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SharePoint ECM Needs Assessment

Microsoft SharePoint ECM Needs Assessment Services from ProConversionsDoes the use of Microsoft SharePoint and enterprise content management (ECM) represent multiple taxonomies and silos of information? Do you have abandoned SharePoint libraries that contain valuable organizational content? Are you thinking about integrating your document management system with SharePoint?


Whatever the case, we can help you develop an enterprise taxonomy and content strategy that will be the first step in our streamlining your current content types into what actually makes sense to everyone in the organization, from the CFO to the Director of IT to all departments heads and employees. We can establish easy and uniform ways to find your documents while maintaining document level security so that only certain employees can see certain documents, protect your proprietary content outside your firewall by password-protecting PDFs and other files, and have the ability to swipe proprietary data back off employes mobile devices.

Assessment Details

We will evaluate your current SharePoint environment, create a problem statement and develop a detailed plan that will serve as the blueprint for integrating ECM and adding other options.


We will then design a SharePoint ECM plan to incorporate best practices in your organization utilizing our best-in-class product portfolio of Advanced Capture, Document Management, Workflow, Electronic Forms, Mobility, and Business Process Management (BPM) solutions, including across all four mobile environments: Android, Apple, Microsoft, and Blackberry.


Upon completion of the SharePoint ECM Assessment, ProConversions will provide a formal functional requirements document and corresponding statement of work that will contain the following:


  • A narrative of the current SharePoint ECM plan and state of enterprise taxonomy
  • A process flow diagram of the newly designed SharePoint ECM plan
  • A detailed list of project deliverables for the project's 1st phase
  • A system diagram of required server architecture
  • Project milestones based upon the date a purchase order is received
  • A list of project assumptions, customer requirements and disclaimers
  • Costs for services delivered in 1st phase of the project
  • Summary of subsequent deliverables for future project phases


ProConversions will work closely with your organization to architect the initial project implementation to both optimize the targeted business processes and greatly reduce the labor, non-compliance issues and cost inefficiencies that currently exist.


Contact us today for your SharePoint ECM Assessment


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