Modern businesses thrive on seamless collaboration, efficient document management, and secure information sharing. According to Mckinsey Report, organizations that prioritize workplace collaboration tools can improve productivity by up to 30%.
Based on a February 2025 Forrester study, companies deploying Microsoft 365 for Business saw a 223% return on investment (ROI) over three years.
But despite its power, SharePoint implementation and adoption can be challenging. Many organizations struggle with migrations, governance, or user training leading to underutilized investments.
In this buyer’s guide, we’ll walk you through everything you need to know from the fundamentals of SharePoint consulting to how to choose the right partner for your SharePoint migration, implementation, and document management strategy.
What Are SharePoint Consulting Services?
SharePoint consulting services are professional solutions offered by Microsoft experts to help businesses plan, deploy, migrate, customize, and maintain SharePoint environments. A consultant ensures your SharePoint platform is aligned with your business goals, user needs, and compliance requirements.
Services typically include:
- SharePoint implementation (from scratch or upgrade)
- SharePoint migration (from legacy systems or older versions)
- Document management and governance solutions
- Workflow automation for business processes
- Intranet and portal development
- Integration with Microsoft 365 and Power Platform
- User training, adoption, and ongoing support
By leveraging a trusted SharePoint consulting partner like Embee Solutions, organizations can reduce risks, improve adoption rates, and maximize ROI.
Why Businesses Need SharePoint Consulting?
While SharePoint is a robust platform, its true potential lies in expert implementation and customization. Without guidance, companies often face:
- Failed SharePoint migrations with missing metadata
- Poorly structured document libraries
- Low employee adoption due to complex user experiences
- Compliance gaps in document retention policies
- Unscalable architectures that hinder growth
With professional SharePoint consulting services, businesses can:
Ensure smooth SharePoint implementation with minimal downtime
- Create intuitive document management systems
- Automate manual processes to save time
- Build employee-friendly intranets
- Secure sensitive data and meet compliance regulations
Core Areas of SharePoint Consulting Services
1. SharePoint Implementation:
What Is SharePoint Implementation?
SharePoint implementation involves designing, deploying, and configuring a SharePoint environment to match organizational needs. It can be on-premises, cloud-based (SharePoint Online), or hybrid.
Benefits of Professional Implementation
- Strategic Alignment: Aligns SharePoint with business goals.
- Scalability: Configures infrastructure to support growth.
- Integration: Connects with Microsoft 365, Teams, and Power BI.
- Security: Implements access controls, encryption, and audit trails.
2. SharePoint Migration
What Is SharePoint Migration?
SharePoint migration is the process of moving data, documents, and workflows from older systems (file servers, Lotus Notes, or older SharePoint versions) to the latest SharePoint platform.
Key Challenges Without Experts
- Loss of metadata
- Broken links in documents
- Inconsistent permissions
- Downtime during migration
Why Choose Embee Software?
Embee ensures secure, seamless SharePoint migration with:
- Pre-migration assessments
- Minimal downtime strategies
- Validation checks for data accuracy
- Post-migration support
3. Document Management
Importance of Document Management in SharePoint
Document management is at the core of SharePoint’s value. A poorly managed system leads to duplication, compliance issues, and inefficiency.
Features of Effective Document Management:
- Version control
- Metadata-driven organization
- Secure access permissions
- Automated retention and deletion policies
- Searchable document libraries
With Embee Software’s document management expertise, organizations can create a centralized, secure, and user-friendly repository.
4. Workflow Automation & Integration
SharePoint isn’t just for storage it’s a productivity powerhouse when combined with Microsoft Power Automate.
Examples of Automated Workflows:
- Invoice approvals
- Leave request processing
- Policy acknowledgment tracking
- Customer support ticket routing
By integrating SharePoint with Teams, Power BI, and Dynamics 365, Embee Solutions helps businesses create a connected digital workplace.
5. Intranet and Portal Development
A modern intranet built on SharePoint improves employee engagement and collaboration.
Benefits of SharePoint Intranets:
- Centralized access to resources
- Company announcements and updates
- Department-specific sites
- Mobile-friendly design for remote workers
6. Governance, Security, and Compliance
Enterprises face increasing pressure to comply with regulations like GDPR, HIPAA, and ISO standards.
