisor with hundreds of organizations of all sizes as a consultant, speaker, Microsoft Certified Trainer, change manager, solution and information architect, business analyst, project manager, software developer, writer, and leader.

Patrick has spoken at SPTechCon and SharePoint Fest, as well as numerous SharePoint Saturdays and other Microsoft 365 community events. Today, he is a cloud solution architect, with a focus on adoption and change management in the Culture and Cloud Experience practice at Microsoft.