SharePoint Business Analyst Guide Book

Category: SharePoint

sharepoint business analyst

Yes, after 10 years of working with SharePoint (in different roles including as a SharePoint business analyst), I decided to write and publish a book, The SharePoint Business Analyst Guide. The book comes from years of my personal experience working with SharePoint as a business analyst, administrator, developer, trainer, and manager. I saw a gap (B.A. joke…) in the industry when it came to requirements, planning, testing, managing and successfully delivering projects with SharePoint technology — and what do B.A.’s do when we find gaps? We create solutions! 🙂

This book contains real-world examples of projects I have worked on that were all successes in the end, yet presented different challenges. It provides sample SharePoint related requirements and questionnaires for you to use on your projects and how I have used them to turn my projects into a success. The book has many sample templates for you to use on your SharePoint projects, many tips and tricks I have learned along the way, a rather in-depth coverage of security in SharePoint and Office 365.

On Sale Now – at one of these retailers!

Leanpub (pdf)      Amazon (Kindle)    Amazon (paperback)


Whether you are a power user, meet with stakeholders, manage SharePoint projects or work in other areas with the software, this book is a great addition to your library.

All of the templates are available in their original Word and Excel formats for your personal use. Just go to my contact page and send me a copy of your proof purchase. Thanks for checking out my book and hope to chat soon!


Presentation Slides

The following is an article series on the SharePoint business analyst. The slides and articles are pieces taken from my book, The SharePoint Business Analyst Guide. If you have come to see me at one of my presentations, thank you so much! You will find the slides sprinkled below in the slide presentation.

I hope they help you in working SharePoint 🙂 – Matthew


1. Success in SP Projects
2. Tools of the Trade 

3. Stakeholders

4.  SP Requirement Types

5. Testing in SP (UAT)

6. Environment

7. Security


Acknowledgments & Forward

1. The SharePoint Business Analyst

  • Personality
  • Continuous Learning & SharePoint Knowledge
  • Finding Problems to Create Solutions
  • The Mindset of Creating and Delivering “Success”

2. 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?!

3. Meeting With Stakeholders

  • Best Practices for Your Meetings
  • Questionnaire – Asking the Right SharePoint Questions
  • Obtaining What You Need (Even if They Don’t Know What It Is)

4. Security & Compliance in SharePoint (Office 365)

  • 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
  • Compliance, External Sharing, Developing Securely, Human Behavior
  • Compliance and Governance Around Security

5. 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

6. Architecting & Planning Before Build

  • When to Use What When Designing SharePoint Solutions
  • Libraries vs. Lists
  • Folders
  • 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)

7. Building Your SharePoint Project

  • Timelines & How Will the Project Be Managed
  • Warning Signs To Watch For
  • Managing Scope Creep

8. Testing, Rollout, and Signoff

  • Manual UAT test scripts
  • Automated testing
  • Different types of testing
  • Test Plans…Sign on the dotted line…or else!

9. 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

10. 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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