Executive Summary
SME operations, Microsoft 365, knowledge-heavy back-office and service workflows
50-250 employees
Knowledge was spread across Teams, SharePoint, email and people, while recurring requests were answered manually.
Manual routines, fragmented knowledge and unclear data access
Knowledge-source mapping, permission check, use-case scoring and roadmap for a Microsoft-centered company brain.
A focused company-brain path with prioritized knowledge domains, owners, review boundaries and automation steps.
Company-brain architecture with data classes, responsibilities and review boundaries
Observed before/after
Observed before/after
Fragmented knowledge, manual answer loops and unclear data access blocked automation
Knowledge-source mapping, data classes, responsibilities, review boundaries and Microsoft-centered company-brain plan
14 knowledge routines -> 4 prioritized company-brain domains
Project voiceRole: COO. Distributed knowledge became one clear first company-brain path.
Technical architecture
Technical architecture
The architecture layer shows how sources, permissions, review gates and operating artifacts were separated before execution.
Knowledge sources are sorted by domain, responsibility, freshness and data class.
Access follows existing roles and is reviewed before retrieval or automation.
Answers may only rely on approved sources, citations and review boundaries.
Knowledge responsibilities, review rhythm and change log become the operating model.
Technical proof
SharePoint, Teams, M365 knowledge sources, permissions and human review checked per knowledge domain
The material is designed so leadership, IT, risk and business owners can discuss the same decision with concrete owner, data and review assumptions.
Three sample rows, no customer data.
Transferability
- Knowledge and service processes prioritized by impact and risk
- Microsoft-centered automation prepared without an oversized program
- Team effort and governance assumptions made transparent for first execution
This story fits when
This pattern fits when manual routines, SharePoint knowledge or M365 processes consume time, but a large transformation program would be too heavy.
Review company brain path
