How to translate user requirements into functionality, leverage Taxonomy, Metadata, Search and Content Management for Improved Information Findability and Management in SharePoint 2010 and 2013

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What is different about our training?

There are many places to get SharePoint training– from end user training to various types of developer and administrator webinars, workshops, and classes.

What most of them fail to do is provide clear guidance about why and when to do things a particular way versus the how to do things.

With SharePoint, decisions need to be made from the business perspective as well as the technical perspective.  For example, it is important to understand how to create sites and libraries, content types and columns.  Many courses will illustrate how this is done, and where to do it (the “SharePoint button-ology”).  It is left to the business users to tell developers how to organize information most effectively or to the developers to ask business users the appropriate questions to determine ways to leverage SharePoint design elements.

This course helps do exactly that.  It sits precisely in that murky area between requirements and design where there are countless possible ways to do things.  Here are some of the questions that people typically ask themselves when designing in SharePoint:

• How can I translate my business and user requirements into SharePoint functionality?
• How can use cases and user scenarios inform SharePoint design? 
• What are the best practices for creating a taxonomy?  How and where can I use the taxonomy to improve usability?
• How does taxonomy relate to site collection and site organization and navigation?
• How many site collections do I need and how should they relate to one another?
• What is the best way to set up navigation across sites?  Within sites? 
• How many content types do I need and how do I design them? 
• How many libraries do I need?  How should they leverage the content types I have created?
• What are the best approaches for creating metadata?  How many columns (metadata fields) should I have? Where and how do I get started?
• How should I consider content lifecycle?
• How can I personalize content for users?
• How can I improve search and overall findability?
• What are the best ways to manage terms in the term store?
• How do I design for the new functionality in SharePoint 2013? (including using the term store to manage and drive navigation, ways to design for cross site publishing, IA for search based applications, how to design to best leverage new personalization and collaboration features)

These and many more are the questions that are answered in our three-day hands-on class around SharePoint Information Architecture.  We focus on the best practices around user centered design and show how use cases and user scenarios are core to developing the correct structures in SharePoint.

The course has been updated to include ways to design information structures to take advantage of the powerful new functionality in SharePoint 2013.

 In past classes, students have said “I wish I had this course when I got started."  If you don’t feel the same way and leave with tools and approaches that you can leverage in your projects that you find valuable and applicable, we will refund your full tuition. 

View a syllabus of the course.

Who should attend?

Whether you are a business analyst who needs to gather requirements, a business person who wants to solve information management problems and get the best from SharePoint, a developer who needs to understand best practices about translating requirements into design or a manager who is leveraging SharePoint in the business, this course will give you proven approaches developed over 18 years of information management consulting. This class is for information specialists, program managers, business process owners, SharePoint developers, taxonomists, library science specialists, intranet professionals and anyone who needs a stronger grounding in information architecture and guidance on how to configure SharePoint to meet business and user requirements.

How much does it cost?

$1995

Questions about the course or registering?  Contact Sharon Foley by email or phone at 423-797-1575.

The following course dates and cities are open for registration.  Click Select to register for a class.

[Check back soon to see our Fall schedule.  Have a group interested in training?  Consider bringing this course on site.  Contact Sharon Foley by email or phone at 423-797-1575 for more information.]