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A Complete Guide on SharePoint for Data Management

SharePoint has long been recognized as a go-to solution for efficient document management, promoting collaboration, and elevating productivity. As a core component of the Microsoft 365 toolkit, it’s a tool we’re highly familiar with.

Many of the small to medium enterprises have asked us this question: Can we use SharePoint for data management?

The resounding answer is a definitive “Yes.” In this article, we aim to provide you with an all-encompassing understanding of how SharePoint can be a game-changer in the realm of data management.

Is SharePoint a Data Management Tool?

Yes, SharePoint can be considered a data management tool, particularly for managing documents, content, and information within an organization.

While it’s often associated with collaboration and content sharing, SharePoint provides robust data management features that include:

  • Document Management
  • Content Organization
  • Access Control
  • Version Control
  • High Security
  • Workflow Automation
  • Data Integration
sharepoint for data management

Which Companies Can Benefit Most from SharePoint for Data Management?

There are so many data management tools or software available in the market. How do you know whether SharePoint is the perfect fit for you? Well, SharePoint may not be the perfect data management solution for all companies.

Generally, the following types of businesses can benefit more from SharePoint.

  • Medium to Large Enterprises: SharePoint is well-suited for businesses with complex data management needs. For instance, companies that produce massive amounts of data or documents. The scalability, robust security features, and extensive customization options of SharePoint would be more suited to enterprises like this.
  • Knowledge-Intensive Businesses: Companies that produce massive content or are heavily reliant on document management, such as legal firms, research institutions, and educational organizations, can benefit from SharePoint’s document version control and collaboration features.
  • Regulated Industries: Businesses operating in highly regulated industries, like healthcare and finance, can leverage SharePoint’s compliance tools to ensure data security and regulatory adherence.
  • Distributed Workforces: With the rise of remote work, companies with geographically dispersed teams can use SharePoint to centralize data, enabling seamless collaboration regardless of location.
  • Project-Based Organizations: SharePoint’s project management capabilities, including task lists, timelines, and issue tracking, make it valuable for project-based companies like construction firms and creative agencies.
  • Companies with Growing Data Needs: Businesses experiencing rapid data growth can benefit from SharePoint’s cloud-based storage, which can scale to accommodate increasing data volumes without major infrastructure investments.
  • Microsoft Ecosystem Users: Companies already using Microsoft 365 (formerly Office 365) tools will find SharePoint highly compatible and easily integrated into their existing ecosystem.
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On the other hand, we do not recommend the following types of companies adopting SharePoint for data management.

  • Very Small Businesses: Extremely small businesses with minimal document management or collaboration requirements may find SharePoint’s features excessive for their needs. Simpler solutions may suffice.
  • Non-Windows Ecosystems: Businesses predominantly using non-Microsoft platforms and tools may face integration challenges when adopting SharePoint. It may not be the most seamless choice in such cases.
  • Highly Specialized Data Needs: Some industries with very specialized data management requirements may find that SharePoint’s general-purpose features are not tailored to their unique needs. They might require more niche or advanced solutions.
  • Limited IT Resources: Companies with limited IT resources for system setup, maintenance, and user training may find SharePoint’s implementation and management complex.
  • Resistance to Change: If an organization faces strong resistance to adopting new technology or has a deeply entrenched data management system, transitioning to SharePoint may be challenging.
  • Low Collaboration Needs: Businesses with minimal team collaboration or document-sharing requirements may not fully utilize SharePoint’s collaborative features.

For highly specialized data needs, we would recommend you read further on Successful Data Management Solution with Microsoft Azure

How to Use SharePoint for Data Management?

Now that you have decided to adopt SharePoint for data management, you can follow these key steps with us to build a simple yet effective data management system.

1. Set Up SharePoint

If you’re not already using SharePoint, start by setting up a SharePoint site or subscribing to SharePoint Online through Microsoft 365.

sharepoint for data management

2. Create a Document Library

In SharePoint, create a document library for storing your data files. Document libraries are organized folders where you can store and manage documents.

document library on sharepoint for data management

You can create libraries for different types of data, such as client reports, marketing collateral, or data analysis.

3. Organize Your Data

Structure your document library with folders and subfolders as needed to reflect your data organization. Use descriptive folders and file names to make data retrieval easier.

sharepoint for data management

4. Enable Version Control

Turn on version control for your document library. This ensures that previous versions of documents are preserved, and you can track changes over time.

sharepoint for data management
sharepoint for data management

5. Use Metadata

Metadata refers to data that provides information about other data. It offers descriptive information that helps users understand the category of the data for better management.

