Blog
- John Scott
SharePoint is an amazing platform that is both very flexible and scalable and can help your organisation and employees achieve multiple goals, including delivering a strong intranet. However, SharePoint can also be complicated, and its sheer versatility and flexibility means that it is easy to fall into traps that mean you’re not using SharePoint to its full potential.
In this post we’re going to explore twelve SharePoint best practices that help you get the best value out of SharePoint, particularly in terms of using it as an intranet. Of course, there are many other SharePoint best practices to follow, and some will be more relevant to particular organisations. Note that in this article we’re following more best practices on the business side of using SharePoint rather than the technical side.
Twelve SharePoint best practices for 2025
Here’s our view of 12 key SharePoint best practices to follow!
Brand your SharePoint site or intranet to your organisational needs
Many SharePoint sites look similar with a relatively standard look and feel. However, a SharePoint intranet sometimes doesn’t meet the full branding requirements that organisations need or expect. In our view, a SharePoint intranet and its sites are important sources of information, and a central intranet team should be able to brand them how they want.
A SharePoint intranet is an official corporate channel so internal communications or the core intranet team might want to:
- emphasise this by applying appropriate corporate branding
- provide a particular look and feel to ensure there is a continuity of experience across other digital channels
- apply different designs to a number of sites in more complex organisations that cover a range of brands, so there are effectively a number of separate intranets or sub-sites.
SharePoint comes with some flexibility on branding, with options increasing with the release of the “SharePoint brand center” functionality. Using templates from the SharePoint lookbook can also help teams to explore the art of the possible with design.
If branding flexibility is still not quite to your needs or is difficult to implement, using Lightspeed365’s popular Branding customiser feature provides a simple way to customise your SharePoint design and theme options by extending what you can do with your corporate font and colour palette. Many of the other Lightspeed365 features also have configurable design options that extend beyond what can be achieved out of the box.
Integrate SharePoint with other Microsoft 365 tools
One of the most powerful aspects of SharePoint is its seamless integration with other tools across the Microsoft 365 suite. This means you can access data and interact with tools through web parts without having to leave SharePoint. For an intranet, this has several advantages in:
- Providing a more integrated, consistent and frictionless digital employee experience.
- Helping employees to get things done more quickly.
- Encouraging better adoption of Microsoft 365 tools.
- Increasing the ROI of Microsoft 365.
In particular, just using web parts that are out of box you can embed:
- Viva Engage conversations.
- Viva Connections feed and dashboard.
- Group calendars.
- Microsoft Forms.
- Microsoft PowerApps with custom functionality created within your organisation.
- Power BI reports
- Stream (Classic) videos.
Make your SharePoint intranet feel less corporate and more personal
Many organisations have SharePoint intranets that aim to be an essential resource to help employees get things done, stay informed. find what they need and feel engaged. However, many SharePoint intranets can feel too corporate and formal, which can ultimately impact adoption and value.
There are lots of ways to make your SharePoint intranet less corporate and more personal, helping to support engagement and adoption. For example:
- Using imagery which shows real photos of your employees (with their consent), rather than bland stock photography or silly AI-generated pictures.
- Having a feed of people-centred stories that feature inspiring and positive stories about employees both in and outside work.
- Surfacing user-generated content on the homepage, for example using a Viva Engage web part that surfaces discussions and conversations – this is available out of the box with SharePoint.
- Adding a personalised greeting to the intranet homepage that names the user accessing the intranet, not only making the homepage feel more welcome, but also reminding users it is a personalised experience – this is available with Lightspeed365.
- Adding personalisation to the homepage not only so content is targeted and relevant to the individual but also features such as the ability to add personalised links to tools (again available with Lightspeed365).
Make your SharePoint intranet available through Microsoft Teams
Today many employees spend much of their working day in and out of Microsoft Teams. It’s the place they communicate, collaborate, access documents and more. It also makes sense for your SharePoint intranet to be available within Microsoft Teams – not only is this convenient for users, but it is also helps bring the intranet into the flow of work and supports adoption.
Given the ubiquity of Teams, it’s surprising that not all organisations choose to make their SharePoint intranets available within Teams. The usual way to achieve this is through using Viva Connections which is included in subscriptions. There are also additional ways that intranet content can be surfaced within Teams, for example through the Viva Connections dashboard.
Put SharePoint site approval processes in place to avoid site sprawl
SharePoint site sprawl is a major issue for many organisations. Because it is so easy to create a SharePoint communication or team site, inevitably:
- many sites get set up and then don’t ever get used
- get abandoned after limited use or a site owner leaves
- are duplicates of sites already set up that have similar aims already set up.
The result of this is far too many SharePoint sites that take up more space, are hard for admins and IT teams to manage, cause confusion for users and makes it difficult for users to search for what they need. A similar process happens with the creation of Microsoft Teams spaces and Viva Engage groups.
A good practice is to ensure there is a proper approval process in place for creating a new SharePoint site. The request can then get reviewed to ensure the space is being set up for the right purpose, is not a duplicate and has proper ownership.
This is not available out of the box with SharePoint and is best done through using a request form with approval workflow which can be sent to the right people. With Lightspeed365 there is also a powerful site provisioning feature which has a form which guides the requestor through the right type of site to request (SharePoint, Teams or Viva Engage) and then triggers the necessary approval workflow and then even automatic site provisioning, making the entire process far more efficient.
Reduce the need for SharePoint customisation through configuration or alternative web parts
SharePoint is an exceptionally flexible platform where you can build multiple different sites and pages that support communication, collaboration, business processes and more. This is partly down to the numerous web parts that can be arranged on every single page. Despite its enormous flexibility and scalability, sometimes SharePoint or one of its constituent web parts doesn’t quite do what organisations want, in terms of the way it looks, or what it can deliver. There may also be some missing functionality in terms of what is available out of the box; this is certainly the case, including some popular features of modern intranets.
