AIIM Sharepoint Master für Collaboration (Zertifikats-Kurs)

2-tägiger Kurs zur Erlangung des AIIM Sharepoint for Collaboration Practitioner oder 4-tägiger Kurs zur Erlangung des AIIM Sharepoint for Collaboration Master, durchgeführt von PROJECT CONSULT in Kooperation mit AIIM. Die Kurse vermitteln ein tiefes Verständnis des orgaisatorischen und funktionalen Umfeldes der Nutzung von Sharepoint. Es handelt sich nicht um ein Schulungsangebot für die Technik des Sharepoint-Systems.

Das Sharepoint for Collaboration ist ein internationales Zertifizierungsprogramm, das auch in den DACH-Ländern große Anerkennung findet. Die Kurse beinhalten einen Strategieteil in den Programmteilen Practitioner (Tag 1 und 2), Specialist (Tag 3 und 4) und Master (ortsunabhängiges Erstellen einer Fallstudie/Case Study nach dem Specialist Test; die Bewertung erfolgt anonymisiert durch AIIM-Beauftragte). Das Practitioner- und/oder das Specialist-|Master-Modul werden mit einem ortsunabhängigen Test abgeschlossen. Die Module bauen aufeinander auf. Bestellt werden können entweder das 2-tägige Practitioner-Programm oder das 4-tägige Specialist-|Master-Programm. Es werden die englischsprachigen Originalunterlagen der AIIM verwendet, so daß die Übereinstimmung der Inhalte mit den AIIM-Webinaren und den AIIM-Online-Kursen gegeben ist. Im Rahmen des Master-Kurses erhalten die Teilnehmer kostenfreien Zugriff zum AIIM-Kursmaterial im Web. 

Die Kurssprache ist deutsch; die Unterlagen und die Tests sind in englisch.


  • Nutzung von SharePoint  für Projektmanagement
  • Sharepoint mit gängige Office Tools verbinden und diese integrieren
  • Co-Authoren-, Bearbeitungs- und Feedback-Funktionalitäten einrichten
  • Verwantwortlungsvolle Führung, um Content, vor allem Social Content, über Sharepoint zu teilen

Programm 1. Seminartag

SharePoint for Collaboration Practitioner

  • Strategy, Definitions and Scope

    • Definition, components, scope and strategies
    • Bridging the language gap between English and German
  • Introduction.
    Learn the framework and foundation for this course
  • Why Collaborate?
    Articulate the business benefits of collaboration and apply SharePoint functionality to content and knowledge sharing
  • Collaborative Workspaces.
    Use the various types of SharePoint workspaces for your project needs
  • Getting Buy-In from the Top.
    Demonstrate the business value of SharePoint for collaboration in business terms and illustrate use cases for executive work spaces
  • SharePoint to Manage Projects.
    Use project sites and the site template called project web database and track projects using Microsoft Project, Excel, and other common office tools
  • In the Cloud.
    Articulate the business advantages to using the cloud for sharing content and implement SharePoint in the cloud
  • Keeping Up to Date.
    Stay in the loop using web parts, alerts and RSS feeds for content changes and use SharePoint to resolve typical group communications issues
  • Integrate with Microsoft Outlook.
    Determine whether you and your team should be working in SharePoint or Outlook and utilize Task Lists, Contacts and Calendars
  • Connecting Through Microsoft Outlook.
    View and share SharePoint data from within Outlook, use the social connector, and view team discussions and RSS feeds and set SharePoint alerts to notify of changes to documents, list items, document libraries, surveys or search results
  • Integrate with Microsoft Office.
    Use content types to create documents from within document libraries instead of saving locally and then uploading and use SharePoint to create all of your documents and use the document information panel to store metadata
  • Co-Authoring.
    Articulate the business value of co-authoring, effectively co-author documents using SharePoint with no extra set-up and recognize the uses and limitations of various Office applications
  • Microsoft Office Web Apps.
  • View SharePoint documents within the browser and make quick updates and articulate the technical considerations associated with using Office Web Apps
  • Going Mobile.
    Itemize the mobile possibilities and devices for accessing SharePoint documents and email, anywhere, anytime and use SharePoint Workspace with mobile devices
  • Practical group exercise

Programm 2. Seminartag

SharePoint for Collaboration Practitioner

  • Empowering Content Editors.
    Use publishing sites and pages, control layout and content to encourage consistency in sites and pages and use a built in Approval Workflow to prevent unapproved pages from displaying
  • Organizational Change.
    Address corporate culture and process issues before implementation and encourage user engagement and adoption
  • Governance Approach.
    Take a broad approach with the key stakeholders to articulate the importance of governance and create a Governance Plan that is a living document
  • Plan for Training.
    Emphasize the importance of training to user adoption and project success and plan for what kind of training for whom and how
  • Coordinate Staff Training.
    Make it easy for people to get to training, ensure staff receive the appropriate level and amount of training and effectively collate training course feedback
  • Provide Self Help.
    Use SharePoint as a self-help tool for your staff and team, enable your staff to find the right information and people when needed and reduce support calls and empower people to learn on their own
  • Promoting User Adoption.
    Ensure user engagement and support for adoption and use wikis to “walk the talk”
  • Enable Continuous Improvement.
    Enable your staff to become proficient in SharePoint and optimize SharePoint for return on its investment
  • Personalize Information.
    Use taxonomy and folksonomy to tailor content to preferences and custom and use tags and notes and view tag clouds
  • Finding the Right People.
    Use My Site to determine what skills and expertise exist within the organization, create a My Site profile, adding skills and expertise and publish an organization chart using My Site
  • Increase Value from Sharing Knowledge.
    Use a wiki for gathering corporate wisdom and know-how and encourage staff to share and capture information
  • Sharing News and Stories with Feedback.
    Use blogging to share news and feedback and provide a two-way communication path and use blogging to provide ready access to external customers and stakeholders
  • Online Presence.
    Collaborate more easily by combining the power of SharePoint with Lync and use instant messaging in Lync and Outlook to collaborate with large teams and remote locations
  • Practical group exercise

