Map it before moving anything.
Every document was inventoried and the folder structure agreed before a single file moved, so files landed where people expected them.
Nonprofit school
Every document in its place
At a nonprofit school for students with special needs, files lived on personal computers and drives. Staff couldn’t find what they needed or share it with each other.
- Client
- Nonprofit school for students with special needs
- Role
- Designed the sites and folder structure, built the trackers and ran the training
- What was delivered
- Four SharePoint sites, one folder structure, an index of every file, and training
- Result
- Shared access for every staff member, and a structure still in use
Prior experience: pro bono work done as part of a management consulting team, before Periscale.
The challenge
No shared place for anything.
Documents lived on individual computers and drives, so compliance requests and simply finding a file took time away from students.
Thinking differently
An extraordinary result
Shared access for the whole staff.
For the first time, everyone works from the same files and can edit them together. Teachers rely on it heavily.
Four team sites
Staff, media, administration and the board, each with the right access.
One folder structure
Agreed up front, so files are where people look.
An index of every file
What exists and who owns it.
Training and quick guides
So staff keep it organized.
How it scaled
Still how the school works.
A named owner keeps the structure current, with yearly reviews and training planned.
4team sites
1structure everyone follows
Everystaff member with shared access
Your next step
Are your files scattered across computers and drives?
We can design a shared structure your whole team agrees on, move everything into it, and train people to keep it that way.
More work.
Ascent Mentors
Ascent Base Camp
The platform a growing mentoring nonprofit runs on: 14 chapters and about 1,000 people a month.
Large electric utility
One map of how transmission projects get built
A year-long refresh of 52 transmission lifecycle activities with 118 people, now used in weekly team meetings.