The SharePoint Business Analyst Guide (The SharePoint Business Analyst Guide)
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The SharePoint Business Analyst Guide

The guide for requirements, managing, planning and delivering success with SharePoint.

About the Book

The book for the SharePoint guy or gal who doesn't quite fit anywhere else in the world of SharePoint. You may work with users discussing their business needs and documenting how to build a SharePoint project. Perhaps you have to test or assist others with figuring out what they want from SharePoint. Maybe you help manage a project move along and coordinate everything happening among stakeholders.

Requirements, architecting solutions, UAT, adoption, security, planning, basic administration and development all seem to fall into this new "job title", the SharePoint Business Analyst.

After working with SharePoint for 10 years, the author is happy to share his remarkable accumulation of tips, document samples and templates with you. The book will give you a jump start in a making every SharePoint project or site you work on a success.

About the Author


Matthew J. Bailey is a is a Microsoft Certified Trainer for Noteworthy Technology Training specializing in SharePoint, Office 365, Azure & Power BI. He is certified as a MCT, MCSE, MCP & MCSA. Utilizing a mixture of consulting experience at major corporations with teaching, he loves to share skills learned as a SharePoint business analyst, administrator, trainer & developer obtained from over 10 years of working with Microsoft technologies. He enjoys speaking at conferences, from Ignite to local community events and user groups, and is also an avid blogger and author.

Table of Contents


Acknowledgments & Forward

The SharePoint Business Analyst


Continuous Learning & SharePoint Knowledge

Finding Problems to Create Solutions

The Mindset of Creating and Delivering “Success”

Preparing to Meet With Stakeholders

Software & Tools Used by SharePoint analysts

Stakeholder assessment

Environment, Environment, Environment!

Methodologies: Waterfall, Agile, Scrum & Kanban

Requirement types

Requirements? Who Has Time For Requirements?!

Meeting With Stakeholders

Best practices for conducting your meetings

Questionnaire – Asking the Right SharePoint Questions

Obtaining What You Need (Even if They Don’t Know What It Is)


Built-In Features & Services in the SharePoint & Office 365 to Enable and Configure:

IRM, DLP, ARM, Auditing, Two-factor Authentication, MDM

SharePoint site collection level (and below) configuration regarding security

Compliance, External sharing, Developing securely,

Human behavior, compliance and governance regarding security

Creating Your SharePoint Requirements

Business case

Functional requirements

The importance of visuals

Field data type document

ROI: Build it or buy it?

3rd party product questionnaire

Architecting & Planning Before Build

When to Use What When Designing SharePoint Solutions

Libraries vs. Lists


Keeping up with SharePoint’s constant change

Adoption – it needs to begin before your project starts

Discussions With the Administrator (Even If It’s You)

Discussions With the Developer (Even If It’s You)

Statements of work (SOW)

Building Your SharePoint Project

Timelines & How Will the Project Be Managed

Warning Signs To Watch For

Managing Scope Creep

Testing, Rollout and Signoff

Manual UAT test scripts

Automated testing

Different types of testing

Test Plans…Sign on the dotted line…or else!

Other SharePoint Odds & Ends

Tips for working with “challenging” people

Hiring SharePoint talent

SharePoint business analyst interview questions

RFI & RPF advice for SharePoint

Analytics solutions for SharePoint

Sample SharePoint Requirement Templates

SharePoint Requirements “Conversation Starter” Questionnaire

Stakeholder Document

Business Case Document

Functional Specification Document

Field Data Type Document

3rd Party Intranet Questionnaire

Statement of Work (SOW)

Architectural Proposal (Provider Hosted Add-In)

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