Skip to content

Best Practices

WorkDone products work out of the box, but the organizations that get the most value from them follow a few consistent habits: they are deliberate about what data they connect, disciplined about who has access, and intentional about how they roll the products out to their teams.

This section collects those habits. Each guide is written for the people who administer and champion WorkDone products in your organization: Corporate Memory admins, IT and security teams, and rollout leads.

The guides

Knowledge Base Curation

How to get consistently good answers out of Copilot: scope your connected sources deliberately, keep documents current, use the approval queue as a quality gate, and turn unanswered questions into curation work.

Read this if you own the Copilot knowledge base or manage the SharePoint sites and Drive folders that feed it.

Rollout and Adoption

A phased rollout pattern that works: pilot team first, seed the knowledge base before launch, recruit champions, measure adoption with Copilot usage analytics, and feed what you learn back into curation.

Read this if you are leading the introduction of Corporate Memory to your organization.

Security-oriented guides

The security-focused operating guides, Security and Access (least-privilege roles, access reviews, offboarding, OTP handling) and Data Governance (sensitive documents, workforce-telemetry governance), live in the dedicated Security section, alongside WorkDone's security architecture overview and compliance information.

How these guides relate to the rest of the documentation

  • The product documentation describes what each feature does.
  • The how-to guides walk through specific tasks step by step.
  • The integration guides cover connecting your systems.
  • These best-practice guides describe how to run the products well over time: the recommendations here are conventions that successful deployments share, not hard requirements.

If a recommendation here doesn't fit your organization, talk to your WorkDone implementation contact or support; most practices can be adapted.