System
Confluence Cloud, SharePoint
App: SharePoint Connector for Confluence
Short description
Having a single source of truth for dispersed teams is important to eliminate inefficiencies like information silos, duplicated efforts, and fragmented data that can hinder day-to-day work. The SharePoint Connector for Confluence app keeps teams aligned by providing access to up-to-date SharePoint documents and lists directly from Confluence, enabling real-time collaboration on project files for distributed teams.
Challenge
Users face difficulties collaborating on up-to-date content across Confluence and SharePoint, needing to switch between systems to find, download, and upload files. Managing fragmented or outdated information, ensuring they have the latest version, and accessing Microsoft 365 documents or lists within Confluence are all major challenges. A centralized hub where teams can collaborate on up-to-date documents, regardless of their system, is essential.
Actors
👔 John – Employee
👩💼 Lara – Project Manager
📝 Jamie – Content Creator / Knowledge Manager
👥 Joanna – Team Lead
🛠️ Taylor – IT Admin
Actors Goals
John – Employee
John wants to search for SharePoint documents or lists directly from Confluence without switching systems, he needs access to the latest version of the SharePoint file or list; He wants to get rid of the time-consuming cycle of switching systems, searching for files from another system, finding, downloading files and reuploading files to systems;
Lara – Project Manager
Lara wants to integrate SharePoint and Confluence content so that teams can save time on searching for documents between the two platforms, SharePoint and Confluence.
Jamie – Content Creator / Knowledge Manager
Jamie wants to ensure employees have easy access to relevant information and to the latest versions of documents, promoting collaboration among dispersed teams.
Joanna – Team Lead
Joanna wants to create an information collaboration hub for both Confluence and SharePoint users so that everyone can work collaboratively and she can focus on other priorities.
Taylor – IT Admin
Taylor wants to find a solution to simplify the content sharing and project management between SharePoint and Confluence users so that everyone can access to the right information without manual work.
Use Case Scenario (step-by-step)
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John is organizing an event and wants to embed a SharePoint document regarding Catering in Confluence.
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Taylor and Joanna have integrated SharePoint with Confluence to keep all teams aligned with access on updated SharePoint documents/lists from Confluence.
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Lara and Jamie ensured that SharePoint and Confluence content is integrated and teams are working on the latest versions of documents without the need to switch systems and without having to worry about info silos.
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John can search for that SharePoint document about Catering from Confluence, can access and edit that file from Confluence and the file will be updated in SharePoint as well cause the systems are linked together.
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John has prepared another file for the event on his computer. After embedding a SharePoint list regarding that event in Confluence, John can upload the new file from his computer directly from Confluence without navigating on SharePoint.
Outcome
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Employees like John can access up-to-date SharePoint file about catering information and manage (browse, edit, open) it directly from Confluence, reducing the time spent switching between systems.
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Employees like John can upload new documents from his computer within Confluence without navigating in SharePoint.
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In addition, John can embed Confluence content in SharePoint to let other colleagues who prefer to work in SharePoint know about the event he is organizing.
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Project and knowledge managers like Lara and Jamie can keep wiki pages up to date by allowing users to manage SharePoint documents/lists from within Confluence, ensuring that everyone has access to the latest information.
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IT Admin like Taylor ensures a single source of truth for dispersed teams.
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Team lead as Joanna keeps all employees aligned with access to the latest version of information without the need to switch systems.
Implementation Details
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Installing the app from Confluence: Installation and Licensing (Cloud)
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Enable the integration with SharePoint: Deploy Confluence Page Embedder to App Catalog (Cloud)
Documentation
https://communardo-products.atlassian.net/wiki/spaces/SPONLINE/pages/9012985/User+s+Guide+Cloud