You can create custom metadata fields to tag documents with relevant information. Metadata consists of custom properties (e.g., project name, author, campaign names, department) that make it easier to categorize and find documents.

sharepoint for data management

6. Set Permissions and Access Control

Define access permissions for your document library. SharePoint allows you to specify who can view, edit, or delete documents. Microsoft has detailed documentation on the different permission levels.

access control sharepoint for data management

Assign permissions based on roles and responsibilities within your organization, ensuring that only authorized individuals can access sensitive data. This is essential for data security and compliance.

7. Implement Workflows

If necessary, create workflows to automate data-related processes. For example, set up approval workflows for content approval, data validation, or notification of data updates.

This streamlines data management improves efficiency, and ensures consistency.

8. Enable Content Approval

If your data management involves content approval, enable content approval settings. This ensures that documents go through a review process before being published.

9. Use Alerts

Set up alerts to notify users when specific documents or folders are modified. This helps keep everyone informed of changes in real time.

sharepoint for data management
sharepoint for data management

10. Collaborate Effectively

Encourage collaboration by using SharePoint’s co-authoring capabilities. Multiple users can simultaneously edit documents within SharePoint, making teamwork seamless.

11. Create Views

Create custom views of your document library based on metadata or other criteria. Views make it easier for users to filter and find the data they need.

12. Integration with Office 365

SharePoint seamlessly integrates with other Microsoft Office 365 tools like Excel, Power BI, and Teams, making it easier to collaborate and analyze data.

sharepoint for data management analytics

At the same time, SharePoint provides analytics tools to track usage, user behavior, and document statistics. This data can inform your marketing strategies and data management decisions.

13. Train Users

Provide training and documentation for all users to ensure they understand how to use SharePoint effectively for data management. Address common questions and scenarios they may encounter.

14. Back Up Your Data

Implement a data backup and recovery strategy to protect your data in case of accidental deletion or data loss.

You can synchronize SharePoint libraries with your local device, making it convenient to work offline and ensuring data consistency.

15. Monitor Usage

Regularly review data usage, access logs, and user permissions to ensure data security and compliance.

16. Review and Improve

Periodically assess your data management processes in SharePoint. Gather feedback from users and make improvements as needed to optimize efficiency and data organization.

17. Data Retention and Archiving

Implement data retention policies and archiving strategies to manage the lifecycle of your data effectively. Remove obsolete data to reduce clutter and storage costs.

By following these steps and best practices, you can harness SharePoint’s capabilities to streamline data management processes and enhance productivity.

How can SharePoint Solve Most of Your Data Concerns?

1. High Data Security and Compliance

One of the foremost concerns in data management is security and compliance.

sharepoint for data management data privacy

SharePoint is dedicated to ensuring the highest level of data security and compliance. Here’s how it accomplishes this:

Granular Permission Control: SharePoint offers precise control over data access, allowing you to define who can access, edit, and delete information. This fine-grained control minimizes unauthorized data exposure.

Audit Trails: Comprehensive audit trails within SharePoint meticulously track user activities, providing transparency and accountability. These logs serve as invaluable resources during audits and investigations.

Data Loss Prevention (DLP) Policies: With SharePoint’s DLP policies, you can establish rules that prevent sensitive data from being shared outside your organization. This not only enhances security but also facilitates compliance with data protection regulations.

Encryption and Data-at-Rest Security: Data is safeguarded both during transmission and while at rest within SharePoint libraries. Robust encryption measures protect your data from unauthorized access, ensuring its confidentiality.

Compliance Features: SharePoint offers tailored features for various industries and their specific regulatory requirements. Whether it’s HIPAA, SOX, or GDPR compliance, SharePoint provides the tools you need to meet these standards seamlessly.

Regular Security Updates: Microsoft’s commitment to security means that SharePoint receives frequent updates and patches to address vulnerabilities and maintain a robust defense against evolving threats.

Secure External Sharing: Collaborate securely beyond your organization’s boundaries with SharePoint’s secure external sharing feature. You retain complete control over permissions, ensuring data remains protected even during external collaborations.

2. Streamlining Document Version Control

Version control issues can lead to confusion and errors. SharePoint simplifies this with its built-in version control system. It tracks changes, allows users to view and restore previous versions, and ensures that everyone is working with the most up-to-date information.

3. Facilitating Collaboration and Remote Work

In today’s remote work environment, collaboration is paramount. SharePoint offers a centralized platform for teams to collaborate on documents in real time. It integrates seamlessly with Microsoft Teams, making remote collaboration effortless.

4. Scalable Data Storage Solutions

Scaling data storage can be a challenge. SharePoint provides scalable, cloud-based storage options, eliminating the need for expensive on-premises infrastructure. You can scale up or down as your organization’s data needs change.

