SharePoint & Workflow Readiness Assessment Workshop

Description

NOTE: This course is only available by customer request. If you are interested in taking this course, please call 651-905-3729 or submit a request for a date.

Business Value

Participants gain both the knowledge to understand Microsoft 365 capabilities and the insight to determine how those capabilities may improve their current business processes. The result is a more informed foundation for future SharePoint, document management, and workflow automation projects.

The SharePoint & Workflow Readiness Assessment Workshop combines instructor-led training with a structured assessment of your organization's current document management, collaboration, review, and approval processes.

Participants learn how Microsoft 365 solutions including SharePoint Online, Teams, OneDrive, Word, and Power Automate support modern document collaboration while simultaneously evaluating how documents currently move throughout their organization.

Rather than focusing solely on software features or conducting a standalone assessment, this workshop helps stakeholders connect Microsoft 365 capabilities to real-world business challenges. Through guided discussions, practical examples, and facilitated discovery exercises, participants gain a clearer understanding of both the technology and the process improvements required to support future workflow modernization initiatives.

Organizations leave with increased Microsoft 365 knowledge, greater awareness of workflow improvement opportunities, and actionable recommendations for future SharePoint and automation efforts.

Training Component

Participants learn:

• SharePoint Online document management concepts
  Version control and collaboration best practices
  Microsoft 365 document governance fundamentals
  Modern review and approval approaches
  Workflow automation concepts using Power Automate
  Common business use cases and implementation considerations

Assessment Component

Participants evaluate:

• How documents currently move through the organization
  Existing review and approval processes
  Email-based workflow dependencies
  Document ownership and accountability challenges
  Version control and visibility issues
  Readiness for future automation initiatives

Throughout the workshop, participants compare current practices against Microsoft 365 best practices and identify opportunities for improvement.

Learning Outcomes

By the end of the workshop, participants will:

• Understand how Microsoft 365 tools support document collaboration and workflow management
  Gain practical knowledge of SharePoint Online capabilities
  Identify workflow bottlenecks, risks, and inefficiencies
  Recognize opportunities to improve visibility, accountability, and consistency
  Better understand the requirements for successful workflow automation
  Assess organizational readiness for SharePoint and Power Automate initiatives
  Receive recommendations for future modernization efforts

Ideal Audience

• Executive Sponsors
  Operational Managers
  Department Leaders
  Process Owners
  Document Coordinators
  Project Managers
  Editors and Reviewers
  Teams evaluating SharePoint or workflow automation initiatives