When this happens, there can be a temptation to use customisation to tweak an existing web part or build a new one from scratch. Most IT functions try to avoid customisation as far as possible because it is costly and also creates technical debt; it can become increasingly complicated with upgrades.
One good practice with SharePoint for organisations who want to avoid customisation is to look to other options to deliver what they need:
- Many of SharePoint’s web parts are surprisingly configurable and some very versatile, and there are always options to explore here, so it’s always important to see if configuration provides an alternative path.
- SharePoint’s wide set of native features, variety of options and seamless integration with other Microsoft 365 tools means there is often more than one way to achieve the same result – for example SharePoint Lists are remarkable versatile, so turning to alternative web part options may be answer.
- There are a variety of different products that can integrate seamlessly into SharePoint that can bridge the gaps and provide the extra design or functionality a business needs, avoiding the need for customisation or development. This is exactly what Lightspeed365 delivers – a rich set of additional web parts and features that fill all the main gaps within SharePoint to give you the ability to deliver a world-class intranet, that are also maintained by the Lightspeed365 team.
Investigating all three of these options can reduce the need for costly customisation that you may regret later down the line.
Plan for effective SharePoint site lifecycle management
As well as putting in a SharePoint approval process in place you also need to have effective ongoing lifecycle management in place to prevent site sprawl and avoid a cluttered SharePoint environment.This can be achieved in several ways, including:- Establishing clear policies for when SharePoint sites or pages need to be retired, archived, or removed, ensuring that content owners understand and agree to these criteria.
- Ensure your policies are aligned with any security, regulatory or legal obligations, for example how long you need to keep data.
- Review usage at regular intervals to identify abandoned or redundant sites or pages.
- Where possible automate reporting to help monitor your environment.
- Ensure there are named owners for each site who understand their commitment to keeping their SharePoint pages up to date.
- If a site or page owner leaves the organization or moves to a new role, always appoint a replacement owner – not doing this is a key reason for why sites get abandoned.
Define the right metadata strategy
Good findability is essential for any intranet and SharePoint environment. However, it is often an area where many teams struggle, resulting in employees complaining that they can’t find the items they need.There are multiple elements that contribute to strong findability including a good navigation, effective governance to reduce site sprawl, content management practices so that content is up to date, and more.Having an effective metadata strategy is also critical and underpins findability. This involves:- Defining the metadata that needs to be associated with an item covering areas such as content type, owner, any associated groups or divisions within your organisation, project and so on.
- Using the right custom terms (through SharePoint managed properties) for each type of data, helping to support filtering within search.
- Matching terms to organisational taxonomies where appropriate.
- Defining which metadata should be mandatory and non-mandatory.
- Using automation where feasible to define and add metadata, for example automatically tagging an item with a division or function name based on the person creating the item.
Work to improve SharePoint search

- Reviewing search analytics to make informed decisions and to target improvements,
- Revisiting the use of metadata and SharePoint managed properties to improve search performance and enable custom filters
- Enforcing site and content governance to reduce unnecessary noise in search
- Getting user feedback on search to identify particular issues
- A flexible, floating search facility that can be placed anywhere on any page and configured to search particular content.
- A powerful people search that makes finding people easy via multiple criteria including name, department and skills.
- A versatile Site Index feature that provides a searchable index of collaboration spaces covering Teams, Viva Engage and more.
Ensure strong governance around SharePoint external collaboration to prevent oversharing
One of the most valuable elements of SharePoint beyond the use for an intranet is the ability to use it for external collaboration. This can be exceptionally useful when working with third parties on projects.However. external collaboration does come with some risks in staff inadvertently oversharing sensitive documents and information beyond the firewall. You also want to ensure that people with external access have robust security in place. For all these reasons, organisations in regulated industries sometimes disable external collaboration.If you are using external collaboration, then it is good practice to have robust governance in place:- Limit external collaboration to only where it is needed.
- Have a strict approval process in place to enable it on a particular SharePoint site.
- Insist that those accessing information have multi-factor authentication turned on.
- Regularly review guest access to mitigate against the risk of content being overshared.
- Ensure that any SharePoint sites with external access are clearly identified to users to lessen the risk of oversharing
- Use sensitivity labels on SharePoint items again to reduce oversharing.
- Use platforms like Microsoft Purview to support governance over external collaboration.
Use feedback and data to drive continual improvement of your SharePoint intranet

- Use SharePoint analytics and other data from packages like Microsoft Clarity, or any other analytics package.
- Gain data from user testing.
- Get complementary data from other areas such as IT help desk calls.
- Create a feedback form on the intranet for users to make suggestions and request improvements.
- Get focused feedback from groups of users and stakeholders, for example through workshops or in more focused testing.
- Use surveys to gain wider input from the business.
- Work with local champions to provide feedback from their relevant sections of the business.
- And more!
Leverage digital and intranet champions to launch and improve a SharePoint intranet
Intranets and digital workplaces tend to be managed by small central teams. This can make rolling out new features to a large workforce challenging. A great SharePoint best practice is to use a network of voluntary digital or intranet champions from right across the organisation to:- Promote a SharePoint intranet and any ongoing improvements to their local office, team or function, with the additional context of how that local area works.
- Answer any questions from local users and stakeholders.
- Provide ongoing feedback from local users back to the central team helping drive improvement
- Participate in user testing.
- And more!
Following SharePoint best practices
SharePoint is highly flexible – you can do so much with it. Follow these best practices to help drive business value and adoption, achieve an excellent intranet, and set yourself up for longer-term success. If you’d like to discuss any of these SharePoint best practices or any others, and the contribution that Lightspeed365 can make, then get in touch!
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