SharePoint Learning Programme
Introduction
SharePoint 2010 and SharePoint 2013 are being widely adopted as the user platform of choice for many organisations. It has established itself as the corporate information vehicle for a wide range of desktop user services, including collaboration, web publishing and information sharing.
With SharePoint 2007 Microsoft incorporated records management capabilities for the first time. Microsoft has developed this capability further in SharePoint 2010 and SharePoint 2013. Organisations are now beginning to adopt these features to provide their corporate Electronic Document and Records Management (EDRM).
Developing a solid and sustainable information management capability within SharePoint requires careful planning, design and implementation. The In-Form Consult (IFC) SharePoint learning programme helps guide you through the document and records management features within SharePoint and presents a 12-step method to undertaking information architecture and design.
SharePoint for Information Managers
Level 1 Workshop Designing an IM Solution using
SharePoint 2010/2013 Level 2 Workshop
A PROGRAMME LEAD BY SHAREPOINT AND RECORDS MANAGEMENT EXPERTS
What makes our workshops different
Built upon the practical experience of implementing information management solutions in SharePoint
Combines the information management and information technology experience of IFC
An independent perspective examining how to exploit the strengths and overcome the weaknesses of SharePoint
“Excellent workshop providing honest interpretations of limitations and benefits of SharePoint for records management.”
“RM capabilities of SharePoint & practical discussion about system, useful to know restrictions of SharePoint. Useful overview & introduction to SharePoint. Helpful points on benefits and restrictions of SharePoint”
“The golden thread was seen - it linked it all together nicely”
“I appreciate an independent workshop on the product rather than a selling job by the SharePoint people or company IT group”
E: [email protected] | W: www.inform-consult.com
LIMITED OFFER
BOOK IFC
SHAREPOINT
LEARNING PROGRAMME
LEVEL 1 + 2 Workshops
£490 + VAT
Terms & Conditions apply
Workshop Outline
The workshop is an introduction to SharePoint design for information managers.
¢ The basic concepts behind SharePoint: Farms, Site Collections, Sites, Lists, Document Libraries, Folders and Content Types.
¢ Creating columns and content types and associating these with a library.
¢ Document management features including check out and check in, versioning, document IDs and document sets
¢ Records management features including in place records management, Records Center, Content Organizer and lifecycle management policies
¢ Managed metadata
SharePoint for Information Managers
Assessment of it’s document and records management capabilities
Level 1 Workshop
Workshop Focus
This workshop is for information managers with little or no experience of SharePoint design to introduce them to SharePoint’s information management capabilities. No prior experience with SharePoint is required.
Workshop Objectives
Explain the SharePoint elements that create a document or records management solution.
¢ Demonstrate how to create columns, content types, managed metadata term sets, content organizer rules and information lifecycle management policies.
¢ Demonstrate applying versioning settings to manage document versions.
¢ Demonstrate applying document id settings to reference documents.
¢ Demonstrate applying record declaration settings to support in place records management.
Workshop Leader
The workshop will be delivered by Richard Jeffrey-Cook. Richard is a certified Chartered IT Professional (CITP) and is Head of Information and Records Management at In-Form Consult (IFC).
Richard has over twenty years experience as a project manager responsible for the delivery of complex information management projects in both the public and private sector.
1 day workshop | For further information call 08456 80 40 47
E: [email protected] | W: www.inform-consult.com9 July 2014
Asra House, Second Floor,
1 Long Lane, LONDON, SE1 4PG
£250 +vat
individual workshop price
Designing an IM solution using SharePoint 2010 / 2013
Building document and records management solutions
Level 2 Workshop
Workshop Focus
This workshop has been developed to enable IT Managers, Corporate Information Managers, Records Managers and Information Architects to successfully design and deliver a SharePoint 2010 or SharePoint 2013 EDRM solution. It builds upon the “SharePoint for Information Managers” Level 1 Workshop.
Workshop Objectives
Explain the SharePoint elements that create a document or records management solution.
¢ Provide a structured approach to designing SharePoint 2010 or SharePoint 2013 Information Management solutions.
¢ Give guidance on choosing the right approach to document and records management
¢ Explore how to take advantage of the features of SharePoint 2010 and SharePoint 2013 support in place records management.
Pre-Requisites
Delegates must understand the basic concepts of document and records management and have an awareness of the features available in SharePoint 2010 and SharePoint 2013. If not, we recommend attending the “SharePoint for Information Managers” workshop first.
1 day workshop | For further information call 08456 80 40 47
E: [email protected] | W: www.inform-consult.comIFC has a long track record of working with organisations, we can design and deliver bespoke training programmes led by our experienced consultants to meet your business needs and our workshops can be delivered in-house.
Workshop Leader
The workshop will be delivered by Richard Jeffrey-Cook. Richard is a certified Chartered IT Professional (CITP) and is Head of Information and Records Management at In-Form Consult (IFC).
Richard has over twenty year’s experience as a project manager responsible for the delivery of complex information management projects in both the public and private sector.
Workshop Outline
The workshop is an introduction to SharePoint design for information managers.
