Our SharePoint Administration services

We offer comprehensive SharePoint administration services to keep your environment secure, efficient, and aligned with business needs. But administration is just one piece of the puzzle. Our broader SharePoint consulting services cover the full spectrum, from strategy and planning to customization, migration, and user adoption. Administration services are part of this holistic approach, ensuring your platform not only runs smoothly but also evolves with your business needs. Our SharePoint administration services ensure your platform runs efficiently, stays secure, and supports your organizational goals.

Governance & Site Management

We establish clear policies for site creation, structure, and lifecycle. This ensures that your SharePoint environment is organized, compliant, and easy to manage.

User & Access Management

Our team manages permissions, groups, and roles to provide the right level of access to users. This reduces security risks and keeps sensitive data protected.

Content & Document Management

We help organize libraries, metadata, and document workflows. Proper content management ensures quick access, version control, and compliance with business rules.

Performance & Health Monitoring

We monitor SharePoint performance, usage, and storage to detect issues early. Regular health checks help prevent downtime and maintain smooth operations.

Automation & Customization

We implement automation using Power Automate and configure custom solutions to simplify repetitive tasks. This improves productivity and reduces human errors.

Migration & Modernization

We assist with migrating from older SharePoint versions or other platforms to modern SharePoint Online. This includes updating architecture, optimizing sites, and ensuring a seamless transition.

Why professional SharePoint Administration is essential

Expertise and Efficiencys

Professional SharePoint administrators have in-depth knowledge of SharePoint’s architecture, security model, and features. They ensure the platform is configured correctly from the start, preventing misconfigurations and maximizing productivity.

Proactive Management

Instead of reacting to issues, experts actively monitor performance, manage storage, and enforce governance policies. This proactive approach prevents downtime, security risks, and performance bottlenecks.

Cost Savings

Professional administration optimizes your SharePoint environment, reduces the chance of security breaches, and ensures proper user adoption. This safeguards your investment and lowers long-term operational costs.

Focus on Core Business

Outsourcing SharePoint administration allows your internal IT team to concentrate on strategic initiatives rather than routine maintenance. This drives innovation while keeping your platform secure and efficient.

Infographic showing 7 key benefits of professional SharePoint administration. Image includes points about efficiency, proactive management, cost savings, focus on core business, security and compliance, improved user experience, and scalability.

Enhanced Security and Compliance

Expert administrators ensure that permissions, data policies, and compliance measures are consistently applied, reducing the risk of data leaks or regulatory violations.

Improved User Experience

With proper administration, sites are organized, navigation is intuitive, and content management is streamlined, making it easier for teams to collaborate and find information quickly.

Scalability and Flexibility

Professional administration supports your growth by preparing your SharePoint environment to scale efficiently. Whether adding new users, sites, or workflows, the platform adapts without disruption.

SharePoint Administration best practices

Effective SharePoint administration is key to keeping your platform secure, efficient, and user-friendly. Here are some best practices we recommend:

Quick Tips for SharePoint Admins

  • Limit unique permissions to reduce complexity.
  • Use content types and metadata for better organization.
  • Review site collections regularly for unused sites.
  • Monitor external sharing settings to prevent data leaks.
  • Schedule periodic health checks and security audits.

Implement Governance Policies

Define rules for site creation, content management, permissions, and data retention. Clear governance prevents chaos and keeps your environment organized.

Use Groups for Permissions

Assign permissions to SharePoint groups instead of individual users. This simplifies access management and reduces errors.

Apply the Principle of Least Privilege

Give users only the access they need to perform their tasks. Limiting permissions reduces security risks.

Regularly Audit Permissions

Check who has access to what on a periodic basis. Remove outdated or unnecessary permissions to maintain security.

Infographic titled SharePoint Administration Best Practices showing 10 pillars including governance, groups, least privilege, audit, performance, updates, backup, training, automation, and documentation.

Monitor Performance and Storage

Track site performance, storage usage, and usage patterns. Proactive monitoring helps prevent slowdowns and storage issues.

Keep Your Environment Updated

Apply SharePoint updates, patches, and security fixes promptly. Staying up-to-date prevents vulnerabilities.

Backup and Disaster Recovery

Maintain regular backups and a recovery plan. This ensures data is safe in case of accidental deletion or system failures.

Encourage User Training

Train your team on SharePoint best practices and new features. Well-trained users make administration easier and improve adoption.

Automate Routine Tasks

Use tools like Power Automate to handle repetitive tasks such as approvals, notifications, and content updates. Automation saves time and reduces errors.

Maintain Documentation

Document policies, workflows, and permissions. Clear documentation helps onboard new administrators and ensures consistent management.

Most common challenges faced by SharePoint Administrators

Permissions Sprawl

Challenge: Managing complex permissions across multiple sites and content can become overwhelming, increasing security risks.

Solution Implement a structured permission model using SharePoint groups and permission levels. Regularly audit and review access rights. Professional SharePoint administration ensures that permissions are consistent, secure, and easy to manage.

Poor User Adoption

Challenge: Users may find SharePoint complex and default to inefficient methods like emailing documents.

