This course runs for a duration of 3 Days.
The class will run daily from 10:30 am EST to 5:30 pm EST.
Class Location: Virtual LIVE Instructor Led - Virtual Live Classroom.
Business Analysts provide an essential function by assessing and analyzing the business environment, defining the scope of business problems, capturing project requirements, designing high-value solution approaches, and ensuring that the defined scope meets the customer's needs, goals, objectives and expectations.
This three-day course provides participants with hands-on experience for a fundamental understanding of SharePoint and how SharePoint fits into a systematic approach for meeting business goals. You will learn how to use SharePoint for documenting the business environment, documenting business objectives and modeling current and desired business processes; create analysis tools for elicitation and sustain stakeholder engagement with SharePoint skills and techniques throughout the project lifecycle; present this information through SharePoint to colleagues, sponsors and business customers.
Realistic, hands-on practice exercises combined with instructor-led demonstrations, informative lectures and class discussion provides you with the skills and confidence to improve project outcomes through better project scope and business requirements definition with SharePoint.
Who Should Attend
This SharePoint for Business Analysis course is vital for anyone working in business analysis or a project environment using Microsoft SharePoint, including:
Part 1: What is the role of the SharePoint Business Analyst?
How do SharePoint Business Analysts fit into a successful SharePoint strategy?
Part 2: Identify the Requirements
Part 3: Introduction to SharePoint
This section is an introduction to SharePoint. This includes a comparison of SharePoint and OneDrive. This section also covers SharePoint architecture and access control for permissions and security. Finally, this section discusses the new features in SharePoint.
Exercise: Instructor-led demo comparing SharePoint site with OneDrive. Instructor will also demonstrate the basic architecture in a SharePoint site collection.
Exercise: SharePoint access control. In this exercise, students will learn how to use SharePoint security to control user access.
Part 4: SharePoint Navigation
This section covers navigation in SharePoint on premise vs. SharePoint Online.
Exercise: SharePoint Navigation. In this exercise students will learn navigation in a SharePoint site collection.
Part 5: Working with SharePoint Sites
This section covers site templates used for collaboration and document management.
Exercise: Creating SharePoint sites. In this exercise students will learn how to create and manage SharePoint sites, including applying permissions for user access control.
Exercise: Creating SharePoint sites. In this exercise students will learn how to create and manage SharePoint sites, including applying permissions for user access control.
Part 6: SharePoint Application
This section is for understanding SharePoint's capabilities and customizing SharePoint Out-of-the-Box. This will cover list and library basics.
This section covers document management features in SharePoint with an emphasis on search, naming conventions, organizing files, document lifecycle with a phase driven approach, and strategy analysis for the current state to model org., visual model.
Exercise: Working with SharePoint Libraries. In this exercise students will create and work with SharePoint document libraries. This exercise will review the basic features of uploading documents, checking documents in and out, version history and document lifecycle and working with the ribbon and toolbar.
Exercise: Working with SharePoint Lists. In this exercise students will create and work with SharePoint lists
Part 7: Content Management Capabilities
This section covers the features available for advanced management of content to organize and manage content throughout the content life cycle, from creation to archive. SharePoint combines data, documents, and business process in a useful, productive way.
Tools to organize and manage content throughout the content life cycle, from creation to archive.
Exercise: Managing content in SharePoint. In this exercise students will work with Site Columns and Site Content Types in SharePoint. Creating Site Content Types, will showcase how to create and apply Vision and Scope Documents in document libraries, and Documents Sets to manage Business Requirements Documents. Content Types help make it easy to provide consistency to content across a site.
Store and protect business records in their final state.
Create and publish web content that enables branding and navigation and for publishing content to intranet, extranet, and Internet sites.
Part 8: SharePoint Search
SharePoint not only provides a way to store and share your documents, lists, and other data, but offers a powerful search ability. Search in SharePoint enables users to find relevant information more quickly and easily than ever before and makes it easy for Search administrators to customize the search experience.
Exercise: Working with SharePoint Search
Part 9: SharePoint Office Integration
In this section students will explore how SharePoint connects and syncs with Microsoft Office. Students will also learn how SharePoint Online fully integrates with Office 365.
Exercise: SharePoint Office Integration. This lab will demonstrate Outlook and Excel integration.
Part 10: Using forms and workflows to manage Business Process Automation
This section explores what SharePoint can do with "no-code" solutions such as SharePoint Designer, InfoPath, and workflows to automate business processes in the workplace. It also discusses when custom code is needed and when to use Visual Studio.
Managing forms in a central location, streamline business processes using templates, and fill out forms in a Web browser.
Modeling and automating business processes such as a simple document approval, or as complex as required by any structured business process.
Exercise: Working with Forms. Create common business solutions that use forms such as Software/System Requirements Specification, Supplementary Requirements Specification, and requirements elicitation.
Part 11: SharePoint Social Collaboration
This section covers social collaboration features in SharePoint. This includes a comparison of social features available in SharePoint on premise and SharePoint Online.
The social and collaboration features in SharePoint make it easy for users to find and connect with the people and content that matter to them and to share information and ideas. Surveys, discussion boards, blogs, and wikis enable users to easily capture and share the knowledge and expertise that is needed to do their work. My Sites, team sites, and Community Sites can help users keep current with people and content through real-time microblog messages and status updates. Users can also track their tasks and access the documents and sites they are following.
Using Office Delve in Office 365 displays content that's relevant to the user, based on what you're working on, who you're working with; always maintaining established permissions. With Delve, you don't have to change anything about the way you work. Delve is automatically populated with activities you already do every day, such as which documents you share, which people you meet with, and which documents you read.
Attendees should have at minimum basic SharePoint User knowledge. Recommended prerequisite course is SharePoint for End Users. SharePoint for Site Owners and Power Users is also recommended, but not required.
