SharePoint for Enterprise Content Management – Why Should Choose?

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60% of the global data worth 175 zettabytes will be generated and managed by enterprises by 2025, tripling from 2021.

(courtesy: IDC Report)

Enterprises are facing a huge challenge these days in organizing massive amounts of diverse content such as documents, images, videos, emails, and web content in a way that is easy to navigate, find and retrieve. Enterprise content management (ECM) software comes to the rescue because it’s designed to assist enterprises to handle this challenge.

To effectively meet the requirements of content management for large businesses, ECM should be feature-rich and flexible. Consequently, SharePoint emerges as a viable content management solution, with its ability to create, edit, manage, share and archive pages and documents throughout the content lifecycle. Let’s explore how SharePoint proves to be a real asset for businesses.

What is SharePoint Online CMS?

An ECM is software designed to digitally collect, store, manage, and transfer content and documents. This technology allows enterprises to easily collaborate on, secure, monitor, and manage unstructured data, which leads to enhanced business efficiency for almost every user across the enterprise.

To utilize the full potential of ECM software, it must possess significant capability and proficiency for managing content and documents digitally and efficiently generating business information, and this is where Microsoft SharePoint as an enterprise content management shines.

Why Choose SharePoint for Enterprise Content Management?

1) Document Management System 

The document management system is a process of managing documents efficiently. SharePoint offers the below-listed capabilities to manage documents.

  • It’s a centralized system for storing and accessing business documents.
  • Stakeholders can easily navigate, search and identify the location for sharing and retrieving information for further use.
  • It enables users to create teams, focused roles, and task-oriented groups of users for organizing data and exchanging it with the appropriate set of people, which leads to more outstanding work efficiency and better time management.
  • Documents can be tagged and categorized to better target relevance; thus, users can easily and quickly find, retrieve and access the authentic documents.
  • It smoothly and seamlessly integrates with Microsoft Office products such as PowerPoint, Word, and Excel as well as Teams and Power BI

2) Records Management System 

Record Management is a sophisticated capability to manage formal records. Automating the process allows stakeholders to refine tagging, discovery, workflows, data handling and search and refine and report in real-time, which improves and boosts team collaboration, compliance, and reporting. With SharePoint, you not only automate the process in compliance with corporate standards but conveniently and securely store data in structured and unified locations, easily accessible by the right team members. This eliminates the need to maintain unnecessary paperwork for legal and compliance purposes. This allows authorized users to audit files periodically, conduct eDiscovery, and maintain and track records and audit trails of file use, downloads, uploads, edits, and deletions.

3) Information Rights Management (IRM)

Information Rights Management (IRM) now known as Azure Rights Management Service (Azure RMS) is a powerful capability to secure and manage content and control what a user can do with the content.  Unlike elsewhere in SharePoint, the management controls are embedded into the content.  Use of the content requires a central licensing server real-time authorization to use the content.  With this approach, even content that left the enterprise can be remotely controlled.  Controls can restrict viewing, printing, and downloading in addition to more common editing controls.

Are you in need of assistance? We can help!

We help companies upgrade their on-premises SharePoint environment to the very latest for features, performance, security, and scalability.

4) Web Content Management 

SharePoint ECM allows users to publish web content by using pre-defined or custom templates and schedule publishing, as well as utilize approval workflows for gaining authorization to publish. Using consistent templates and workflow processes offers web design consistency, easy navigation, and a great user experience. This allows the consistent management of extranet, intranet, and internet sites.

5) Robust Third-Party Support 

There is a wide range of 3rd party add-ons to support specific advanced business requirements.  Third-party software can play an important role in a full features enterprise CMS.  Although SharePoint has a wide range of features, sometimes it’s the extra features provided by a 3rd party that enables business and functional success.

6) Metadata-Oriented Search and Navigation 

It’s a daunting task to search through large libraries or lists simply with text search or scrolling alone. However, SharePoint’s metadata-driven search, navigation, and views enable an easier search experience. You can search and refine by metadata refiners, search verticals, or group-by and filtered list and library views.

Additional Read

How to Activate SharePoint Publishing Infrastructure

Conclusion: 

Although the market is flooded with ECM solutions, Microsoft SharePoint tops the popularity chart due to its broad and mature features, functionality, scalability, seamless third-party integration and support, search, navigation, unified storage, and effortless collaboration between global teams.

For the configuration of a SharePoint ECM solution, qualified technical support is available that assists in a seamless and efficient setup, configuration, customization, and training.

Why You Should Use SharePoint for Document Management System

SharePoint offers Document Management System (DMS) capabilities to streamline the document lifecycle from creation to archiving and offers the following benefits.

✔        20% improvement in employee performance

✔        55% reduction in operational costs over legacy systems.

While SharePoint can be used on-premises, the vast majority of enterprises use it within the Office 365 platform.  Today, countless businesses use it as a DMS and sometimes extended it to include an intranet for internal collaboration and communication.

Here are 16 Reasons Why SharePoint is the Best Document Management System

1. Concurrent editing

SharePoint and MS Office work hand-in-hand to give an extraordinary co-authoring experience, with edits and updates reflected back into the MS Office documents (office 365 workflow app).

2. Versioning

Fine-grained versioning is available in SharePoint, allowing prior versions to be compared in place in MS Word and document versions to be rolled back or forwards on demand.  Minor versions are available to allow collaborators to co-author documents and only publish for broader availability when ready.

3. Workflows

Document review and document approval workflows are available out of the box and easily adapted to allow for concurrent or sequential approvals.  Notifications, reminders, and escalation are all available to streamline the review or approval workflow.

4. Metadata

Location-based metadata tagging is available, as well as user-selectable metadata, in a range of data types, to allow the best tagging experience, leading to an exceptional search experience along with refiners and filters to quickly and precisely locate documents.

5. Security 

If email is your main mode of communication, it’s most likely that you are sharing sensitive information across the company and with your customers. Sending heavy emails with attachments not only slows down the network but also poses a security threat.   Leverage your existing ActiveDirectory groups, Office 365 Groups, or use SharePoint’s own groups for scalable management of SharePoint.

6. External sharing

Documents, folders, and sites can be shared externally, with fine-grained control.  Shares can be set to expire at an enterprise level as a policy.  Domains can be whitelisted to restrict sharing to only known partners and vendors.  Alternatively, domains can be blacklisted, preventing sharing to generic domain accounts.  Lastly, external sharing can be restricted to specific site collections or disabled altogether.

