Services

SharePoint services, in the order they usually happen

TechRam runs eight kinds of engagement on SharePoint and Microsoft 365: a read-only SharePoint audit, governance and permissions cleanup, storage and archive lifecycle, registers and trackers, custom operational apps, an intranet and knowledge layer, Copilot agents and AI workflows, and a Run & Improve retainer. Strategy, integration, reporting and Azure sit around them as extended capabilities.

Scoping a build with a client

Understand the environment

  1. The SharePoint Audit

    A read-only review of your Microsoft 365 — SharePoint, OneDrive and Teams — in two to three weeks, changing nothing and ending in a fixed-price proposal.

    What this does for your AI: Copilot answers from whatever a person can already open. The audit is where you find out what that is.

Fix the foundations

  1. Governance & Cleanup

    Permissions, external sharing, site sprawl and lifecycle brought under a policy your people can actually follow.

    What this does for your AI: An agent inherits whatever the permission model allows. Fixing the model is what stops it answering from somewhere it shouldn't.

  2. Storage & Archive Lifecycle

    Migration, archive tiers and retention, so content you must keep costs less and content you must not keep is gone. Includes SharePoint migration.

    What this does for your AI: Content an assistant should never surface has to be archived rather than left in place. Retention is what makes that a rule instead of a hope.

Replace the workarounds

  1. Registers & Trackers

    Turn the compliance spreadsheet into a system people actually use — one register per obligation, with owners, dates, reminders and an audit trail.

    What this does for your AI: A register with owners, dates and states is something an assistant can answer from. A spreadsheet is something it can only guess at.

    Typical timeframe

    Weeks, not months

    See what's involved → in Registers & Trackers
  2. Custom Operational Apps

    The intake, approval, case and onboarding systems your operation is missing — built as real systems with owners, states and reminders, on the Microsoft licences you already pay for.

    What this does for your AI: An app writes the record as the work happens, which is the only way an assistant can answer about work in progress.

Make knowledge usable

  1. Intranet & Knowledge Layer

    One place your people look first, and a knowledge base your AI can be grounded in rather than guess from.

    What this does for your AI: A knowledge base with one authoritative version of each policy is the difference between Copilot citing your procedure and citing a draft.

  2. AI Workflows & Agents

    Copilot and agents put to work on the operational system underneath, scoped to named tasks, with the permissions and grounding checked first.

    What this does for your AI: This is the step everything else was for. The agent answers from a system with owners and states, not from a folder.

Keep it working

  1. Run & Improve

    We keep what we built working, and we keep improving it. Monthly reviews, fixed tiers, outcomes named up front.

    What this does for your AI: A system that drifts stops being a reliable source. Keeping it current is what keeps the AI on top of it honest.

    Typical timeframe

    Monthly, no lock-in

    See what's involved → in Run & Improve

Extended capabilities

Where a project needs expertise beyond our core delivery, we bring the right capability around the engagement — strategy and advisory, integration, reporting, Azure. None of it needs the SharePoint build to happen first.

Common questions

01. Which service should we start with?

Almost always The SharePoint Audit. It is read-only, it takes the guesswork out of scoping everything else, and it tells you what to fix first rather than what we'd like to sell.

02. Can you do one piece of work rather than a programme?

Yes. Each engagement stands on its own. Most clients start with one and decide about the next once they can see what changed.

03. Do you work alongside our existing IT provider?

Regularly. We do the SharePoint and Microsoft 365 build; your managed service provider keeps running the things they already run. We'll tell you where the line should sit.

04. What happens after a build is finished?

Either you run it yourselves with the documentation we hand over, or we keep it current on a Run & Improve retainer. Both are fine. Neither is a lock-in.

Not sure which one? Nobody is, before the audit.

It is read-only, it takes two to three weeks, and it ends in a prioritised plan you own. Everything scoped after it is scoped against what is actually in your tenant.

Start with The SharePoint Audit →