SharePoint for Records Management

1 day workshop, including live SharePoint demonstrations

25 February 2010
Leopold Hotel Sheffield

1 day workshop
Places still available

Workshop overview

This one day workshop has been developed for public sector information professionals and information managers in particular who are seeking to understand SharePoint’s potential as an EDRMS and all the issues surrounding this. It's aimed at individuals with some experience of SharePoint although the workshop leaders will present an overview of SharePoint concepts which must be understood before specific records management functionality and capability can be explored.

The workshop presenters have considerable experience of designing, configuring and the ongoing management of SharePoint within public sector organisations. The day has been designed to be interactive and will focus on real-world experiences and practical techniques. Live SharePoint demonstrations will be used to illustrate and cement abstract topics throughout.

Workshop Content

1. Overview

Brief overview on the SharePoint product and why it is currently so popular. A summary of what Microsoft claims the product is and what experienced practitioners believe it is. An overview of the SharePoint functionality “pie”.

2. Functionality

  • Why is SharePoint so hot right now? What are the differences between SP 2007 and 2010?
  • Setting the scene - SharePoint key concepts and functions
  • The SharePoint view of Information Management
  • Records Management and SharePoint concepts
  • Records Management practicalities
  • SharePoint procurement and implementation
  • 3.Conclusion

    Summing up of the workshop and some thoughts on SharePoint’s future. Detailed Q&A session as required.

    Throughout the workshop a number of cross-cutting themes are also described. These include: SharePoint’s role in effective information management, the capabilities and deficiencies of SharePoint, and recommendations to unlock its potential. Questions will be welcome throughout the day and attendees will be given the opportunity to ask organisation-specific questions at the end of the day if needed. Breakout sessions will take place to illustrate key points.

    Workshop timings

    Registration starts at 09h00 and the workshop will begin at 09h30 and finish at 16h30.

    About the workshop leaders:

    Marc Stephenson, Director, Metataxis

    Marc has worked in both public and private sectors, with recent clients including the CBI, Bank of Scotland, United Utilities and London Borough of Hackney.His earlier career included working for a number of publishing and online media companies such as Proquest, Macmillan Publishers, multimap.com and The Stationery Office.

    Marc has an Honours degree in Computer Science and Masters degree in Cognitive Science. He has spent twenty years in a number of technical and information management based roles, encompassing post-graduate research and development, software engineering, programme management, business analysis and information architecture. He has extensive technical experience in many platforms including detailed knowledge of SharePoint information architectures and configuration.

    Cerys Hearsey, SharePoint Consultant, Metataxis

    Cerys’ working experiences to date have included a wide range of information-centric projects including taxonomy redesign, metadata management, training, EDRM implementation, online help authoring and more recently has led into business process improvement and benefits realisation.

    In addition to experience in the public sector, Cerys also has a background in librarianship specialising in enquiries management, end user training (especially in search strategies), eLibrary and website design, cataloguing and indexing.

    Areas of particular interest are organisation, classification and retrieval of information across disparate corporate information systems with little or no provision for corporate information management strategies.

    What previous delegates have said about Metataxis SharePoint workshops:

    Very knowledgeable, excellent approach.
    General Manager (HQ) Support Services, City of Edinburgh

    A most enjoyable day, met people at different stages of using SharePoint between trial and live. Able to share knowledge and experience.
    Project Manager, Calderdale and Huddersfield NHS Foundation Trust

    Informative and knowledgeable... thanks for helping me to get my head around SharePoint a bit more!
    Archivist, The Royal Society

    Great facilitator! Fast paced and lots of information. I gained good information on project implementation and planning.
    Corporate Communications Manager, Lothian and Borders Fire Brigade

    Workshop cost:

    £275 excluding VAT per delegate, with group discounts (see registration form for more details).
    Please note that due to the interactive nature of the workshop, attendance is strictly limited to 30 delegates.