Are you in need of assistance? We can help!

We help companies upgrade their on-premises SharePoint environment to the very latest for features, performance, security, and scalability.

 

7. Full Lifecycle Management

Documents within a library or attached to a content type can have their full life cycle defined, from publishing, as they age to having prior versions removed, and finally deleted or archived.  This supports a full range of eDiscovery, legal holds, and regulatory requirements.

8. OneDrive Sync

It’s easy to sync a SharePoint library to OneDrive for convenience and the Explorer experience.

9. Teams

Using or considering using Teams?  An open secret is that all documents stored in Teams are actually stored in SharePoint.  When accessed directly, SharePoint offers a vastly extended set of features for Document Management.

10. Alerts

Get notified in real-time, or periodically, of documents edited or added.  Be in the know on documents updated in your organization.

11. Single Sign-On 

It goes without saying that SharePoint as a Document Management System offers access to the Office 365 suite of applications with a single sign-on. Thus, you can instantly access multiple applications and software on your computer without logging -in individually to each of the applications.

12. Easy Team Collaboration 

Team collaboration becomes easier when documents are stored at a single location accessible to all team members. With SharePoint DMS, you can seamlessly and securely collaborate with teams in and out of your organization, across devices and web browsers.

13. Storage

SharePoint is a true cloud service offering vast scalability for document storage.  Its pricing model and feature set for document management are compelling.

14. SharePoint is on Mobile Devices

SharePoint software is easily accessible across devices and web browsers. It offers convenience to the users because they can download/upload, edit and manage documents on their mobile devices, anywhere, anytime. They no longer have to carry a laptop or sit in front of their computers to access, read, edit, or exchange documents on the go.   All form factors are supported.

 15. SharePoint is Customizable 

SharePoint Document Management System offers customization, with many organizations adding custom functionality to the software as driven by their unique business requirements. This flexibility enables companies to organize their business processes, reduce effort and time wastage, and improve their performance to deliver superior customer satisfaction.

16. SharePoint is Constantly Improving 

In 2001, SharePoint was launched by Microsoft and since then it has gained popularity and momentum. Initially designed as a server management tool, today it has evolved into a successful file sharing and document management software.

Additionally, SharePoint DMS is compatible with third-party security tools, hence it can be used across multiple platforms, web browsers, and devices for storing and managing colossal data sets.

Microsoft continues to patch SharePoint and upgrades and new features are flowing into the enterprise without any intervention by IT or Infrastructure teams.

Financial Outcomes of SharePoint DMS

  • High Scalability – SharePoint Online DMS can easily store and manage several documents simultaneously, hence it’s a perfect solution for all-sized companies – small, medium, and enterprise-level.
  • High Customization Ability – SharePoint is highly customizable, hence it quickly adapts to meet industry and organization’s specific requirements for document management.
  • Easy Availability – SharePoint Document Management System supports 24/7 access, hence employees can access, edit, upload/download documents from any location, device, and at any time, provided they have robust Internet connectivity. The documents can also be accessed offline with Cloud synchronization.
  • Automation – This DMS offers the ability to easily design complex workflows, hence the document lifecycle is fully automated, which saves time and effort for users.
  • Enterprise-level Integration – SharePoint Document Management System seamlessly integrates with other MS applications and document processing tools to deliver quality solutions, quickly. Thus, it’s compatible with Office 365 services (Teams, Power Automate, Outlook, OneDrive, Exchange) and applications (Word, PowerPoint).

Additional Read

Restore SharePoint document timestamp and author from feed file

Conclusion: 

Need an optimal configuration of a  Document Management System? We configure SharePoint, migrate to SharePoint, train your users, and can craft custom solutions that boost your productivity.

Are you in need of assistance? We can help!

Need SharePoint DMS service for your Business? Schedule a call with our expert. You’ll find our solutions robust, scalable, and dependable: complete solutions, and limitless possibilities.

Your Complete SharePoint Migration Guide (Step-By-Step)

Teamwork is the backbone of any successful organization, and effective collaboration is the key. Collaboration is not easy when teams are located across the globe and operate in different time zones, but with a suitable collaboration service, complexity can be resolved. SharePoint Migration Services with its tools and technology assists businesses to become more productive, efficient, and secure. This article educates you on SharePoint migration and how it works. Read on to find out more!

What Is a SharePoint Migration? 

SharePoint Migration is a process of transferring existing data and solutions residing on a file share system like Google Drive to a new environment, i.e., a new version of SharePoint.

Companies prefer to migrate because they want to use the latest productivity and collaboration tools of SharePoint to improve their operational efficiency, reduce time lags, and deliver superior customer service, which leads to repeat customers and client advocacy (advertising brand through word-of-mouth/referrals). If you intend to use SharePoint Migration Services, analyze your business goals, strategies and requirements to make that successful leap towards simplifying business processes and contributing to organizational growth and expansion.

SharePoint Online Migration Best Practices

1. Scan your source and plan accordingly

Evaluating your existing file-sharing environment allows you to analyze the data from your source – file servers, third-party cloud storage apps, and third-party storage solutions- which facilitates seamless and effortless planning and migration.

You need to start the process by discovering the data location, if it is redundant or in use, the type of users accessing it, and if that data is highly sensitive. Additionally, being prepared with a new file name and path length will help with the new SharePoint environment migration.

Based on your findings, plan suitable workflows and data structures to render a positive user experience. Consequently, install the right collaboration tools to gain success.

2. Pack Your Content Correctly 

Planning the right size for data transfer will be the key to a smooth migration. Microsoft recommends transferring 250 files per transaction to improve the quality and speed of the migration. Further, the package size should be between 100 – 250 MB, if you want hassle-free migration. It’s important to note that larger files migrate faster as compared to smaller-sized files. Moreover, files migrate faster than list items and objects.

3. Test Migration 

Test migration before launching it for end-users. Migration is a challenging process because it involves restrictions with data migration on Office 365, such as limited characters and length used in file names, file size, and file path length limitations. Thus, you should use suitable test tools for effortless migration.

4. Migration 

Once the testing is complete, now live migration begins, i.e., preparing the cloud servers for launching the tested platform for official use. At this stage, you can decide the number of users or files you want to migrate to a new server. If you want to transfer them slowly or as a large data set migration.

