BUILDING A CLIENT BASE HOW TO
BUILDING A CLIENT BASE GENERATOR
BUILDING A CLIENT BASE PLUS

I used the images from the look book template to get the correct sizing for the images above. Recently added: Highlighted content web part that only shows pages from this site, filtered by recently added earlier this year.īrowse: Three column section consisting of images, text and button web parts. Connected to a custom search results page (more information below). Search: Search web part as part of the PnP modern search solution V3. The homepage of the knowledge base is broken down into three key areas: search, recently added and the browse area.

BUILDING A CLIENT BASE GENERATOR

Use a theme generator to create a custom theme for your SharePoint Online site. For more information of this check out another great post by Laura Kokkarinen here. This theme generator site allows you to access more of the colours that are used when creating a theme to potentially create a multi-coloured theme. The only thing I did different is I used a different website to generate my theme which you can use here.

BUILDING A CLIENT BASE HOW TO

From here I created a simple custom site theme following the excellent blog post how to configure and apply a custom theme in SharePoint Online by Greg Zelfond. I originally provisioned the site based on the news, resources, actions template in the SharePoint look book. Product is used as a way to formalise the type of KB articles that are created (for example: Procedure), with Topic effectively being a way to tag KB articles with a wider variety of terms to aid searching and filtering. I have created a view for each Technology and Application, which are used for web parts embedded within the relevant pages (for example: Microsoft). Technology, Application & Product are what drive each view within the Site Pages library. Product: lookup column, values held in custom list

Technology: lookup column, values held in custom listĪpplication: lookup column, values held in custom list Starting with the Pages library, I created columns to capture additional metadata about each KB article.

KB article: How to fix the sync connection in SharePoint 2010 TechnologyĪs mentioned above, the Site Pages library is the lynchpin to the entire knowledge base. These work for my KB as I can fit KB articles within these headings. Within the KB, all KB articles get categorised by the type of technology, application and product they fall under. So with that in mind the knowledge base is built around the Site Pages library, using the metadata applied to each knowledge base article to drive dynamic web parts throughout the site such as search, page properties and the highlighted content web part. I wanted to leverage the modern page authoring experience for creating pages, as there are several people adding content to the knowledge base (KB).

Site Pages library with additional metadata.

Well the pricing of the above services means that my organisation won’t readily adopt these new things, so for now at least continuing to leverage metadata rich lists & libraries will have to suffice! Here’s how I built a knowledge base in SharePoint Online…

BUILDING A CLIENT BASE PLUS

With the advent of AI and machine learning within Microsoft 365, plus the introduction of Knowledge & Content Services (formerly Project Cortex), SharePoint Syntex and Microsoft Viva Topics, you may think the need to build a traditional knowledge base has gone the way of the dodo.

If you have been involved with SharePoint for any length of time it is not an uncommon request to be asked to build a knowledge base at some point. SharePoint and knowledge bases have gone hand in hand for many years.

How to Build and Maintain a Strong Client Base for Your A/E Firm puts the tools that you need for success right at your fingertips.This post will detail step-by-step how to build a knowledge base using the modern authoring experience in SharePoint Online. The secret to marketing and business development success is that there is no secret! But, that doesn’t mean it is easy. In this 453-page hardcover best seller from PSMJ, we take you through: PSMJ’s How to Build and Maintain a Strong Client Base for Your A/E Firm takes you from start to finish and gives you proven and action-oriented advice to tackle every challenge that comes your way. But, more than this, you need a laser-like focus on building lasting client relationships. You need effective research, planning, and promotion. To grow and thrive in today’s economy, you need sound and proven marketing strategies and tactics. Now more than ever, you cannot simply hang out a shingle or rely on your technical expertise and experience to bring architectural and engineering clients to your door.

Building a client base