SharePoint Implementation Best Practices

From Design to Integration

Master SharePoint and Online: Learn strategy, architecture, and implementation best practices for effective content and records management.

Please inquire for pricing | Available Online and In-class

Date	Venue	Duration
26 - 30 October 2026	Cape Town	5 Days

Course Introduction

As SharePoint is being selected, implemented for kinds of businesses around the world, training for strategy, design, implementation, best practices is essential to make the most of SharePoint. A well implemented SharePoint solution will make all kinds of businesses and organisations more efficient and well organised and deliver more business benefits and cost savings.

Designing and delivering a SharePoint solution requires an effective strategy, architecture, design, policy and procedures, information architecture and best practice implementation and support.

Delivering product and technical training on SharePoint is one part of the training, but a successful implementation requires a strategy and structure for how to share and manage different content, documents, information and records. This programme covers global best practices for implementing SharePoint 2019 and Online and complementary solutions.

Course Objectives

After attending SharePoint Implementation Best Practices course delegates will be able-

Understand the core capabilities of SharePoint 2019 and online.
Understand how to create a SharePoint management strategy, design, and information architecture.
Develop key strategies for delivering a successful implementation
To understand SharePoint policies, procedures, standards including document and records management standards
Learn SharePoint 2019 functions and functionality for sharing and managing content and records.
Create records management business tools like electronic file plan, retention and disposal rules, security rules, archiving, confidentiality and privacy
Link document and records management systems and implement across your organisation
Planning content types, classification, search, workflow and communities
Planning the SharePoint architecture, site provisioning, governance, administration and maintenance
Best practices for assessing, transitioning, and implementing SharePoint 2019 for managing content and records.
Explore the implications of an Enterprise Content Management (ECM) strategy in conjunction with SharePoint and Records Management
Understand how to integrate SharePoint and migrate content into SharePoint and out to other information systems
Using metadata, business classification scheme, taxonomy and setting retention plans
Learn how to implement legislation, standards, and regulation.
Create advanced policies and procedures.
Learn advanced concepts for managing information and records, such workflow, file plan, archiving, auditing, compliance, and version control.

Who should attend?

IT Administrators and Managers
SharePoint Administrators
Developers
Information Architects
Business Analysts
Project Managers
End Users and Power Users
Site Owners and Content Managers
Security Professionals
Compliance Officers and Legal Teams

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.