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Online Public Course

SharePoint® EDRMS - Comprehensive


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You’ve selected Microsoft M365™ with SharePoint™ as a content management platform. Perhaps you’ve already begun to deploy it, along with Teams™. But you’ve got to meet recordkeeping requirements. How can you accomplish that? Designed for IT and RIM Professionals, this two-day course will give you the answer. Learn how to turn your project into a proper Electronic Document & Records Management System (EDRMS) project with fully defensible, quantifiable recordkeeping compliance. Understand the features and capabilities of Microsoft’s native recordkeeping software versus the leading third party products (Collabware™, RecordPoint™, AvePoint™, Gimmal™) from a genuinely vendor-neutral perspective, to confidently make the best selection for your organization. This course teaches you what you need to know regardless of which software you deploy. IT attendees will learn the essential recordkeeping science they’ll need to understand, and how RIM drives Microsoft Information Architecture. 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. Grounded in solid recordkeeping principles and practical SharePoint know-how, 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”. Tackle real-life project challenges and clear project-threatening roadblocks. Make critical project decisions and apply the technology to deliver verifiable 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

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