By Elias Corsino · SharePoint & Microsoft 365 Consultant

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Intranet Strategy & Planning

Intranet strategy consulting helps organizations define what they need from an intranet before spending on technology. The output is a requirements document, a governance model, and—if needed—a vendor shortlist or RFP. Most strategy engagements run 1–2 weeks and directly reduce implementation risk by aligning stakeholders before a single line of code is written.

Before building, you need a plan. We help with intranet strategy, requirements gathering, governance models, and vendor selection—so your project starts on solid ground.

Requirements & framework

We define clear requirements and success metrics. From stakeholder alignment to KPIs, we ensure your intranet project has a clear direction.

RFP & vendor selection

We help you evaluate vendors, compare options, and build a strong RFP. Whether you choose us or another partner, we guide you to the right decision.

Our strategy methodology

Phase 1: Discovery and assessment—stakeholder interviews, workshops, and current-state analysis. Phase 2: Requirements and architecture—success metrics, governance model, and technology evaluation. Phase 3: RFP and vendor selection—we help you compare options and make an informed decision.

Why strategy before build matters

Skipping strategy leads to scope creep, low adoption, and wasted budget. A clear plan aligns stakeholders, defines success, and reduces risk. Most strategy engagements run 1–2 weeks.

Governance and adoption planning

Technology alone does not drive intranet adoption. A strategy engagement includes a governance charter defining content ownership, publishing rights, page review cycles, and what happens when a department requests a new site. We also outline a change management plan: how to communicate the launch, who champions adoption in each department, and how to measure success in the first 90 days. Our governance work is based on patterns from 50+ intranet projects across financial services, professional services, and manufacturing.

Common intranet strategy mistakes we help you avoid

The most expensive intranet mistake is starting development without validated requirements. The second most expensive is building a technically sound intranet that no one uses. In our strategy engagements, we run structured workshops to surface the real needs behind stakeholder requests—distinguishing must-have from nice-to-have and aligning business goals with technology choices. We have helped clients avoid unnecessary platform licenses, scope features that drive adoption, and set realistic launch timelines.

Frequently Asked Questions

How long does an intranet strategy engagement take?
Typically 1–2 weeks depending on scope. We conduct stakeholder interviews, define requirements, and produce a deliverable that includes success metrics, governance model, and vendor evaluation criteria.
Do you help with RFP writing if we choose another vendor?
Yes. We provide objective guidance regardless of who you select. Our goal is to help you make the right decision—whether that's us or another partner.
What's included in a typical intranet strategy deliverable?
Requirements document, success metrics and KPIs, governance model, technology and vendor evaluation, and recommendations. We can also support RFP drafting and vendor comparison.
What's the difference between strategy consulting and intranet development?
Strategy consulting produces a plan—requirements, governance model, vendor recommendation. Development implements that plan. We offer both, but they are sold separately. Some clients use our strategy work to run an internal RFP; others move directly into development with us. Either path starts with the same discovery process.
Do you evaluate Microsoft Viva and Teams integration as part of strategy?
Yes. We assess where Microsoft Viva (Connections, Engage, Learning) and Teams fit into your intranet strategy. Many organizations are shifting to a Viva-first model, and the strategy phase is the right time to evaluate whether that approach fits your user base, governance requirements, and IT environment.

We help with SharePoint intranet development, Microsoft 365 consulting, and migration.

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