Project files people can find
Agree where working documents belong, how they are named and who owns each project workspace. Review Microsoft 365 sharing arrangements to make handovers between office teams and site colleagues more consistent.
Keep office staff, site teams and project partners connected to the information they need.
Project information moves between estimators, designers, site managers and external partners. People need to know which drawing, schedule or document is current, while offices and temporary locations can have very different connectivity needs.
Strata Digital can help organise the business IT around those working patterns. We review equipment, accounts, shared information and connections, then plan practical changes around your projects. Specialist design applications and site systems are considered with their respective suppliers.
Agree where working documents belong, how they are named and who owns each project workspace. Review Microsoft 365 sharing arrangements to make handovers between office teams and site colleagues more consistent.
Set up a process for staff, contractors and project partners to receive appropriate access. Include clear end dates and reviews so that permissions can be removed when a project or appointment finishes.
Review the laptops, mobiles and connections used across offices and sites. Account for application requirements, available connectivity and replacement needs before equipment is purchased or a location opens.
Decide which information needs to be retained, who will own it and how it can be recovered. Connect project close-out with account changes, equipment returns and updated IT documentation.
Before a new project begins, decide how office staff, site colleagues and external contributors will exchange information. Agree the shared workspace, its owner and the process for approving access. Check whether the planned devices and connections can support the applications people need at each location. We can help coordinate those business IT requirements and document the handover. Include the end of the project in the plan too: equipment returns, account changes and the ownership of the final project record.
Choose one typical project and map how information travels between your office, site and external partners. This gives a useful starting point for reviewing access, document management and support gaps.
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Explore this serviceWe can review the devices, connectivity and access controls involved, then agree a workable setup. The right approach depends on the location, the information being shared and the applications your team uses.
We can review workstation requirements and the surrounding IT environment with your application supplier. Product configuration, specialist troubleshooting and licensing responsibilities need to be agreed for the applications concerned.
We can help plan guest access and ownership in Microsoft 365 where suitable. Access should reflect each person’s role and have a clear review or removal process when their involvement ends.
Tell us what is working, what is slowing people down and where you need a clearer plan.