Use case / Knowledge continuity
People change. Keep the context within reach.
Make shared information part of the handover when a delegate or colleague moves on.
Start with current responsibilities
Identify the incoming user, the groups they will contribute to and the access they need. An integrated user directory helps them find the people involved.
Keep today’s documents focused
A new delegate needs a route into current work. Identify active files and meeting context rather than handing over an undifferentiated collection of documents.
Give reusable expertise a home
Use the optional Knowledge base for resources members need to return to. Discuss a structure based on their questions and the team responsible for maintaining the content.
Keep historical content separate
The optional Legacy archive gives access to historical material in a separate space. Members can consult the past without mixing it with current working documents.
Prepare the transition
Inventory the information, identify what stays active and agree what belongs in the archive. Scope migration separately from the features used to access content afterwards.
Start with your organisation
Bring one real challenge to the conversation.
Tell Julien who takes part, what they share and where the process becomes difficult.
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