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Online Private Course

EDRMS For SharePoint Specialists


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Designed specifically for SharePoint specialists who design/configure or maintain SharePoint Online (SPO), this two-day course is an intense, “how-to” workshop-oriented treatment of Electronic Document & Records Management System (EDRMS) project implementation within SPO. Attendees will learn the essential recordkeeping science they’ll need to understand, how third-party recordkeeping software is used to augment the native SPO recordkeeping capabilities, and how to fully automate recordkeeping within the system. You’ll apply this knowledge to real-world records-compliant solutions for EDRMS systems regardless of the brand of recordkeeping software. Grounded in solid recordkeeping principles and practical EDRMS know-how, course material includes state of the art third-party recordkeeping add-in technology. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in SharePoint”. This course is highly interactive. Work on prescribed exercises to tackle real-life project challenges and clear project-threatening roadblocks. In simulated hands-on software exercises, you’ll apply your new knowledge and insight to make critical project decisions and apply the technology to deliver measurable results. You’ll learn to avoid common implementation mistakes, overcome barriers to user adoption, and produce a detailed project implementation plan complete with resource and budget estimates.

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Learning Objectives

Upon completion of this course, participants will be able to:


  • Understand the capabilities and limitations of modern EDRMS solutions

  • Learn a records-compliant approach to SPO Information Architecture (IA)

  • Understand how to achieve end user adoption

  • Achieve full recordkeeping automation with Rules-Based Recordkeeping

  • Learn how third-party recordkeeping add-in software enhances some solutions

  • Configure SPO with appropriate metadata, libraries and folders, document types, and storage locations

  • Identify and avoid common EDRMS implementation mistakes

  • Learn how the IT and RIM Professionals work together to reach the goals of EDRMS

  • Define and track essential RIM performance metrics

  • Apply industry best practices for electronic recordkeeping

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