@WonderLaura

The Power User Cheat Sheet for Rollups & Search

with Joelle Farley and me
This session will be geared towards Power Users and will cover best practices for utilizing metadata and search capabilities to get the most out of content management in SharePoint. During the session we will focus on introducing the audience to Managed Metadata and the Term Store. It will continue with in depth introductions and demonstrations on rolling up content with Managed Metadata with the Content Search Web Part to surface information from across their site collection. Also using the Refinement Panel Web Part, getting the most out of your Search Schema, working with Term-Driven Pages, applying Faceted Navigation in the real world and fully utilizing People Search. The goal of the session will be to introduce these concepts to the audience and show examples of how we have used these features for clients to create real business solutions with simple configurations. Some of the real world examples will include rolling up shared content from across an intranet (forms, policies etc.), using Managed Navigation to get an extra level of navigation, customizing your enterprise search to include more efficient refiners, and exploring innovative options for using taxonomy to guide site navigation.

Simplifying File Organization with Enterprise Keywords

When working with documents in SharePoint and Office 365, there are various challenges around categorizing and organizing documents. Most of the challenges are around end user understanding and training. Metadata, folders, and combinations of the two are used in order to keep documents where they belong and find them when needed.
In this class, you will learn about the flexibility of using Enterprise Keywords, and the many integration points with Office and Windows. With the end goal of being to remove complexity for end users, you will learn about tagging from within Office and OneDrive, automatic tagging, organizing metadata, and then how to make it easy to find what has been tagged.

Driving User Adoption, From a Technical Standpoint

with Lori Gowin and me

When IT professionals set up the infrastructure of SharePoint, the subsequent task of end user adoption is often left to the business unit.  During this process, the business unit will often turn to “The SharePoint Person” for help and guidance.  Good news IT Pros, there are useful technical configurations in the administration console to improve and increase user adoption.  Ultimately this will improve user satisfaction with SharePoint and increase productivity.  Lori and Laura both began as SharePoint Administrators 11 years ago.  The real world experience of implementing these practices will be integral in this session.  Among the topics covered will be defining user audiences, improving Office integration with SharePoint, and demonstrations of improving how users can quickly and easily get to the information they need. When leaving this session, attendees will possess a specific action list that may be used to optimize their technical experience and drive user adoption.

2:15pm – 3:30pm

Creating an Approval Workflow

Forms and documents are everywhere in your organization, and a lot of them must go through an approval process.  SharePoint is such a flexible platform, it provides us with multiple methods that can be used to build our processes.  In this session, learn about the different out-of-box ways to create a workflow around a form approval process.  Laura Rogers will show you the various alternatives when creating an approval workflow: content approval, out of box workflows, and the task process designer in a SharePoint Designer workflow.  Quickly create and implement intuitive workflows for your critical IT and business systems, with no programming involved!  The concepts in this session are applicable to SharePoint 2010, 2013, and Office 365.