Programm 3. Seminartag

SharePoint for Collaboration Specialist

  • Introduction.
    Learn the foundation and framework for this course
  • Gains of Process Improvement.
    Understand potential points of failure related to unclear scope, understand the strategic value of process mapping and how to proceed and  use SharePoint’s out of the box and custom lists to improve processes
  • Quick Wins with Custom Lists.
    Reduce risk and make it easier to find information by storing it in SharePoint lists and effectively manage vast quantities of data in multiple formats and locations, and give editing access to multiple users at the same time
  • Calendars for Collaborating.
    Customize and extend calendars and calendar views to foster collaborate and use out-of-the-box SharePoint calendars, the calendar overlay and create calendar views of list data
  • Organizing Data Flow.
    Understand SharePoint workflows and where they might be used to automate processes and learn how to customize workflows
  • Automate Business Processes.
    Create and publish InfoPath to SharePoint for online population,  reduce rework and risk and improve searchability by storing data centrally using InfoPath and set up form validation and workflow
  • Customizing Forms.
    Understand default list forms and how to make quick and effective updates and improve layout and design using customization
  • Visualizing Processes.
    Understand the strategic value of process mapping for user engagement and share diagrams easily across the entire organization
  • Access External Data.
    Access external data stored in other systems, learn how Business Connectivity Services work and view information from multiple systems within one platform
  • Effective Display of Key Information.
    Use Web Parts on multiple pages to display information captured, group together relevant sets of data to create dynamic dashboards and use
  • multiple Web Parts such as Visual, Data View and Summary Links
  • Connecting Data.
    Learn how to easily connect pieces of information within pages and learn how Excel data interacts directly with SharePoint
  • Visualizing Data with Diagrams.
    Learn how Visio Services interacts with data-connected Visio diagrams without the need for extensive Visio licenses
  • Complex Data Display.
    Share and display complex spreadsheets with Excel Services, save and Send to SharePoint and utilize the Excel Web Access Web Part
  • Power of Drilling Down.
    Understand the functionality provided by Performance Point Services and build scorecards and dashboards using Dashboard Designer
  • Practical group exercise

Programm 4. Seminartag

SharePoint for Collaboration Specialist

  • How to

    • pass the computer test
    • write the Sharepoint master home study
  • Pulling it All Together with Dashboards.
  • Use SharePoint to track organizational and individual goals and assemble information like KPIs in a dashboard page
  • Key Points to Storing Documents.
    Learn best practices for using SharePoint to store documents and learn how to create libraries with file sharing and access controls
  • Managing Versions.
    Configure and control document versions throughout their lifecycle and set up content approval functionality
  • Organize and Retrieve.
    Learn how to organize and retrieve documents in SharePoint and employ metadata to expand search and findability accuracy
  • Consistent Content Creation.
    Understand content types and how they can be used in classification and template standards and encourage staff to use their SharePoint collaboration sites
  • Combining Sets of Documents.
    Use documents sets for handling groups of documents as if they were a single item and streamline document creation and simplify reporting
  • Migration Considerations.
    Learn how to create documentation before a migration and integrate change and education for users
  • Information Architecture Considerations.
    Understand the critical elements of architecture in the SharePoint deployment and undertake a requirements analysis
  • Make Search Results Personal and Relevant.
    Perfect the search function and define what information
  • is collected and understand how to maintain security in search configuration
  • Fewer Clicks.
    Customize site navigation to make life easier for users and apply different types of navigation for specific uses
  • Engage Users.
    Use metadata-driven navigation and refiners, rating content and Best Bets for userinfluenced search and understand the difference between browsing vs. searching
  • Search as Content.
    Use Search Web Parts to provide context and collaboration within SharePoint sites
  • Analytics to Improve Design.
    Use Web Analytics to collect usage data and improve deployments and customize analytics reports
  • Specific Searches.
    Use Managed Properties to tailor searches to fit users’ requirements and modify and specialize the existing search scopes
  • Practical group exercise


  • Business Analysten
  • EDV Management und technische Mitarbeiter
  • Mitarbeiter aus dem Bereich des Records Managements
  • Risk Manager
  • Compliance Officer
  • Abteilungsleiter
  • Implementierungsteams
  • Lieferanten
  • Lösungsanbieter
  • Hersteller und Anwender
  • Geschäftsführung
  • Change Management Mitarbeiter