Gartner Research

Solution Path for Implementing Document Management in Microsoft Office 365

Published: 11 November 2019

ID: G00386485

Analyst(s): Mike Cox


SharePoint, OneDrive for Business and Teams provide overlapping capabilities for document management in Office 365, making it difficult to know when to use each. This Solution Path helps application technical professionals select and implement these services to meet their organizations’ use cases.

Table Of Contents

Problem Statement

Solution Path Diagram

Solution Path

  • Before You Begin: Understand the Options for Document Management and Collaboration in Office 365
    • Terminology and Solution Path Scope
    • Document Management and Collaboration Services
  • Step 1: Create the Strategy and Vision
    • 1.1 Capture Requirements and Use Cases
    • 1.2 Decide What Use Cases and Content to Exclude From Office 365
    • 1.3 Assign Ownership
    • 1.4 Instantiate Governance
    • 1.5 Draft Business Service Definitions
  • Step 2: Prepare for Implementation
    • 2.1 Run Pilots
    • 2.2 Plan the Logical and Information Architectures
    • 2.3 Finalize Governance Policies
    • 2.4 Configure the Tenant and Services
    • 2.5 Create a Service Request Process
  • Step 3: Execute a Phased, Gradual Rollout
    • 3.1 Identify Phase 2 and Phase 3 Users
    • 3.2 Deploy to Phase 2 Users
    • 3.3 Gather Feedback, and Finalize Business Service Definitions
    • 3.4 Deploy to Phase 3 Users
  • Step 4: Enter Business as Usual
    • 4.1 Administer and Monitor
    • 4.2 Support Power Users, Site Owners and Champions
    • 4.3 Manage Change
    • 4.4 Check for Value, and Continually Improve

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