Solution Provide proper training, clear guidelines, and intuitive site navigation. Administrators can customize dashboards, libraries, and workflows to improve usability, making collaboration easier and more efficient.

Information Silos and Findability

Challenge: Content can get lost in deep folder structures or poorly organized libraries, making it hard for users to find information.

Solution Set up a strong information architecture with consistent metadata, tags, and search optimization. SharePoint administration ensures content is organized and easily retrievable.

Security and Compliance Risks

Challenge: Protecting sensitive data, especially with external sharing, is critical yet challenging.

Solution Use role-based permissions, encryption, and auditing tools. Regular monitoring and compliance checks help prevent unauthorized access and ensure data stays secure.

Migration Complexity

Challenge: Moving data from legacy systems to SharePoint Online can risk data loss or broken customizations.

Solution Plan migration carefully with a step-by-step strategy. Use migration tools, test extensively, and involve professional SharePoint administrators to ensure data integrity and a smooth transition.

Performance Issues

Challenge: Large libraries, heavy customizations, or poorly optimized pages can slow down SharePoint performance.

Solution Monitor performance regularly, optimize large lists, use indexing, and remove unused customizations.

Storage Management

Challenge: Managing storage across multiple sites and document libraries can lead to unexpected limits or clutter.

Solution Monitor storage usage, archive old content, and implement retention policies.

Workflow and Automation Gaps

Challenge: Inefficient or broken workflows can reduce productivity and cause user frustration.

Solution Regularly review workflows, update them with modern Power Automate tools, and test after updates.

Governance and Policy Enforcement

Challenge: Without strong governance, users may create sites or content in an inconsistent or unsecured way.

Solution Define clear policies, set approval processes, and provide oversight to enforce governance.

Our Approach to SharePoint Administration

Strategic Planning

At Congruent Software, we begin by understanding your business goals and workflows. We create a customized governance plan that aligns with your organization’s needs and ensures smooth SharePoint administration.

Proactive Security Management

We focus on preventing issues before they occur. Our team implements strict access controls, monitors for vulnerabilities, enforces compliance policies, and conducts regular security audits to protect your data.

User Adoption and Training

Effective SharePoint administration is not just about technology. We provide training, guidance, and ongoing support so your team can use SharePoint efficiently. This helps maximize productivity and return on investment.

Continuous Optimization

SharePoint administration is an ongoing process. We provide continuous monitoring, performance reporting, and system optimization. This ensures your environment evolves with your business needs and remains efficient and secure.

Infographic titled The 8-Pillar Approach to SharePoint Administration showing eight pillars around a central SharePoint logo: strategic planning, proactive security, user training, continuous optimization, customization and automation, migration and modernization, performance monitoring, and compliance and governance.

Customization and Automation

We leverage low-code/no-code solutions, workflows, and automation to streamline business processes, reduce repetitive tasks, and enhance collaboration across your SharePoint environment.

Migration and Modernization Support

Our team assists with smooth migrations from legacy systems to SharePoint Online and helps modernize your current environment. We ensure minimal disruption and maintain data integrity during the transition.

Performance and Health Monitoring

We actively track site performance, storage, and usage patterns. Regular health checks and monitoring allow us to identify and resolve issues before they impact users.

Compliance and Governance Enforcement

We enforce data governance, retention policies, and compliance standards across your SharePoint environment. This helps reduce risks and ensures your organization meets regulatory requirements.

Frequently asked questions – SharePoint Administration

A SharePoint Administrator manages the platform, ensures smooth operation, monitors performance, implements governance policies, controls user access, and handles security and compliance. They also support migrations, manage content, and provide guidance for user adoption.

A SharePoint Administrator focuses on managing and maintaining the environment. A SharePoint Developer builds custom solutions, workflows, and applications on the platform. Both roles are essential for a healthy SharePoint ecosystem.

Yes. We provide SharePoint administration services for both SharePoint Online and on-premises environments. Our team ensures seamless performance, updates, and security, regardless of the platform.

Yes. User training and adoption are a key part of our SharePoint administration services. We guide your team to use SharePoint efficiently, helping maximize productivity and ROI.

We begin with a consultation to assess your current environment and understand your business goals. From there, we create a tailored SharePoint administration plan, covering governance, security, optimization, and support.

We implement strict access controls, monitor for vulnerabilities, enforce compliance policies, and perform regular security audits. This proactive approach helps prevent unauthorized access and data breaches.

Yes. Our SharePoint administration services include migrating legacy systems to SharePoint Online, modernizing existing sites, and ensuring smooth transitions with minimal disruption.

We provide continuous monitoring and periodic health checks to track performance, storage, and usage patterns. This ensures your SharePoint environment stays secure, optimized, and fully operational.

Yes. We leverage low-code/no-code tools and automation to streamline business processes, reduce repetitive tasks, and enhance collaboration across your SharePoint environment.

Absolutely. Many organizations operate in hybrid setups. Our administrators manage both on-premises and online platforms, ensuring consistent governance, security, and performance across all environments.