¢ A structured approach to designing a SharePoint information management solution
¢ Identifying business objectives and governance requirements
¢ Site structures
¢ Approaches to records management
¢ Information security and audit trails
¢ Document libraries, content types and metadata
¢ Searching and reporting
¢ The workshop includes practical case studies to illustrate some of the choices that must be taken to design an information
management
10 July 2014
Asra House, Second Floor,
1 Long Lane, LONDON, SE1 4PG
£295 +vat
individual workshop price
Booking Form
I would like to book a place(s) on the IFC SharePoint Learning Programme. Please select:
LONDON EDINBURGH
SharePoint for Information Managers (LEVEL 1) q 9 July 2014 q 15 July 2014
Designing an Information Management Solution using SharePoint (LEVEL 2) q 10 July 2014 q 16 July 2014
SharePoint Learning Programme (LEVEL 1+ 2) q 9 / 10 July 2014 q 15 / 16 July 2014
Methods of booking:
Post: Susan Martin, In-Form Consult, Cardinal Point, Park Road, Rickmansworth, WD3 1RE E-mail: [email protected]
Online: http://www.inform-consult.com/events/booking-enquiry/
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Workshop Fees: q £250 Level 1 Workshop q £295 Level 2 Workshop q £490 Level 1+2 Workshop per delegate exclusive of VAT. Group discounts may be applicable, please contact us.
Payment Method: please tick appropriate box
q Cheque made payable to In-Form Consult Ltd
q BACS please supply a purchase Order Number (PO)
q Credit Card* contact Sue Allen ([email protected]) or call 08456 80 40 47 IFC will invoice on receipt of Booking Form - payment confirms place(s) on the workshop.
Joining Instructions and programme details will be sent out one week before the event.
Substitutions
You may substitute the named delegate with another attendee at any time without additional charge Cancellations
If you cancel your booking at least 10 working days before the workshop, we will offer a full refund. Alternatively, you may transfer your booking to the next available workshop at no additional charge.
If you cancel your booking between 5 and 10 working days before the workshop, we will offer a 50% refund. Alternatively, you may transfer your booking to the next available workshop at no additional charge.
We cannot refund cancellations made less than 5 days before the workshop. We will, however, offer to transfer your booking to the next available event at £25 additional charge.
* 3.4% surcharge will be applied Data Privacy Statement
Please note by registering your contact details, information including email will be used by In-Form Consult to communicate with you regarding the workshop. In-Form Consult may arrange relevant products and services. q PLEASE tick here if you DO NOT wish to receive information.
Head Office | Cardinal Point, Park Road, Rickmansworth, WD3 1RE | T: +44(0) 8456 80 40 47 Glasgow Office | 20-23 Woodside Place, Glasgow, Scotland, G3 7QF | T: +44 (0) 141 582 1398 E: [email protected] | W: www.inform-consult.com
Next Steps
If you would like more information about IFC’s services and experience, please call 08456 80 40 47or visit www.inform-consult.com
About Us
In-Form Consult (IFC) is an independent information management consultancy that helps businesses transform enterprise-wide information into a more powerful business asset. For over 25 years, we have been helping companies uncover, manage and exploit information, transforming the value of unstructured and structured content to better support innovation and create new business realities. For Public Sector organisations we are an approved supplier to the G-Cloud Framework.
Our Services
We can provide all the required elements to solve your holistic information management needs, and help you improve information management policies, processes and procedures. Our complete solutions span consultancy, technology, training and resourcing in the areas of information and records management, information governance, knowledge management, data management and enterprise solutions. We offer a wide range of bespoke consulting services including health checks, strategy development, process improvement and development, technology selection and implementation.
Our Approach
We take a refreshingly pragmatic approach to helping companies solve their information management challenges. We work inclusively with them to identify, develop and implement intelligent strategies for their requirements, all of which are delivered to industry best practice for information and change management. Our consulting team are industry-leading experts and individually are specialists within public, private and not-for-profit sectors.
Industry Membership
INFORMATION
& RECORDS MANAGEMENT
KNOWLEDGE
MANAGEMENT INFORMATION
GOVERNANCE E-DISCOVERY DATA
MANAGEMENT INFORMATION SECURITY
IFC supports clients in the following sectors:
Public Sector
¢ Central Government Departments & Agencies
¢ Local Government
¢ Police Authorities
¢ Fire & Rescue Services
¢ National Health Service (NHS)
¢ Further & Higher Education
¢ Non Departmental Public Bodies
Private Sector
¢ Financial Services
¢ Utilities
¢ Oil & Gas
¢ Manufacturing
¢ Not for Profit
¢ Engineering
¢ Construction
IFC at the core of information management
Records Management Knowledge Management Information Management Information Governance Document Management Content Management Data Management
Social Media
Survey Classification Taxonomies File Plan Development Retention & Disposal Policy Development Management Framework KM Methods & Approaches Data Governance
ECM / EDRMS
SharePoint
Email Management
Web & Mobile Development
Collaboration Tools & Software
Systems Integration
Document Scanning
Data Warehousing
Cloud Computing
Records Management
Knowledge Management
Information Management
Information Governance
Document Management
Content Management
Data Maturity
HEALTH
CHECKS STRATEGY
PROCESS IMPROVEMENT TECHNOLOGY
CHANGE MANAGEMENT
CONSULTANCY
TRAINING RESOURCING TOOLS SUPPORT
p IFC Core Services