Washington, D.C.

Content Management Track

Tuesday, June 13th 2023, 9:00 am

  • Mark Rackley

    Microsoft MVP
  • Susan Hanley

    Microsoft MVP & MBA

Best Practices for using M365 to conquer your Corporate Communications challenges

Though it may have been challenging in the past, the latest innovations in SharePoint and Microsoft 365 have a great deal to offer for comms professionals planning a comprehensive and compelling corporate communications story. In this full day workshop, Susan Hanley and Mark Rackley will guide you through the process of architecting and implementing an effective Corporate Communications strategy using Microsoft 365 including: - Envisioning a Corp Comms strategy that effectively meets your needs - Determining the best site architecture to take advantage of user interests - Creating / Publishing / Boosting News Posts - Learning about notification options - Understanding how Viva Connections can take your Corp Comms to the next level of employee experience and engagement - Understanding how Yammer creates an effective mechanism for both informing and engaging your employees

Tuesday, June 13th 2023, 9:00 am

  • David Drever

    Microsoft MVP
  • Joanne Klein

    Microsoft MVP

Microsoft 365 Compliance: Implementing information governance, risk, and compliance management

Microsoft 365 gives enterprises and government organizations the tools they need in the modern workplace to identify their risky information and to govern their data effectively to meet regulatory compliance needs. These tools help protect sensitive data from accidental and malicious data loss, and they protect the organization from risk by ensuring we retain our data appropriately following regulatory controls such as GDPR, NIST, and CIS. Implementing these compliance solutions requires a clear understanding of the capabilities available in the Microsoft cloud and industry best practices for establishing a data governance framework. In this all-day workshop, David Drever and Joanne Klein will help you learn how to develop a framework for information governance for enterprises and government organizations, including planning a record retention schedule and implementing retention labels/policies. They’ll teach you how to leverage disposition reviews, implement event-based retention, and automatically apply retention labels to your data. They’ll discuss how utilizing Compliance Manager, and Insider Risk Management can further govern your environment. Finally, you will learn how to use eDiscovery to facilitate legal holds and “Freedom of Information and Privacy” (FOIP) requests. Join David and Joanne to discover how to implement data governance and compliance in Microsoft 365! Check out our workshop preview: https://youtu.be/0uFJnqQYP60

Tuesday, June 13th 2023, 9:00 am

  • Emily Mancini

    Microsoft MVP
  • Marc D Anderson

    Microsoft MVP

Jumpstart your intranet

An intranet can support your organization’s ability to communicate and collaborate effectively, make information easy to find, automate business processes, and help cut administrative costs... but where do you start? In this workshop, we will focus on the mechanics of building the basic structure of an intranet in modern SharePoint Online and surfacing it in Teams through Viva Connections. At the end of the workshop, you will have a simple intranet in your own developer tenant with common solutions like a Policy Center, global navigation, and personalized content experiences. In the developer tenant, we will: * Create a branded experience * Build an enterprise information architecture * Surface the right information, at the right time * Centralize information and create search-based experiences * Create learning and onboarding content * Implement better practices for writing for the web * Create a seamless connection between your SharePoint-based Intranet and Microsoft Teams * And demo some advanced topics Join us to gain a deeper understanding of the out of the box technical capabilities so you can focus on identifying your desired business outcomes, defining your overall content strategy and governance, and driving the adoption of your intranet at your organization. Check out our workshop preview: https://youtu.be/w20ottxujLs

Tuesday, June 13th 2023, 1:30 pm

  • Tamara Bredemus

    Learning Strategist Manager & Adoption Specialist at Planet Technologies

I’m a SharePoint Site Owner…Now What?

You missed a meeting and now you are in charge of your group’s SharePoint site or maybe you volunteered to get your hands dirty. Now that you are the site owner, you might not know where to start. We will work together to develop a game plan. In this workshop we will learn the following: 1. Figure out what type of SharePoint site you have. 2. Sifting through and managing permissions. 3. Navigation and custom pages. 4. Building a solution using out-of-the-box features. 5. Implement governance or create governance as needed. By the end of the workshop, you will have the skills needed to get started running your inherited site. Check out my workshop preview: https://youtu.be/wFOyTQ9VkCo

Tuesday, June 13th 2023, 1:30 pm

  • Daniel Glenn

    Microsoft MVP

Modernize Your Intranet in Less than 4 hours!

