Hands-on one day event
Every person is provided with a PC
No SharePoint experience required
This unique iLab combines hands-on training with practical implementation and design considerations to help you decide the right approach for your SharePoint implementation or upgrade.
Discover what to use when. Learn the best approach for using key SharePoint features and assets; including navigation, metadata, libraries, lists and search to ensure you get the best solution. Experience the potential of this versatile and powerful content management platform.
Know the 'easy to do' uses of SharePoint that will help you get runs on the board and 'wow' users.
Explore Document management capabilities. Identify opportunities for applying SharePoint to managing documents, business critical email, projects, suppliers and customer collaboration.
Learn Implementation Tips. Come away with insights and ideas to get SharePoint supported and off to the right start within your organisation.
What is SharePoint?
We walk through SharePoint functionality including its electronic document and records management system (EDRMS) functionality and how this compares with current ways of working, including shared drives and intranets.
Overview of SharePoint tools and how to combine these to create value
The basic components of a SharePoint site, what they do and how to use them
The use of classification and metadata to file and find information
Setting up and using permissions to safeguard information
Using document approval processes and version control
Using collaborative tools such as wikis, joint task lists and discussion boards
Searching and sorting documents and information
Online and offline management of content
Using SharePoint to extract value from existing lists, Word tables, Access databases and Excel spreadsheets
We introduce and demonstrate two powerful extension products that leverage SharePoint use:
For accessing SharePoint lists and libraries offline
Drag / drop and create new documents offline
Email drag/drop from mailbox
IWORKPLACE USABILITY EXTENSIONS
Extensions we use in business solutions we design and implement
Template central - manage templates centrally and make them available wherever teams need them
Flexi Viewer - access views of lists or libraries no matter where they reside on the server
Smart Folders - simplify case management security, administration and archiving
Records and document management
Appropriate security and permissions give users the confidence and trust to work with SharePoint. Understand the ‘behind the scenes’ actions necessary to set up security and permissions and to conduct user administration
Managing views of hard copy and electronic records concurrently
Version control and approvals
Options for management of important email
Adding and managing metadata
Searching and retrieval
Applying retention and disposal rules to records
How SharePoint can do compliant document management
Simplifying project management
Controlling key project documents
Managing issues and risk registers in SharePoint
Sharing documents and information, in and outside your organisation
Document review and update
Capturing project insights as they occur
Intranets and know-how
Using SharePoint as your intranet
Building knowledge bases
Making controlled documents, management reporting and templates available
Providing aggregated views of documents and information,milestones and KPI's
"Expert opinion on how to approach SharePoint from our perspective"
"Well organised due to the provision of Information Leadership equipment"
"Very pleased to find that SharePoint is reasonably intuitive and easy to use"
Chrissie has developed significant expertise in business analysis for SharePoint. This expertise focuses on the provision of enterprise wide solutions to support filing and finding, compliance and intranet technologies.
View Chrissie's full profile and contact details.
B.E. (Engineering Science), Dip. Bus. (Marketing)
Helen is one of those rare people who can communicate effectively as a bridge between technical, lay people and business decision makers. She has undertaken business improvement/IM consultancy work since 1995.
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Master IM in Information Systems; BA
Paddy is an information management specialist. Her work includes taxonomy development, retention and disposal schedule design, Public Records Act audits and change management.
View Paddy's full profile and contact details.