ECM 101 - Oh! The Places You will go in SharePoint
Liz Sundet, MVP, MBA, PMP - Featured Speaker

Have you ever had that dreaded moment when you learn something new and wish you would have learned it just a week before? Let’s face it, SharePoint is big! It can be daunting at first and there’s lot of places to make mistakes. In this session, we will hit some of the hottest tips, tricks, gotchas and ah ha’s for getting started with SharePoint.

From what browsers work best to where to find content types this fast paced session will give you a great start on your journey into SharePoint. You will succeed, yes indeed!


ECM 102 - SharePoint Records Management: A Strategic Roadmap
Peter Serzo  MCT - Featured Speaker

This session covers everything about records management in SharePoint from version 2010 through the latest in 365: Advanced Data Governance (ADG). As a early adopter of ADG you will learn real world how a bank is implementing Microsoft's new offering including migration, strategy, addressing gaps, and decision points.


ECM 103 - Build your customized intranet with Modern Communication Sites in Office 365
Dave Feldman  MVP - Featured Speaker

Modern Communication Sites in Office 365 make it easy for users to generate professional looking intranet sites in Office 365 that look great on any device. Dave will share real world tip and tricks from a real world enterprise deployment of communication sites and we will build a complete communication site together showcasing what’s new and different. Leave this session ready to create bold, branded responsive sites with no coding or customization skills required.


ECM 104 -Tips and Best Practices Modern Communication Sites
Susan Hanley,  MVP - Featured Speaker

Modern Communication Sites provide a great tool to create beautiful, mobile-friendly, dynamic intranet sites. However, easy to create doesn’t always mean that easy to “consume.” It’s just as easy to create a crappy beautiful site as it is to create a crappy ugly site! In this session, we’ll review how to create sites that are both beautiful and effective using the Modern Communication site framework. We’ll cover how to leverage the new “hero web part,” create great content on your pages using the new section layouts (and what type of content works best in each layout), and places to find beautiful (and free) images that you can use on your sites.


ECM 105 - Bring on the value! Simple tips to improve your intranet content
Susan Hanley, MVP - Featured Speaker

What brings users to your intranet and keeps them coming back? Great content, of course! But have you looked at your intranet lately? When your users finally find the page they are looking for, can they easily and quickly get what they need? If not, this session is for you! You will take away may simple tips and ideas that you can immediately apply to transform your intranet content – tips that you can teach your content authors and transform your intranet pages from boring to soaring!


ECM 200 - Intranets with Office 365 using Groups, Team & Communication sites
Sameer Mohammed - AQL Technologies

This session will do an in-depth dive into Office 365 Groups, Modern Team sites, Modern Communication sites and how they can be used for a successful SharePoint intranet implementation. Groups are spread across Office 365 and it is very important to understand what it takes to do a proper implementation.

This session will also cover how Modern Team and Communication site are connected with groups, their new features, limitations, branding practices, the new webparts and proper use of these site templates


ECM 201 - Sharing is Caring? File Sharing Overview in Office 365
Bobby Chang, MCT, PMP - Featured Speaker

Office 365 has been releasing many file sharing features that make it easy to share content in and out of your organization. This session will showcase how you could quickly share files in SharePoint Online or OneDrive for Business with colleagues, partners, or clients. See how these features provides the convenience for your end users and removes collaboration barriers.

On the flip side, convenience could come at a price, without proper planning. Know the challenges that your organization could face with the ease of sharing in your environment. This session will cover data governance options, available to administrators.

ECM 202 - Learn what's new and coming with Microsoft Content Services (ECM) in Office 365
Chris McNulty, Microsoft

See firsthand how we continue to push ECM forward into the modern content services world. SharePoint in the cloud is far more performant than classic server -based platforms, In this session, you’ll get a tour of our latest and upcoming innovations for reusing, creating, collaborating and protecting information through its lifecycle. SharePoint has numerous key ECM capabilities (intake, content types, bulk edits, retention, data governance labels) across each of these scenarios to make content management easier and more manageable.


ECM 203 - Using Advanced Features for Document Management and Process Improvement
Tom Robbins, MCT - Featured Speaker

Document Sets are a feature of SharePoint that allow an enterprise to manage multiple pieces of content as one single work product. We can think of Document Sets as “Super Folders” because they allow us to group information together, but that is as far as it goes. Folders are something you want to avoid in SharePoint because they have little value in the big scheme of actually managing SharePoint content. Document Sets have the same attributes as folders, but come with other object elements that allow us to perform many different management functions. Some of the features of Document Sets are: version management, workflow association, Information Management Policy, and metadata.

This session will introduce the attendee to Document Sets and will dive deep into how to create and use them. Document Sets can then be used to implement business processes and this goes beyond the normal approach of using them simply as folder replacements. We will dive into Information Management Policy for Retention as well as using Workflow to automate approvals and retention of Document Sets. This session will really open the mind when it comes to really using SharePoint to its fullest to implement business processes.


ECM 204 - OneDrive for Business - Hub for Modern collaboration
Amit Vasu, MVP - Featured Speaker

OneDrive for business is not just your personal drive but lot more than that. In this session we will go over how OneDrive play key role when using various Office 365 services like SharePoint Online, Office 365 Groups and Microsoft Teams. This session will provide real life collaboration scenarios e.g. sharing (internal/external), co-authoring, files on-demand to get most out of your OneDrive for Business.

ECM 205 - Managing Modern Team Sites, Communication Sites, and Office 365 Groups
Peter Carson, MVP - Featured Speaker

Microsoft’s modern SharePoint experience has really begun to come together. We started with new lists and libraries, then team and communication sites, and finally Office 365 groups. Allowing anyone to create these sites is empowering, but it can also lead to an out of control environment. How do we put some organization and governance around this process, without stifling the creativity? Many organizations have addressed this with some sort of site provisioning process.