To fully utilize the new features in Microsoft 365, you need an intranet that employs the new modern tools. Most organizations do not have the budget for another intranet implementation that may take months or years, and ultimately not be up to date. So how do you implement the new modern features faster, while also having little downtime and gaining the best of what Microsoft has to offer? During this workshop, we will walk through how to take your current intranet to the modern version your users need. Using live demos and plans, you will learn: - Plan for and implement Viva Connections & Viva Engage - How to modernize your current classic sites - Hub site planning and management - How to make use of Microsoft 365 Groups for your existing sites - The tricks to using 'site swap' and how to get your new modern intranet at the root of your tenant - How to make the SharePoint Home site a seamless part of your intranet Come ready with your laptop to follow along!

Wednesday, June 14th 2023, 9:50 am

  • Stephanie Donahue

    Microsoft MVP & RD

Bringing Calm to the Chaos: Modern Content Management that works for everyone

Email, file shares, documents, legacy systems, metadata…..it can be overwhelming. Whether you are planning a brand new Office 365 implementation, migrating from another system, or supporting the Teams and SharePoint sites you already have, this presentation will help you get (and stay) organized. I will take you through some tips and tricks for organizing even the most challenging users in Office 365: - Learn about locations that users typically hoard and save their data - Learn methods to help difficult users adopt Teams and SharePoint - Sort through all the different tools to help everyone know "when to use what" - Review easy ways to plan your architecture (and free tools to help!) - Discuss training methods that will increase user engagement

Wednesday, June 14th 2023, 9:50 am

  • Sarah Haase

    Microsoft MVP

Getting started with Microsoft Syntex

This session introduces Microsoft Syntex and its artificial intelligence (AI) and machine learning capabilities. You’ll learn how to build document processing models that classify documents, apply retention labels, and extract key pieces of metadata. We will also explore how a strong information architecture optimizes your AI and machine learning results.

Wednesday, June 14th 2023, 11:30 am

  • Mike Maadarani

    Microsoft MVP

Get the most out of Microsoft Lists

Microsoft Lists is a real solution for any person or organization wishing to structure and improve their organization. You can use Microsoft Lists for simple tasks such as tracking tasks, projects, inventory, but also for more advanced use such as managing your business trips, your content calendar or your events coming. In this session we will show you how to customize lists to meet your needs and how we can elevate your lists to the next level.

Wednesday, June 14th 2023, 1:40 pm

  • Antoine Snow

    US Public Sector Solutions Leader at AvePoint
  • Jay Leask

    Microsoft MVP & PMP

Electronic Records and Me: Meeting M-19-21 in M365

M-19-21 in a nutshell: manage your permanent records electronically by 2019; create, manage, and maintain permanent federal records and related metadata by 2022; shut down your records storage facilities by 2022; maintain a program that complies with the Federal Records Act. But, in Microsoft 365, what IS a record? And where do I store them? How do I categorize them? Can I move them to another system? Do I still need my legacy records database? Can I export my records to NARA? During this session we'll review the latest guidance from NARA and discuss these important topics for modernizing your paper records processes using office 365 to support full information lifecycle management: - How can I automate tagging of records in M365? - Can I manage temporary and permanent records in M365? - How do I build a RIM workfow in M365 that supports my file plan AND decreases storage costs?

Wednesday, June 14th 2023, 1:40 pm

  • John Peluso

    Microsoft RD

Content Management in Microsoft Syntex: The Content is Here, Now What?

There is little doubt that the capabilities of Microsoft Syntex can revolutionize the way organizations leverage SharePoint as a modern, intelligent content platform. But with so much value in moving content-related automation into your Microsoft 365 strategy, how will you deal with the already-difficult task of managing, securing, and ensuring compliance of all of that new content you are now piping in as a result of your adoption of Microsoft Syntex? In this session, we’ll explore some of the less “exciting” but JUST AS IMPORTANT features of Syntex that can help you make sure you are optimizing your overall content management strategy for security, cost, and sustainability.

Wednesday, June 14th 2023, 3:30 pm

  • David Drever

    Microsoft MVP

You Have Sensitive Information. Now Let's Protect It.

Every organization has data considered sensitive to their business, employees, or even the industry they exist within. Data breaches happen too often and are increasing. As a result, protecting its data has become a priority for many organizations worldwide. Microsoft provides several tools for identifying sensitive information within the organization and protecting it from being provided to sources that should not have it. In this session, we'll cover features and processes such as Microsoft Information Protection (MIP), Data Loss Prevention (DLP), and more to help protect your organization's sensitive information from leaving your control and falling into those hands that should not have it.

Wednesday, June 14th 2023, 3:30 pm

  • Marc D Anderson

    Microsoft MVP

Does Information Architecture Matter Anymore?

With all the machine learning (ML) and artificial intelligence (AI) available in Microsoft 365 these days, do we still need to think about information architecture? Can automation fulfil the promise of reducing the load on information architects and developers? In this session, we’re review some of the better practices for constructing a powerful information architecture and why it still matters. We’ll look at real-world examples and talk about what automation can and can’t do for you. Technology is evolving quickly, so expect to see a few tidbits you don't expect, as well as healthy doses of reality.

