Course Overview
This comprehensive 10-day course by IRES equips professionals with the skills to manage records and information using SharePoint and Office 365. Participants will master document management, data compliance, and migration strategies, leveraging tools like SharePoint Online, OneDrive, and Microsoft Teams. Through hands-on exercises and case studies, you’ll build adaptable solutions for modern digital enterprises across public, private, corporate, and voluntary sectors.
Course Duration
10 Days
Target Audience
- Document controllers and administrators
- IT professionals and project managers
- Training and HR administrators
- Professionals in public, private, corporate, or voluntary sectors
Organizational Impact
- Streamlined record management with SharePoint and Office 365
- Enhanced data compliance with GDPR and other regulations
- Improved operational efficiency through automated workflows
- Reduced risks with secure data management practices
Personal Impact
- Mastery of SharePoint and Office 365 for record management
- Enhanced career prospects in IT and administrative roles
- Increased confidence in managing complex data systems
- Improved skills in compliance and migration strategies
Course Outline
Course Objectives
- Implement record management solutions in SharePoint and Office 365
- Configure SharePoint for effective information architecture
- Manage email and digital records securely in the cloud
- Execute content migration and legacy system decommissioning
- Ensure compliance with data protection and privacy regulations
Course Modules
Course Outline
Module 1: Foundations of Records Management
- Understanding enterprise content management
- Exploring the record life cycle
- Managing digital and paper records
- Assessing records management in the cloud
- Case Study: Design a record management framework
Module 2: SharePoint Online Architecture
- Navigating SharePoint Online structure
- Configuring sites and libraries
- Setting up document management features
- Integrating with Office 365 tools
- Case Study: Configure a SharePoint document library
Module 3: SharePoint Search and Administration
- Optimizing SharePoint search settings
- Managing site administration tasks
- Customizing metadata and content types
- Ensuring user accessibility
- Case Study: Set up a SharePoint search system
Module 4: Office 365 Core Features
- Exploring Office 365 architecture
- Using OneDrive for Business for file storage
- Leveraging Microsoft Teams for collaboration
- Managing Office 365 client device support
- Case Study: Implement OneDrive for team files
Module 5: Email and Data Protection in Office 365
- Managing email records with Outlook
- Configuring data protection policies
- Ensuring GDPR compliance in Office 365
- Securing sensitive information
- Case Study: Develop an email retention policy
Module 6: Content Migration Planning
- Defining migration phases and requirements
- Conducting content inventory and discovery
- Designing migration workflows
- Preparing for legacy system decommissioning
- Case Study: Plan a SharePoint migration strategy
Module 7: Executing Content Migration
- Testing migration scenarios
- Implementing migration with tools like ShareGate
- Validating data integrity post-migration
- Training users for new systems
- Case Study: Execute a mock migration to SharePoint
Module 8: Governance and Security in SharePoint
- Establishing governance policies
- Managing permissions and access controls
- Configuring information protection tools
- Ensuring service assurance
- Case Study: Set up SharePoint permission levels
Module 9: Compliance and eDiscovery
- Handling eDiscovery requests in SharePoint
- Using audit tools for compliance tracking
- Monitoring GDPR and regulatory adherence
- Reporting compliance metrics
- Case Study: Conduct a mock eDiscovery audit
Module 10: User Training and System Optimization
- Designing user training programs for SharePoint
- Optimizing SharePoint for user experience
- Implementing continuous improvement strategies
- Creating a roadmap for future enhancements
- Case Study: Develop a SharePoint training plan
Related Courses
Course Administration Details
Methodology
These instructor-led training sessions are delivered using a blended learning approach and include presentations, guided practical exercises, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience as professionals and trainers in these fields. All facilitation and course materials are offered in English. Participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation and Airport Transfer
Accommodation and Airport Transfer are arranged upon request. For reservations contact the Training Officer.
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:
Payment
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
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