Taking the Reins of SharePoint & Teams – Looking for Tips!
Hi everyone, and welcome to 2026… can you believe it's already February? I've only just discovered this group, and since there hasn't been any discussion yet, I thought I'd kick things off.
Our Information Management team has traditionally focused solely on administering our EDRMS (TechnologyOne ECM). However, we've recently been handed administrative responsibility for SharePoint and Teams as well.
This shift happened because we're a TechnologyOne site and an early adopter of the new SharePoint ECM Connector. The connector has been incredibly useful: it lets staff work in a familiar SharePoint/Teams environment for collaboration, while still ensuring their documents link back to the correct ECM files for sentencing and disposal. Users can clearly see which files are connected and when a record has been successfully captured into ECM. They can also navigate directly from SharePoint to the record in ECM.
Our end users love the seamless "capture just happens" experience, though of course, it means significantly more work for the IM team behind the scenes.
Initially, we had a dedicated project officer, but we're now trying to manage all of this alongside our day‑to‑day workload. Our biggest challenges so far include:
- Upskilling ourselves to a true administrative level in SharePoint/Teams
- Redesigning our information architecture
- Engaging with business units to define their file structures so they can successfully connect to ECM
- Developing governance - especially determining the rules around disposing of draft content or unconnected files
We're definitely on a learning curve, and I'd love to hear from others who are on a similar journey.
Has anyone else transitioned from an EDRMS‑only focus to also managing SharePoint and Teams?
Any tips, lessons learned, or pitfalls to avoid would be greatly appreciated!