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5-Day Training Course

Implementation of Modern Record Management through SharePoint and Office 365

Managing Records in Support of Business Requirements

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 training 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 specter 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

Training Methodology

  • Hands-on training rather than theoretic learning (examples based on real life cases)
  • Interactive training, using the video materials, and examples of ECM success stories
  • The delegates will also go through the lab exercises with SharePoint and Office 365
  • The delegates will be presented with real-life cases and implementation issues, as well as the best case scenarios implemented in different industries

Who Should Attend

This is a training course for all involved in data analysis, presentation and graphic design, but will be especially beneficial for:

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

Course Curriculum

  • Enterprise Content Management through the Record Life Cycle
  • Record Capture
    • Digital Records
    • Paper Records
  • Record Retention and Disposition
  • Records Management and the Cloud
  • SharePoint Online Architecture
  • Configuring SharePoint
  • Site Administration
  • Search Settings in SharePoint
  • Office 365 and the Client Device
  • Office 365 Supportability
  • Architecture of OneDrive for Business
  • Change Management in Office 365
  • Data Protection in Office 365
  • Migration Phases
    • Requirements (Discovery)
    • Preliminary Design (Content Inventory)
    • Final Design
    • Test Phase
    • Go Live Phase
  • Migration Scenarios
  • 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

Certificates Awarded

Certificate of Completion

After successfully completing this training course, participants will be awarded The Energy Training Centre Certificate of Completion — a respected validation of their dedication to continuous learning and professional excellence. This certificate signifies that participants have gained the essential knowledge and skills required to make a measurable impact in their field.

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Frequently Asked Questions

Our training courses are conducted at partnered hotels located within the specified training areas. Please note that venue assignments may vary based on availability. For the most current information, do not hesitate to contact us at [email protected].

Yes, we do. We provide tailored training courses designed to meet the specific requirement of larger group of individuals. These customized training courses can be conducted both classroom and online formats, allowing you the flexibility to choose you preferred dates and duration.

Please contact us at [email protected] to discuss your group’s training needs, and we’ll work with you to create a personalized training course that aligns with your objectives.

Upon successful completion of the training course, you will receive The Energy Training Centre Certificate of Completion with corresponding learning hours.

Yes, special discounts are available upon request if you have more than one registrant for a course. For further information please email us at [email protected]

We offer two convenient payment options:

  • Bank Transfer – You can make payment via bank transfer. Once your registration is confirmed, you will receive an invoice with the banking details for the transfer. We would require you to supply a swift copy for us to confirm receipt of funds.
  • Payment Link – Alternatively, we provide a secure payment link that you can use to complete your payment after your registration has been confirmed.

Upon receiving your registration details, either via email at [email protected] or through our online registration form, we will send you the following by email within 24-48 hours of registration.

  • Joining Instructions
  • Invoice/receipt (where appropriate)

There are two convenient options to register for a training course:

  • Online Registration Form – Register for your desired training course by completing the online registration form available on our website. Simple click on the registration button or select your preferred dates and provide the requested information.
  • Email Registration – You can email us your intention to register at [email protected]. Our team will guide you through the registration process and provide assistance you may need.

We understand that time zones may be different between our Senior Consultants and our delegates. Our standard online course timings (11:00 AM to 4:00 PM, GMT+4 – Dubai, UAE) may be adjusted upon confirming the programme. Our team shall communicate between the confirmed registered delegates and suggest a suitable course timing for all.

Our standard course duration for our classroom programmes is 6 hours per day while our online session is 5 hours per day.

Our training courses span across diverse industries, encompassing sectors such as but not limited to:

  • Power & Utilities
  • Oil & Gas
  • Financial Institutions
  • Government and Regulatory bodies
  • Manufacturing & Production Industry

Our commitment lies in continuously refining and expanding our training course offerings to align with evolving industry landscapes. We encourage individuals to explore our website or engage with our dedicated support team for the latest information on available courses, ensuring access to the most pertinent and current educational resources.

Yes, The Energy Training Centre is certified and recognized by several prominent industry standards. Specifically, it holds certifications from ILM, Continuing Professional Development (CPD), and the Project Management Institute (PMI).

  • ILM (ID# 002398B) – This certification indicates that our training programmes meet high standards for leadership and management development, ensuring that they are designed to enhance participants’ skills in these critical areas.
  • Continuing Professional Development (CPD) – Our recognition by CPD reflects our commitment to providing educational opportunities that support ongoing professional growth and skill enhancement. This accreditation ensures that our training courses are relevant and effective for professionals seeking to advance their careers.
  • Project Management Institute (PMI) – Being recognized by PMI signifies that our training programmes align with industry best practices in project management. This certification assures participants that our offerings are in line with the standards required for effective project management and are valuable for those pursuing or maintaining PMI credentials.

These certifications underscore our dedication to providing high-quality, industry-relevant training that fosters professional growth and meets established standards. Additionally, we are actively pursuing further certifications and affiliations to enhance our offerings and ensure we remain at the forefront of industry best practices.

About Energy Training Centre

Energy Training Centre is a leading provider of professional development programs for the energy and public sectors. With over 15 years of experience, we have trained more than 50,000 professionals across the Middle East and beyond.

Our expert-led courses are designed to meet the evolving needs of modern organizations, combining theoretical knowledge with practical applications that deliver immediate value to your career and organization.

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Professionals Trained
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About Energy Training Centre

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