Thursday, June 15th 2023, 9:00 am

  • Joanne Klein

    Microsoft MVP

An end-to-end look at Microsoft Syntex

Microsoft Syntex is a big step forward in providing the ability to intelligently identify content across your Microsoft 365 environment. Unstructured content is being produced at an exponential rate in our modern workplaces today and we need a way to manage it at scale by providing structure (content types and metadata) and governance (security and compliance controls) to it. Microsoft Syntex is that and so much more! To demonstrate this new capability, Joanne Klein will walk through a live demo of using a Microsoft Syntex AI document understanding model to intelligently identify Statements of Work across SharePoint libraries. The walkthrough will cover setup, training, deployment, and all the "extras" you get with a Syntex license. Microsoft Syntex. It’s almost magic.

Thursday, June 15th 2023, 9:00 am

  • Amarender Peddamalku

    Practice Lead at Perficient

Build external-facing websites using Power Pages

Using Power Pages we'll learn to quickly create powerful external-facing websites and customize them with pages, layout, and content. We'll also learn how to configure and allow users outside the organizations to sign in with a wide variety of identities, create and view data in Microsoft Dataverse, or even browse content anonymously. We'll dive into portals ALM (Application Lifecycle Management) using Microsoft Power Platform CLI tool to deploy/publish changes from Dev > QA > Production.

Thursday, June 15th 2023, 10:40 am

  • Tamara Bredemus

    Learning Strategist Manager & Adoption Specialist at Planet Technologies

Content Types: Easier Than the Theory of Relativity

Everyone talks about them, but what the heck are they and how can I use them? We will start with some demos of how to use custom content types, then on to what the heck are content types anyway and we will end with another demo to build content types in the browser. Key Takeaways: 1) What are content types? 2) Planning content types 3) Creating site columns 4) Creating content types 5) Using content types

Thursday, June 15th 2023, 1:20 pm

  • Antoine Snow

    US Public Sector Solutions Leader at AvePoint
  • Jay Leask

    Microsoft MVP & PMP

Secure Collaboration in M365 within a Zero Trust Lens

Microsoft 365 quickly brings together collaborators across your agency and your partners. That built-in collaboration, however, creates new concerns around tracking who has access across your environment. In the past years we've talked about Governance, but by not talking about security we are leaving a large hole in the security of our data. Organizations must monitor how users interact with data within a Zero Trust Architecture. When viewed individually, the core pillars of Zero Trust, such as network, data, and user, are easily manageable within M365: How is our service secured? How do we protect sensitive data? Which users do we authenticate in our system? However, this approach misses the intersection across Zero Trusts pillars in the collaboration spaces themselves. In this presentation, we will discuss the importance of including your Collaboration Workspaces (Teams, SharePoint Site Collections, and Groups) in your security plans and how to leverage native and 3rd party tools to best accomplish this.

Thursday, June 15th 2023, 1:20 pm

  • David Drever

    Microsoft MVP

Increasing Adoption in Microsoft 365 Information and Records Management

Businesses are ramping up the adoption of information and records management (IRM) within their organization. However, the problem many are facing is that IRM can require a lot of user interaction to be fully effective. These increased requirements on the user greatly affect the adoption of IRM processes. Microsoft 365 provides several powerful and robust features that can increase records management within the organization while decreasing the load on the end-user. This session will cover many topics such as auto-classification, retention inheritance, and trainable classifiers to assist organizations with their information and records management adoption.

Thursday, June 15th 2023, 2:40 pm

  • Drew Madelung

    Microsoft MVP
  • Vlad Catrinescu

    Microsoft MVP & MCT

Everything you need to know about external sharing in OneDrive, SharePoint & Teams

Sharing outside your organization is a necessity within the modern workplace. Being able to understand how external sharing is brought together across Microsoft 365 will help you plan, manage, support, and effectively drive adoption along with proper governance of SharePoint, OneDrive, and Microsoft Teams. In this session, you learn learn what you can do with external sharing from files to sites to Teams, how it works under the covers, and what management options are available to you. Getting content securely to the right people at the right time keeps a company moving.

Thursday, June 15th 2023, 4:30 pm

  • Stephanie Donahue

    Microsoft MVP & RD

Real world compliance and retention in SharePoint and Teams

You’ve probably attended a few sessions about compliance and retention policies in SharePoint over the years, but how do you make real use of it in your organization? How do you ensure that you have architected your environment to ensure data is securely stored for as long as required but not too long?! How do you ensure that your users understand and know where to store content so that it gets the correct policies applied? Go beyond the how to and learn from real world scenarios that enable organizations to not only set up the correct policies but help ensure users do their part to put data where it needs to go.