5. Powerful Data Search and Retrieval

Efficient data retrieval is essential. SharePoint’s advanced search capabilities and metadata tagging make it easy for users to find the information they need quickly. This reduces time wasted searching for files.

6. Automating Workflows for Efficiency

SharePoint allows you to automate repetitive tasks and workflows. Whether it’s document approval processes or data entry tasks, automation saves time and reduces the risk of errors.

7. Integration with Other Tools

SharePoint integrates seamlessly with various Microsoft and third-party tools. This flexibility allows you to customize your data management solution to meet your specific business needs. Whether it’s integrating with Power BI for data visualization or connecting with your CRM system, SharePoint adapts.

8. Promoting User Adoption and Training

Introducing new tools can be met with resistance. SharePoint offers resources and features to promote user adoption. Consider providing training sessions or documentation to ensure your team fully utilizes SharePoint’s capabilities.

9. Cost-Effective Solutions

Cost-effectiveness is always a concern for organizations, and SharePoint offers several ways to optimize your data management budget:

License Flexibility: SharePoint provides various licensing options, allowing you to choose the most suitable plan for your organization’s needs. Whether you opt for SharePoint Online as part of Microsoft 365 or SharePoint Server, you have the flexibility to tailor your solution to your budget.

Scalable Cloud Storage: SharePoint’s cloud-based storage eliminates the need for expensive on-premises infrastructure. As your organization’s data needs grow, SharePoint scales effortlessly, accommodating increased data volumes without significant infrastructure investments.

Reduced IT Overhead: SharePoint simplifies data management, reducing the need for extensive IT resources for system setup, maintenance, and user training. This streamlined approach translates to cost savings by optimizing your IT expenditures.

No Hidden Costs: SharePoint’s transparent pricing model means you can plan your budget with confidence. There are no hidden costs, and you only pay for the features and storage you use, allowing you to maintain strict control over your data management expenses.

Elimination of Multiple Subscriptions: By consolidating your data management into SharePoint, you can eliminate the need for multiple file-sharing subscriptions and reduce data storage costs. This consolidation results in substantial long-term savings.

10. Real-World Success Stories

To illustrate the effectiveness of SharePoint, we have gathered 2 client success stories that have implemented SharePoint for their data management needs.

Our first client is a global consulting firm specializing in IT services and project management. As their data grows daily, they need a robust data management solution to streamline collaboration and secure sensitive client information.

sharepoint for data management case study

Together with DataSI, we have helped the client to build an effective data management system with SharePoint. We created project-specific SharePoint sites for the client where team members can collaborate on documents, project plans, and deliverables.

SharePoint’s key features including version control, access permissions, and metadata features are utilized to organize data efficiently.


  1. Enhanced Collaboration: SharePoint’s collaborative features improved team communication and coordination, leading to faster project delivery.
  2. Data Security: By setting granular permissions, sensitive client data was only accessible to authorized personnel, enhancing data security and compliance.
  3. Efficient Document Management: Version control and metadata tagging reduced document confusion, ensuring that the latest project documents were always accessible.
  4. Scalability: As our client’s client base continued to grow, they scaled their SharePoint implementation with ease, accommodating the increasing data volume.

Another successful case study is from our experts working with a medium-sized manufacturing company. The client faced challenges with document control, as different departments used various file-sharing systems and struggled with version control issues.

sharepoint for data management case study

The client has already been adopting SharePoint within the company, so it’s easier for the members to be familiar with the new data management system.

We have established a SharePoint intranet for the client to serve as a document repository and communication hub for employees across different locations. Customized document libraries were created for each department, complete with metadata tags for categorization.


  1. Streamlined Document Control: SharePoint eliminated the confusion caused by multiple file-sharing systems, ensuring that all employees accessed the same, up-to-date documents.
  2. Global Collaboration: With SharePoint’s cloud-based accessibility, employees from different locations could collaborate on documents in real-time, enhancing global teamwork.
  3. Version Control: Version control prevented duplication and confusion, enabling employees to focus on their tasks rather than hunting for the correct version of documents.
  4. Enhanced Communication: The SharePoint intranet served as a centralized platform for company news, announcements, and department-specific updates, fostering better internal communication.
  5. Cost Savings: By consolidating its data management into SharePoint, the manufacturing client reduced the need for multiple file-sharing subscriptions and decreased data storage costs.

These success stories illustrate how businesses of varying sizes and industries can leverage SharePoint for data management to enhance collaboration, improve document control, and achieve efficiency gains in their operations.

With the right help, your company can achieve sustainability and success in data management with SharePoint as well. Unlock your data potential with DataSI today.

datasi data consultancy book consultation

Talk to us today

Find out how we can help your business to build a successful data strategy.

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