In this session, we’ll go through a simple method that you can adopt in your own organization. Site templates can be created and saved using the open source techniques Microsoft has published in their Office Dev PnP project. We build on that with a simple list and PowerShell script to allow users to request a new site, have it approved, and have the script create the site. This is wired together with a PowerApps form, Flow workflow, and PowerShell hosted in an Azure function.

All the components needed to implement this are open sourced, so you can deploy it into your own environment.
With the foundations in place, we’ll then take you through some case studies for running projects and illustrate how we leverage the power of Office 365 Groups ourselves. Conversations (Outlook, Yammer, or Teams), shared calendar, OneNote, Planner, Stream, and Power BI can all be part of the solution, along with PowerApps for forms, and Flow for workflows.

Level: Intermediate


ECM 300 - Why You Need Intelligent Metadata and Auto-classification in Records Management
Robert Piddocke - Concept Searching

Auto-classification removes a burden from IT teams and end users. But what and where is the content being classified? Then what happens?

Auto-classification not only organizes your content but also provides an environment where information governance and compliance policies, and processes, can be implemented enterprise-wide. With automatic multi-term metadata generation and powerful taxonomy tools, the positive impact on your business is quickly realized.

As well as the visible impact of search improvement, the elimination of end user tagging reduces both productivity drain and tagging errors, to safeguard information that should be protected, such as confidential information or records.

Find out how to clean up, optimize, and organize your enterprise content, providing a framework for effective records management.

  • Metadata generation – why it is so important
  • Auto-classification – why you can’t live without it
  • Taxonomy approaches that are manageable – by the staff you already have


ECM 301 - Make your Intranet go from Good to Great
Liz Sundet, MVP, PMP, MBA - Featured Speaker

Imagine spending hundreds or even thousands of dollars on your company intranet portal only to realize that people really don't like it, don't spend much time in it and avoid it as much as possible. It could be because your corporate intranet, while having lots of information, just doesn't function well for the general population.

In this session, we will talk thru examples of different company intranets build using SharePoint in both on-premises and on-line and what makes them transform and make the leap from good to great. We will then explore how to use the new features of Communications sites as a company intranet in O365.

Use those examples and little things in user adoption to make your intranet a place of interest and collaboration, that people will want to come back to.


ECM 302 - Cross-site Publishing, the most powerful underutilized SharePoint feature
Brian Alderman, MCT, MVP, PMP - Featured Speaker

Sharing information across sites, site collections, even Web Apps has never been easier than it is with the use of Cross-site publishing. It’s easily configured, and provides current information to the user whenever they view the dynamically updated list. In this session, we are going to explore the configuration needed to use cross-site publishing. We will then configure the sites needed to quickly configure and implement cross-site publishing, by creating a content portal that author’s will use to manage content, and a separate publishing site collection that displays the content in the Search Query Web Part.


ECM 303 - Content Type Syndication: Understanding Content Types, Scope, and Deployment
Tom Robbins, MCT - Featured Speaker

Enterprise Content Management is at the core of guaranteeing SharePoint is a relevant and valuable information management system. Content types allow us to define reusable content for our sites and site collections to guarantee that users are utilizing the same templates and content definitions across all information. Out-of-the-box, Site Columns and Site Content types have a deployment boundary of Sites and Site Collections. If we want to guarantee that the content is available across the entire farm, we must syndicate the content types using a Content Type Syndication hub.

Content Type Hubs enable administrators to create new content types and then make them available to other SharePoint site collections in the same or different web applications or across farms. This is a publisher-subscriber model, where content types are published by the Content Type Hubs using the Metadata service and subscribers are the web applications in the SharePoint Farm.

Finally, all the site collections in the web application which subscribe to this Metadata service will get this content type. In this session the attendee will learn what content types are and the value they return in SharePoint as well as how to create, deploy, and manage content types.


ECM 304 - Office 365 External Sharing
Peter Carson, MVP - Featured Speaker

External sharing is all about publishing or collaborating with people outside of your organization. Users will find ways to do it with or without IT support (typically through email or shadow IT), so it’s important for IT to provide an easy way for them to do it effectively and securely. Microsoft is making great strides in exposing a consistent, simple sharing experience across many of their Office 365 products.
This sharing can take two main forms:

  • Sharing anonymous links to view or edit documents or folders. Users just need the link, there is no need to sign in
  • Inviting existing or new external users to documents, folders, sites, or Office 365 Groups
    We’ll go over the user experience on both the sharing and receiving side. Flows are different for external users that already use Office 365 themselves, versus other business or consumer email users. From there we’ll look at some of the controls you can put in place as an administrator.
  • What level of sharing is permitted across Office 365, or for particular sites
  • Who is allowed to share
  • Setting expiry dates on links
  • Requiring one-time use verification codes, and re-verifications
  • Only allowing certain email domains to be shared with, or blocking certain ones

Lastly, we’ll talk about how this experience can be customized. Microsoft publishes the REST API for Azure AD B2B that powers this, and you can take over much of the experience, including the invitation emails for external users. Self-registration and approvals are scenarios that can be built using this, and we’ll go over some customer examples.

Level: Experienced


ECM 305 - What are SharePoint Hub Sites and how should they be implemented?
Drew Madelung, MVP - Featured Speaker

Are you already on SharePoint Online or getting ready to migrate? SharePoint Hub Sites are a new solution within SharePoint Online and could change your information and technical architecture decisions going forward. During this session I will go under the covers of Hub Sites to show you how they work and why they were built. By the end of this session, you will have a better understanding of what they are, how to administer them, and if they are the right solution for your company.