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)

Workshop Syllabus:

CRM Certification Maintenance Points

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


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-insLearn 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 RoleUnderstand 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 FoundationLearn 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 ConfigurationLearn and practice a method for defining and deploying document metadata, content types, libraries and folders in support of record compliance.
Project ResourcesLearn how to accurately estimate the types and quantities of human and financial resources required for successful project implementation.


No special knowledge of recordkeeping or IT is required.

Who Will Benefit

All project stakeholders will benefit from this workshop; including Records/Information Management professionals, IT managers and specialists, project managers, compliance officials, and senior management.

Takeaway Tools

Participants are supplied with several reusable implementation tools that can be applied to your own organization's EDRMS project.


Upon Completionof this workshop, participants will be able to:

  • 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

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.

Managing Records with Microsoft SharePoint

A 2-Day Seminar