Implementation of Modern Record Management through SharePoint and Office 365
Managing Records in Support of Business Requirements
Implementation of Modern Record Management through SharePoint and Office 365
Implementation of Modern Record Management through SharePoint and Office 365
Implementation of Modern Record Management through SharePoint and Office 365
BI29
18.May.2026 to 22.May.2026
Baku
Cost4750 £ GBP
Course overview
Who Should Attend
Course Outline
Associations
Schedular and fees
Introduction
Managing information and records, which are now one of the company's most valuable assets, represents a challenge in the modern world of digitalization, where companies are becoming digital enterprises and the data managed has to be renamed data lakes and even data oceans.
Because most businesses use Microsoft Office programs, the logical solution for document management will be to continue using SharePoint. People in businesses should be well prepared for the challenges that this will bring.
Delivering information management solutions on SharePoint can be difficult due to the Microsoft product's extensive feature set. Delegates will learn how to combine information management knowledge and apply it to SharePoint in ways that make it easy to use today and adaptable to future needs in this training course. This training course is ideal for any company that needs to build information management solutions on SharePoint or use the SharePoint product family.
This training course will highlight the elements, principles, and implementation paths for modern information management challenges that necessitate the adaptability of solutions to the realm of Big Data and the changing regulatory specter.
This training course will highlight:
Enterprise Content Management (ECM) strategy in the 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
The proper way to select and configure SharePoint information protection tools
Course Objectives of Implementation of Modern Record Management through SharePoint and Office 365
The delegates will be able to:
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 relationship 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
Course Methodology of Implementation of Modern Record Management through SharePoint and Office 365
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
Organizational Impact of Implementation of Modern Record Management through SharePoint and Office 365
The organization will acquire structured and effective methods 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 an 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 of Implementation of Modern Record Management through SharePoint and Office 365
The personal impacts for all participants are to gain a deep and solid understanding and practical experience in the 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 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 1
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 2
Records and Document Management in SharePoint and Office 365
SharePoint Online Architecture
Configuring SharePoint
Site Administration
Search Settings in SharePoint
DAY 3
Office 365
Office 365 and the Client Device
Office 365 Supportability
The architecture of OneDrive for Business
Change Management in Office 365
Data Protection in Office 365
DAY 4
Content Migration to SharePoint
Migration Phases
Requirements (Discovery)
Preliminary Design (Content Inventory)
Final Design
Test Phase
Go Live Phase
Migration Scenarios
DAY 5
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