Monday, April 13th 2020, 9:00 am

  • Susan Hanley

    Microsoft MVP

WRK102 - Introduction to Information Architecture: How to Structure and Organize an Awesome Intranet

If your users can’t find what they need on your intranet, your information architecture (IA) probably needs some work! In this workshop, you will learn tips and best practices to improve “findability” and information organization and the basic concepts of information architecture. We will cover the critical aspects of intranet IA: navigation/site architecture, page design architecture, and metadata architecture. You will learn approaches for planning navigation across the entire intranet and on individual sites, along with tips and best practices for using mega-menus and organizing hub sites. You will also take away lessons about the best place to focus your IA energy – so that you can build an intranet that is an essential part of your digital workplace today and as your organization evolves over time.

Wednesday, April 15th 2020, 9:40 am

  • Bobby Chang

    Office 365 Technologist at Microsoft

CM101 - To Folder or Not to Folder? Struggle Continues in Modern SharePoint

Folder vs. Metadata has been a long-standing battle of preference in the SharePoint collaboration world. Each has its benefits and its drawbacks. So, what’s the right approach to organize and deliver content in SharePoint? Find out what could work best for your organization. Explore how you could fully utilize what modern SharePoint in SharePoint Online & SharePoint Server 2019 have to offer. In this session, we will take the modern Document Library for a spin, showcasing features for document organization and discovery.

Wednesday, April 15th 2020, 11:20 am

  • Sarah Haase

    Microsoft MVP

CM102 - Reclaiming SharePoint: How to reel in an overgrown implementation

SharePoint is organic. File-based SharePoint sites grow exponentially, consuming more and more storage space and making it difficult for users to find what they need. Governance plans designed to steer SharePoint's utilization tarnish over time, discouraging users from adopting the platform. This session outlines the reasons why SharePoint environments become overgrown and under-utilized and provides practical guidance on how you can assess your implementation and create a revitalization plan. We'll also review several real-world SharePoint turnaround stories, highlighting the challenges faced and the methods taken to revive user adoption. Whether you have a "green-field" implementation with no formal governance in place or have a faded governance model that is no longer working, you'll leave this session with proven techniques for engaging your key constituents and driving change.

Wednesday, April 15th 2020, 11:20 am

  • John Mancini

    Past President, AIIM and Current President, Content Results

SPT102 - The impact of the NARA M-19-21 guidelines to Federal Agencies

The Federal Government has provided critical new guidance from NARA regarding the preparation and delivery of records to meet M-19-21 guidelines. Agencies will no longer be able to send paper records to NARA after December 31st, 2022 and must adopt a paperless strategy. This session will provide a comprehensive look at the impact of the M-19-21 guidelines to Federal Agencies, readiness and gap best practices and maximize the investment by leveraging a robust suite of services/solution tools within your platform.

Wednesday, April 15th 2020, 1:30 pm

  • Jay Leask


CM103 - Why (and How) my SP2013 IA needs to be redesigned for the future?

For nearly 2 decades we've created a structure of SharePoint site collections and subsites that allowed us to segregate users and elevate privileges without negative repercussion on other users and content areas. However, since the release of SP2016, and in some cases SP2013, Microsoft has shifted gears towards a flatter infrastructure, with new site collections being created left-right-and-center - and admins were left in a scramble to keep things locked down. This presentation is going to walk you through how to evaluate your current IA, suggestions on how to redesign it with a nod towards mission-driven design, and how to ensure your organization is ready for the next upgrade BEFORE the time comes, be it SP2016, 2019, or Office 365.

Wednesday, April 15th 2020, 3:00 pm

  • Jeff Cate

    Founder and CEO of PremierPoint Solutions

CM104 - Making the most of SharePoint Managed Metadata

When SharePoint’s Managed Metadata feature set was introduced in 2010, it was hailed as “revolutionary” and the most important SharePoint feature to date. Fast forward to 2020 – it still provides an awesome set of features that are woven tightly throughout the SharePoint end user experience. But, with all of the emphasis over the past 5 – 7 years on “moving to the cloud,” has it become an underutilized power feature? We believe so. Attend this session to take a fresh look at the Managed Metadata feature set in SharePoint and hear some stories of its effective use.

Wednesday, April 15th 2020, 4:20 pm

  • Erica Toelle

    Microsoft MVP

CM105 - Transition from the SharePoint Records Center to Office 365 Advanced Data Governance

Have you invested in content types and metadata to drive retention in SharePoint On-Prem or Online? Don't worry! This structure can also be used to transition to Office 365 retention labels in the cloud. In this session, we will show you how and cover additional steps you should take to ensure your existing records remain intact and unaltered.

Wednesday, April 15th 2020, 4:20 pm

  • Scott Money

    DocPoint Solutions, Director of Technology & Solutions

CM106 - Preparation of M-19-21 - Paper to SharePoint

Another deadline is quickly approaching. Can I scan this stuff and migrate it to my SharePoint environment? With the ever-expanding effort to move into a digital environment, Agencies are being pressured to address paper that is consuming storage space and endless documents on network drives. Appending the M-19-21 initiative to that need and many entities will be overwhelmed. This session will include a demonstration to show a methodology for managing the NARA Deadline of M-19-21 while utilizing existing SharePoint resources to manage the content.

