Online Private Course

SharePoint® EDRMS - Comprehensive


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Designed for IT and RIM Professionals, this two-day course is an intense, “how-to” workshop-oriented treatment of Electronic Document & Records Management System (EDRMS) project implementation for Microsoft SharePoint. IT attendees will learn the essential recordkeeping science they’ll need to understand, and how to achieve successful SharePoint adoption. RIM attendees will understand the core SharePoint concepts they’ll need to know, how to work with IT to define and configure SharePoint, and how to fully automate recordkeeping within SharePoint. You’ll apply this knowledge to real-world records-compliant solutions for SharePoint. Grounded in solid recordkeeping principles and practical SharePoint 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 workshop, participants will be able to:


  • Understand the capabilities and limitations of SharePoint’s native recordkeeping capabilities

  • Clearly define recordkeeping requirements for SharePoint

  • Understand how to achieve end user adoption of SharePoint

  • Achieve full recordkeeping automation with Rules-Based Recordkeeping

  • Learn to leverage third-party recordkeeping add-in software to achieve SharePoint recordkeeping

  • Configure SharePoint with appropriate metadata, libraries and folders, content 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 SharePoint and RIM performance metrics

  • Apply industry best practices for electronic recordkeeping