Establishing effective business practices (BPs) is key to the success of system integrators and the focus of the CSIA Certification audit that’s required to earn and maintain CSIA Certification. Once BPs are established, getting your organization to use and adopt them can be an even more daunting task. We're sharing 10 tips for setting up an effective BP structure inside SharePoint (Office 365 or on-premises) that’s easy to maintain and, more importantly, easy for your employees to use.

1. 10 Tips and Tricks for using SharePoint
to prepare for the CSIA Audit

2. Tip #1
Your goal should be to improve
your business practices.

3. Tip #2
Divide and conquer
(obtain outside help if you need it).

4. Tip #3
Use your company’s lingo
so people can find SOPs easily.

5. Tip #4
For complex topics, create simple
overviews. Break the details into
multiple SOPs.

6. Tip #5
Plan to re-use your tools
for your next audit.

7. Tip #6
Track audit scores over time.

8. Tip #7
Revisit and update periodically
(“Spring Cleaning”).

9. Tip #8
Identify business processes that
are candidates for future
automation/workflow.

10. Tip #9
Take full advantage of everything
SharePoint/Office 365 has to offer.

11. Tip #10
Measure the use of wikis/SOPs

12. Questions?
www.dmcinfo.com
rick.rietz@dmcinfo.com
312.255.8757