SharePoint Business Analyst Training

About Simplified Methods

Business Analysts provide an essential function by assessing and analyzing the business environment, defining the scope of business problems, capturing project requirements, designing high-value solution approaches, and ensuring that the defined scope meets the customer’s needs, goals, objectives and expectations.

This three-day course provides participants with hands-on experience for a fundamental understanding of SharePoint and how SharePoint fits into a systematic approach for meeting business goals. You will learn how to use SharePoint 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 life cycle; present this information through SharePoint to colleagues, sponsors and business customers.

Realistic, hands-on practice exercises combined with instructor-led demonstrations, informative lectures and class discussion provides you with the skills and confidence to improve project outcomes through better project scope and business requirements definition with SharePoint.

The following topics will be covered during this training:

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

Part 1: What is the role of the SharePoint Business Analyst?
In this section you will learn how SharePoint Business Analysts fit into a successful SharePoint strategy.

Part 2: Identify the Requirements
This section describes in detail how to capture requirements

Part 3: Introduction to SharePoint
This section is an introduction to SharePoint. This includes a comparison of SharePoint and OneDrive. This section also covers SharePoint architecture and access control for permissions and security. Finally, this section discusses the new features in SharePoint.

Part 4: SharePoint Navigation
This section covers navigation in SharePoint. In this exercise students will learn navigation in a SharePoint site collection.

Part 5: Working with SharePoint Sites
This section covers site templates used for collaboration and document management. Creating SharePoint sites. In this section students will learn how to create and manage SharePoint sites, including applying permissions for user access control.

Part 6: SharePoint Application
This section is for understanding SharePoint’s capabilities and customizing SharePoint Out-of-the-Box. This will cover list and library basics.

This section covers document management features in SharePoint with an emphasis on search, naming conventions, organizing files, document life cycle, uploading documents, checking documents in and out, version history, working with the ribbon and toolbar.

Part 7: Content Management Capabilities
This section covers the features available for advanced management of content to organize and manage content throughout the content life cycle, from creation to archive. SharePoint combines data, documents, and business process in a useful, productive way. Tools to organize and manage content throughout the content life cycle, from creation to archive.

Part 8: SharePoint Search
SharePoint not only provides a way to store and share your documents, lists, and other data, but offers a powerful search ability. Search in SharePoint enables users to find relevant information more quickly and easily than ever before and makes it easy for Search administrators to customize the search experience.

Part 9: SharePoint Office Integration
In this section students will explore how SharePoint connects and syncs with Microsoft Office. Students will also learn how SharePoint Online fully integrates with Office 365.

Part 10: Using forms and workflows to manage Business Process Automation
This section explores what SharePoint can do with “no-code” solutions such as SharePoint Designer, Info-path, and workflows to automate business processes in the workplace. It also discusses when custom code is needed and when to use Visual Studio. Managing forms in a central location, streamline business processes using templates, and fill out forms in a Web browser. Modeling and automating business processes such as a simple document approval, or as complex as required by any structured business process.

Part 10: SharePoint Social Collaboration
This section covers social collaboration features in SharePoint. The social and collaboration features in SharePoint make it easy for users to find and connect with the people and content that matter to them and to share information and ideas.

This SharePoint for Business Analysis course is vital for anyone working in business analysis or a project environment using Microsoft SharePoint, including:

Business Analysts
Systems Analysts
Project Managers
Project Directors/PMO Directors
Team Leads
Business customers, users or partners
Systems Architects or Designers
IT Managers/Directors
Product Managers
Systems or Application Developers
Data Analysts
QA Professionals
Systems Testers
Marketing Managers and Specialists
Operations Managers

No prior knowledge of SharePoint is required.

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