5. Decommissioning

Once the SharePoint Migration is complete, you need to retire your old storage file system. Decommissioning is done according to the following stages – retire each server, decommission only 10 users each time, and any other specific decommissioning plan.

6. Post-Migration Steps 

Before introducing the SharePoint Online environment to your users, ensure that it’s operating smoothly.

  • Test the platform to check all functionalities and features
  • Ensure content migration is successful
  • Test workflows post the migration
  • Test user permissions
  • Create a backup of the new SharePoint environment
  • Delete user access to the on-premise SharePoint server

Learn More About SharePoint Migration 

SharePoint Migration Services with the right tools is a manageable task. Start the process by evaluating the business requirement for migration. Next, create data security regulations and a plan for installing the new collaboration platform to optimally serve the business goals.

SharePoint Migration consultants and support specialists train users on the features and functionalities of the platform that involves collaboration, communication, automation, and engagement.

Additional Read

How to Activate SharePoint Publishing Infrastructure

Organizations across the globe need to adapt to the evolving business dynamics that make significant use of technology. They need to migrate from an on-premise environment to the Cloud to enhance their operational efficiency and employee productivity and reduce costs while improving the bottom line.

SharePoint Migration hosted on the cloud offers substantial benefits in terms of quick and effortless collaboration between global teams, seamless communication, and on-time project deliveries while simplifying the complex business processes. However, governance-based research and planning must be adopted for optimal use of this platform.

Are you in need of assistance? We can help!

We help companies upgrade their on-premises SharePoint environment to the very latest for features, performance, security, and scalability.

 

6 Trends to Consider During SharePoint Development Services

SharePoint has transformed the marketplace since its launch in the 2000s. The platform today has evolved from an on-premises solution to several licensed, cloud-based flavors bundled with Microsoft Office 365 and Teams.

For organizations that operate on a server version, the benefits of migration to Office 365 become compelling.  However, this requires a comprehensive review of their custom applications, intranet, and features that may require re-engineering when planning a migration to the cloud.  There may also be specific organizational and collaboration goals, as part of taking advantage of new Office 365 capabilities, in providing document management services, a corporate intranet, and/or a learning hub.

The SharePoint platform in Office 365 enables the use of new client-side capabilities, along with new and evolving PowerAutomate forms, workflow and integration capabilities.  Note the replacement of legacy server-side customizations can require creativity and line of business understanding to design and build successor applications and capabilities that can work within Office 365.

This article focuses on key Office 365 SharePoint development trends that will assist organizations to build, manage, and successfully use the latest SharePoint-based solutions.

SharePoint Development Services Trends


Trend#1: The End of Farm Solutions

SharePoint development techniques leveraged the capability to have full access to the server (Farm) and lead to a range of different solutions – covering farm, sandbox, and scripted solutions. Farm solutions had full control across all the servers in the SharePoint farm, while sandbox solutions have since been deprecated and removed from Office 365 support operated at a site collection level.

Note that the management and deployment techniques are different in the Cloud than on-site.  Farm solutions are incompatible with Office 365 and require a rewrite using different frameworks, such as the SPFx Framework.

Trend#2: Increased Testing

Since deployments of customizations in SharePoint are by definition unique, testing becomes all the more critical, as new capabilities are exposed for integration and automation.  Performance, throughput and identity management, and end-user experience become paramount. Consequently, a potential lack of diligence paved the way for four issues – poor performance, inconsistent integration, usability issues, and governance gap.

Customization of workflows, libraries, views, sites, pages, and integration with legacy systems, and document and metadata automation requires regular testing to locate and remediate, as they involve and affect different departments. Such customizations should be regularly tested as Microsoft updates and patches can cause subtle changes and impacts.

Further, the integration of SharePoint with other third-party tools raises the risk of security issues. Since enterprise-level applications are connected via this software, untested customizations can lead to user authentication issues that frustrate users, or security issues.

Additional Read

Microsoft 365 Groups vs. Teams vs. SharePoint Comparison

Trend#3: SPFx and PnP

Microsoft’s SharePoint Framework (SPFx) enables customizations that serve the line of business requirements. Organizations can use it when migrating from server-based services to the cloud and need to move from farm to cloud-based solutions. It serves as an alternative practice to the traditional .NET framework. Today, TypeScript is a hot technology, which works on the cloud.

Patterns and Practices (PnP) is another popular practice method. It involves a holistic version of SharePoint development, which is tested and updated by the Developer’s community.


Trend#4: Simplifying and Integrating Business Processes

Microsoft SharePoint with its collaborative feature streamlines business operations through centralized master data management. Customers, vendors, and partners can be easily managed through SharePoint along with external sharing and dedicated and isolated external partner sites. Organizations can make educated decisions as these technologies are leveraged across enterprises.  By deploying for individual departments, the end-user experience can be tuned, and gauged in real-time, as we automate and simplify business processes, save effort and time, and find creative ways of accelerating operations.

Since SharePoint Development Services can be easily integrated with other technologies – SQL, Azure, Teams, OneDrive, CRM & the full Microsoft Office Suite, it allows centralization of work environments and consolidated enterprise search, which makes it easier for employees to access data anytime, anywhere. Additionally, it’s compatible with popular web browsers – Microsoft Edge, Google Chrome, Mozilla Firefox, & Safari. Hence, it renders a comprehensive user experience across all form factor devices as well.

Trend#5: Content Optimization and Data Management Simplified

A content management system (CMS) is critical to the success of an organization. This tool enables employees to communicate ideas, news, and updates about their company’s products and services both publicly and internally. Microsoft Office is a popular choice among users as it easily creates, edits, and publishes documents and converts them into different formats for sharing.  Content can be managed centrally, including drafting, and publishing, with the option for content approval workflows, and scheduled publishing.

Often, organizations struggle to manage their enterprise data sets, as employees continuously generate and publish data. By using SharePoint, organizations can streamline their communication, as this software enables teams to plan, organize, and schedule content for publishing. It’s cloud-based software that supports centralized data storage, i.e., all content in a range of formats is stored in a unified, central location from where users can access the necessary documents, links, events, and tasks with a streamlined and audience targeted experience, without users feeling overwhelmed, or experiencing stale information.

Trend#6: Maintain the Digital Culture

Microsoft’s SharePoint has been assisting organizations in streamlining their team collaboration and engagement for 20 years. It has adapted well to different enterprise and collaboration environments. This SaaS product enables smooth automation of document management and transforms business processes to optimize the workflow. Thus, with our SharePoint Development Services, organizations can significantly improve their employees’ efficiency by helping them migrate to a digital interface.

