Comparison Guide: Shelf vs. SharePoint as a Knowledge Base

Setup & Onboarding
Shelf
SharePoint
Setup w/ Certified KM Expert
Leverage KM experts to do the heavy lifting of
setting up your information architecture so you
can launch fast and get more value
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SharePoint
Award Winning User Interface
An easy-to-use user intuitive interface takes the
heavy lifting and friction out of onboarding and
user adoption.
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SharePoint
Content Authoring
Create, edit, and update content inside your kbase
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SharePoint

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Capture and Upload Content from Web, Desktop & Cloud
Upload content from shared servers, port content
over from other cloud platforms, or capture
content while surfing the web
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SharePoint
Platform Customization
Customize your kbase for your company’s needs:
notifications, commenting, content views, ratings
and company branding
Shelf

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SharePoint

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Self Guided Help & Tutorials
Help new users get up and running through onboarding modules, a library of tutorials, self-
guided help menus, and live chat support
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SharePoint

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Findability
Shelf
SharePoint
PinPoint Document Search
Search inside of documents, images, videos, audio files, and web content with pinpoint accuracy
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SharePoint
Faceted Search
Browse for content using helpful filters such as; Date Added, Tags, Categories, Content Type, File Type, Favorites, and Ratings
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SharePoint
Folder Taxonomy
Leverage folders and subfolders to bring structure and organization to your kbase
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SharePoint

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Tag & Category System
Use a tags and set categories to make content easier to find across folders
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SharePoint
AI based Recommendations Engine
AI proactively recommends content based on user behavior
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SharePoint
Maintenance & Administration
Shelf
SharePoint
Automated Maintenance & Suggestions
Use AI and automation to gain insights into:
content usage and continually optimize for high value, accurate information
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SharePoint
Enterprise Security
Have confidence that your knowledge is safe and secure with: SOC2 Compliance, PCI Compliance, and SSO authentication
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SharePoint

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Content Approval Workflow
Manage drafts, approval processes, publishing rights, and unpublish content for revisioning through workflow management modules
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SharePoint

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Versioning
Roll-back content to prior versions, track changes over time, and keep copies of prior work with versioning
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Agent Feedback
Enable continuous improvement of your kbase by collecting agent feedback
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SharePoint

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Content Analytics + AI
Gain insights into usage patterns, popular keywords, active users, inactive users, and content views through analytics
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SharePoint
Advanced Permission Controls
Control who has access to view, edit, create and comment on content inside your kbase
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Customization & Integrations
Shelf
SharePoint
Web Service API
Integrate your kbase into your existing software and services
Shelf

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SharePoint

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e-Learning Integration
Compliment your kbase with e-Learning modules
and structured courses for ongoing training
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SharePoint
Call Center Management integrations
Connect your kbase to customer interactions and profiles on leading Call Center Management software platforms
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SharePoint
Salesforce Integration on Appexchange
Tie your kbase to customer interactions and profiles on Salesforce and create a single view of your content
Shelf

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SharePoint
Web Self Service Integration
Unify your kbase and your customer self-service to create a single view of your company knowledge
Shelf

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SharePoint

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Find anything in seconds

Tracking things down can be distracting and stressful, stay in the flow with a better search experience. Shelf helps you find things quickly through in-document search and filters.

  • Search inside of PDFs, Word docs, presentations, Google docs, and even inside PDG, PNG, and GIF images.
  • Browse using 8 filters including: tags, dates, filter format, added by and source.
  • Advanced search is like having Google for your company’s information.

Quickly capture any type of content

The important information your people need to do their job is stored in a variety of locations, in a dizzying array of file formats. Shelf is compatible with all of it!

  • Sync individual files or entire folders in your cloud storage accounts like Google Drive, Dropbox, etc.
  • Shelf’s Collaborative Web Clipper captures all kinds of web content including blog posts, LinkedIn profiles, YouTube videos, infographics, articles, and more.
  • A bulk upload feature saves hours and hours of time that would otherwise be spent recreating the same exact content in a wiki format.

Flexible, easy organizing

One of the major drawbacks of wiki-based solutions such as Confluence is how hard it is to adjust and reorganize content over time. Minor oversights create major headaches down the road.

  • Reorganize folders and files on the fly with Shelf’s Drag and Drop abilities.
  • Create and manage Groups around specific projects, business units, and other company initiatives.
  • Each user can customize their dashboard with the content that’s most relevant and important to them.

Use Shelf for:

  • Creating a knowledge portal of your team’s most important content…without needing to spend significant time or invest resources in building it out
  • Capturing web content and organizing it alongside your traditional and online documents
  • Organizing content siloed in different locations such as Dropbox, Drive, Gmail, OneDrive, Slack, etc., in a single, easy to search location
  • Having a much more powerful search experience with includes; advanced search, searching the text inside of documents and image search (OCR)
  • Automatically attaching metadata to content, and using filters to sort and locate content by Tag, Date, Added By, Source, File Format, and more.
  • Decluttering your team’s digital workspace, leaving them to work from the best available information
  • Gathering content that is scattered across the internet, cloud storage platforms and people’s desktops and centralizing them in a single place

If you’re looking for an easy and effective way to manage content that already exists, but is really hard to find and organize, then Shelf could be the right product for you.