Full Start Deployment Service is required with the purchase of SP Workplace Products and goes beyond Quick Start (out-of-the-box) to lead your team through a full roll-out of your SP Marketplace Application. Whether your team has never deployed a SharePoint Application before or know SharePoint well, this is the service for you. Using a best practice project plan, our experts guide your team through the steps of setting up your organizations look and feel, content, document libraries, processes and security for the Intranet and departments.
Using a combination of online video training, worksheets, and live training sessions your team will be taken step by step through the process of setup/configuration, training users, and rolling out your SP Workplace Product.
See details for individual solutions below.
Using a combination of online video training, worksheets, and live training sessions your team will be taken step by step through the process of setup/configuration, training users, and rolling out your SP Workplace Product.
See details for individual solutions below.
Intranet Package Full Start:
Sessions total ~10 hours over 4-5 weeks
The Service includes:
Sessions total ~10 hours over 4-5 weeks
The Service includes:
- Basic SharePoint Admin Training & Best Practices Training - Intranet Portal Structure, Intranet Home Page Design, Content Overview, Organizing Docs
- Basic Portal Structure - Design basic department, group, division portal structure
- Workshop 1: Introduction - Setup and Configuration of your Intranet Home Page - Look and feel, content, and navigation
- Workshop 2: Content and Content Management Training - News, announcements, events, etc.
- Workshop 3: Setting up Employee Self-Service - Doc Central, Process Central, Help Central
- Workshop 4: Setup and Configuration of a Department Portal - Staff Portal, Employee Portal, integrate across structure
- Workshop 5: Q&A Session - Review training topics and answer related product questions
- Guidance: How to roll-out the Intranet to your organization
SP Department, IT, Facilities, Safety Full Start:
Session's total ~10 hours over 4-5 weeks
The Service includes:
Session's total ~10 hours over 4-5 weeks
The Service includes:
- Basic SharePoint Admin Training
- Product Design / How it Works - Design basic department, group, division portal structure.
- Product Setup and Configuration
- Staff Portal, Employee Portal Walk thru
- Workshop 1: Core functions Training - Service Request, Help Desk, Work Orders, etc. depending on product.
- Workshop 2: Portal Content Management - News, announcements, events, etc.
- Workshop 3: Staff Collaboration Features - Task tracking, document management, communication
- Workshop 4: Reporting and Dashboard - Staff Portal, Employee Portal, integrate across structure
- Workshop 5: Q&A Session - Review training topics and answer related product questions
- Guidance: How to roll-out the solution to your organization
SP Human Resources Full Start:
Session's total ~13 hours over 6 weeks
The Service includes:
Session's total ~13 hours over 6 weeks
The Service includes:
- Basic SharePoint User Training - Working with lists, documents, pages.
- Product setup and configuration - Security, reference lists, drop downs, etc.
- Training: Product Design / How it Works - Design basic department, group, division portal structure
- Training: Staff Portal, Employee Portal Walk thru
- Workshop 1: Employee Info Management - Employee Records, Docs, Certifications, Benefits, Reviews
- Workshop 2: Portal Content Management - News, announcements, events, etc.
- Workshop 3: Hiring and Onboarding - Job requests, applicants, candidates, new hire onboarding
- Workshop 4: Service Request Processing - Staff Portal, Employee Portal, integrate across structure
- Workshop 5: Q&A Session - Review training topics and answer related product questions
- Guidance: How to roll-out the solution to your organization
SP CRM Full Start:
Session's total ~10 hours over 4-5 weeks
The Service includes:
Session's total ~10 hours over 4-5 weeks
The Service includes:
- Basic SharePoint Admin Training - Working with lists, documents, pages
- Product Setup and Configuration - Security, reference lists, drop downs, etc.
- Training: Product Design / How it Works - Design basic department, group, division portal structure
- Training: Marketing Staff, Sales Staff, Sales Reporting
- Workshop 1: Marketing Functions - Campaigns/Programs, Docs, Events, Tasks, Lead capture
- Workshop 2: Sales Cycle Functions - Leads, Opportunities, Accounts, Contacts, Docs etc.
- Workshop 3: Sales Management - Pipeline Reporting, Forecasts, Dashboard
- Workshop 4: Role-based Workspaces - Marketing, MySales, Sales Management, Account Management
- Workshop 5: Q&A Session - Review training topics and answer related product questions
- Guidance: How to roll-out the solution to your organization
SP Project Hub/Tracker Full Start:
Session's total ~10 hours over 4-5 weeks
The Service includes:
Session's total ~10 hours over 4-5 weeks
The Service includes:
- Basic SharePoint Admin Training - Working with lists, documents, pages
- Product Setup and Configuration - Security, reference lists, drop downs, etc.
- Training: Product Design / How it Works - Design basic department, group, division portal structure
- Training: Project Hub Walk thru
- Workshop 1: Setting up & Working with Projects - Setup a project
- Workshop 2: Connecting a Project to an MS Teams Site - Review a Project sub-site or Teams Site
- Workshop 3: Project Management & Reporting - Tracking projects, status reports, reporting
- Workshop 4: Project Manager Workspace - Staff Portal, Employee Portal, integrate across structure
- Workshop 5: Project Team Member Workspace - Team member page on Project Hub
- Workshop 6: Q&A Session - Review training topics and answer related product questions
- Guidance: How to roll-out the solution to your organization (if requested)
SP Policy Manager Full Start:
Session's total ~8 hours over 4 weeks
The Service includes:
Session's total ~8 hours over 4 weeks
The Service includes:
- Basic SharePoint Admin Training - Working with lists, documents, pages, using forms.
- Product Setup and Configuration - Security, reference lists, drop downs, etc.
- Training: Staff Portal, Employee Portal Walk thru including Content Management, News, Events, etc.
- Workshop 1: Policy Management Setup - Create policy groups, policy library, and upload policies.
- Workshop 2: Employee Record Management - Employee Records, list views, adding to policy groups.
- Workshop 3: Review Workshop 1 & 2, Q&A - Review of previous sessions to answer questions, make updates.
- Workshop 4: Policy Approval Process- Walk through policy approval process using actual policy.
- Workshop 5: Policy Acknowledgement Process- Walk through policy acknowledgement process using actual policies, policy groups and employees.
- Workshop 6: End User Training- Train end-users as needed (if requested)
- Workshop 7: Q&A Session - Review training topics, make changes/updates, and answer related product questions.
- Guidance: How to roll-out the solution to your organization (if requested)