Are you in need of assistance? We can help!

We help companies upgrade their on-premises SharePoint environment to the very latest for features, performance, security, and scalability.

How Can Businesses Save by using SharePoint as a Service?

The biggest advantage of using SharePoint as SaaS (software as a service) is that it’s cloud-based, i.e., organizations needn’t install and run the application on their computers. Consequently, the costs related to hardware purchase and maintenance, software license purchase, and support are significantly reduced. Additionally, the online setup cost for SharePoint is negligible.

With cloud services, companies are more agile. They can subscribe to SharePoint offerings based on their usage and requirements instead of purchasing a license and installing it on their machines. If the software requires new hardware, that cost can be eliminated if organizations choose to migrate to SaaS services offered by SharePoint.

Additional Read

How to Activate SharePoint Publishing Infrastructure

Conclusion:

With our Microsoft SharePoint Development Services, your organization can optimize the collaboration, workflow, and engagement of your teams. Our Consultancy services can assist you with automation and data-driven business decisions by developing or enhancing intranets and central dashboards to be the one-stop-shop and the default location for all corporate enterprise information.

 

Best Tips for SharePoint Infrastructure Monitoring and Health Check

Microsoft 365 SharePoint is a web-based platform that can be used by organizations to manage collaboration effectively.

SharePoint also provides file sharing, content exchange, task management, shared calendars security controls, and workflow.

SharePoint can be used by small and large organizations to manage group collaboration and collaborative project management. By configuring it correctly, you can use SharePoint more effectively.

Correct infrastructure configuration and monitoring also ensure the performance and scalability of your infrastructure.

Moreover, a health check reveals the present and potential risks in your SharePoint configuration.

Best Practices for SharePoint Infrastructure Monitoring

Microsoft 365 SharePoint comes in various installation modes, notably on-premises, online, and hybrid. The SharePoint infrastructure setup of each of the above modes can be involved and necessitates proper monitoring to avoid potential risks.

The proper monitoring and health checking of infrastructure ensures the security of your environment.

It helps you to unmask the potential risks that can be faced by users, developers, or teams over time. Some best practices for proper SharePoint infrastructure monitoring include:

Monitor Health Reports

Regular health checks ensure the prevention of potential harm to the environment due to organic sprawl. Along with the health check, it is vital to analyze the health check reports to be aware of the attributes of the environment.

The health check reports of SharePoint infrastructure reveal various metrics like webpage loading time, library sizing, database sizing and capacity, overall usage, and response time.

Once you are aware of the metric values, you can take action to manage and improve the corresponding metrics.

Implement SharePoint Auditing

User log files can sometimes play a vital role when you are facing regular issues with your website. SharePoint comes with some auditing features that help you view the evolving sizing and performance of the environment.

It enables you to determine which team or user is associated with the effects the sites, lists, and libraries have caused. SharePoint Auditing allows you to filter and analyze the environment to manage such emerging issues.

Monitor SQL Server for Disk Space

Due to the limitation of disk space in on-premises environments, storage management is crucial when working with the SharePoint infrastructure.

SharePoint should not be viewed simply as a database and should be used with caution for large file storage. Monitoring disk space can help avoid performance and scalability issues.

Site Storage Should Be Monitored

The proper structure of the stored data provides many vital advantages and prevents misinterpreting the data. The data for SharePoint content is stored in a SQL database.

It is vital to monitor site collection storage for disk space management and structuring of data. You can view the content stored on your site by following this two-step process:

  • Visit the site settings in your root site collection.
  • Click storage metrics in site collection administration.

Maintain the Structure of the Smart Site Collection

System performance is highly affected by the structure of your libraries. The storage metrics enable you to view the size of your libraries but don’t display the number of items that are contained in a library.

You can store more than 30 million items in a single library, but for best practice, it is advisable to have at most 5000 items inside a library.

Note there are methods to carefully scale beyond the 5000, with limitations. You can view the number of items in your library by using the site content option on your website.

It is advisable to re-evaluate your structure if it contains libraries with more than 5000 items to reduce performance issues and view errors.

Establish Permissions for Governance

If users are not assigned the proper permissions, it causes great confusion in collaborative SharePoint projects.

It is essential to ensure that publicly intended data is easily accessible to all users, while private data be accessible only to authorised users.

Permission management is vital for the smooth workflow and security of projects. The permissions assigned to a site can be viewed by visiting Site Permissions in Site Settings.

Keep an Eye on External User Access

One commonly used feature in SharePoint infrastructure is that you can assign permissions to your site to an external user.

If the permission management is not done properly, the external user may get access to sensitive data from your organization.

Moreover, the data may be visible to the user for longer durations than required.

Are you in need of assistance? We can help!

Book a live 1-on-1 call with the experts of Reality Tech to find out how we will help you to achieve your goal.

When to Go for a SharePoint Health Check

Poor Performance

Running a health check of your SharePoint infrastructure is vital if your site’s performance is being degraded.

The poor performance of your SharePoint site can be due to many reasons, like content structure, library sizing, view configuration, custom solutions, page design, fragmented permissions, and a large number of SharePoint sites along with web parts.

The health check of your SharePoint websites can reveal hidden bugs degrading the website’s performance.

Security Issues

Hidden security issues, vulnerabilities, misconfigured deployments, and mismanagement of permissions can cause serious security threats to the data of the site.

The health check reveals the hidden security threats on your site and enables you to develop a more secure web application.

Poor User Adoption

Users would resist adopting a site if it were changing continuously or poorly structured.

Moreover, teams would be frustrated if security issues and the performance of the site were hampering their users.

High Support Costs

Regular health checks enable you to find issues in the SharePoint site at an early stage. It saves organizations money and effort because bugs at a later stage cost a lot of money.

What Is Included in the SharePoint Health Check?

  • SharePoint farm assessment
  • Custom code review
  • The SharePoint security audit
  • Assessment and analysis of content
  • Customized application evaluation
  • Load time analysis
  • User experience assessment

Additional Read:
7 Critical Office 365 Disaster Recovery Plan Mistakes Businesses Make

Conclusion

SharePoint infrastructure monitoring plays a vital role in maintaining the security and control flow of your projects.

The outsourced health checks prevent larger security breaches, rework costs, and user interface problems.

