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SharePoint for Engineering Firms

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Greg Zelfond, SharePoint expert consultant

SharePoint Maven works with engineering firms, architecture practices, A/E/C teams, and design-build organizations to build out-of-the-box SharePoint Online environments that organize project documents, drawings, submittals, and firm knowledge.

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

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Why SharePoint Matters in Engineering

Engineering firms face document and project management challenges that generic collaboration tools don’t address well:

  • Project documents – drawings, specifications, submittals, RFIs, calculations – accumulate fast and live across email, network drives, project management tools, and individual engineer workstations
  • Version control on drawings and specifications is critical — using the wrong revision in the field causes real problems
  • Distributed teams (field offices, remote engineers, consultants) need consistent access to current project documents from anywhere
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What SharePoint Maven Does for Engineering Clients

SharePoint Maven configures SharePoint Online to handle the document workflows engineering firms actually run on – project document control, drawing and submittal management, discipline-based coordination, firm-wide knowledge libraries, and internal intranets. 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.

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How Engineering Organizations Use SharePoint

Project Document Control. Organize project documents by project, phase, discipline, or document type using metadata rather than deep folder hierarchies. Find the current revision of any drawing or specification in seconds; permission controls keep consultants in the right scope.

Drawing & Submittal Management. Manage drawings, specifications, RFIs, and submittals with version control, approval workflows, and metadata tagging. Replace email attachments and network shares with a single source of truth that survives the project closeout.

Firm Knowledge & Standards. Capture firm standards, detail libraries, calculation templates, specification sections, and lessons learned in structured libraries. New engineers ramp faster; senior engineers stop being human search engines for prior work.

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.

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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.

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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.

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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.

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“We hired Greg to help our company develop a new SharePoint Intranet site and are extremely satisfied with his services. He is truly a SharePoint expert and was particularly helpful in guiding us on our design choices during our project. He is responsive, professional, easy to work with, and offers his services at a competitive price point.”

Engineering Consulting Company
CA, USA

“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

“Thank you for the hard work you put in to get our SharePoint / Office 365 system up and running. It has made our work so much easier and significantly more organized. You were such a fantastic asset and we can’t thank you enough.”

Nonprofit
Offices in the USA & Asia

Common Questions About SharePoint for Engineering

SharePoint for Engineering FAQs

Services & Engagement

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