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Simplify SharePoint Site Deployments with Infowise Ultimate Forms

SharePoint is one of the most powerful and flexible platforms available for managing organizational data, collaboration, and intranet resources. It offers endless customization possibilities, supports integration with Microsoft 365 services, and allows organizations to scale their internal tools according to business needs. However, despite all its capabilities, one of the more frustrating aspects of SharePoint can be the process of deploying new sites — especially when trying to maintain consistency across departments or projects.

Out of the box, SharePoint does offer mechanisms for creating site templates, but these can be challenging for users who don’t have a technical background. Creating and deploying SharePoint site templates typically involves a combination of custom development, JSON scripting, and PowerShell — tools that are powerful but not very accessible to most users.

This is where Infowise Ultimate Forms comes into play.

Infowise Ultimate Forms makes SharePoint site templates easy to create, manage, and deploy through a streamlined visual interface. With Ultimate Forms, you don’t need to write code or script your way through complicated deployment scenarios. Everything is accessible through a user-friendly interface, making SharePoint template creation something that power users and even non-technical team members can handle.

Let’s break down how this works and explore why it’s a game-changer for businesses looking to optimize their SharePoint usage.


Why Site Templates Matter in SharePoint

First, it’s important to understand the value of site templates. In SharePoint, a site template is a pre-configured setup that includes pages, web parts, lists, libraries, workflows, and branding. By using site templates, you can:

  • Ensure consistency across all team sites or project hubs.

  • Save time by avoiding repetitive configuration steps.

  • Reduce errors or misconfiguration.

  • Improve user adoption through intuitive and uniform interfaces.

  • Create standards-based environments for specific departments or functions.

Whether you're rolling out new project workspaces, department portals, or customer-facing sites, templates can drastically speed up deployment while maintaining your desired structure and layout.


The Problem with SharePoint's Native Site Template Process

While the value of site templates is clear, the default tools provided by SharePoint for managing them can be complex and uninviting.

Traditionally, the process of creating and deploying a SharePoint site template involves:

  1. Setting up a site manually with all required components.

  2. Saving the site as a template (which has limitations in modern SharePoint).

  3. Exporting the template to a SharePoint Solution Package (.wsp).

  4. Using PowerShell to install and activate the template.

  5. Deploying the template using scripts or code.

This method requires technical knowledge, administrative rights, and comfort with command-line interfaces and scripting. For many organizations, this becomes a bottleneck — either because they lack the internal expertise or because development teams are already stretched thin.


Infowise Ultimate Forms: A Better Way

Infowise Ultimate Forms removes these roadblocks by offering a visual, intuitive, and accessible way to manage SharePoint site templates. Let’s take a look at how the process works with Ultimate Forms:

Step 1: Set Up Your Source Site

Begin by configuring a SharePoint site exactly the way you want future sites to look. Add your desired:

  • Pages and layout

  • Web parts (such as document libraries, calendars, and task lists)

  • Custom forms and workflows

  • Lists and libraries

  • Branding elements like logos, headers, and navigation

This source site becomes the foundation of your template.

Step 2: Use the Visual Interface to Create the Template

Next, launch the Ultimate Forms interface. From here, you can capture your site configuration with just a few clicks. The visual nature of the interface means no code, no scripts — just selections and confirmations.

Ultimate Forms takes care of the heavy lifting behind the scenes, saving your configuration in a way that can easily be reused later.

Step 3: Deploy to Any Target Site

When you’re ready to use your template, simply create a new empty SharePoint site in your chosen location. Open the Template Manager within Ultimate Forms, select your saved template, and click deploy. That’s it — the entire structure, content types, workflows, and layout from your original site are now replicated in the new site.

This process eliminates the need for custom development and administrative overhead. It also makes it easy to roll out updates or changes to templates without starting from scratch each time.


Key Benefits of Using Infowise Ultimate Forms for Templates

Here’s what sets Infowise Ultimate Forms apart:

1. No Coding Required

Users can build, save, and deploy templates without ever touching a line of code or script. The drag-and-drop interface is designed for business users, not just IT admins.

2. Accelerated Deployment

Templates can be deployed in minutes rather than hours. This enables quick response to new project requirements or department requests.

3. Flexibility and Customization

Ultimate Forms supports more than just basic site structure. You can include advanced forms, logic-based workflows, field validations, and automation — all packaged into your template.

4. Consistency Across the Organization

Standardized templates help maintain brand consistency, reduce training needs, and make it easier to onboard new team members.

5. Compliance and Governance

Templates ensure that all sites comply with internal policies and data governance rules. You can be confident that sites are configured correctly every time.


Real-World Use Cases

Let’s look at a few scenarios where Infowise Ultimate Forms templates shine:

  • Project Management Offices (PMOs) can rapidly create standardized project sites with timelines, document libraries, and reporting dashboards.

  • Human Resources can build onboarding sites that guide new employees through their first weeks with consistent training materials and forms.

  • Marketing Teams can replicate campaign workspaces that include calendars, asset libraries, and reporting forms.

  • IT Departments can ensure all departmental portals follow the same configuration and permissions model.


Final Thoughts

Deploying and managing SharePoint sites doesn’t have to be complicated. Infowise Ultimate Forms provides a streamlined, intuitive solution that enables organizations of any size to standardize and scale their SharePoint usage.

By using a visual interface to handle the creation, management, and deployment of site templates, Infowise eliminates many of the headaches traditionally associated with SharePoint customization. It empowers business users to take more control, reduces the burden on IT departments, and accelerates the time-to-value for new projects and initiatives.

If you’re looking for a better way to manage SharePoint site templates — one that doesn’t involve PowerShell, custom code, or countless hours of troubleshooting — give Infowise Ultimate Forms a try. With its powerful yet accessible tools, you’ll be able to transform the way your organization works with SharePoint.

At Infowise, we serve as your strategic partner, assisting in your digital transformation. ULTIMATEforms contains a wide array of SharePoint components, developed to give you the power to innovate, automate, and scale up your processes. ULTIMATEforms helps you create amazing, advanced business solutions based on your SharePoint lists and document libraries, using nothing but your browser! Anything from simple Leave Request or Expense Report and all the way to complex Help Desk or Project Management solutions can be built in minutes, without writing a single line of code.

Create an unlimited number of business process applications. Or even better, do you want to start with a fully-built solution? Browse our vast business solution library, install and re-purpose to service your needs, free of charge.

Flexible Forms

Convenient responsive modern forms, featuring tabs, section and column permissions, dynamic rules, repeating sections, electronic signatures and input validation, while keeping all your data safely inside SharePoint.

Smart dynamic SharePoint forms provide an exceptional user experience, improve data quality and simplify business processes, saving you valuable resources.

Form designer

Intuitive Automation

Replace complex SharePoint and Power Automate workflows with simple, but versatile Actions to create and update data inside SharePoint and in a variety of integrated applications, such as Exchange, MS SQL, Teams and many more.

By reducing the learning curve, you empower more people in your organization to create and manage business solutions, successfully removing bottlenecks.

Automation

Clear Reporting

Present data as actionable insights with detailed shareable reports, dashboards, KPIs, calendars and charts.

Everyone is able to visualize information in an accessible fashion, improving responsiveness and accountability.

Reporting

100’s of Templates

Easily create, replicate and distribute forms and automation-enhanced SharePoint business solutions, selecting from our vast free library and creating your own custom templates in Infowise Ultimate Forms.
You are able to build once and automatically deploy multiple times in various locations across sites and tenants, saving you time and effort.
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