SharePoint Learning Programme - In-Form Consult
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SharePoint Learning Programme Introduction SharePoint and Office 365 are being widely adopted as the user platforms of choice for many organisations. They have established themselves as the corporate information vehicle for a wide range of desktop user services, including collaboration, web publishing and information sharing. With SharePoint 2007 Microsoft incorporated records management capabilities for the first time. Microsoft has developed this capability further in SharePoint and Office 365. Organisations are now beginning to adopt these features to provide their corporate Electronic Document and Records Management (EDRM). Developing a solid and sustainable information management capability within SharePoint and Office 365 requires careful planning, design and implementation. The In-Form Consult (IFC) SharePoint learning programme helps guide you through the document and records management features within SharePoint and presents a 12-step method to undertaking information architecture and design. SharePoint for Information Managers Level 1 Workshop Designing an IM Solution using SharePoint and Office 365 A PROGRAMME LED BY SHAREPOINT AND RECORDS MANAGEMENT EXPERTS What makes our workshops different Built upon the practical experience of implementing information management solutions in SharePoint Combines the information management and information technology experience of IFC An independent perspective examining how to exploit the strengths and overcome the weaknesses of SharePoint “Excellent workshop providing honest interpretations of limitations and benefits of SharePoint for records management.” “RM capabilities of SharePoint & practical discussion about system, useful to know restrictions of SharePoint. Useful overview & introduction to SharePoint. Helpful points on benefits and restrictions of SharePoint” “The golden thread was seen - it linked it all together nicely” “I appreciate an independent workshop on the product rather than a selling job by the SharePoint people or company IT group” E: [email protected] | W: www.inform-consult.com
Transcript of SharePoint Learning Programme - In-Form Consult
SharePoint Learning Programme
Introduction SharePoint and Office 365 are being widely adopted as the user platforms of choice for many organisations. They have established themselves as the corporate information vehicle for a wide range of desktop user services, including collaboration, web publishing and information sharing.
With SharePoint 2007 Microsoft incorporated records management capabilities for the first time. Microsoft has developed this capability further in SharePoint and Office 365. Organisations are now beginning to adopt these features to provide their corporate Electronic Document and Records Management (EDRM).
Developing a solid and sustainable information management capability within SharePoint and Office 365 requires careful planning, design and implementation. The In-Form Consult (IFC) SharePoint learning programme helps guide you through the document and records management features within SharePoint and presents a 12-step method to undertaking information architecture and design.
SharePoint for Information Managers Level 1 Workshop
Designing an IM Solution using SharePoint and Office 365
A PROGRAMME LED BY SHAREPOINT AND RECORDS MANAGEMENT EXPERTS
What makes our workshops different Built upon the practical experience of implementing information management solutions in SharePoint
Combines the information management and information technology experience of IFC
An independent perspective examining how to exploit the strengths and overcome the weaknesses of SharePoint
“Excellent workshop providing honest interpretations of limitations and benefits of SharePoint for records management.”
“RM capabilities of SharePoint & practical discussion about system, useful to know restrictions of SharePoint. Useful overview & introduction to SharePoint. Helpful points on benefits and restrictions of SharePoint”
“The golden thread was seen - it linked it all together nicely”
“I appreciate an independent workshop on the product rather than a selling job by the SharePoint people or company IT group”
E: [email protected] | W: www.inform-consult.com
Workshop Outline The workshop is an introduction to SharePoint design for information managers.
¢ The basic concepts behind SharePoint: Farms, Site Collections, Sites, Lists, Document Libraries, Folders and Content Types. ¢ Creating columns and content types and associating these with a library. ¢ Document management features including check out and check in, versioning, document IDs and document sets ¢ Records management features including in place records management, Records Center, Content Organizer and lifecycle management policies ¢ Managed metadata
SharePoint for Information ManagersAssessment of its document and records management capabilities
Level 1 Workshop
Workshop Focus This workshop is for information managers with little or no experience of SharePoint design to introduce them to SharePoint’s information management capabilities. No prior experience with SharePoint is required.
Workshop Objectives Explain the SharePoint elements that create a document or records management solution.
¢ Demonstrate how to create columns, content types, managed metadata term sets, content organizer rules and information lifecycle management policies.¢ Demonstrate applying versioning settings to manage document versions.¢ Demonstrate applying document id settings to reference documents.¢ Demonstrate applying record declaration settings to support in place records management.
1 day workshop | For further information call 08456 80 40 47
E: [email protected] | W: www.inform-consult.com
Workshop Leader The workshop will be delivered by Richard Jeffrey-Cook. Richard is a certified Chartered IT Professional (CITP) and is Head of Information and Records Management at In-Form Consult (IFC).
Richard has over twenty years experience as a project manager responsible for the delivery of complex information management projects in both the public and private sector.
