SharePoint for Business Analysis

Course Code: 1938

Overview
Schedule classes
What you'll learn
Outline
Prerequisites
Who should attend

Overview

This three day course provides complete hands-on experience to participants to help them gain a thorough understanding of SharePoint. The course discusses how SharePoint is used for documenting the business environment, documenting business objectives and modeling current and desired business processes, create analysis tools for elicitation and sustain stakeholder engagement with SharePoint skills and techniques throughout the project lifecycle. It also trains participants to present this information through SharePoint to colleagues, sponsors and business customers.

Schedule Classes

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Course Delivery

This course is available in the following formats:

Live Classroom
Duration: 3 days

Live Virtual Classroom
Duration: 3 days

What You'll learn

Define the role of the SharePoint Business Analyst
Identify the requirements to develop a SharePoint solution
Incorporate SharePoint into your environment and improve your business processes
Use SharePoint to document and communicate the scope of your projects
Use SharePoint to capture and verify business requirements and elicitation
Organize and categorize project requirements
Use SharePoint to communicate between business stakeholders and technology solution providers
Utilize SharePoint social collaboration can be used to keep stakeholders engaged throughout the requirements management lifecycle
Create common business solutions for forms and workflows in the business process
Build SharePoint skills and confidence through hands-on practice

Outline

Module 1: What is the role of the SharePoint business analyst?

Understand what the business does, and how it operates
Examine existing business processes
- Expense report example
Identify gaps in processes, opportunities for improvements and automation
Capture requirements, create mockups
Generate technical requirements, proof of concept solutions
Help implement the new processes, features and tools
Document improvements, measure, repeat the process

Module 2: Identify the requirements

Basic requirements to identify before starting to design and develop a solution
- Users and stakeholders – Stakeholder analysis
- Data and documents – eliciting, storing, updating, accessing, analyzing, reporting, and managing data and documents
- Content types – specific types of documents that have a standardized format or purpose
- User interface requirements – Web page design to customize the site so that it meets your needs
- Data presentation formats – grids, forms, reports, dashboards, scorecards, charts, and diagrams to visual data
- Mobile experience – mobile features built into SharePoint
- Software requirements – SharePoint offers a number of different product editions each of which provides a greater subset of features, so it’s important to understand which product you need, so you have the features you require to create your solution
- Technical requirements
  
  Security and user access with permissions
  
  Features and Services to activate
  
  Special performance and capacity planning
  
  Data connection files, libraries, and trustworthiness
  
  Central Administration settings and configurations
  
  Authorization, authentication, and user identity management
- Business and functional requests – functionality necessary to meet the demands of the business
- Meetings, agendas, minutes, etc. similar to PM

Module 3: Introduction to SharePoint

Exercise: Instructor-led demo comparing SharePoint site with OneDrive
Exercise: SharePoint access control
What is SharePoint?
- Overview of SharePoint
- History of SharePoint
- SharePoint on prem. vs. SharePoint Online
OneDrive
- What is OneDrive
- OneDrive vs. SharePoint team sites
SharePoint architecture
- Web application
  
  What are web applications
- Site collections
  
  What are collections?
  
  Top level sites
- Sites
  
  What are SharePoint sites
- Sites components
  
  Subsites
  
  Lists
  
  Libraries
  
  Pages
  
  Navigation
  
  Look and feel
- SharePoint access control
  
  Permissions and Security
  
  Role-based permissions
  
  SharePoint Groups
  
  Permission Levels
  
  Permissions
  
  Site
  
  List
  
  Library
  
  Sharing a site
  
  Access Requests
- What’s new in SharePoint 2013 and 2016
  
  Share
  
  Social features
  
  Community site
  
  OneNote integration
  
  Organize
  
  Document libraries
  
  Sites page
  
  Tasks
  
  Lists
  
  Project site
  
  Discover
  
  Search
  
  Business intelligence
  
  Build
  
  Web content authoring
  
  Cross-site publishing
  
  Site customization
  
  Workflows
  
  External data access
  
  Apps for SharePoint
  
  Manage
  
  Security
  
  eDiscovery and case management
  
  SharePoint 2016
  
  Improved user experience
  
  New SharePoint home page in Office 365
  
  Modern team sites
  
  Mobile experiences
  
  People-centric file storage and collaboration
  
  Cloud-inspired infrastructure
  
  Improve performance, reliability, manageability and scale
  
  Hybrid cloud
  
  Support and monitoring tools
  
  Compliance and reporting
  
  New data protection and monitoring tools
  
  Improved reporting and analytics
  
  Trusted platform

Module 4: SharePoint navigation

Exercise: SharePoint navigation
Site components
- App Launcher waffle grid (SharePoint Online)
- Global Navigation Bar (SharePoint on Prem.)
  
