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Office365 & SharePoint For Business Workshop - Chicago
Mon, May 1, 2017, 8:30 AM – 4:30 PM CDT
Due to circumstances beyond our control this event is being re-scheduled for a Mid-September date at the same location. The new date will be posted as soon as we receive confirmation. Those already registered will receive new date and time information and will not need to re-register!
Kollabria Workshop: Best Practices for Document Management, Workflow and Records Management with SharePoint and Office365
Some enterprises have SharePoint, some have Office 365 (Business Edition) , and some have both. It doesn't matter which one you have, because both have the same powerful way of managing important business documents, automating workflows around those documents and preserving them for compliance or records management purposes.
This 1 day workshop will teach you all of the ways in which you can tap into that power without doing any programming.
Manage Documents Properly in SharePoint/Office 365
SharePoint is a powerful tool for managing your documents, but most organizations are unaware that most of the default settings for document management in SharePoint actually hinder your company's ability to properly manage documents for the long term. This workshop explains what you need to know about document management in SharePoint, and then shows you step-by-step how to go about leveraging SharePoint's powerful capabilities to get the most out of it.
One benefit of proper document management is the ability to automate routine business processes around your content. SharePoint comes with workflow to assist in this process. We explain what you get out-of-the-box, how to get the most out of it, and what you can do when you are ready to take your workflow further.
Records Management and Compliance
Document management is more than just about accumulation. Equally important is knowing what can be discarded and when. Some things can simply be deleted, and some things must be carefully preserved. The decision as to what stays, what goes, and when this can happen varies for every organization. This workshop covers what you need to know about how SharePoint figures into this equation and what you can do to make sure your documents follow the regulatory needs of your business.
Learn how to:
- Create organized libraries to make it easy to quickly find important documents without searching
- Organize your documents and produce meaningful views
- Prioritize documents in site collections
- Automate workflows around business documents
- Create enterprise workflows
- Manage documents as records
- Automatically index paper documents
- ...much more
Who should attend:
We encourage you to bring your team, administrators, business managers, IT support, business analyst, however that works in your company. Team presence is optimal. In order to really achieve the productivity improvement and results your business desires to achieve, everyone needs to hear the same thing.
- Business Managers
- IT professionals
- SharePoint and Office365 administrators
- Compliance managers
- Business Analysts
- Anyone who wants to really learn how to master SharePoint and Office365