Designing an IM solution using SharePoint & O365Building document and records management solutions
Level 2 Workshop
Workshop Focus This workshop has been developed to enable IT Managers,Corporate Information Managers, Records Managers and Information Architects to successfully design and deliver a SharePoint or Office 365 EDRM solution. It builds upon the “SharePoint for Information Managers” Level 1 Workshop.
Workshop Objectives Explain the SharePoint elements that create a document or records management solution.
¢ Provide a structured approach to designing SharePoint or Office 365 Information Management solutions.¢ Give guidance on choosing the right approach to document and records management¢ Explore how to take advantage of the features of SharePoint and Office 365 support in place records management.
Pre-Requisites Delegates must understand the basic concepts of document and records management and have an awareness of the features available in SharePoint and Office 365. If not, we recommend attending the “SharePoint for Information Managers” workshop first.
1 day workshop | For further information call 08456 80 40 47
E: [email protected] | W: www.inform-consult.com
IFC has a long track record of working with organisations, we can design and deliver bespoke training programmes led by our experienced consultants to meet your business needs and our workshops can be delivered in-house.
Workshop Outline The workshop is an introduction to SharePoint design for information managers.
¢ A structured approach to designing a SharePoint information management solution
¢ Identifying business objectives and governance requirements
¢ Site structures
¢ Approaches to records management
¢ Information security and audit trails
¢ Document libraries, content types and metadata
¢ Searching and reporting
¢ The workshop includes practical case studies to illustrate some of the choices that must be taken to design an information management solution
Workshop Leader The workshop will be delivered by Richard Jeffrey-Cook. Richard is a certified Chartered IT Professional (CITP) and Head of Information and Records Management at In-Form Consult (IFC).
Richard has over twenty years experience as a project manager responsible for the delivery of complex information management projects in both the public and private sector.
Head Office | Acorn House, Greenhill Crescent, Watford, WD18 8AH | T: +44(0) 8456 80 40 47Glasgow Office | 20-23 Woodside Place, Glasgow, Scotland, G3 7QF
E: [email protected] | W: www.inform-consult.com
Next Steps If you would like more information about IFC’s services and experience,
please call 08456 80 40 47 or visit www.inform-consult.com
About UsIn-Form Consult (IFC) is an independent information management consultancy that helps businesses transform enterprise-wide information into a powerful business asset. For over 30 years, we have been helping companies uncover, manage and exploit information, transforming the value of unstructured and structured content to better support innovation and create new business realities. For Public Sector organisations we are an approved supplier to the G-Cloud and ESPO frameworks. Our ServicesWe can provide all the required elements to solve your holistic information management needs, and help you improve information management policies, processes and procedures. Our complete solutions span consultancy, technology, training and resourcing in the areas of information and records management, information governance, knowledge management, data management and enterprise solutions. We offer a wide range of bespoke consulting services including health checks, strategy development, process improvement and development, technology selection and implementation. Our ApproachWe take a refreshingly pragmatic approach to helping companies solve their information management challenges. We work inclusively with them to identify, develop and implement intelligent strategies for their requirements, all of which are delivered to industry best practice for information and change management. Our consulting team are industry-leading experts and individually are specialists within public, private and not-for-profit sectors.
Industry Membership
INFORMATION & RECORDS
MANAGEMENT
KNOWLEDGEMANAGEMENT INFORMATION
GOVERNANCEE-DISCOVERY
DATA MANAGEMENT INFORMATION
SECURITY
IFC supports clients in the following sectors:
Public Sector ¢ Central Government
Departments & Agencies
¢ Local Government
¢ Police Authorities
¢ Fire & Rescue Services
¢ National Health Service (NHS)
¢ Further & Higher Education
¢ Non Departmental Public Bodies
Private Sector¢ Financial Services
¢ Utilities
¢ Oil & Gas
¢ Manufacturing
¢ Not for Profit
¢ Engineering
¢ Construction
IFC at the core of information management
Records Management �Knowledge Management �
Information Management �Information Governance �Document Management �
Content Management �Data Management �
Social Media �
Survey �Classification �
Taxonomies �File Plan Development �
Retention & Disposal �Policy Development �
Management Framework �KM Methods & Approaches �
Data Governance �
ECM / EDRMS SharePoint Email Management Web & Mobile Development Collaboration Tools & Software Systems Integration Document Scanning Data Warehousing Cloud Computing
Records Management Knowledge Management Information Management Information Governance Document Management Content Management Data Maturity
HEALTH CHECKS
STRATEGY
PROCESS IMPROVEMENT
TECHNOLOGY
CHANGE MANAGEMENT
CONSULTANCY
TRAINING RESOURCING SUPPORTTOOLS
p IFC Core Services
