Skip to main content

SharePoint for Software Development Firms

Explore Solutions
Greg Zelfond, SharePoint expert consultant

SharePoint Maven works with software development firms, SaaS companies, and digital product teams to build out-of-the-box SharePoint Online environments that organize client deliverables, security and compliance documentation, and internal engineering knowledge.

Engagements are fixed-fee, delivered remotely by Greg Zelfond personally, and built using only out-of-the-box SharePoint features in your existing Microsoft 365 tenant – no custom code, no third-party add-ons.

Young Business People Working On Computer

Why SharePoint Matters in Software Firms

Software firms face document challenges that engineering-focused teams often underestimate until they bite:

  • Client deliverables (SOWs, contracts, design documents, deliverable handoffs) live across email, project management tools, and individual developer workstations
  • Customer security questionnaires arrive frequently and require fast access to current evidence (policies, certifications, audit reports) to respond competitively
  • IP documentation (NDAs, IP assignments, contractor agreements) needs to be retrievable years after deals close, often for due diligence or M&A events
People Collaborating In Office

What SharePoint Maven Does for Software Firms Clients

SharePoint Maven configures SharePoint Online to handle the document workflows software firms actually run on – client deliverables and SOW management, security and compliance evidence libraries, internal engineering knowledge bases, and firm operations.

Every engagement is fixed-fee and uses only out-of-the-box SharePoint features included in your existing Microsoft 365 tenant. No custom code, no third-party add-ons.

People Working On Computers At Cafe

How Software Firms Organizations Use SharePoint

Client Deliverables & SOW Management. Organize client contracts, SOWs, design documents, and deliverable handoffs by client, project, or fiscal year using metadata. Sales, delivery, and finance see the same source of truth; renewal conversations draw from prior deliverables instantly.

Security & Compliance Documentation. Centralize SOC 2 evidence, security policies, audit reports, and certification documents. Security questionnaire responses pull from a single up-to-date library; auditor requests become a retrieval task rather than a fire drill.

Engineering Knowledge & Operations. Consolidate runbooks, architectural decision records, onboarding documents, and operational procedures in structured libraries. New engineers ramp faster; senior engineers stop being human search engines for prior decisions.

Consulting Services

Hourly SharePoint Consulting services are ideal for clients who help troubleshooting their SharePoint platform

Hourly Consulting

Ideal for clients who need 1-2 hours of focused, in-depth help on SharePoint, Microsoft 365, or Teams. Live one-on-one screen-share sessions with Greg – no retainer, no minimum, and unused hours never expire. $350/hour.

Learn more
Our intranet SharePoint consulting services provide an out-of-the-box, customized solution for your company.

SharePoint Intranet

Fixed-fee, out-of-the-box SharePoint intranet implementations in 5-8 weeks. Includes a branded homepage, department sites, Teams integration, and admin and site owner training. Delivered personally by Greg – no subcontractors, no custom code, no third-party tools.

Learn more
My SharePoint document management consulting services will provide you with a setup built specifically for your company.

SharePoint Document Management

Fixed-fee SharePoint document management projects in 3-4 weeks. Replaces folder-based chaos with structured libraries, metadata, and search-friendly views – also dramatically improving Microsoft Copilot answer quality. Includes admin and end-user training. Out-of-the-box only.

Learn more
Icon Governance

SharePoint Governance Audit

Make your SharePoint Copilot-ready. I audit your tenant against 40+ governance parameters – permissions, external sharing, and site architecture, and deliver a written report with severity ratings and a remediation plan. Packages from audit to full governance plan.

Learn more
“We started to work on SharePoint with great help from Greg’s blog, but at a certain point, we decided to hire a SharePoint Consultant. I selected Greg, and since the first contact meeting, everything flowed easily until the end of the first phase of Deployment. Much of the success is thanks to Greg.”

Artificial Intelligence Company
Barcelona, Spain

“Greg has converted us into SharePoint fans and has created a fantastic collaborative tool and experience to help streamline our business.”

Small Business
Toronto, Canada

“Working with Greg at SharePoint Maven is an absolute pleasure. He is always responsive, informative, and his designs and delivery are spot on. I’d recommend his work to anyone looking to either get started or take their SharePoint/Office 365 environment to the next level!”

Project Management Consultant
CT, USA

Common Questions About SharePoint for Software Firms

SharePoint for Software Firms FAQs

Services & Engagement

Schedule a SharePoint Consultation

"*" indicates required fields

This field is for validation purposes and should be left unchanged.