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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.

People Looking At Data

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

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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Icon Governance

Copilot Governance Audit

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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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 what you need to set up on the backend before implementing the solution, so you don’t try something and then can’t figure out why it doesn’t work. He understands real business cases and gives options.”

IT Firm
AZ, USA