Microsoft SharePoint Training for Site Administrators

Once a site owner becomes a good SharePoint Stweard, the next step is to become a Site Administrator.  These are the Power User, the Super Users, the Uber Users of SharePoint, you can spend a couple of years learning all this by trial and error or you can get the right training to get up and running with best practices of SharePoint Administration.

This course is the final part of our Microsoft SharePoint 2016 courseware and looks at the many features that can help SharePoint 2016 administrators streamline, automate, and facilitate site management tasks. It will familiarize students with creating and configuring site collections; configuring top-level sites; configuring site collection metadata; setting up archiving and compliance policies; using workflows; and configuring search options.

 Creating and Configuring Site Collections

This first lesson covers how to create a site collection, set quotas, configure audit options, and how to back up a site collection.

Configuring Top-Level Sites

Here, students are shown how to manage features and apps, how to add an RSS feed to a site, and how to create and configure document sets.

Configuring Site Collection Metadata

This lesson looks at creating content types and adding columns to content types.

Archiving and Compliance

Students are taught in this lesson how to configure site policies, configure in-place records management, configure information management policies, and configure and use the Content Organizer.

Creating Workflows

Workflows get a discussion here with the topics covering what workflows are, about the components of a workflow and how to plan and develop a SharePoint workflow.

Implementing and Configuring Search

Search no more, this course is at an end and covered in this final lesson is: how to configure search options and how to configure search alerts.

I have over 15 years of SharePoint expierence helping companies get the most value from their SharePoint Investment.   I can give your company the SharePoint Edge. Call me today.


SharePoint Online Training for Site Owners

Many times a Site User will become a Site Owner.  With more sharepoint power come more sharepoint responsibility.  I have put together a training package that will get site users redy to be site owners in no time.

Microsoft SharePoint 2016 courseware is a collaboration platform that allows multiple users to share documents, exchange ideas, and work together. This course will help experienced SharePoint users learn how to create and manage sites. It will look at changes that have been made to the user interface, show users how to create new sites, libraries, lists, as well as change site settings and manage site options. Continue reading “SharePoint Online Training for Site Owners”

Nintex IS the best for Business Process Automation


I have worked with many customers throughout my career with Nintex to help customers who wanted to get rid of the tiresome, inefficient, manual paper process. What’s worse than relying on the exchange of physical paperwork to conduct business operations? Through Nintex’s leading-edge workflow management software and my knowledge in business process automation , I help companies automate Nintex workflows and content, driving long term productivity and efficiency.

The physical paper exchange process they had in place was outdated, not to mention monotonous, and taking up way too much of the employee’s’ time.

Wondering how your organization could benefit from business process automation? give me a call  at 512-771-9327.

Business process automation (BPA) is a game changer for any organization. First and foremost, it’s a time saver, not only for your employees but for clients or outside vendors involved in the process. Second, think about the consistency of your automated processes once they’re defined, designed and set up to your organization’s needs. All the participants and recipients of the end product now know what to expect, since each automation produces a consistent, reliable result. BPA eliminates room for error, while increasing transparency and accessibility to information captured during the process . We’re only human after all and mistakes do happen. Especially when multi-tasking and heavy workloads are present. When business process automation is implemented, the  processes you have in place become reliable and run smoothly, no matter who is managing or involved in the process. Third, you can track, monitor and report data from automated processes through workflow analytics. Analytics help  you make better business decisions. Finally, it all boils down to cost savings. The reduction in resources required to do a manual task, lowers  the associated cost. Business process automation allows you to do more with less.


Show an Image Based on ListBox Selection in InfoPath

I know, I know, Infopath is not the prefered choice for Form development, but it is still a powerful tool.  Especially for SharePoint admins that are restricted on what they can use to modify forms in thier enviroment.

I worked with a Hostpical SharePoint Admin today to solve one last problem before rolling this form out for general use.  He wanted to show an image based on a selection in a list box.  After some research I was able to build that part of the form and the image pops right up based on the selection.  Here is how we did it.   Continue reading “Show an Image Based on ListBox Selection in InfoPath”

Thinking about the cloud with a “cloud first” service provider

Why does the Modern MSP think ‘cloud first’ for its customers?

The cloud is here to stay. It provides enormous benefits customers, especially the SMBs, that have never been realized in the technology world.

But, what is the cloud? Quite simply, cloud computing means that premises-based IT systems, applications and databases are hosted in one or more state-of-the-art datacenters managed by a cloud services provider. Examples include Microsoft Office 365 for email and collaboration, Microsoft Azure for Infrastructure-as-a-Service (IaaS) or Microsoft Dynamics for Software-as-a-Service (SaaS). Continue reading “Thinking about the cloud with a “cloud first” service provider”

Migration RAID – Perfect tool for SharePoint Migration Management

When perfiorming a migration of any size, I need to bring all my tools to ensure that I have a successful outcome. A tool that I cannot live without and Microsoft has made even easier to implement is the R.A.I.D. list.

15 years ago, I had a notebook where coded each entry with the corresponding letter. Each status meeting was spent flipping back and forth to find the item so an update could be given. Imagine 5 people on the phone doing the same thing. Nothing got done.

Over the years, tools were introduced to manage a Raid list better, but before I get to the best tool yet, Let’s Review what R.A.I.D. stands for:

  • Risks represent those things that could go wrong, either in the execution of the project (project risks) or in the underlying business being changed or created (business risks). For each risk I normally estimate the probability and impact of it happening, and also any actions the team are taking to mitigate against it. I also normally assign an owner, who is responsible for monitoring and mitigating against the risks, and set a future review date on which it will next be assessed.
  • Actions represent all the things that need to be done. These are typically actions that arise during project meetings and don’t necessarily include all of the actions already on the project plan. Each action should have an owner, a due date, and eventually a date on which the action was completed. Each project meeting should review actions, to mark off those completed and review progress against those not yet completed.
  • Issues are known problems within the project or the business being changed or created. Many people think of issues are risks which have already happened. Issues are typically notified up the management chain, for example to a project steering committee or business executive team. For each issue, you should identify what you intend to do about it, who should do this, and when it should next be reviewed. Issues should be marked as resolved once the problem is sorted out or the project moves past or around the obstacle.
  • Decisions are simply a list of decisions made in a project. They are simply listed as a record of decisions made. You can also record when the decision was made, and by whom it was made.

Here is the best Tool that I have found in the Microsoft Environment to implement a RAID list. I use Microsoft Planner, where I can code, review, and assign each item to a team so that the project can move forward faster.


Prior to this tool coming out, Excel Online or Access was used to track. This tool is integrated with Outlook and you can view items on your phone. Great for a distributed team.

To power through a project and make sure nothing gets missed, use this tool. I do and my projects are coming in much quicker.

View this video for more info:

Brad R. Holt is a IT Consultant with over 15 years of Project Management and Implementation expiernece. He focuses on SharePoint and Office 365 Migrations. Follow Brad on Twitter @bradholt_IT

How the Modern MSP delivers business outcomes

Last week we discussed the push for providers like us to focus on delivering business outcomes for customers like you. “Business outcomes” is a relatively new term in the traditional IT world, especially among providers that have focused on delivering technology in general.

Today, delivering tech isn’t enough; businesses have increased needs beyond uptime, availability, and performance. Delivering business outcomes is the new mantra for the Modern MSP. How do we develop and deliver IT that drives better business outcomes? Continue reading “How the Modern MSP delivers business outcomes”

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