Monitoring SQL disk space, site storage, SharePoint auditing, and monitoring health reports can reveal potential risks to your project, site, and environment.

Frequent health checks prevent poor performance, security issues, high support costs, and user adoption problems at their early stages and prevent them from growing larger.

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Microsoft 365 Groups vs. Teams vs. SharePoint Comparison

Microsoft 365 cloud technology tools have emerged as one of the best platforms for organizations and enterprises to work in collaboration effectively.

Microsoft Groups, Teams, and SharePoint are some of the Microsoft 365 collaboration tools which are used by organizations worldwide while performing different group projects.

These three platforms are independent entities and are developed for different uses. These platforms can be used together to achieve the maximum results and make your group project workflow easy and speedy.

You should be familiar with the SharePoint comparison between Groups and Teams to use these platforms effectively in your group projects.

Microsoft Groups is a membership platform of Microsoft 365 that can be integrated with platforms like Outlook and Planner to create an effective interface for group projects.

The 365 Groups lay down a foundation of productivity and Microsoft Teams is built on the top of this foundation to provide you with additional features for a collaborative group project interface.

What is Microsoft 365 Groups?

Microsoft Group is an object in Azure Active Dictionary that can be integrated with other platforms like OneNote, SharePoint site, planner, etc.

It is a platform provided by Microsoft 365 for creating a group project interface on other platforms.

The team leader can create a group and become a group admin. The group admin can add members to the group and allow them to use the resources of the group.

Unlike some major group platforms, it assigns permission to users automatically.

The groups can be set to private or public as per your requirements. The group can be created on major Microsoft platforms like Outlook, SharePoint, planner, and Outlook on the Web for effective communication in group projects.

On SharePoint comparison, it provides you with the facility of integration with platforms.

Pros and Cons of Groups

For an effective comparison, we need to have a glimpse at the advantages and disadvantages of the Microsoft 365 group:

Pros:

  • Efficient for working on small projects.
  • It provides a user-friendly interface.
  • It is an essential option for departments that require fast replies for day-to-day tasks.

Cons:

  • It provides inefficient data related to tracking and reporting.
  • You need to install local desktop software for a better experience.

What is Microsoft Teams?

Microsoft Teams are also known as the “teamwork hub” within Microsoft’s productivity suite.

It is a chat-based collaborative platform that can be used for the smooth workflow of group projects.

Microsoft Teams is built upon Microsoft 365 groups and inherits its various features.

Whenever you create a team using Microsoft teams, a group is created by default in the back-end. Moreover, you can also create a team from your existing group.

But the permissions will be inherited from your group to the newly created team. On SharePoint comparison, the files shared in a team are stored using the features provided by SharePoint and not on the cloud.

Pros and Cons of Teams

For an effective comparison, we need to have a glimpse at the advantages and disadvantages of the Microsoft 365 team:

Pros:

  • The team members can focus more on work rather than problems prevailing due to miscommunication.
  • The productivity of the team has increased.
  • The implementation of the Microsoft 365 team is easy.

Cons:

  • The file structures are confusing.
  • The online meeting experience is different.
  • Flexibility is limited.

What is SharePoint?

SharePoint is a web-based platform that uses pages, workflows, lists, and other web resources to provide an efficient collaboration platform for group projects.

It also empowers the companies to control their workflow and file sharing. It provides many intranet-based features for an effective group discussion.

It also consists of many security features that, on SharePoint, comparison with teams and groups is missing.

SharePoint can be used by small and large businesses to enhance their efficiency and productivity.

It is a user-friendly web-based collaborative platform that provides intranet features like secure sharing, content sharing, and workflow collaboration.

The various intranet features provided by SharePoint are as follows:

  • The documents are visible only after approval (publishing) by the admin.
  • Notification can be provided to the users when files are uploaded or updated.
  • You can prevent authoring or editing of documents by applying “checkout” on the documents or, alternatively, “co-author” documents concurrently.

Are you in need of assistance? We can help!

We help companies upgrade their on-premises SharePoint environment to the very latest for features, performance, security, and scalability.

Pros and Cons of SharePoint

For SharePoint comparison against teams and groups, we need to have a glimpse of the advantages and disadvantages of SharePoint:

Pros:

  • It is a part of Microsoft Office and thus easily integrates with Microsoft PowerPoint, Excel, and Word.
  • You can utilize automation and integration features in Microsoft applications and other platforms.
  • It is highly customizable.
  • It stores the files in an organized and structured fashion which makes searching for files easy.
  • Enterprise Search allows sophisticated document and content search.
  • It provides sophisticated document management.
  • It allows you to track the version history of documents.
  • You can manage document security and permissions.
  • It is easily extensible for document metadata for filing and search and can be managed centrally across the enterprise.
  • SharePoint is suitable for both small and large organizations.

Cons:

  • SharePoint can be costly to host and license, although for many organizations, it comes free with existing licensing.
  • Best results are achieved with the support of employee training.

Additional Read:

SharePoint Group Management

Conclusion

SharePoint, Groups, and Teams are Microsoft 365 platforms that consist of various features for creating collaborative group projects efficiently and easily.

SharePoint provides you with extra features when compared to Groups and Teams alone.

These platforms have their advantages and disadvantages, and you can use any of these platforms based on your requirements and availability of resources.

SharePoint can work as a perfect group project collaboration tool for your small and large-scale projects.

How to Activate SharePoint Publishing Infrastructure

SharePoint has emerged as one of Microsoft’s most popular products after MS Word, Excel, and PowerPoint.

It is used by many leading enterprises as well as small-sized organizations to share data with their teams easily. SharePoint is mainly used by organizations to collaborate.

But SharePoint publishing provides far more features that some organizations are unaware of. The SharePoint publishing is mainly developed using the Publishing Portal Site Template and Enterprise Wiki Template.

If you want to use any of the above publishing features, you need to enable the SharePoint publishing infrastructure.

Let’s discuss the step-by-step procedure to activate the SharePoint Publishing infrastructure for your site.

What Are the Publishing Features in SharePoint?

The publishing features are by default disabled in SharePoint. It does not matter if you have created a SharePoint site for individual, team, project, or enterprise use, or using a SharePoint default site you may want to enable the publishing features to use them for your site.

SharePoint serves up sites by default in a collaborative way. It allows you to create team sites, calendars, department sites, and Wikis.

Publishing capabilities allow more refined and nuanced capabilities including in-place drafting, approval workflows, versioning, and scheduled publishing.

