SharePoint Implementation Best Practices
From Design to Integration
5 Day Training
Locations: Grayston Ridge Office Park, Sandton
Platform: Available In-Class / Online
Price: Available on request
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.
Training Outline
Day One
Strategy
Introduce SharePoint 2019 and Online
How SharePoint works
Business drivers
Description of key differences between SharePoint 2019 and Online
Day Two
Concepts
Enterprise Content Management
Information Architecture
Taxonomy and Folksonomy
Site Collaborations
Business Intelligence, Content Analytics, PerformancePoint and Dashboards
Enterprise search
Communities and Workspaces
Day Three
IT Process
Lists, Items and Columns
Content Types
Metadata Management and Tags
Document Libraries, Document Sets and Folders
Web Parts and Pages
Forms
Navigation
Communities, Sites, Team Sites, My Sites
Site Templates
Servers and Farms
Day Four
Implementation Planning
Implementation planning
Creating policies and procedures
Classification and File Plan
Search and FAST
Report Management
SharePoint and Microsoft Office Integration
Digital Asset Management (DAM)
Document and Records Management
Email Management
Day Five
Case Studies
Introduction to case studies
Group 1 – Strategy
Group 2 – Concepts
Group 3 – Process
Presentations
Evaluation and discussion
Related Courses
Advanced Electronic Document and Records Management
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Basic Registry, Records, and Archives Management
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