Structure, taxonomy & navigation

SharePoint information architecture built around tasks, not your org chart

Most SharePoint site structures were not planned. They grew organically over time, accumulating more and more. We redesign the structure around how your people actually look for information, test it with them before anything gets built, and hand over an architecture your own team can maintain.

Structure first, navigation second, visual work last. In that order.

In short

What it is

SharePoint information architecture is the structural layer of your SharePoint environment - how sites and hubs are organised, how content is classified with metadata, how navigation is layered and how search behaves. We establish it with card sorting and validate it with tree testing before build.

How long

Three to four weeks for the user experience and information architecture phase, before technical build begins.

What you get

An information architecture document covering navigation, structure and hierarchy, a taxonomy and metadata framework, and validated navigation with the tree testing results behind it.

Who does it

The user experience consultants who scope the work are the ones who run it, from card sorting through to sign-off.

The problem

Why SharePoint environments become hard to navigate

None of these are platform faults. They are all consequences of structure and navigation being decided late, or never.

The same document lives in three places

What we see most often is storage split across OneDrive, communication sites and Teams project sites, with no rule about which is authoritative. When people find conflicting duplicates, or use the wrong information inadvertently, they lose trust in SharePoint and go back to asking a colleague.

Folders instead of metadata

Most organisations we engage with are still organising by folder rather than by metadata or content types. It works while one team owns the content and fails the moment two teams need the same document to appear in different contexts.

Navigation that mirrors the org chart

Labels drawn from internal structure and internal acronyms only work for people who already know the organisation. They are worst for the people who need the intranet most - new joiners, frontline staff, and anyone working across divisions.

The platform was chosen before the requirements

In most of the stalled projects we are brought into, a decision about technology was made before anyone established what employees needed. For example, "we're going to use Teams because that's what everyone is using most". The structure then has to be retro-fitted to a platform decision it should have informed.

Nobody owns the structure

Sites get created on request rather than by design. Within two years there is no consistent hierarchy, hub associations are arbitrary, and search returns four versions of the same policy.

Success was never defined

Reducing the time people spend looking for things is the single most common goal we are given at the start of a project. It is also the one least likely to have a baseline measurement, which makes it impossible to evidence afterwards.

The method

How we establish your SharePoint architecture

Microsoft documentation will tell you what a hub site is. It will not tell you which hubs your organisation needs. That is a research question, and it is most of the work.

If this describes an environment you already have rather than one you are planning, the starting point is usually an assessment of what is there before any structural work.

Scope

No two projects are the same size

Not every SharePoint information architecture project is the same size. Sometimes there is a lot of existing content to repurpose, other times we start afresh. We scale our activities to the appropriate level, and we can also guide internal teams on completing certain work themselves.

What you receive

Assets your team can build from and maintain

The architecture is not useful as a conversation. It has to exist as something a developer can build against and a content owner can apply a year later.

Information architecture document

Navigation, structure and hierarchy, typically to five levels, with site and hub relationships defined

Wireframes for key pages

Homepage, search and hub pages, produced to the standard set out on the discovery page

Taxonomy & metadata framework

Term sets, content types and managed columns, agreed with the people who own the content

User stories

What each key page has to do, written so they can go straight into a build backlog

Validated navigation

The three navigation layers defined, with the tree testing results showing what was changed and why

Refiners & filters

Configured against the metadata columns defined above, plus the baseline measures to evidence improvement

Card sorting results

Where consensus existed, where it did not, and which compromises were made deliberately

Governance recommendations

Who owns which part of the structure, and how new sites get created without eroding it

Timescales

How long does SharePoint information architecture work take?

Three to four weeks for the user experience and information architecture phase, ahead of technical build.

Where SharePoint stands on accessibility, accurately

Microsoft’s own accessibility conformance report rates SharePoint as partially supporting WCAG 2.1 Level AA, with published exceptions. Not fully supporting. Any supplier telling you the platform is compliant out of the box has not read the report.

There is a second point that matters more for work like this. Microsoft’s conformance statement does not survive customisation. Branding, custom web parts and a bespoke structure all mean the platform’s own claim no longer covers the result, and any conformance statement about your intranet has to be your own.

So we are specific about what we take responsibility for. We do not degrade what the platform already provides, and we control the things this work actually determines: colour contrast in branding, heading hierarchy, descriptive link text rather than “click here”, keyboard navigability of anything custom, and navigation labels that are clear rather than clever.

The largest accessibility risk in any SharePoint environment is not the platform, though. It is what content authors publish into it after launch – missing alt text, tables used for layout, colour used to carry meaning. That is a governance and training problem, and it is part of how we hand over.

Who does the work

The user experience consultants who scope the work are the ones who run it

Our information architecture practice is led by John Scott. He is named on the proposal, in the card sorting sessions and in the tree testing.

"Everybody sees the world differently, and it's no different with your organisation's knowledge. There is no single right answer for how to structure your SharePoint environment and the information within. However, our methods and tools are designed to uncover an approach that achieves the most consensus, and builds in affordances for non-typical user roles."
john scott 2
John Scott
UX Director

Two things follow from that continuity. The method is settled, so we are not learning card sorting on your project. And having worked on the platform since 2006, we have seen what becomes of an architecture three years after launch – which changes the decisions we make at the start.

We also build and support what we recommend. The structure we hand over has to survive delivery, not just review – and if the right answer is that you do not need structural work yet, we will say so.

Proof

Structures we have built

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Google review

Personable, responsive and very thorough from research to delivery

We had a positive experience with Content Formula developing the new version of our corporate intranet. The team are personable, responsive and were very thorough from research through to delivery. I look forward to continuing to work with them.
Read further

More on structuring SharePoint

Not sure whether you need structural work yet?

If the environment is live and the problem is not yet clearly defined, an assessment of the current structure, navigation and findability is a smaller starting point than a full engagement – and it sometimes concludes that governance, not structure, is what needs fixing.

Get the structure right before anything gets built

Structural mistakes are cheap to fix in week two and expensive to fix after launch. If you are planning a SharePoint project, or living with one that nobody can navigate, the conversation starts with what your people actually need.

Common questions

SharePoint information architecture, answered

SharePoint information architecture is the structural design of a SharePoint environment – how content is organised, classified, navigated and found. It covers site architecture, usually a flat structure of independent sites connected by hub sites rather than nested subsites; lists and libraries; content types and managed metadata; the three navigation layers of global, hub and local; and search configuration. A good architecture is established by card sorting with employees and validated by tree testing before build, because the aim is a structure that matches how the people using it think, not one that matches how the organisation is drawn on a chart.

Yes. Information architecture is one discipline within user experience, alongside user research, interaction design and usability testing. The distinction that matters in practice is that information architecture determines whether something can be found at all, while the rest of UX determines whether it is pleasant to use once found. A SharePoint environment can look excellent and still fail, because the structural work was never done.

Because a folder can only put a document in one place, and most documents need to be found in several ways. Metadata columns let the same file surface correctly for someone searching by country, someone browsing by document type and someone filtering by review date, without duplicating it. Folders also hide content from search refiners, make permissions harder to reason about, and become unusable once the hierarchy goes more than a few levels deep. Folders are not forbidden, and shallow folders inside a well-classified library are fine – but using folders as the primary organising principle is what causes findability to collapse as content grows.

Because a folder can only put a document in one place, and most documents need to be found in several ways. Metadata columns let the same file surface correctly for someone searching by country, someone browsing by document type and someone filtering by review date, without duplicating it. Folders also hide content from search refiners, make permissions harder to reason about, and become unusable once the hierarchy goes more than a few levels deep. Folders are not forbidden, and shallow folders inside a well-classified library are fine – but using folders as the primary organising principle is what causes findability to collapse as content grows.

Three to four weeks for the user experience and information architecture phase, before technical build begins. That covers user research, card sorting, drafting the structure and taxonomy, tree testing it with employees, and producing wireframes and user stories for sign-off. Technical build then typically runs eight to twelve weeks with two weeks of user acceptance testing. Where you already hold solid user research, the phase can be shortened to knowledge transfer and recommendations rather than repeating work you have paid for once.