  Newsfeed
  
  OneDrive
  
  Sites
- Site Action Menu
- Promoted Actions Links
  
  Share, Follow, Edit, Focus on Content
- Ribbon
- Top Link Navigation
- Quick Launch
- Ribbon Tabs
- Site Settings
- Site Contents
- Recycle Bin
- Site Content Area
- Search

Module 5: Working with SharePoint sites

Exercise: Creating SharePoint sites
Site templates
- Explore the OOTB site templates
- Creating custom site templates
Site settings and features
Creating sites

Module 6: SharePoint application

Exercise: Working with SharePoint Libraries
SharePoint lists
- Exercise: Working with SharePoint lists
  
  What are Lists?
  
  List Navigation
  
  Out-of-the-box list apps
  
  Creating a list
  
  List ribbon toolbars
  
  Working with list data
  
  Advanced list topics
  
  List settings
  
  List columns
  
  Creating Columns
  
  Modifying Columns
  
  List views
  
  Creating Views
  
  Modifying Views
  
  Keeping up with Changes & Creating Alerts
  
  Navigation and Data Entry
  
  Calendars and calendar overlays
  
  Project management with Tasks lists
  
  Custom lists for requirements questionnaires
  
  Promoted Links lists
  
  Creating alerts
- SharePoint libraries
  
  What are Libraries?
  
  Libraries vs. Lists with Attachments
  
  Library Navigation
  
  Out-of-the-box library apps
  
  Creating a library
  
  Library ribbon toolbars
- Working with Library documents
  
  Create new documents
  
  Upload documents
- Library settings
  
  Version control
  
  Content approval
- Library columns
  
  Creating columns
  
  Modifying columns
- Library views
  
  Creating views
  
  Modifying views
- Versioning
- Check in/out

Module 7: Content management capabilities

Exercise: Managing content in SharePoint
Enterprise content management
- Site columns
  
  Creating site columns
- Size content types
  
  List content types
  
  Library content types
  
  Document set content types
- Managed meta data
  
  Choice menu
  
  Lookup column
  
  Managed metadata column
- Reliability-centered maintenance (RCM)
  
  Record management
- Web content management (WCM)
  
  Publishing content
  
  Look and feel

Module 8: SharePoint search

Exercise: Working with SharePoint search
Search user interface
- Search Results
- Search preview hover panel
- Search result blocks
Relevance Improvements
Search crawl improvements

Module 9: SharePoint office integration

Exercise: SharePoint office integration
Microsoft Office
- Outlook
- Word
- Excel
- Project
- Visio
- Business Connectivity Services (BCS)

Module 10: Using forms and workflows to manage Business Process Automation

Managing forms in SharePoint
InfoPath forms
Exercise: Working with forms
- Current state of InfoPath
- Future of InfoPath
- Alternatives to InfoPath
- Creating a list form using InfoPath Form Designer
- Publishing an InfoPath form to a SharePoint list
- Publishing an InfoPath form to a SharePoint library
SharePoint designer
- What is SharePoint Designer
- SharePoint Designer Navigation
- Working with Designer
Workflows
- What are SharePoint Workflows?
- SharePoint workflow platform
- Workflow development tools
  
  Out-of-the-box workflows
  
  Web browser
  
  Custom Workflows
  
  SharePoint Designer
  
  Visio
  
  InfoPath
  
  Visual Studio
  
  Creating a workflow
  
  Manually started
  
  Automatically started
  
  Responding to workflow tasks
  
  Outlook
  
  Office document
  
  List/library
  
  Workflow task list
  
  Create a Feedback workflow
  
  Create an Approval workflow
  
  Respond to a workflow request
  
  Instructor demo creating a custom workflow in SharePoint Designer
- Managed code
  
  Apps
  
  Client Side Object Model (CSOM)
  
  Reusable Components

Module 11: SharePoint social collaboration

Collaboration tools
- Surveys for gathering information from multiple sources
- Discussion boards for documenting project decisions
- Blogs to share information within your company
- Wikis to gather and share ideas quickly in a project
- Community Sites to gather and share large volumes of information
My site in SharePoint on premise
- Newsfeed
- About Me
- Blog
- Tasks
- Recent
Delve for SharePoint Online and Office 365
- What is Delve?
- About Me
- People
- Boards