The publishing model is quite different from the collaborative model. The SharePoint publishing infrastructure enables you to present your site content in a more structured, scheduled and organized, and robust way.

Additionally, you can make use of custom branding, themes, and extensive navigation options.

Moreover, you need to turn on the publishing features to enjoy various advanced functions like Content Query Web Part (CQWP) and Content Search Web Part (CSWP).

Sharepoint publishing infrastructure can greatly enhance the structure of the site to make it more organized, having a reliable Sharepoint development company having expertise in Microsoft Sharepoint services is crucial for efficient collaboration and smooth publishing.

Activate the Publishing Infrastructure Feature

  1. Go to your root site (you need to only enable the setting in the root site, child sites will automatically inherit the permissions), click settings->site settings.
  2. On the site settings page, click on Site collection administration and go to site collection features.
  3. On the site collection features page, go to SharePoint publishing infrastructure and click on activate.

Publishing Features

Once you have enabled the SharePoint publishing infrastructure feature on your root site, it will be automatically applied to the whole site collection.

You will be able to enjoy various Publishing features on your site collection from the ribbon itself; note some features are only visible by clicking the links on the site settings page.

Additional Read

Best Tips for SharePoint Infrastructure Monitoring and Health Check

Navigation and Ribbon

Let’s discuss some major features that are available to use from the ribbon itself:

  • Check-in/Check-Out: You will be able to use the check-in/check-out feature if you are currently editing a page in the edit group feature of the format text tab. It will allow you to edit the content of your page with an embedded version control feature.
  • Publish, approve, and reject buttons: If you are using the approval workflow, then you will see the publish, approve, and reject buttons on the publish toolbar. They will ensure that data is not published on a site without prior reviews.
  • Publish list: The publish list consists of many options including the Submit button. The submit button will link the page to one or more approvers for approval before publishing the content. You can also unpublish or unapproved a page depending on the permissions you have been allotted.
  • Schedule button: The schedule button opens a dialog box where you can specify the schedule to publish your page.

How to De-activate Publishing features

If you want to switch back to the collaborative mode and disable the publishing features on your site, you must keep the following points in mind:

  • Make sure that any of the sites of your site collection is not using any publishing features. If you will disable the publishing features, then these features will not work on the sites anymore. For example, if you are collecting information from multiple sites using the Content Search Query Web Part it will stop working as soon as you deactivate the features.
  • Secondly, you are required to disable the publishing features for each site individually. You cannot disable the publishing features for your collective site collection. It will generate errors if any of the sites in the site collection is using any publishing feature. So, to avoid the error messages you need to follow a bottom-up approach to disable the SharePoint publishing infrastructure.
  • You need to follow the activation steps in reverse order to disable the publishing features. To disable the SharePoint publishing infrastructure at the site level visit site settings->Manage site features and click on the deactivate button.

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Users and Permissions

You can assign different kinds of permissions to different users by using the SharePoint publishing infrastructure.

The Publishing Portal site and Wiki both provide you with various user permissions to choose from. Publishing Portal Site includes Designers, Approvers, Hierarchy Managers, and Restricted Readers.

The Wiki provides the same features with Viewer as an additional feature. Approve, Manage Hierarchy, and Restricted Read are included by default as site collection features.

The child sites will by default use the groups and permission levels from the root site.

*Note: If you have enabled the SharePoint publishing infrastructure features and started using it. You must be careful before deactivating the publishing features as some features on your site may stop working and featured applications may not respond.

Conclusion

SharePoint provides you with many SharePoint publishing infrastructure features to present your web content in an organized, enterprise-class, and structured fashion.

The publishing features are by default set as disabled for the custom as well as default sites in SharePoint. You only need to enable the publishing features for only the root site; child sites will inherit the features automatically.

But once you start using the publishing features do not disable the features (unless truly necessary) as it can disable many features for your site.

7 Critical Office 365 Disaster Recovery Plan Mistakes Businesses Make

Data is the primary asset for every organization and a data loss can become very costly for respected enterprises. The lost data may include customer, employee, or even stakeholder information. Intruder attacks, hardware failures, and system hacking have become some common issues in the current world.

If you don’t have a proper disaster recovery plan, you can be subject to huge hacker ransom demands. If you are using Office 365 in your organization on a regular basis, then the Office 365 disaster recovery plan becomes very important for your firm. You must be careful while planning the Office 365 disaster recovery plan for your organization and should not make seven common mistakes.

Office 365 Disaster Recovery Plan Mistakes

1.Forgetting to Set Up Litigation Hold/Retention Policy

You must be clear about the priority of your data. It will help you to choose the data that you need to back up on a daily or weekly basis. Microsoft already provides you with a data policy that keeps your data stored with them for some time after deletion. After the files are deleted permanently, they are completely removed from the system.

If you have not created a disaster recovery plan (DRP) and applied it consistently and thoroughly, you may face severe problems. It can result in a loss of priority data and affect your Office 365 disaster recovery plan policy compliance. A better DRP will help your business to recover your prioritized data at times of disaster.

2. Confusing Microsoft 365 Data Backup with Office 365 Data Preservation Tools

Sometimes businesses misinterpret the eDiscovery and Preservation hold library as the office 365 preservation tools. It only stores data on a temporary basis. E-discovery helps you to locate, aggregate, and report on relevant data, and leverages the robust SharePoint search system. It lets you take backup of the Office 365 data e-mails, team chats,SharePoint, and OneDrive files.   Note some user data is only retained as long as a user is active in a system such as OneDrive and Exchange, and based on Retention policies, the data is disposed of overtime.

Once the user is deleted from the system, relevant data may be automatically discarded and access and restoration may no longer be possible.

3. The Plan is Outdated

Your Office 365 disaster recovery plan and retention and disposition policies need to be updated periodically to stay in line with compliance policies and stay one step ahead of threats. Similarly, new files might need to be backed up for protection against future threats.  Similarly, the document holds need to be managed to keep in compliance.

4. There’s No Communication

The communication between the recovery team and stakeholders plays a vital role in the Office 365 disaster recovery plan. There should be clear communication between the management and the DRP team to avoid any confusion in the recovery procedure.

Alternate communication channels should be available for the teams to communicate if the primary channels are not available for communication. It should be clear whom the team members have to contact to inform about the updates in the recovery procedure. Better communication ensures the speedy recovery of lost data through DPA.

