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SharePoint for MSPs and IT Providers

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Greg Zelfond, SharePoint expert consultant

SharePoint Maven works with managed service providers (MSPs), IT consulting firms, and IT services organizations to build out-of-the-box SharePoint Online environments that organize per-client documentation, internal runbooks, vendor management, and operational 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.

People On Computers Around Table

Why SharePoint Matters in IT Providers

MSPs and IT providers face document and operational challenges that even technically-strong teams underestimate:

  • Per-client documentation (network diagrams, runbooks, credentials, contracts) accumulates across IT documentation tools, shared drives, and individual technician systems
  • Technician handoffs (tier 1 to tier 2, new hires onboarding, departures) lose context when client documentation lives in personal notes or scattered tools
  • Selling SharePoint to your own clients is a common opportunity, but most MSPs lack the internal SharePoint expertise to deliver implementations confidently
Team Members In A Huddle

What SharePoint Maven Does for IT Providers Clients

SharePoint Maven configures SharePoint Online to handle the document workflows MSPs and IT providers actually run on — per-client documentation libraries, internal runbooks and operational knowledge, SOC 2 and compliance evidence, vendor management, and MSP 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.

What does custom SharePoint training  look like?

How IT Providers Organizations Use SharePoint

Per-Client SharePoint Sites. Organize network diagrams, runbooks, credentials references, contract documents, and configuration notes by client using metadata-driven libraries. Technician handoffs preserve context; departing engineers don’t take client knowledge with them.

MSP Operations & Internal Knowledge. Centralize standard operating procedures, sales materials, HR documents, vendor partner information, and IT operational documents. Sales, delivery, and operations work from the same source of truth.

Reselling SharePoint to Your Clients. Many MSPs offer Microsoft 365 deployment but stop short of full SharePoint implementations. With proper internal SharePoint training, you can either deliver these projects yourself or refer them through partner channels with confidence about what’s involved.

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

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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“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

“Greg is very knowledgeable and explains things thoroughly. We should have reached out sooner!”

IT Management Firm
CA, USA

“Greg is extremely knowledgeable in SharePoint and answered all of our questions. I would highly recommend him for anyone looking to get a better understanding of SharePoint.”

IT Services
NY, USA

Common Questions About SharePoint for IT Providers

SharePoint for MSPs FAQs

Services & Engagement

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