SharePoint Learning Programme

Transcription

1 LIMITED OFFER BOOK IFC SHAREPOINT LEARNING PROGRAMME LEVEL Workshops VAT Terms & Conditions apply SharePoint Learning Programme SharePoint for Information Managers Level 1 Workshop 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. Designing an IM Solution using SharePoint 2010/2013 Level 2 Workshop A PROGRAMME LEAD BY SHAREPOINT AND RECORDS EXPERTS The golden thread was seen - it linked it all together nicely With SharePoint 2007 Microsoft incorporated records management capabilities for the first time. Microsoft has developed this capability further in SharePoint 2010 and SharePoint 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. What makes our workshops different Built upon the practical experience of implementing information management solutions in 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 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 I appreciate an independent workshop on the product rather than a selling job by the SharePoint people or company IT group

2 SharePoint for Information Managers 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 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. 9 July 2014 Asra House, Second Floor, 1 Long Lane, LONDON, SE1 4PG 250 +vat individual workshop price 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

3 Designing an IM solution using SharePoint 2010 / 2013 Building document and records management solutions Level 2 Workshop 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 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. IFC 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. 10 July 2014 Asra House, Second Floor, 1 Long Lane, LONDON, SE1 4PG 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 If not, we recommend attending the SharePoint for Information Managers workshop first. 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) vat individual workshop price 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. 1 day workshop For further information call

4 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 training@inform-consult.com Online: Please complete in BLOCK CAPITALS Organisation:... Address: Postcode:... Nature of business:... No. of employees:... Which EDRMS/ECM Systems are you currently using:... What would you like to achieve from the workshop: Attendee(s) Details: Title Name Job Title Tel No Please state if you require any special dietary needs:... Special requirements: (e.g. due to hearing or visual impairment, wheelchair access)... 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 (training@inform-consult.com) or call 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 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.

5 IFC at the core of information management & RECORDS KNOWLEDGE GOVERNANCE E-DISCOVERY DATA SECURITY 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. Records Management Knowledge Management Information Management Information Governance Document Management Content Management Data Maturity ECM / EDRMS SharePoint Management Web & Mobile Development Collaboration Tools & Software Systems Integration Document Scanning Data Warehousing Cloud Computing HEALTH CHECKS 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 STRATEGY TECHNOLOGY PROCESS IMPROVEMENT CHANGE 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 TRAINING RESOURCING TOOLS SUPPORT CONSULTANCY p IFC Core Services Private Sector Financial Services Utilities Oil & Gas Manufacturing Not for Profit Engineering Construction Industry Membership Next Steps If you would like more information about IFC s services and experience, please call or visit Head Office Cardinal Point, Park Road, Rickmansworth, WD3 1RE T: +44(0) Glasgow Office Woodside Place, Glasgow, Scotland, G3 7QF T: +44 (0) E: info@inform-consult.com W: