Finance Site Architecture in SharePoint Online
The purpose of this guide to help design an efficient, intuitive, and user friendly finance site architecture based on recommended best practices for SharePoint published by Microsoft.
About: This document is undergoing review and update every month based on the feedback and in light on newer information as it becomes available.
Financial Site Collection Best Practices in SharePoint Online
This guide provides the best recommendations to create secure and manage the financial data and records in the SharePoint online.
Following requirements are the basis of the rest the document.
Requirements for Financial Data.
- A record type of lists and library repositories for archiving.
- Permissions at every level, from file, library, site, site collection, to tenant.
- Classifications to meet the authentication and authorization.
- Retention policies for proper access, management and disposal.
- Working area for finance team. Documents and reports that are in progress and not finalized, resources and guidelines to onboard new members.
- Communication portal to communicate finance and events with the internal staff and guidelines
- An area for internal staff to communicate with the finance team, tickets, workflow and request access to the document
- A permissions matrix that lists the permissions level, required to access the portal.
- A project finance template for new projects or clients
- Content Types related to Finance.
Address the following in the finance library
- Metadata
- Integration
- Capture
- Data validation
- Indexing
- Storage
- Retrieval
- Distribution
- Security
- Workflow
- Collaboration
- Versioning
- Searching
- Publishing