Embee Software’s Governance Approach:
- Define user roles and access levels
- Implement retention and archival policies
- Enable encryption and audit trails
- Regular compliance checks
7. Training, Adoption & Ongoing Support
Even the best systems fail without proper user adoption. Embee Software ensures success with:
- Hands-on training workshops
- User guides and knowledge bases
- Dedicated support teams
- SLA-based post-launch maintenance
How to Select the Right SharePoint Consulting Partner?
Choosing the right SharePoint consulting services provider is one of the most critical steps in ensuring your organization’s digital transformation journey is successful. While Microsoft SharePoint is a robust platform, its true value is unlocked only when implemented and managed by the right partner. The wrong choice could result in wasted investments, poor adoption, compliance risks, or even a complete project failure.
Here’s a detailed breakdown of the key factors you should consider when evaluating a SharePoint partner:
1. Experience in Your Industry
Every industry has unique requirements when it comes to document management, compliance, and collaboration. For example, a financial institution might prioritize strict governance and regulatory compliance, while a manufacturing company might focus more on workflow automation and supply chain integration.
A seasoned SharePoint consulting partner brings domain-specific expertise and can design solutions that align with your business context.
- Why it matters: An experienced partner understands your industry’s challenges and can configure SharePoint features (like metadata, retention policies, and workflows) to address them directly.
- Example: A healthcare provider requires HIPAA compliance for patient records. An experienced consultant would configure access permissions, audit logs, and retention schedules accordingly.
Embee Software has successfully delivered SharePoint implementations across industries such as BFSI, manufacturing, healthcare, retail, and education, making them an ideal partner for diverse organizations.
2. Microsoft Gold/Cloud Certifications
Not all SharePoint consultants are created equal. The gold standard of credibility comes from Microsoft itself.
- Microsoft Gold Partner Certification demonstrates that the consultant has achieved the highest level of Microsoft competency in deploying and managing SharePoint and Microsoft 365 solutions.
- Cloud Productivity and Collaboration certifications validate expertise in SharePoint Online, Teams, and Microsoft 365 integrations.
Why it matters: Certified partners have direct access to Microsoft support, training, and product roadmaps ensuring your organization benefits from the latest features and security practices.
As a Microsoft Solutions Partner, Embee Software ensures your SharePoint implementation and migration projects follow Microsoft’s best practices and global standards.
3. Proven SharePoint Migration Success Stories
Migration is often the most complex aspect of adopting SharePoint. Whether you’re moving from legacy systems, on-premises SharePoint, or third-party platforms, a single error can lead to lost data, broken links, or compliance violations.
When evaluating a consulting partner, ask for:
- Case studies of successful SharePoint migrations.
- Statistics on migration accuracy (e.g., 99.9% data integrity).
- Experience with hybrid environments (on-prem + cloud).
Why it matters: A partner with proven success stories can anticipate migration pitfalls and ensure a smooth transition with minimal downtime. Embee Software has executed numerous SharePoint migration projects for mid-size and enterprise clients, ensuring secure, validated, and error-free transitions.
4. References and Client Testimonials
A trustworthy SharePoint partner should be transparent about their track record. Client testimonials and references provide first-hand evidence of their reliability.
- Why it matters: Positive references prove the partner not only has technical expertise but also delivers excellent communication, project management, and post-launch support.
- What to look for: Testimonials that highlight measurable outcomes like “improved employee adoption by 60%” or “reduced manual processes by 40%.”
Embee Software showcases success stories and customer feedback that reflect its commitment to customer-centric consulting and long-term partnerships.
5. Flexible Support and Pricing Models
Every business has different budgets, project scales, and support needs. A good SharePoint partner should offer flexibility in engagement models, including
- Fixed-price projects (for defined scopes)
- Time & material engagements (for evolving needs)
- Managed services contracts (for ongoing support)
Why it matters: Flexibility ensures that your SharePoint journey is affordable and adaptable to your growth. You don’t want to be locked into rigid, expensive contracts that don’t match your evolving needs.
Embee Software offers customizable engagement models whether you need a full SharePoint implementation, a one-time migration, or continuous support for document management and intranets.
Final Thought: Don’t Just Buy a Service – Choose a Partner
Selecting a SharePoint consulting partner isn’t just a procurement decision, it’s a strategic business move. The right partner ensures:
- Faster time-to-value
- Higher user adoption rates
- Reduced compliance risks
- Long-term scalability
FAQs (Frequently Asked Questions)
With its industry expertise, Microsoft certifications, proven migrations, customer success stories, and flexible support, Embee Software stands out as the ideal partner for organizations seeking to maximize their SharePoint investments.