Thursday, April 16th 2020, 10:30 am

  • Bobby Chang

    Office 365 Technologist at Microsoft

CM201 - Retain, Remove, Record. Office 365 Retention for Digital Hoarders & Record Managers.

Do you work in a place where no file ever gets deleted? Is your organization required to meet compliance regulations for digital preservation? If so, let's unpack how to manage your content life-cycle in Office 365. In this session, we will walk through the retention capabilities provided in Microsoft Information Protection (MIP). This session will uncover: • Differences between retention and records in Office 365 • When to use retention policies vs. retention labels • How to manage a review process before files get discarded from Office 365 • Administration and end user experiences using Office 365 retention

Thursday, April 16th 2020, 1:20 pm

  • Jay Leask


CM202 - Information Management or Records - What do I need to know to be ready for NARA!

NARA's guidance on Records has begun to push away from a focus on "permanent" records towards the importance of full information lifecycle. During this topic we'll review the latest guidance from NARA and discuss important topics for modernizing your paper records processes using office 365 to support full information lifecycle management! Plus, how much do I get nativly with Office 365, and HOW do I get my users to care?

Thursday, April 16th 2020, 2:40 pm

  • Erica Toelle

    Microsoft MVP

CM203 - Manage the Content Lifecycle in Office 365

From creation to collaboration, publication, and retirement, how do you manage the lifecycle of content in Office 365? While the tools available in Office 365 have added value to this process, they have also created new complexities around governance, security, compliance, and knowledge management. In this session, we will break down these complexities and look at how to manage content throughout its lifecycle in Office 365. We will see how to use intelligence and out of the box tools to automate lifecycle management and provide a recipe you can apply immediately to your organization.

Thursday, April 16th 2020, 4:20 pm

  • Daniel Glenn

    Microsoft MVP
  • Vlad Catrinescu

    Microsoft MVP, MCT

CM204 - Practical Steps for Migrating Shares to Office 365

If you still have shares and want to move them to Office 365, you are not alone! Organizations want to take advantage of all the benefits Office 365 has to offer, but where do you begin? Can you just "lift and shift" and be done with it? In this session, you will learn how you can effectively analyze and migrate your shares to Office 365. We will show how to navigate the common issues with share migrations, how to discover business processes dependent on shares, and get you started on the migration journey. Join Microsoft MVPs Vlad Catrinescu and Daniel Glenn in this session inspired by real-world use cases to learn how to successfully migrate your shares to the cloud and get the most out of your Office 365 deployment.

Friday, April 17th 2020, 9:00 am

  • Joanne Klein

    Microsoft MVP

ADM301 - A Migration Roadmap for Moving to a Modern SharePoint Architecture

Whether an organization has been using SharePoint for a while or just starting down that road, many still have large shared network drives and legacy SharePoint environments holding content that could rightfully belong in a new, modern SharePoint architecture. Migrating this content is a challenging task and one that many of us are being asked to do. Come to this session and we'll talk about reasons why migrating this content is a good thing, a framework and practical strategies for making it happen, common pitfalls (and ways to avoid them), and how to help end-users make the all-important shift from "classic legacy" locations to "new and modern" in SharePoint. As it turns out, not quite as easy as you would think. You'll walk away from this session with my do's and don'ts to keep you on the right path!

Friday, April 17th 2020, 10:40 am

  • John Peluso

    Microsoft RD

CM302 - Protection and Retention of Office 365 Content- The MIP Primer

Microsoft has been making the case that your content is safer and better managed in the cloud—but what, specifically are they doing about it? In this session we’ll deep dive into Microsoft Information Protection (MIP), understanding what it is, how it works, and where it came from. Specifically, we’ll cover Sensitivity Labels (Azure Information Protection), and Retention Labels (Advanced Data Governance) and along the way, learn what they have in common, what the differences are, and set you on a practical course for how to use them effectively.

Friday, April 17th 2020, 1:00 pm

  • Drew Madelung

    Microsoft MVP

CM303 - Everything you need to know about sharing files in SharePoint & OneDrive

You can't spell SharePoint without 'Share'. Sharing is a core concept within the modern workplace and it is powered by SharePoint and OneDrive but there are complexities that lie underneath the covers that you need to know about. Collaboration lives at the core of a workplace and collaboration is built around effective sharing. Getting content securely to the right people at the right time keeps a company moving. But do you really know everything that is out there? Who has access to the content? Is the content still secure? Learn move about what you can do as a user to share your content, what happens after it has been shared, and how to control content sharing as an administrator.

Friday, April 17th 2020, 1:00 pm

  • Brian Alderman

    Microsoft MVP, MCT, MCSE, MCSA

PWR303 - Cross-site Publishing, the most powerful underutilized SharePoint feature

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.