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Information Architecture & Governance

People using platforms like Microsoft Teams or SharePoint often wonder why nothing much changes or improves in their organization once they have rolled things out. Most often, we find its because content is moved into SharePoint or Teams without any sound organizing principles. Instead, the content just becomes shared folders in the cloud. What’s missing is usually good information architecture and governance. Information Architecture Information architecture (IA) describes how we store, organize, find, and work with information to make it more understandable and useful.

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Using SharePoint Managed Metadata for Search

Recorded live on Wednesday, August 21, 2024 at 12:30:00 pm ET

In this Ask Sympraxis session, we expand on the foundational concepts discussed in the previous episode, focusing on the role of SharePoint Managed Metadata for Search. If you haven’t caught up on that episode yet, we recommend starting there to better understand the central role of the term store and managed metadata in building a robust information architecture. Term store vs. managed metadata The term store and managed metadata are often mentioned together, but it’s important to differentiate between the two.

Microsoft 365 SharePoint Term Store and Metadata

Recorded live on Wednesday, August 7, 2024 at 12:30:00 pm ET

In this Ask Sympraxis session, we delve into the intricacies of the SharePoint Term Store, a critical component for maintaining consistency in how we categorize and tag content across an organization’s intranet. What is the SharePoint Term Store? The Term Store in SharePoint is essentially a repository for commonly used terms. It provides a tenant-wide or site-wide source of terms organized hierarchically, ensuring we use the same language when working in SharePoint.

Microsoft 365 SharePoint Brand Center

Recorded live on Wednesday, May 29, 2024 at 12:30:00 pm ET

Back in the day, SharePoint developers reveled in the ability to craft pixel-perfect intranets and websites, wielding full control over branding assets. However, this era of limitless customization came at a cost - considerable technical debt. If you built an intranet with custom branding, you had to account for every web part, how it was used, and how it was branded, often at the expense of performance. The good news is all that changes in the new modern brand center as it is slowly giving us back customization options.

Page Layouts: Building great home pages

Recorded live on Wednesday, April 17, 2024 at 12:30:00 pm ET

Crafting a compelling home page on SharePoint is an art and a science, requiring a delicate balance of strategic planning and creative execution. At the heart of it all lies the principle of consistency. Whether the page serves as an intranet hub or a team site, users should encounter a familiar layout and navigation that guides them to their desired content. Rules of thumb Beyond consistency, we recommend placing crucial content in the top left corner.

Migration: The Sympraxis Approach

Recorded live on Wednesday, March 20, 2024 at 12:30:00 pm ET

Migrating to and within Microsoft 365 can sometimes be a daunting task fraught with challenges, from data integrity to user adoption. That’s where the Sympraxis Approach comes in. This session of Ask Sympraxis digs deeper into migrations, focusing specifically on a redesign approach. If you’d like a broader overview of migrations in general, please visit our prior session What does migration really mean?. Redesign: Pros and Cons The consensus is clear: lift and shift approaches are a thing of the past.

What does migration really mean?​

Recorded live on Wednesday, March 6, 2024 at 12:30:00 pm ET

Feeling overwhelmed by the prospect of migration? Don’t worry, this session of Ask Sympraxis is here to assist you! Our discussion covered various aspects, ranging from the definition of migration all the way to potential speed bumps. Here’s a comprehensive breakdown of the key takeaways: Understanding migration Migration, simply put, involves moving content from one place to another. This process takes different forms, such as organizational mergers, acquisitions, divestitures, reorganizations, and transitioning to the cloud.

Site and List Templates

Recorded live on Wednesday, February 7, 2024 at 12:30:00 pm ET

At its core, a template serves as a blueprint, allowing repeatability, consistency, and encapsulating institutional knowledge. For more detailed information and an overview of templates in general, please visit our prior Ask Sympraxis session. Maturity Model approach As we love to often reference, templates can also be viewed in relation to the Maturity Model. Starting at level 100, templates are completely absent, and everything is configured manually on the fly.

Page Templates

Recorded live on Wednesday, January 24, 2024 at 12:30:00 pm ET

In this Ask Sympraxis session, we explore the intricacies of page templates in SharePoint and Microsoft 365. For a broader understanding of templates, check out our templates overview session. In short, templates play a crucial role in ensuring consistency, repeatability, and encapsulating institutional knowledge. Creating Page Templates To create a page template, we suggest starting off with building a page using your desired content. Once the content is ready, select the ‘Save as Template’ option, located in the upper left corner while editing the page, this clones the page and places a copy in the templates folder of your site.

Content Types and Document Templates

Recorded live on Wednesday, January 10, 2024 at 12:30:00 pm ET

This session the team focuses specifically on content types and document templates. Within the Microsoft ecosystem, we must emphasize their role in ensuring repeatability, maintaining consistency, and encapsulating institutional knowledge. Content types as templates Content types are defined as collections of structured or unstructured data representing business objects, for example: benefits, contracts, and vacation requests. Content types play a crucial role in defining these entities and the associated data, enabling the creation of intricate hierarchies of content.

Template Overview

Recorded live on Wednesday, December 13, 2023 at 12:30:00 pm ET

In this Ask Sympraxis session we explore the vast landscape of templates within the Microsoft 365 ecosystem. Discover how templates serve as essential building blocks for evolving sites over time. A template in the conventional sense may be thought of as a guide. In Microsoft 365, we consider a template something aimed to deliver repeatability, consistency, and encapsulating institutional knowledge. Content types as templates Content types serve as templates for business objects like invoices, contracts, orders, etc.