55 minutes that will help fix your SharePoint Document Management.

55 minutes that will help fix your SharePoint Document Management.

G'day there, I spent 55 minutes this week recording something I probably should have made years ago.

It's a masterclass on SharePoint document management. And before you roll your eyes and think "ugh, another boring SharePoint tutorial," hear me out.

This came about because I keep having the same conversation over and over again. Someone reaches out frustrated because their team treats SharePoint like a digital dumping ground.

People will go back to old habits.

Files everywhere, nothing findable, everyone reverting back to email attachments and desktop folders.

Sound familiar?

I have no doubt you know how this goes right, you spend months planning your "digital transformation." You get everyone excited about collaboration and modern workplaces. You roll out Microsoft 365 with great fanfare.

Then... crickets.

Within weeks, people are back to their old habits because nobody actually showed them how to set up SharePoint properly. They think it's just "folders in the cloud" and wonder why it feels harder than the old file server.

SharePoint is incredible at document management

What most people don't realize is that SharePoint is incredible at document management when you understand the core concepts. I'm talking about finding any document in seconds, not minutes. Having project workspaces that actually make sense. Metadata that works for you instead of against you.

The problem isn't SharePoint.

It's that most people are using maybe 10% of what it can do.

So, I finally sat down and recorded everything. The whole framework I use when I help organizations transform their SharePoint chaos into something their teams actually want to use.

We cover:

  • Why metadata beats folders every single time (and how to set it up so it's not painful), well almost. Folders still have a place.

  • Content types that automatically prompt for the right information

  • Document sets for projects (this one's a game-changer)

  • Views that show people exactly what they need to see

  • The strategic use of folders (yes, they still have a place)

But more importantly, we go through the actual setup. You'll see every click, every setting, every decision.

No theory – just the practical stuff that works.

I'm calling it "Core Concepts for Document Management in SharePoint" and it's everything I wish existed when organizations ask me where to start with proper SharePoint setup.

The masterclass is live now.

t's about 55 minutes of pure implementation – no fluff, no sales pitches, just the framework that turns SharePoint from frustrating to functional.

You can watch the whole masterclass right now

One quick question for you: What's your biggest SharePoint frustration right now? The thing that makes you want to go back to email attachments. Let me know. I read every response, and I'm always curious about what specific challenges people are facing.

P.S. If you're thinking "but my organization will never change how they use SharePoint," I get it. Start small. Pick one project or one team. Show them what's possible. Success has a way of spreading when people see something that actually works better than what they're doing now.

Rohit Kumar (Consultant/Trainer)

SharePoint Architect | Power Platform Consultant | Microsoft 365 Trainer | Enterprise Migration Expert | Workflow Automation | Digital Transformation | Low-Code Solutions | Branding-Driven Delivery

3w

Your post got me thinking! What’s the story behind it?

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Great stuff, Daniel!

David Duncan

Compliance and Risk Specialists | Helping Enterprises navigate the Microsoft landscape | Maximize your value in the cloud | Buy back your time | Bluebox Solutions Co-founder

1mo

This is a pretty good overview in a short time but I honestly think most people will get lost at "Content Type". Also still can't believe that the New Doc Set forms are still in classic mode and the Doc Set content view lost the better classic presentation in the part they actually upgraded to modern! Can't understand why Microsoft treats one of SP's best features as a second class citizen.

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