Work Management with SharePoint & Office 365

Workshop Description

Work management, defined as the ability to help an organization collect, automate, and execute business decisions on information and content, is what the SharePoint platform is built for.

SharePoint by itself, or as the backend that comes with Office 365 is a powerful but complex platform.  To the untrained eye, its power is either invisible because so much of it is hidden, or daunting once it is exposed. Regardless, it has an overall business purpose: to help an organization manage its work, and the power to do that can be harnessed without coding.

Achieving effective work management with SharePoint begins with understanding its content model – how content is managed inside SharePoint. Without this understanding, executing any effective solution in SharePoint becomes impractical.

This one day, hands on workshop begins by covering the SharePoint content model in respect to how it manages content, specifically documents (of any kind) since much of the daily workload revolves around those, as well as other data types. We will detail the features and capabilities of the SharePoint content model:

  • How to collect the information necessary to successfully manage content with SharePoint.
  • How to automate business processes in SharePoint out-of-the-box, (and where the future of automation in SharePoint is heading).
  • How to manage content disposition. Proper work management is not all about accumulating content, but more importantly about understanding when and how to get rid of content that is no longer beneficial to the company.
  • How to combine all of these elements to maximize productivity by creating a structured work environment instead of a mess.



Microsoft Created the SharePoint Content Model to Organize Work

In order to effectively manage, control, organize, classify, automate, secure and efficiently find business documents in SharePoint, the appropriate features must be turned on and configured properly for best results. This session will walk you through the process of doing that in SharePoint (or Office 365), and, will provide the appropriate configuration guidelines and best practices necessary to create a solid underpinning for any document management and process automation application.

This begins with a clear understanding of the content model that works inside SharePoint to help the platform identify content and apply discreet behaviors to that content in a consistent manner. SharePoint is a built upon a database. The document management metaphor of files and folders is no longer needed. In fact, this metaphor is counterproductive in SharePoint.

SharePoint document management is driven by metadata. Therefore, it is appropriate to begin with defining what metadata is and how make it work for document management. The next step is to begin to apply metadata against SharePoint’s content model. This session will walk the student through understanding metadata, and content types – the basis for content management in SharePoint.

Part 1: Configuring Proper Libraries in SharePoint

The document library is the core underpinning of creating effective well managed document repositories in SharePoint.  Proper libraries can draw on and utilize the features of the SharePoint content model in order to provide maximum controls for user interaction with the library in order to allow them to rapidly get to the right information, manage open work items, and structure their interaction with the library in a productive, intuitive, and effective manner.  This session will walk the student through the document library creation process.

Why is library creation so important? Because each library can be used in unique ways to manage documents, produce key information to effect business decision making, drive automation, and ultimately handle content disposition – automatically. Work management helps users be more productive. Content management and libraries drive efficient work management.

Part 2: Configuring Workflow Automation with SharePoint

After the content model has been defined an implemented correctly, it is possible to begin proper automation in SharePoint. Out-of-the-box, SharePoint offers tools to perform ad hoc workflow – simple, task driven workflow. Although, this may sound simple – it isn’t. Workflow automation done properly is complex even in an ad hoc way.

Moreover, the area of automation in SharePoint is constantly evolving. So much so, that business planning in this area is not just about using the tools provided by Microsoft now, but also about planning for the future of automation. Here’s a hint, what works right now will not work in the future (make note that InfoPath, and SharePoint designer are being sunset at the 2013 version).

This session shows how to activate and use all appropriate workflow capabilities provided in SharePoint. We will demonstrate how to construct workflows and best practices for implementing them in the newly created libraries for our demo application.

Part 3: Configuring SharePoint for Lifecycle Management

Work management is not just about accumulation. It is easy to gather content and store it in SharePoint. The key to proper work management is to get rid of content at the right time in a legally defensible way.

This isn’t a scare tactic. It is understood in most organizations that anything may become a matter of record. As a result, simply throwing content away haphazardly can lead to trouble. However, the same can be said of holding on to content. So which is it?

The answer resides in understanding your content, and knowing the when and how to properly dispose of it. SharePoint comes with tools out-of-the-box to help in this area. It should also come as no surprise, that these tools rely heavily on a properly leveraged content model.

This session shows how to activate and use all appropriate records management capabilities provided in SharePoint. We will demonstrate how to construct a record center and best practices for implementing records management in the newly created libraries for our demo application.

Training Dates & Locations


The workshop runs from 9AM until 5PM unless otherwise noted.

June 22, 2017

WeWork SouthStation, 745 Atlantic Avenue, Boston, MA - Registration is closed -  You may reserve any other event as "remote attendee" if you like.

July 14, 2017

WeWork Dupont Circle, 1875 Connecticut Ave NW, Floor 10, Washington, DC 20009 (Room 10E)

September 6, 2017

WeWork 1900 Market Street, Philadelphia (Room 8I) - Registration is closed

September 7, 2017

WeWork Grand Central Station, NY,450 Lexington Ave, Floor 4, New York, NY 10017 - Registration is closed

On-Site Student(s)

  • Early Bird Individual - $595/$695
  • Early Bird Team - (3 ppl) $1,295/$1,695

Remote Student(s):

  • Early Bird Individual $495/$595
  • Early Bird Team (3ppl) $1,195/ $1,495


About the Course:

This course is (optionally) hands on for in-person attendees. Registrants will build content types and libraries on the demo site, or they can follow along and work on their own sites if preferred. Webinar registrants can follow along on their own SharePoint environments.

The hands on component is provided to help attendees to become familiar with where to build content types and modify libraries in a typical out-of-the-box SharePoint environment. However, the hands-on component is not required. Attendees who wish to gain a better understanding of SharePoint's role in document management should still attend, but do not have to build anything. Attendees that wish to work in the demo environment, however, will be expected to bring their own notebook computers to the course. Computers will NOT be provided.

Can't Make It in Person?

Sign Up for Remote Participation

This workshop works best when your team is present and able to participate. However we realize that not everyone can travel.  For that reason we will video conference the entire class via Zoom. That way you can ask questions, and participate as if you were there.