Documents & Storage
You already know what needs to happen in SharePoint. The sites need to be structured correctly, the permissions need to make sense, and the documents need to actually be findable. What you don't have is the time or bandwidth to build and maintain it yourself. Nacho's fractional specialists work directly inside your SharePoint environment, handling everything from initial site architecture to ongoing library management. You stay focused on your business while we keep your SharePoint environment clean, functional, and usable by your team.
What we do
Concrete work our fractional specialists take on inside your SharePoint account. No vague promises.
We set up site collections, subsites, and hub sites based on how your organization actually works, not a generic template. This includes configuring site navigation, applying site designs, and setting up content types and metadata columns so documents are categorized consistently from day one. You get a site structure that your team can navigate without a tutorial.
We create document libraries with custom views, managed metadata columns, and content types that match your filing logic. Folders are structured with clear naming conventions, and we apply column formatting or conditional formatting where it helps users find what they need faster. The result is a library your team actually uses instead of avoiding.
We audit your current permission levels, clean up broken inheritance chains, and set up SharePoint groups that reflect your actual org structure. We handle adding and removing users, assigning permission levels (Read, Contribute, Full Control), and documenting who has access to what so you're not guessing during an audit or offboarding.
We design and publish modern SharePoint pages using web parts including News, Quick Links, People, and document library embeds to create functional intranet hubs. This includes setting up page layouts, configuring audience targeting, and maintaining a content calendar for news posts or announcements. Your intranet becomes a place people check, not ignore.
We build Power Automate flows triggered by SharePoint events such as document uploads, list item creation, or status column changes. Common automations include approval routing, email notifications to specific teams when files are added, and syncing SharePoint list data to other systems like Teams channels or Outlook calendars. Each flow is documented so your team understands what it does and why.
We inventory your existing SharePoint sites or legacy file storage (including shared drives or older SharePoint on-premises environments) and create a migration plan that maps old folder structures to new library and metadata logic. We handle the actual file moves, clean up duplicate or outdated content flagged for review, and verify that links and permissions carry over correctly post-migration.
The handoff
During onboarding, your dedicated Client Success Manager reviews your existing SharePoint environment, or if you're starting fresh, documents your goals and org structure to inform the initial site architecture. From that audit, we build a prioritized roadmap covering what to build first, what to fix, and what to automate over the first 90 days. Our specialists work directly inside your SharePoint tenant using access you grant and control, and every site, library, flow, or permission change we make is documented so you always know what exists and why. You review and approve significant structural changes before they go live, and we maintain a running log of work completed so your team is never dependent on us to explain how something works. The goal is a SharePoint environment your team can operate confidently, whether or not you continue working with us.
Use cases
A few of the most common workflows our team has deployed with SharePoint.
When a file is added to a designated SharePoint document library, a Power Automate flow routes an approval request to the assigned reviewer and posts a message in a specific Microsoft Teams channel. Once approved or rejected, the document status column in the library updates automatically and the uploader receives an email confirmation.
A Microsoft Form collects intake requests (project briefs, IT tickets, HR forms), and each submission creates a new item in a SharePoint list with pre-mapped columns. The list item is tagged with department metadata and surfaced on the relevant SharePoint hub site so the right team sees it without manual forwarding.
When an HR team member marks an employee offboarding item as complete in a SharePoint list, a Power Automate flow removes the departing user from SharePoint groups, reassigns document ownership in shared libraries, and logs the changes to an audit record list. This replaces a manual IT checklist and reduces the window where a former employee retains access.
We connect a SharePoint document library to a Microsoft Teams channel so files created or edited in Teams are stored and versioned in SharePoint automatically. We configure version history settings, set up checkout requirements for sensitive documents, and create a pinned Teams tab linking to the library view filtered by project or status.
We pull SharePoint site usage analytics and storage reports on a recurring schedule, compile key metrics (active users, storage consumption, stale sites) into a formatted summary, and deliver it to designated site owners or IT leads. This gives your team visibility into what is being used, what can be archived, and where storage limits are approaching.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Book a discovery callGood questions
Ready when you are
Book a discovery call and we'll review your current SharePoint environment, identify the highest-priority gaps or fixes, and give you a concrete roadmap before you commit to anything. There's no obligation, and you'll leave with a clearer picture of what fractional SharePoint support would actually look like for your team.