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.
Files everywhere, nothing findable, everyone reverting back to email attachments and desktop folders.
Sound familiar?
I am sure you know how this goes. Organizations spend months planning their “digital transformation.” They get everyone excited about collaboration and modern workplaces. They 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.
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 that I think you should know to start using SharePoint to its potential. 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 not exactly, folders still have their 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. It’s about 55 minutes of pure implementation – no fluff, no sales pitches, just the framework that turns SharePoint from frustrating to functional.
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.
Hit reply and let me know. I read every response, and I’m always curious about what specific challenges people are facing.
Talk soon,
Daniel
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.