SharePoint Implementation Best Practices

The programme

Programme overview

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.

Who should attend

Who is this programme for?

• 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

Learning outcomes

What you will learn

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.

Explore the programme

Detailed programme 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

Learning approach

How you will learn

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.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to confirm dates, duration, delivery format, entry requirements and any applicable assessment or certification before booking.