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Case Study

Business Management

(2816) Transforming Agency Operations with SharePoint: Communication, Training and Beyond


Content Level: Intermediate

Personas: HR Manager, IT/Operations Manager, Office Manager, Owner/Principal

Products: Not Product Specific

Thursday, October 1, 2026
8:00 AM - 9:00 AM East Coast USA Time
This session will provide a practical demonstration of how a mid-sized independent insurance agency built a modern digital workspace using Microsoft® SharePoint, Teams, and other M365 tools without internal IT, training departments, or expensive outside consultants. Attendees will learn how to organize agency information, streamline communication, deliver staff training, and implement role-based security using tools they already own.