Documents & Storage

Hire a SharePoint specialist who works inside your account

You already know what needs to happen in SharePoint. The sites need to be structured correctly, the permissions need to make sense, and the documents need to actually be findable. What you don't have is the time or bandwidth to build and maintain it yourself. Trusty Oak's fractional specialists work directly inside your SharePoint environment, handling everything from initial site architecture to ongoing library management. You stay focused on your business while we keep your SharePoint environment clean, functional, and usable by your team.

What our team does with SharePoint

Concrete work our fractional specialists take on inside your SharePoint account. No vague promises.

Build and configure SharePoint site collections from scratch

We set up site collections, subsites, and hub sites based on how your organization actually works, not a generic template. This includes configuring site navigation, applying site designs, and setting up content types and metadata columns so documents are categorized consistently from day one. You get a site structure that your team can navigate without a tutorial.

Design and maintain document libraries with consistent naming and metadata

We create document libraries with custom views, managed metadata columns, and content types that match your filing logic. Folders are structured with clear naming conventions, and we apply column formatting or conditional formatting where it helps users find what they need faster. The result is a library your team actually uses instead of avoiding.

Manage permissions and access controls across sites and libraries

We audit your current permission levels, clean up broken inheritance chains, and set up SharePoint groups that reflect your actual org structure. We handle adding and removing users, assigning permission levels (Read, Contribute, Full Control), and documenting who has access to what so you're not guessing during an audit or offboarding.

Build SharePoint pages and intranet content for internal communication

We design and publish modern SharePoint pages using web parts including News, Quick Links, People, and document library embeds to create functional intranet hubs. This includes setting up page layouts, configuring audience targeting, and maintaining a content calendar for news posts or announcements. Your intranet becomes a place people check, not ignore.

Automate document workflows using Power Automate connected to SharePoint lists and libraries

We build Power Automate flows triggered by SharePoint events such as document uploads, list item creation, or status column changes. Common automations include approval routing, email notifications to specific teams when files are added, and syncing SharePoint list data to other systems like Teams channels or Outlook calendars. Each flow is documented so your team understands what it does and why.

Audit and migrate content from legacy systems or disorganized SharePoint environments

We inventory your existing SharePoint sites or legacy file storage (including shared drives or older SharePoint on-premises environments) and create a migration plan that maps old folder structures to new library and metadata logic. We handle the actual file moves, clean up duplicate or outdated content flagged for review, and verify that links and permissions carry over correctly post-migration.

How Trusty Oak supports SharePoint workflows

How the SharePoint handoff works

During onboarding, your dedicated Client Success Manager reviews your existing SharePoint environment, or if you're starting fresh, documents your goals and org structure to inform the initial site architecture. From that audit, we build a prioritized roadmap covering what to build first, what to fix, and what to automate over the first 90 days. Our specialists work directly inside your SharePoint tenant using access you grant and control, and every site, library, flow, or permission change we make is documented so you always know what exists and why. You review and approve significant structural changes before they go live, and we maintain a running log of work completed so your team is never dependent on us to explain how something works. The goal is a SharePoint environment your team can operate confidently, whether or not you continue working with us.

Common SharePoint workflows we build

A few of the most common workflows our team has deployed with SharePoint.

Document upload in SharePoint library triggers approval flow and notifies reviewer in Teams

When a file is added to a designated SharePoint document library, a Power Automate flow routes an approval request to the assigned reviewer and posts a message in a specific Microsoft Teams channel. Once approved or rejected, the document status column in the library updates automatically and the uploader receives an email confirmation.

New SharePoint list item created from Microsoft Form submission routes to department hub

A Microsoft Form collects intake requests (project briefs, IT tickets, HR forms), and each submission creates a new item in a SharePoint list with pre-mapped columns. The list item is tagged with department metadata and surfaced on the relevant SharePoint hub site so the right team sees it without manual forwarding.

Offboarding checklist in SharePoint triggers permission removal and file ownership transfer

When an HR team member marks an employee offboarding item as complete in a SharePoint list, a Power Automate flow removes the departing user from SharePoint groups, reassigns document ownership in shared libraries, and logs the changes to an audit record list. This replaces a manual IT checklist and reduces the window where a former employee retains access.

SharePoint document library synced with Teams channel for project collaboration and version control

We connect a SharePoint document library to a Microsoft Teams channel so files created or edited in Teams are stored and versioned in SharePoint automatically. We configure version history settings, set up checkout requirements for sensitive documents, and create a pinned Teams tab linking to the library view filtered by project or status.

Monthly SharePoint usage audit exported to a report and delivered to site owners

We pull SharePoint site usage analytics and storage reports on a recurring schedule, compile key metrics (active users, storage consumption, stale sites) into a formatted summary, and deliver it to designated site owners or IT leads. This gives your team visibility into what is being used, what can be archived, and where storage limits are approaching.

What SharePoint support costs

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants

~$35/hour

10 hours $350

Specialists

~$50/hour

20 hours $1,000

Fractional Executives

~$95/hour

0 hours $0

Your monthly budget

$1,350

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a Discovery Call

Frequently asked questions

How do you get access to our SharePoint environment, and who controls it?

You grant access through your Microsoft 365 admin center by adding our specialist as a guest user or assigning a SharePoint site collection administrator role scoped to the sites we're working in. You retain full admin control and can revoke access at any time. We never ask for global admin credentials, and we document every permission we're granted so there's a clear record.

Can you maintain our SharePoint environment on an ongoing basis, or is this just a one-time setup?

Both options are available depending on your monthly hour budget. Some clients bring us in for a defined build-out project and then manage it themselves, while others use ongoing hours for recurring tasks like permission audits, new site creation, library updates, and Power Automate flow maintenance. Because unused hours roll over each month, you can bank time during slower periods and use it when a larger project comes up.

Is SharePoint the right tool for what we're trying to do, or should we be using something else?

If your organization is already on Microsoft 365, SharePoint is usually the right choice for document storage, intranet pages, and list-based workflows because it integrates directly with Teams, Outlook, and Power Automate without extra licensing. If you're not on Microsoft 365 and are evaluating SharePoint versus Google Drive, Notion, or Confluence, that's worth discussing on a discovery call. We'll give you an honest read based on your team size, workflow complexity, and existing tools rather than defaulting to the most complex option.

What does a SharePoint specialist at Trusty Oak actually cost, and what's included?

SharePoint work is handled by our Specialists tier at $50 per hour. Monthly Talent Budgets start at $1,000 per month with a one-time $300 onboarding fee that covers your Strategic Delegation Plan and initial SharePoint environment audit. There's an initial 3-month commitment, then the arrangement goes month-to-month. Unused hours roll over, so you're not losing budget if a month is lighter than expected.

What happens to our SharePoint setup if we stop working with Trusty Oak?

Everything we build lives in your Microsoft 365 tenant, which you own entirely. Before offboarding, we compile full documentation of all sites, libraries, permission groups, and Power Automate flows we created or modified, so your internal team or a future administrator can take over without starting from scratch. You're never locked into working with us to keep things running.

Get a SharePoint audit on your first call

Book a discovery call and we'll review your current SharePoint environment, identify the highest-priority gaps or fixes, and give you a concrete roadmap before you commit to anything. There's no obligation, and you'll leave with a clearer picture of what fractional SharePoint support would actually look like for your team.