|The Science of Electronic Recordkeeping||Learn the seven essential principles all stakeholders need to understand in order to successfully plan and deploy an EDRMS project. Includes the language and concepts needed for planning and implementation such as declaration, disposition versus deletion, classification, qualification, and records volumetrics.|
|Key EDRMS Performance Metrics||Learn how to measure and analyze the core RIM and SharePoint performance metrics common to all EDRMS projects.|
|SharePoint’s Native recordkeeping capabilities||Understand SharePoint’s native recordkeeping capabilities and limitations, what to use and what to avoid, and the relationship between RM add-in software and native SharePoint capabilities.|
|Essential SharePoint Concepts||What all stakeholders need to understand about SharePoint to make key decisions and deploy a successful solution|
|Strategic Implementation Decisions||Make the 20+ strategic, critical decisions every EDRMS project will demand.|
|RM Add-ins||Learn the architecture and deployment models of the (4) popular RM add-ins for SharePoint. Review the top-10 comparative features of each, select the optimal add-in for your project.|
|The RIM Role||Understand what it takes to define, develop, and implement an EDRMS project using SharePoint, and how to keep the project healthy over its lifetime.|
|The IT Role||Understand how to configure SharePoint for recordkeeping compliance, manage email, preserve KPI minimums, and leverage third-party add-in software technology.|
|RIM Foundation||Learn how to prepare the RIM foundation, including the retention schedule and physical records, for EDRMS deployment.|
|Rules-Based Recordkeeping||How to automate end-user RIM processes including declaration and classification such that end user RIM participation can be virtually eliminated. Create rules in workshop exercises.|
|SharePoint Configuration||Learn and practice a method for defining and deploying document metadata, content types, libraries and folders in support of record compliance.|
|Project Resources||Learn how to accurately estimate the types and quantities of human and financial resources required for successful project implementation.|
Following completion, CRM holders are eligible for 14 maintenance points.
Designed for IT and RIM Professionals, this two-day seminar is an intense, “how-to” workshop-oriented treatment of Electronic Document & Records Management System (EDRMS) project implementation for Microsoft SharePoint. IT attendees will learn the essential recordkeeping science they’ll need to understand, and how to achieve successful SharePoint adoption. RIM attendees will understand the core SharePoint concepts they’ll need to know, how to work with IT to define and configure SharePoint, and how to fully automate recordkeeping within SharePoint. Participants will apply this knowledge to real-world records-compliant solutions for SharePoint. Grounded in solid recordkeeping principles and practical SharePoint know-how, course material includes state of the art third-party recordkeeping add-in technology. This seminar is designed and delivered by Bruce Miller, best-selling author and leading expert in electronic recordkeeping, and author of “Managing Records in SharePoint”. This workshop is highly interactive. Work in teams with fellow participants to tackle real-life project challenges and clear project-threatening roadblocks. In simulated hands-on software exercises, you’ll apply your new knowledge and insight to make critical project decisions and apply the technology to deliver measurable results. In team exercises you’ll learn to avoid common implementation mistakes, overcome barriers to user adoption, and produce a detailed project implementation plan complete with resource and budget estimates.
Completion of this course provides 18 hours of IGP Recertification credits (12 General, 6 IT hours)
No special knowledge of recordkeeping or IT is required.
All project stakeholders will benefit from this workshop; including Records/Information Management professionals, IT managers and specialists, project managers, compliance officials, and senior management.
Participants are supplied with several reusable implementation tools that can be applied to your own organization's EDRMS project.
Upon Completion of this workshop, participants will be able to: