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SharePoint for Finance

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Greg Zelfond, SharePoint expert consultant

The world of finance is one that is highly-regulated, and requires an elevated level of accuracy and efficiency when it comes to documentation and data sharing.

I can help you set up a SharePoint environment that is specific to your financial department or institution’s needs. Once we’ve worked together to set up that environment, your team will be able to easily navigate SharePoint and avoid costly mistakes and misunderstandings.

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Improve Workflow Accuracy

SharePoint is designed to make collaboration easy, organized, and — most importantly in the financial sector — accurate. When your team can access appropriate documents confidently and with fewer errors, teamwork is strengthened along with your company’s ability to satisfy clients and deadlines.

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Maintain Compliance with Ease

SharePoint Maven’s Finance services are designed to equip your team with a SharePoint environment that keeps your company competitive and compliant in your heavily-regulated industry. I will work with you to set up a system that encourages collaboration between team members while keeping data secure and organized.

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How SharePoint Makes Your Team More Productive

SharePoint provides an economical solution for accessing and managing critical documents throughout your organization. Boost your efficiency by consolidating your files, documents, and data sources. Promote teamwork by making it easier for employees to access project documents, emails and tasks. Strengthen security by limiting access to documents.

Consulting Services

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

Hourly Consulting

Hourly SharePoint Consulting service is an ideal option for clients who need short-term (a few hours), immediate help troubleshooting their SharePoint issues, or need guidance to answer all those burning SharePoint and Teams questions! This option allows clients to receive exactly the help they need, without paying for irrelevant services or long-term retainers.

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

SharePoint Intranet

Let me take the work of SharePoint Intranet Implementation off your shoulders and out of your mind! I will help you design and implement an out-of-the-box SharePoint Intranet that integrates with Teams in no time! You will receive a solution that is customized to your brand and unique needs and requirements, under fixed fee, all-inclusive pricing.

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

SharePoint Document Management

You can save staggering amounts of time, energy, and productivity by investing in a streamlined, efficient document management system through SharePoint Online. Let me transform your overwhelming folders into organized, streamlined document libraries that make searching and contributing a breeze. My document management service will ultimately provide you with an out-of-the-box setup built specifically for your company, as well as the training you’ll need to use it efficiently.

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SharePoint Governance

Now that you’ve migrated to SharePoint, do you have a set of policies that define processes, roles, rules, and regulations for user interaction with SharePoint in your organization? If not, you’re at risk for a lot of confusion around site and Teams creation, record retention, and sharing permissions. I can help your company with its Governance needs and processes!

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SharePoint Search Optimization

Having a well-organized file and document management system in SharePoint Online is important — but if your users can’t navigate it easily, what’s the point? Does your team have trouble finding the right content in SharePoint, or are they simply overwhelmed by endless pages and revisions? If so, I’m here to help!

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SharePoint Retention & Records Management

Does your organization need to keep certain documents or records intact for legal purposes? SharePoint Online lets you do just that, simply and effectively — if you know what you’re doing! I can help you save and organize important documents for as long as you need, whether you’re protecting files from accidental deletion, backing up files, or saving documents for legal reasons.

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Schedule a SharePoint Consultation

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“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

“Greg provides excellent, timely information and can help you and your colleagues understand the changing environment of SharePoint.”

Management Consulting Company
OR, USA

“Greg explains things clearly and makes them simple. He tells you the things you have to set up on the backend before implementing the solution so that you don’t try something and you can’t figure out why it doesn’t work. He understands real business cases and gives options.”

IT Firm
AZ, USA