Where Software Meets Recordkeeping 

ARMA IGP (Information Governance Professional) Recertification Credits

Completion of this course provides 18 hours of IGP Recertification credits (12 General, 6 IT hours)

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 RoleUnderstand 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 RecordkeepingHow 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.

CRM Certification Maintenance Points

Following completion, CRM holders are eligible for 14 maintenance points.​


No special knowledge of recordkeeping or IT is required.

Who Will Benefit

All EDRMS project stakeholders will benefit from this workshop, including records management professionals, IT managers and specialists, project managers, executive management, and compliance officers.

Topic OutLine

The table below gives a high-level topic outline:
  • Understand the capabilities and limitations of SharePoint’s native recordkeeping capabilities
  • Clearly define recordkeeping requirements for SharePoint
  • Understand how to achieve end user adoption of SharePoint
  • Achieve full recordkeeping automation with Rules-Based Recordkeeping
  • Learn to leverage third-party recordkeeping add-in software to achieve SharePoint recordkeeping
  • Configure SharePoint with appropriate metadata, libraries and folders, content types, and storage locations
  • Develop a detailed project plan with resources and budget
  • Identify and avoid common EDRMS implementation mistakes
  • Learn how the IT and RIM Professionals work together to reach the goals of EDRMS
  • Define and track essential SharePoint and RIM performance metrics
  • Apply industry best practices for electronic recordkeeping
  • Adapt your retention schedule for EDRMS utilization

Learn the unbiased, unvarnished recordkeeping capabilities and limitations of SharePoint in this highly detailed and interactive workshop. Look under the hood and see exactly where Microsoft has both succeeded and missed the mark with recordkeeping. Compare SharePoint’s out-of-box capabilities against commercial and government  requirements. Work through a detailed roadmap for successful RIM implementation with SharePoint, using a hypothetical 1,000-user organization. Examine what 3rd party SharePoint recordkeeping plug-ins will deliver. Form a clear, detailed strategy for SharePoint 2010 implementation for full recordkeeping compliance. Upon completion, participants will be able to:

Managing Records with Microsoft SharePoint

A 2-Day Seminar