Municipal SharePoint + Microsoft 365 Specialists

Modernize how your Municipality works.

Kim Paterson Consulting helps local governments across Canada turn fragmented network drives and information silos into structured, secure and compliant digital workplaces built within Microsoft 365.

Built for Canadian Local Government
SharePoint Online
Microsoft 365
Information Governance
Records + FOI
The municipal challenge

Is Your digital City Hall trapped in department silos and unmanaged network drives?

Legacy shared drives, inconsistent folder structures, scattered permissions and manual records processes make everyday work harder—and create governance, security and compliance risk.

We combine municipal operating knowledge with SharePoint and Microsoft 365 expertise to create practical environments that staff can actually use, manage and sustain.

01Information Silos

Replace deeply nested folders and duplicate files with structured libraries, metadata and enterprise search.

02Compliance Pressure

Build retention and records-management requirements into the system rather than relying on staff memory.

03Permission Complexity

Create clearer role-based access, stronger governance and better visibility into sharing.

What we do

SharePoint solutions designed around Municipal reality.

From discovery and information architecture through migration, implementation, training and support, Kim Paterson Consulting provides an end-to-end path to a modern municipal digital workplace.

01

Municipal Intranet + Hub Sites

Centralized corporate hubs, departmental sites, intuitive navigation, search and municipal branding.

02

Information Architecture + LGMA Alignment

Structured document libraries and file plans designed around municipal departments, records lifecycles and local-government workflows.

03

Microsoft Purview + Governance

Retention labels, policies, security guardrails and governance controls configured to reduce manual error and strengthen audit readiness.

04

Migration + Data Cleanup

Discovery, data assessment, cleanup, wave-based migration, validation and user acceptance testing.

05

Training + Knowledge Transfer

Role-based SharePoint, OneDrive, Teams and records-management training, plus administrator handover and champion support.

06

Digital Transformation + Project Leadership

Cross-functional planning, stakeholder engagement, rollout governance, risk management and ongoing implementation support.

Microsoft SharePoint hub site connected to team sites and communication sites
All-Inclusive SharePoint Blueprint Built Exclusively for Municipalities

One template.
Every department.
Total LGMA compliance.

I deploy a complete, pre-configured digital workplace directly inside your existing Microsoft 365 tenant. It is a “one-stop shop” that gives your entire organization an intuitive home to collaborate while automating your records lifecycle in the background.

Unified structure and governance
One coherent information environment across departments.
Turnkey department sites
Repeatable site architecture adapted to each municipal function.
Compliant file-plan foundation
Document libraries aligned to municipal records-management requirements.
Built inside your Microsoft 365 tenant
Maximize the technology you already own while simplifying long-term administration.
Talk About the Blueprint
Department-Ready Templates

Skip months of custom development.

Our turn-key SharePoint package comes equipped with fully built, LGMA-aligned templates tailored to the workflows of core municipal departments—giving your organization a proven starting point that can then be configured to your municipality.

Instead of designing every department from scratch, Kim Paterson Consulting starts with municipal-ready structures for document libraries, navigation, permissions, records organization and everyday workflows.

01

Administration & Council

Secure portals for meeting agendas, minutes, bylaws, council records and controlled access to confidential information.

02

Finance & Corporate Services

Structured hubs for budget tracking, expense approvals, purchasing records and auditable corporate workflows.

03

Public Works & Engineering

Centralized areas for asset information, maintenance logs, project documentation and field-accessible plans.

04

Human Resources

Private workspaces for employee onboarding, policy acknowledgements, personnel processes and performance documentation.

05

Planning & Development

Dedicated structures for zoning applications, building permits, development files and public-consultation records.

Municipal structure first. Local tailoring second. Start with proven department-ready foundations, then adapt them to your organization, terminology, permissions and governance requirements.
Ask About the Templates
Why Kim Paterson Consulting

Municipal experience first. Technology second.

Successful SharePoint transformation is not just about building sites. It requires an understanding of records obligations, FOI pressure, public-sector workflows, department culture and user adoption.

14+

Years In Municipal Records Environments

Hands-on experience as a Records/FOI Coordinator with experience implementing records, FOI, EDRMS initiatives and cross-departmental transformation.

5+

Years Of LGMA FOI, Privacy And Records Management Committee Involvement

Contributions to records-management guidance, reference material and training resources.

1

Municipal Operating Perspective

Solutions are designed around how local-government staff work—not a generic corporate template.

360°

Strategy Through Adoption

Discovery, architecture, governance, migration, configuration, training, launch and support.

Why Choose Kim Paterson Consulting

From Microsoft 365 to a practical digital City Hall.

We help municipalities transform their existing Microsoft 365 environment into a secure, governed and practical digital workplace—bridging complex cloud architecture with the day-to-day realities of local government.

01

Turnkey LGMA-Aligned Records Structure

Pre-configured document libraries can be mapped to the BC LGMA Records Management Manual, reducing manual classification and helping municipalities maintain a more consistent, audit-ready records environment.

02

Designed for BC Privacy Requirements

The solution is built within your existing Microsoft 365 tenant and can be configured around Canadian data-residency, privacy, security and FOIPPA requirements appropriate to your municipality.

03

Tailored, Not Rigid

Every engagement includes discovery and configuration so department templates, branding, permissions, terminology and governance reflect your actual organizational structure—from small districts to larger cities.

04

Predictable Project Pricing

The blueprint is designed to minimize reliance on third-party add-ons and unnecessary per-user software costs. Project scope, deployment, training and post-launch support can be packaged into a clearly defined fee structure.

05

Accelerated Delivery

By starting from a pre-built Municipal SharePoint Blueprint and department-ready templates, the project can bypass substantial ground-up design work and move faster into configuration, migration, training and launch.

How we work

A disciplined five-phase implementation.

PHASE 01

Discovery + Strategy

Stakeholders, current-state data, business objectives and departmental requirements.

PHASE 02

Governance + Architecture

Navigation, taxonomy, ownership, lifecycle, security and information architecture.

PHASE 03

Design + Configuration

Hub sites, team sites, libraries, permissions and out-of-the-box Microsoft 365 capabilities.

PHASE 04

Migration + Testing

Cleanup, wave migration, quality control and user acceptance testing.

PHASE 05

Training + Launch

Role-based training, champion network, administrator handover and post-launch support.

Leadership

Kim Paterson

Founder & Principal Consultant

Kim brings deep municipal records-management, FOI, information-governance and project-delivery experience to SharePoint modernization initiatives.

Municipal Government Records + FOI SharePoint Information Governance Digital Transformation LGMA Compliant
A team built around the project

Specialist depth without enterprise-consulting overhead.

Kim Paterson Consulting leads municipal discovery, governance, project oversight and adoption while drawing on specialist Microsoft and SharePoint expertise where deeper engineering, architecture or implementation capacity is required.

Flexible specialist model
Build the right team for the municipality, the scope and the technical complexity—while keeping one clear project direction and accountability structure.
Start with the problem, not the platform

Planning a SharePoint or Microsoft 365 Modernization?

Tell us where your municipality is today—shared drives, records challenges, migration planning, governance, intranet redesign or a full SharePoint rollout—and we can help define the next practical step.

Kim Paterson Consulting [email protected] 250-469-1205 www.kimpaterson.ca

Serving Municipalities And Local Government Organizations Across Canada.