5. Relying on Single and/or Infrequent Backups

Backup is the most vital part of a successful Office 365 disaster recovery plan. You should take frequent backups as new data keeps added to the organization’s database.  There are third-party backup tools that can greatly improve backups and more importantly, the ability to restore content.  Your backup must contain the data stored consistently across all systems to avoid data loss. Infrequent backups are equivalent to no backups at all as the desired recovery will be inconsistent at best.

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6. Not Preparing Remote Access

If your organization faces a disaster, then the work of the whole enterprise can come to a halt. You need to be pre-planning for the organization’s work to continue at the same pace during a disaster. Remote business planning should be your priority factor in Office 365 disaster recovery plan.  Covid has accelerated organizations awareness and led to a focus and boost in their capabilities, but it is an area for planning and remote access testing.

A disaster may affect the hardware, applications, and communication channels of an organization. If the business is not pre-planning to overcome these, it can face a serious operational and even financial crisis.

If the hardware of computers is unavailable or even destroyed, then the employees need to work from the remote computers. The best option for remote access is to work from personal computers and company laptops. The task of remote access becomes easier if data of employees’ computers are considered under backup.  The best is to retain all data and documents in company-controlled systems and environments.  Alternate channels must be created for the employees to communicate as the communication channels can be deeply affected by a disaster. You should consider the use of SaaS or cloud-based applications to remotely use the applications from other computers.

7. Not learning from experience

It might happen that your DRP plan will not be perfect at the first trial. The recovery plan may not be able to recover some particular kind of data or reduce the damage of the disaster. But once the disaster is over, we need to learn from the experience and find out and correct the shortcomings in your data recovery plan. You should identify the areas of concern in your plan and find solutions to the problems so they do not recur in the future.

Additional Read

MS-Office Integration with SharePoint

Conclusion

Data recovery plans are the primary requirement for a company to avoid data loss during an intruder attack or system hacking. If your organization works primarily on Office 365 then you should include Office 365 disaster recovery plans in your periodic tasks.

You must prepare a complete data recovery plan (DRP) to secure your open office data from being lost in an unforeseen disaster. You should have a policy and systems for frequent backups from a range of sources and maintain alternate communication and remote access facilities to avoid future problems in DRP. The Reality Tech team can help plan to avoid a disaster becoming a true disaster for your enterprise.

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Why Is Custom WordPress Website The Most Trending in 2022?

WordPress as a framework offers you the opportunity to distinguish your business from the competition with a very broad set of available add-ons and customizations. With free or paid themes available on the Web or on a content management system (CMS).

To engage successfully with your potential and existing customers, your website should look vibrant, easy to navigate and contain relevant and informative content that engages the user. Consequently, a Custom WordPress website enables you to achieve these goals with an interactive and vibrant theme, enhanced CMS features, and configuration that defines your brand/business identity.

What Can You Do with WordPress?

To be aggressive in the marketplace, your website theme should resonate with your brand’s identity; so personalization is essential.

You can self-build a basic website with WordPress development tools without coding/programming. It involves acquiring a domain and a web hosting service, installing WordPress, logging to the WordPress dashboard, adding plugin features, customizing the website’s design, creating web pages, launching it, and continuing to add new blog posts to attract and engage your audience.

Advantages of Custom WordPress Website

With a billion WordPress websites, WordPress.org is a top-notch publishing platform available today. To build a Custom WordPress websiteyou don’t need a computer engineering degree; even a novice with basic knowledge of the Web and CMS can design and build personalized websites with drag and drop features.

Differentiate You from Others in Your Niche

Did You Know – 15% of WordPress sites use one of the three top premium themes. Therefore, if you make radical changes to a purchased theme, its features and design layout will bear a resemblance to the themes used by other businesses in your niche. So going this route might not let your website stand out from the competition.

To catapult your brand/business into the limelight, using a Custom WordPress website or a custom WooCommerce theme (online stores) would instantly differentiate your business from the competitors. These platforms offer a unique design that contributes to enhanced brand recognition, and customer engagement, eventually leading to improved sales and revenue.

Security and Safety

Protecting business, financial, and customer data is critical to the success of an organization. A website should ideally be built with the highest security levels to avert cyberattacks via malware and spam. Unfortunately, the statistics are alarming – 90% of websites targeted by hackers a few years ago were low on security, being powered by WordPress.org.

Given WordPress as a de-facto standard, this popular website builder is prone to cyberattacks. But how does it happen? Cybercriminals download a free theme or purchase a premium one to decompose and disassemble its code for finding weak codes or security holes to break into the website and steal critical data.

Note that hackers cannot easily break into your website if you use a custom theme code. Although, it doesn’t guarantee a failsafe measure to protect data privacy.  Custom WordPress-based websites are more secure than free or paid themes.   There are a number of additional techniques we can use to more thoroughly harden and lock down websites to reduce the risk and impact of an attack.

SEO-Friendly

If you have a vibrant and engaging website that doesn’t rank at the top, will it solve your objective of acquiring new customers?

Custom WordPress theme developers can help ensure a high volume of targeted audience views engaging with your website. They would analyze your organization and marketing objectives to suggest accurate and refined layout design, features, and plugins to rank your website higher on the search engines, bringing the latest in cutting-edge designs to your website.

Since traditional theme development does not offer such unique services, you must devote time and effort to enhancing the user experience of your website. However, if you opt for Custom WordPress website services, you can create and fine-tune a theme that resonates with your target audience and improves the visibility of your website on search engines.

Additional Read
Business Intelligence Solution: What It Is and Why it Matters Nowadays

Speed & Performance

Often, premium themes are loaded with extravagant features, which may not be required by your business/brand. These features and plugin codes can easily make your website heavy and slow to respond, which leads to poor search engine page rankings and reduced customer engagement and sales.

For the success of an online business, the website must load quickly and respond quickly to viewers’ queries. Consequently, Custom WordPress websites that contain tuned and personalized business features are lighter and operate quickly and efficiently, which contributes to a better user experience. Additionally, a custom website is extensively tested to eliminate bugs that could hinder the performance or the working of the website across platforms and browsers.  Such testing is simply not available with free or premium themes.

Seamlessly Upgradable Websites

For an effortless functioning website, regularly updating it is important. Software updates ensure a website has the latest security patches and features to protect itself against cyber threats and attacks.

