There is no Button for Document Management in SharePoint/O365
.... but you can set one up!
Join us in the cities below, and we'll show you how amazing business document organization can happen!
Document Management is by far the most commonly cited use of SharePoint with 87% of organizations saying that is the primary use. Yet 91% of users use SharePoint with only its Out of the Box settings turned on. That means that the majority of the document productivity enhancement that SharePoint provides is not turned on and therefore the company does not benefit from the enhanced organizational capabilities that SharePoint and Office 365 can provide. That is a a shame, because tuning it to use it the right way, (the happy user way) is just a few steps away.
Join us in the cities below for an informative seminar that shows you just how powerful your SharePoint/O365 really is for solving business document and process management issues.... not to mention dramatically improving your file sharing and document collaboration activities you are using today.
Step by Step lessons walk you through, setting up a library the right way for document managementand business process automation, adding automatic and ad-hoc workflows and business processes management to your libraries, scan and extract content from paper and electronic documents directly into SharePoint, and managing business documents as records.
We'll get you from SharePoint here to the SharePoint you want in a day!
|Houston, TX: 11/11/2015||Dallas, TX: 11/12/15|
|Minneapolis, MN: 11/18/2015||Chicago, IL: 11/19/2015|
|Atlanta, GA: 12/02/2015||Charlotte, NC: 12/03/2015|
|Washington, DC: 12/09/2015||Iselin, NJ: 12/10/2015|
8:15 - 9:00 Check-In and On-Site Registration
9:00 - 9:15 Introduction and Agenda Review - What you will Learn.
9:15 -10:00 Understanding Business Document Management: Organized Libraries of Content, Protected Records and Eliminating "Hunting & Pecking" for Important Information in SharePoint.
SharePoint and Office 365 have the ability to self-organize documents into file cabinets and folders, perform automated actions on those documents, and protect and secure them for compliance purposes. The problem is that out of the box, all of those features are turned off. This session will explore the core concepts behind document management, and will explain the features and capabilities in SharePoint and Office 365 to allow you to bring order to your business documents inside SharePoint, and more importantly in your business.
10:15 - 11:00 Manage your Document Chaos with Metadata - Psigen
Any kind of document can be managed in well built SharePoint/O365 libaries including paper documents. This lessons walks you step by step through the process and shows you the next level of true business document management with SharePoint/O365 that rivals the capabilities of other solutions that are far more expensive and less capable. This lesson will show you how you can migrate documents and metadata from within SharePoint sites, as well as into SharePoint from file-shares and other sources while maintaining your metadata infrastructure. Sounds complicated, but isn't, particularly now that you've set your SharePoint libraries up correctly. We'll show you how its done.
11:00 - 12:00 Compliance.. Done Transparently and Automagically - Collabware
Last but not least... the elephant in the room is compliance. We all know that compliance needs to be implemented as transparently as possible, without forcing users into different and intrusive and abrupt changes in their environment, or requiring them to make compliance decisions on the fly. Now that you have a real document management environment, applying the necessary controls to selected content without interfering with normal usage patterns in libraries and sites, while simultaneously improving document findability and versions controls is also not as complicated as it sounds, and can be implemented and controlled with great efficiency and efficacy. We'll show you how that is done as well, and yes it will be step by step.
12:00:12:30 Lunch (Provided by Panasonic Scanners)
12:30 - 1:30 Automating Your New Efficient Document Libraries with Workflows and Business Process Rules - Access Sciences (Nintex)
Documents and related processes commonly work around a network of rules all of which are end-user definable, implementable and incredibly useful. Your properly organized document environment makes it far easier and straight forward to do add workflows on the fly, set up mandatory workflows and provide maximum user flexibility over processes that change as business needs evolve. All of this can be done in a straight forward and uncomplicated interface, now that your library is properly constructed. We'll show you step by step how that is done as well.
1:30 - 2:30 Step by Step: Building SharePoint/O365 For Document Management the Right Way - Kollabria
The SharePoint document library is the heart of your ability to effectively manage documents on your sites. Like any library, in order for it to work in the intended way (like making it fast and easy to find exactly what you're looking for), it has to be properly organized. Its not hard, nor is it "techie" to build a document library that makes sharing files and collaborating with team and project members that much better than what you're using today. The same process and conventions can be used to create a professional document management environment for your department, workgroup or even enterprise. The whole process is actually pretty simple, and we'll walk you through it step by step. This initial foundation lays the groundwork for doing more advanced things in meeting your business document management needs, and we'll show you how.
2:45 - 3:30 Summary, Closing Remarks and Panel Q & A - Kollabria
We've discussed all of the important elements in business document management. Setting up libraries in the proper way, automating workflows around documents and related work, importing and migrating all your important documents into the properly constructed libraries and workflows, and adding compliance and records management to that environment. After all that, you no doubt have questions about applying these methods and capabilities to your own document needs. This forum is intended to allow you to explore those needs with the appropriate experts of this workshop. Fire away!
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