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 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.
No special knowledge of recordkeeping or IT is required.
All EDRMS project stakeholders will benefit from this workshop, including records management professionals, IT managers and specialists, project managers, executive management, and compliance officers.
The table below gives a high-level topic outline:
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: