Modern Record Management
through SharePoint & Office 365.

Managing Records in Support
of Business Requirements.

05 – 08 September 2023
Johannesburg South Africa

Modern Record Management through SharePoint & Office 365

Register Now! Limited Seats Available!

R13, 999.00 Per Delegate

Course overview:

Managing information and records, which are now one of the most valuable assets of the company represents a challenge in the modern world of digitalization where the companies are becoming digital enterprises and the data managed has to get the new names of data lakes and even the data oceans.

As most of the companies use the Microsoft Office programs and therefore the logical solution for the Document Management will be to continue with the use of SharePoint. The people within the companies should be well prepared for the challenges that this is bringing.

Delivering information management solutions on SharePoint can be challenging, as the Microsoft product offers very large number of options. In this training course, delegates will apprehend how to combine the information management knowledge and apply it to SharePoint in ways that make it easy to use today and adaptable to the needs of the future. This training course is ideally suited for any company that needs to build information management solutions on SharePoint, or use the product family related to SharePoint.

This course will highlight the elements, principles and implementation paths for modern information management challenges which require adaptability of the solutions to the realm of Big Data environment and changing spectre of regulations.

This training course will highlight:

    • Enterprise Content Management (ECM) strategy in modern world
    • Records management as a business enabler for the enterprise
    • Automation of common records management tasks and records capture
    • Efficient management of records through the whole records lifecycle
    • Enable and use eDiscovery
    • Appropriate and inappropriate scenarios for SharePoint use
    • Use SharePoint to design content import strategies
    • Use of SharePoint components to create an effective user experience
    • Proper way to select and configure SharePoint information protection tools

Course Objectives:

The delegates will:

    • Create information and documentation procedures and requirements in SharePoint
    • Understand Information Management in SharePoint and Office 365
    • Recognize Effective Information Architecture for SharePoint and Office 365
    • Acquire the knowledge on how to manage email
    • Understand the relation between records management and the cloud
    • Apply Privacy and data protection rules in SharePoint
    • Recognize the way to implement decommissioning of legacy systems and user information
    • Prepare Business and functional requirements for a digital record-keeping solution

Targeted Audience:

    • Document Controllers
    • Secretaries
    • Administrators
    • Office Manager
    • People Supporting Management and/or Working in Project Teams
    • Marketing Specialist
    • Project Managers
    • Public Relations Specialists
    • Marketing Managers
    • Campaign Managers
    • Business Development Managers

Course Outline:

Records Management as a Business Enabler 

    • Enterprise Content Management through the Record Life Cycle
    • Record Capture
      • Digital Records
      • Paper Records
    • Record Retention and Disposition
    • Records Management and the Cloud

Records and Document Management in SharePoint and Office 365 

    • SharePoint Online Architecture
    • Configuring SharePoint
    • Site Administration
    • Search Settings in SharePoint

Office 365 

    • Office 365 and the Client Device
    • Office 365 Supportability
    • Architecture of OneDrive for Business
    • Change Management in Office 365
    • Data Protection in Office 365

Content Migration to SharePoint 

    • Migration Phases
      • Requirements (Discovery)
      • Preliminary Design (Content Inventory)
      • Final Design
      • Test Phase
      • Go Live Phase
    • Migration Scenarios

Managing Governance, Security, and Compliance with SharePoint 

    • Service Assurance with SharePoint
    • Managing Permissions in SharePoint
    • Designing User Experience with SharePoint
    • Select and Configure Information Protection Tools with SharePoint
    • eDiscovery Requests Compliance in SharePoint
    • GDPR and other Audit Tools for SharePoint

End of the workshop


While both In-House and Online training can present with cost-effectiveness and time-efficacy, there are some very specific differences between in-house courses and those based online.
The demand for additional courses by individuals or groups of people is increasing. Still, it depends entirely on the preferences of a person what type of training he or she wants to receive. Online courses and in-house training carry some similarities but they are considered to exhibit some very pivotal differences too. Despite that, both types of learning can be really beneficial for attendees.

For Registration and other Training arrangements,
contact us on the detail below.

SOUTH AFRICA : +27 11 057 6001
TANZANIA Cell: +255 769 688 544
WhatsApp +27 79 574 0389 /