An Intensive 5-day Training Course
Implementation of Modern Record Management through SharePoint and Office 365
Managing Records in Support of Business Requirements
Course Introduction
Managing information and records, which are now one of the most valuable assets of the company represents a challenge in the modern world of digitalization where the companies are becoming digital enterprises and the data managed has to get the new names of data lakes and even the data oceans.
As most of the companies use the Microsoft Office programs and therefore the logical solution for the Document Management will be to continue with the use of SharePoint. The people within the companies should be well prepared for the challenges that this is bringing.
Delivering information management solutions on SharePoint can be challenging, as the Microsoft product offers very large number of options. In this training course, delegates will apprehend how to combine the information management knowledge and apply it to SharePoint in ways that make it easy to use today and adaptable to the needs of the future. This training course is ideally suited for any company that needs to build information management solutions on SharePoint, or use the product family related to SharePoint.
This training course will highlight the elements, principles and implementation paths for modern information management challenges which require adaptability of the solutions to the realm of Big Data environment and changing specter of regulations.
This training course will highlight:
- Enterprise Content Management (ECM) strategy in modern world
- Records management as a business enabler for the enterprise
- Automation of common records management tasks and records capture
- Efficient management of records through the whole records lifecycle
- Enable and use eDiscovery
- Appropriate and inappropriate scenarios for SharePoint use
- Use SharePoint to design content import strategies
- Use of SharePoint components to create an effective user experience
- Proper way to select and configure SharePoint information protection tools
Objectives
The delegates will:
- Create information and documentation procedures and requirements in SharePoint
- Understand Information Management in SharePoint and Office 365
- Recognize Effective Information Architecture for SharePoint and Office 365
- Acquire the knowledge on how to manage email
- Understand the relation between records management and the cloud
- Apply Privacy and data protection rules in SharePoint
- Recognize the way to implement decommissioning of legacy systems and user information
- Prepare Business and functional requirements for a digital record-keeping solution
Training Methodology
- Hands-on training rather than theoretic learning (examples based on real life cases)
- Interactive training, using the video materials, and examples of ECM success stories
- The delegates will also go through the lab exercises with SharePoint and Office 365
- The delegates will be presented with real-life cases and implementation issues, as well as the best case scenarios implemented in different industries
Organisational Impact
The organization will acquire structured and effective method to implement ECM solutions, satisfy stakeholders and legal requirements, as well as manage to cut costs and improve their organization workflow through the proper application of ECM solutions which enable them to comply with the requirements of the modern days and implement these solutions through SharePoint and Office 365.
This is achieved through:
- Training of the workforce to adopt effective and concise method for retaining information
- Adopt information management through the use of SharePoint and Office 365
- Reveal the benefits of adopting a modern approach to records management
- Understand Metadata, its uses and sources
- How to efficiently collect and apply metadata to digital records through SharePoint and Office 365
- Use SharePoint to ensure the authenticity of digital records for eDiscovery
Personal Impact
The personal impacts for all participants is to gain a deep and solid understanding and practical experience in application and operation of ECM systems trough:
- Learn how to organize the documents and information management in their company
- Develop a clear metadata creation process in SharePoint and Office 365
- Learn the steps of capturing content in SharePoint
- Learn how to protect the data, implement eDiscovery and ensure security
- Learn how to eliminate the personal data and comply with GDPR, with the SharePoint auditing tool
- Use the modern solutions like built-in SharePoint capabilities to improve collaborative processes
Who Should Attend?
This is a training course for all involved in data analysis, presentation and graphic design, but will be especially beneficial for:
- Document Controllers
- Secretaries
- Administrators
- People Supporting Management and/or Working in Project Teams
- Marketing Specialist
- Project Managers
- Public Relations Specialists
- Marketing Managers
- Campaign Managers
- Business Development Managers
Course Outline
Day One
Records Management as a Business Enabler
- Enterprise Content Management through the Record Life Cycle
- Record Capture
- Digital Records
- Paper Records
- Record Retention and Disposition
- Records Management and the Cloud
Day Two
Records and Document Management in SharePoint and Office 365
- SharePoint Online Architecture
- Configuring SharePoint
- Site Administration
- Search Settings in SharePoint
Day Three
Office 365
- Office 365 and the Client Device
- Office 365 Supportability
- Architecture of OneDrive for Business
- Change Management in Office 365
- Data Protection in Office 365
Day Four
Content Migration to SharePoint
- Migration Phases
- Requirements (Discovery)
- Preliminary Design (Content Inventory)
- Final Design
- Test Phase
- Go Live Phase
- Migration Scenarios
Day Five
Managing Governance, Security, and Compliance with SharePoint
- Service Assurance with SharePoint
- Managing Permissions in SharePoint
- Designing User Experience with SharePoint
- Select and Configure Information Protection Tools with SharePoint
- eDiscovery Requests Compliance in SharePoint
- GDPR and other Audit Tools for SharePoint
Certificate
On successful completion of this training course, Oxford Management Centre Certificate with eligible Continuing Professional Education credits (CPE) from National Registry of CPE Sponsor will be awarded to the delegates
Accreditation
In association with
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FREQUENTLY ASKED QUESTIONS
Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:
- Telephone: +971 50 985 0174
- E-mail: info@oxford-management.com
Yes, Oxford Management Centre is accredited by the following professional bodies;
National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.
Yes, discounts are available. For further information please call +971 50 985 0174 or email, info@oxford-management.com
Note: Discounts are not applicable with any other special offer that may be available.
All course bookings made through Oxford Management Centre are non-refundable. By registering for a course, you acknowledge and accept that fees are payable in full and are not subject to refund under any circumstances, including but not limited to participant dissatisfaction, changes in personal or professional circumstances, or partial attendance.
Oxford Management Centre reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Full details of each course – including objectives, target audience, and content – are clearly outlined prior to enrolment, and it is the responsibility of the delegate to ensure suitability before booking.
There are 2 easy ways to register:
- Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
- E-mail: Send your details to info@oxford-management.com
We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.
For more information request, email info@oxford-management.com or call +971 50 985 0174.
The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.
While, online training fees cover the course presentation and digital documentation and relevant materials.
The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.
Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.
Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.
Upon receipt of your registration form, we will send you the following by e-mail:
- Registration Confirmation
- Invoice/Receipt (where appropriate)
If you register online you will receive an e-mail within 24 hours confirming your registration.