Friday, June 16th 2023, 10:20 am

  • Virgil Carroll

    Owner and President at High Monkey

Building your own 365 knowledge network

If anything has been learned from the last few years, its how valuable our collective organizational knowledge is and important it is to make sure everyone has access to it, no matter where or when you work. Microsoft introduced a knowledge management strategy many years ago, an though the different technologies are sprinkled across various 365 services, it is still giving organizations an opportunity to leverage these technologies together into a cohesive strategy. In this session, Virgil will walk you through the various knowledge management components inside Office 365, including Microsoft Search, SharePoint Syntex and Microsoft Viva (and others). He will help you see how your organization could leverage these opportunities and start you down the path to knowledge management success.

Friday, June 16th 2023, 10:20 am

  • Daniel Glenn

    Microsoft MVP
  • Joanne Klein

    Microsoft MVP

Microsoft Syntex and Viva Topics - A better together story

Microsoft Syntex is Content AI integrated into the flow of work, but what does that really mean? Join Microsoft MVPs Joanne and Daniel in this session where they'll unravel this statement and demonstrate how Syntex can bring structure to content and feed into Viva Topics to automatically organize it for you! Ultimately, this makes it easy for people to find the information and knowledge they're looking for right when they need it in the context of their work. Joanne and Daniel will demonstrate an end-to-end example of how a simple-to-build Syntex AI model, SharePoint taxonomy, curated Viva topics and AI-generated topic pages can come together in a secure and compliant manner to turn content into knowledge across the Microsoft 365 apps users use every day.

Friday, June 16th 2023, 12:30 pm

  • Brian Alderman

    Microsoft MCT, MCSA, MCSE & Master's in CIS

Data recovery options for SharePoint/OneDrive

SharePoint and OneDrive include several content recovery options for SharePoint/OneDrive administrators, site collection administrators, and end users. Educating your users, and site collection administrators will lighten the burden on your these admins. Using either a GUI or PowerShell you can backup and restore your entire farm or components of your SharePoint deployment. You can also perform more granular content backups by exporting site collections, site, libraries, and list. SharePoint Server also provides the option of recovering site collections, sites, list and libraries from content databases that are no longer part of the SharePoint farm. With a vast majority of your SharePoint Server content stored in SQL Server it is imperative that you have an efficient way to recover items or entire databases as quickly as possible. This discussion will introduce the Best Practices framework that will allow your SharePoint and OneDrive administrators to configure SharePoint as well as SQL Server for quick content recovery, minimizing the downtime and providing shorter yet achievable Service Level Agreements (SLA’s).

Friday, June 16th 2023, 12:30 pm

  • Daniel Glenn

    Microsoft MVP
  • Joanne Klein

    Microsoft MVP

Collaboration and Compliance in the Modern Workplace

Have you moved to Microsoft 365 for Exchange, SharePoint, OneDrive, Teams, and Yammer to reap the benefits of modern collaboration, but left wondering how to incorporate some of the compliance features you now have access to? Join Microsoft MVPs Joanne and Daniel in this session where they'll bring together two equally important yet seemingly incompatible aspects of the modern workplace: collaboration and compliance. Although serving both masters is challenging, this workshop will look at practical ways to "dress up" collaboration with compliance. With a he-said-she-said approach, Daniel will talk about the modern collaboration tools available in Microsoft 365 and Joanne will share what kinds of Microsoft Purview compliance controls could be applied to help them be more compliant.

Friday, June 16th 2023, 12:30 pm

  • Marc D Anderson

    Microsoft MVP

Building a Policy Center with PnP Modern Search

In a modern Intranet, we generally want to store content in the site where it should be managed. We think of this as distributed content management and it's similar to the way News works in modern SharePoint. This usually means each department or organizational unit can manage their content using a process which makes sense for them. At the same time, we may want to roll up that content in one central location for ease of access. A Policy Center is a great example of this approach and one we find ourselves building for many of our clients. In this session, you'll see how the following components add up to make a Policy Center: - Information architecture (IA) in the form of Site Columns and a Content Type to represent a Policy - A Site Template which only instantiates a Policy library in the site and applies the IA - A Policy library in each Intranet site, deployed using the Site Template, with Policies specific to that department - Changes to the search schema to support metadata filtering - A Policy Center page built using PnP Modern Search Web Parts to display the Policies from across the Intranet Additionally, we'll discuss various approaches to solve the content management puzzle - before the Policy is even visible on the Intranet.

X Close

Keep Up to Date on
365 EduCon DC