With the passage of time, a premium theme provider may begin to ignore updates, which can put your website at risk. However, with a Custom WordPress website, the developers may update the theme instantly. Thus, a custom WordPress service is a foundation for a secure and stable website.

Pixel Perfect

A website is the first impression of a business/brand. Consequently, a vibrant design layout with a crisp and compelling story, and an enjoyable website experience can propel your brand image in a way that delights your audience.    

Key Points for Creating a Custom WordPress Website 

Appearance: Website qualities such as how easy it is to navigate, or how attractive it appears, determines the volume and quality of website traffic, and eventually the percentage of conversion.

Functionality: The features you want on your website to drive quality user engagement and then use relevant widgets and plugins.

SEO: Analyze the top-performing short and long-tailed keywords in your niche to use in your website for boosting rank in search engine result pages (SERPs), which makes it easier for your audience to discover you.

Additional Read
Challenges in the Hybrid Sourcing Model

Conclusion:

For the success of your business, your website should be visible, secure, quick to open, and responsive. Contain relevant, and useful content to engage your audience. Custom WordPress website services can help you seamlessly achieve it.

With Reality Tech WordPress experts refine your WordPress website to take it to the next level.

Business Intelligence Solution: What It Is and Why it Matters Nowadays

Business intelligence (BI) consolidates data to render valuable insights in a user-friendly manner through dashboards, reports, graphs, and charts. This class of tools enables entrepreneurs and professionals to access historical, new, in-house, third-party, unstructured, and semi-structured data sets to evaluate business performance and trends. Business Intelligence solutions offer valuable insights to identify problems, identify market trends, discover new business opportunities, and improve business decisions.

History of Business Intelligence

The term business intelligence was coined by author Richard Millar Devens in 1865 when he discovered a banker collecting business intelligence information on the market against his competitors.  In 1958, Hans Peter Luhn, an IBM computer scientist researched the probability of gathering business intelligence by using technology. Consequently, he established programs (protocols) for creating IBM’s analytics platforms.

By the 1990s, Business Intelligence solutions gained rapid popularity but the technical application was complex. It required significant investment, and preplanning as well as IT support, often leading to delayed reports and backlogs. Further, extensive training on business intelligence was required for the users and analysts to successfully analyze and run queries on data.

Today, Business Intelligence solutions are focused on self-service BI applications that enable users to create personalized reports and analyses based on their measuring parameters. Additionally, cloud-based platforms have assisted BI to reach globally. Consequently, with faster machines and improved programs, data can be easily processed in real-time, enabling decision-makers to make informed and profitable choices.

How Business Intelligence Works?

Business Intelligence solutions involve four steps to transform massive raw data sets into meaningful information that holds the potential to convert into wins, improving the organization’s bottom line.

Step 1: Gather and transform data from various sources

BI tools use the ETL method (extract, transform, and load) to combine unstructured and structured data from several sources. The collected data is sorted and transformed into smaller and comprehendible data sets for storing at a central location so that applications/programs can easily run a query or analyze it.

Step 2: Discover trends and variations

Data mining is an automated process that quickly analyzes data to discover patterns to render meaningful insights on the latest business performance. Additionally, BI tools feature different types of data modeling and analytics models such as predictive, descriptive, statistical, and exploratory models that explore data, predict trends, and make recommendations.

Step 3: Use data visualization to deliver results

Business Intelligence solutions use data visualization techniques to present results in an easy-to-understand format that can be shared with everybody in an organization. Further, to assist users in comprehending the data and provides the latest business performance or trends, and reporting method used that involves interactive dashboards, maps, graphs, and charts.

Step 4: Act on insights in real-time

Businesses can quickly transform their insights from historical and latest data into action with the use of Business Intelligence solutions. These BI tools allow real-time modifications and long-term strategic deviations to eliminate incompetence, adapt to dynamic market shifts, improve supply challenges, and resolve customer problems.

How Business Intelligence Supports Organizations?

The objective of the Business Intelligence solution is to assist organizations to make informed decisions. Organizations using a BI strategy will obtain accurate, organized, and meaningful data that holds the potential to improve their organizational processes and/or improve their sales and revenue.

BI tools assist teams to gauge their strategy’s performance through key performance indicators (KPIs) that can be tracked and monitored by Business Intelligence solution. Easy access to KPIs and metrics enables teams to organize, focus, and re-align their strategies to the organization’s overall objectives. Further, it allows them to free their working hours to engage in core business tasks that impact the organization’s performance.

Business Intelligence solution is used for demonstrating historic patterns to stakeholders, who can understand and evaluate the health and performance of their vertical or industry, and take corrective measures to improve it.

Benefits of using Business Intelligence software

  • Business Intelligence solutions enable organizations to transform into data-driven enterprises, which improves their performance while they gain a competitive edge.
  • Improve ROI – businesses can smartly comprehend the useful insights to allocate resources for meeting strategic objectives.
  • Discover customer behavior, trends, and preferences for targeting prospects or clients with relevant services/products.
  • Monitor, improve or streamline business operations based on the insights.
  • Improve supply chain management through monitoring activity across the funnel, and communicating outcomes with vendors and partners.

Start Your Business Intelligence Project in a Click

Our technology and wide delivery footprint have created billions of dollars in value for clients globally and are widely recognized by industry professionals and analysts.

How does Business Intelligence ease working?

Since, BI tools sort, structure and analyze historical and new data, it enables organizations to work smartly as they can make rational decisions in real-time, which gives them a competitive advantage.

Business Intelligence solution provides tools for measuring processes and strategies; hence organizations and sales and marketing teams can eliminate or improve on their tasks and performance. Further, it enables them to obtain new market trends and evolving consumer behavior, which they can tap into for successful outcomes.

Business Intelligence Solutions provide benefits in six key areas

  •           Enhanced operational efficiency.
  •           Valuable insights into customer behavior and purchase patterns.
  •           Accurate monitoring and evaluation of marketing, sales, and financial performance.
  •           Transparent benchmarks according to historical and new data.
  •           Instant alerts on customer problems and data variances.
  •           Sharing of analysis in real-time across verticals and industries.

Conclusion:

Business Intelligence solutions are the best great strategic option for enduring competitive advantage and business success. For making timely and informed decision-making to stay ahead of the competition, using BI tools and programs can be essential, as it allows the deep understanding of market trends, customer behavior, and monitors and tracks business processes in real-time for profitable business decisions. Reality Tech helps you to visualize your Enterprise data better than ever.