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SharePoint for Finance

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Greg Zelfond, SharePoint expert consultant

Do you struggle with making sure that your employees always have access to the latest version of their CAD drawings and related documentation?

SharePoint gives your engineers the ability to better control their projects through customizable dashboards they can create within their SharePoint environment.

People Looking At Data

Improve Internal Workflows With SharePoint

Financial departments and institutions face numerous challenges in today’s heavily regulated, competitive market. SharePoint Maven can create a custom SharePoint environment to make the process of communicating and collaborating across teams, departments, and divisions much easier.

People Shaking Hands

Deliver Superior Customer Service With SharePoint

You can use SharePoint to help your team to remain in compliance with the numerous regulatory requirements and businesses processes that govern your operations. With over 15 years experience as a PMP-certified Project Manager, I can help you set up a SharePoint environment that is easy to use, facilitates teamwork, and strengthens your ability to satisfy your customers.

People Making Deal At Table

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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“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