SharePoint Migration, Governance, and Microsoft 365 Consulting
I help Canadian organizations move to Microsoft 365, clean up permissions and stale content, prepare for Copilot, and build SPFx and Power Platform solutions that internal teams can maintain.
Vancouver-based. Remote engagements across Canada, on-site in the Lower Mainland when it helps.
- 16+ years
- on SharePoint, from on-premises farms to Microsoft 365
- 100 TB+
- of content assessed and migrated
- 6 certifications
- including Cybersecurity Architect and Microsoft 365 Administrator Expert
- Public sector
- and enterprise tenants in education, energy, health, and government
How I help
Most SharePoint problems are permission, ownership, and structure problems wearing a technical costume. This is where the work goes.
All services-
Migrate SharePoint Server or file shares to Microsoft 365
Discovery, permissions review, migration waves, validation, and adoption, so the move is a clean-up and not a copy.
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Clean up permissions and oversharing
Find broken inheritance, direct grants, stale guests, and ownerless sites, then fix them in an order that will not break people's work.
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Get SharePoint ready for Microsoft 365 Copilot
Copilot surfaces whatever people can already reach. Review access, stale content, and ownership before it does.
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Put governance in place that admins can keep running
Site lifecycle, ownership, external sharing, retention, and provisioning rules sized for the team that will own them.
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Build SPFx and Power Platform solutions your team can maintain
Web parts, extensions, dashboards, Power Apps, and flows with source control, ALM, and documentation from day one.
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Modernize the intranet
Hub structure, navigation, page templates, and content ownership that make the intranet findable again.
Free SharePoint planning resource
Planning a SharePoint migration or governance cleanup?
Use the SharePoint Migration & Governance Readiness Checklist to review migration scope, ROT cleanup, permissions, Teams and OneDrive usage, retention, Copilot readiness, and post-migration support before moving content at scale.
- Identify migration and governance gaps before they become production issues
- Review permissions, external sharing, retention, and content ownership
- Score readiness across eight practical SharePoint / Microsoft 365 areas
SharePoint Migration & Governance Readiness Checklist
- Migration scope & content inventory
- ROT cleanup & information quality
- Permissions, security & external sharing
- Information architecture
- Teams / OneDrive / SharePoint strategy
- Governance, lifecycle & retention
- Copilot readiness & content exposure
- Migration execution, adoption & support
8-area readiness scorecard · PDF
“Always enjoyed working with Billy. Very helpful and always has a clear answer. Has a great grasp of all software products we use.”
Certifications
- Microsoft Certified: Cybersecurity Architect Expert
- Microsoft Certified: Microsoft 365 Administrator Expert
- Microsoft Certified: Power Platform Developer Associate
- Microsoft Certified: Azure Solutions Architect
- Architecting Microsoft Azure Solutions
- Certified ScrumMaster
Open-source tools
Tools I built for the same problems clients bring me. The code is public so you can see how I work.
- SharePoint Access Review Prioritizer
PowerShell that turns governance exports into a ranked, explainable access-review backlog.
- SPFx Permission Visualizer
See broken inheritance, direct assignments, and external users across a site before cleanup or migration.
- SPFx External Sharing Risk Scanner
A web part that scores external sharing and inheritance risk inside SharePoint Online.
Recent posts
Working notes on migration, governance, Copilot readiness, and SharePoint development.
- Power Platform Governance for SharePoint Online: Environments, DLP, and Ownership That Won’t Break in 2 Years
Practical Power Platform governance for SharePoint Online: environment design, DLP, ownership, and monitoring so your apps and flows don’t break in 2 years.
- How I Audit SharePoint Permissions: Native Tools vs PowerShell vs SPO Scout
A practical look at when I use SharePoint native tools, PowerShell, and SPO Scout for permission audits, troubleshooting, access reviews, and reporting.
- OneDrive, Teams, or SharePoint? Designing Microsoft 365 Records Management That Compliance Actually Trusts
Practical guide to designing Microsoft 365 records management and retention across OneDrive, Teams, and SharePoint using Microsoft Purview.
- Azure Functions vs AI for Document Automation in Microsoft 365: Stable Pipelines, Lower Risk
When Azure Functions beat AI for document automation in Microsoft 365, and where AI still makes sense: architecture patterns, cost, governance, and real examples.
Have a SharePoint or Microsoft 365 challenge?
Send a short note about your environment. I usually reply within 24 to 48 business hours with the next practical step: an assessment, a roadmap, or a straight answer.