Best Practice Deployment from Out-of-the-Box to Production
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Our Full Start Deployment Service is included with SP Workplace Products and goes beyond the Quick Start setup. This service guides your team through a complete rollout of your SP Marketplace Application.

Whether you’re new to SharePoint business applications or already familiar with it, this service is designed to help. With a proven project plan, our experts lead your team in setting up your organization’s design, content, document libraries, processes, and security for the intranet and departments.​​

Using a combination of online video training, worksheets, and live training sessions your team will be taken step by step through the process of setup/configuration, training users, and rolling out your SP Workplace Product.

​See details for individual solutions below.

Full Start Service Process 

Employee Hub Full Start

Session's total ~10 hours over 4-5 week

The Service includes:

1. Basic SharePoint Admin Training & Best Practices Training - Intranet Portal Structure, Intranet Home Page Design, Content Overview, Organizing Docs
2. Basic Portal Structure - Design basic department, group, division portal structure
3. Workshop 1: Introduction - Setup and Configuration of your Intranet Home Page - Look and feel, content, and navigation
4. Workshop 2: Content and Content Management Training - News, announcements, events, etc.
5. Workshop 3: Setting up Employee Self-Service - Doc Central, Process Central, Help Central
6. Workshop 4: Setup and Configuration of a Department Portal - Staff Portal, Employee Portal, integrate across structure
7. Workshop 5: Q&A Session - Review training topics and answer related product questions
8. Guidance: How to roll-out the Intranet to your organization

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SP CRM Full Start

Session's total ~10 hours over 4-5 week

The Service includes:

1. Basic SharePoint Admin Training - Working with lists, documents, pages
2. Product Setup and Configuration - Security, reference lists, drop downs, etc.
3. Training: Product Design / How it Works - Design basic department, group, division portal structure
4. Training: Marketing Staff, Sales Staff, Sales Reporting
5. Workshop 1: Marketing Functions - Campaigns/Programs, Docs, Events, Tasks, Lead capture
6. Workshop 2: Sales Cycle Functions - Leads, Opportunities, Accounts, Contacts, Docs etc.
7. Workshop 3: Sales Management - Pipeline Reporting, Forecasts, Dashboard
8. Workshop 4: Role-based Workspaces - Marketing, MySales, Sales Management, Account Management
9. Workshop 5: Q&A Session - Review training topics and answer related product questions
10. Guidance: How to roll-out the solution to your organization​ ​

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SP IT, Facilities, Safety Full Start

Session's total ~10 hours over 4-5 week

The Service includes:

1. Basic SharePoint Admin Training
2. Product Design / How it Works - Design basic department, group, division portal structure.
3. Product Setup and Configuration
4. Staff Portal, Employee Portal Walk thru
5. Workshop 1: Core functions Training - Service Request, Help Desk, Work Orders, etc. depending on product.
6. Workshop 2: Portal Content Management - News, announcements, events, etc.
7. Workshop 3: Staff Collaboration Features - Task tracking, document management, communication
8. Workshop 4: Reporting and Dashboard - Staff Portal, Employee Portal, integrate across structure
9. Workshop 5: Q&A Session - Review training topics and answer related product questions
10. Guidance: How to roll-out the solution to your organization

​SP Policy Manager & Contract Tracker Full Start

Session's total ~8 hours over 4 week

The Service includes:

1. Basic SharePoint Admin Training - Working with lists, documents, pages
2. Product Setup and Configuration - Security, reference lists, drop downs, etc.
3. Training: Staff Portal, Employee Portal Walkthrough including Content Management, News, Events, etc.
4. Workshop 1: Policy/Contract Management Setup - Create policy/contract groups, policy/contract library, and upload policies/contracts.
5. Workshop 2: Employee Management Setup- Employee Records, list views, adding to policy/contract groups.
6. Workshop 3: Review Workshop 1 & 2, Q&A - Review of previous sessions to answer questions, make updates.
7. Workshop 4: Policy Approval Process - Walk through policy approval process using actual policy.
8. Workshop 5: Policy Acknowledgement Process (SP Policy Manager only) - Walkthrough policy acknowledgement process using actual policies, policy groups and employees.
9. Workshop 6:End User Training  -Train end-users as needed (if requested)​
10. Workshop 7:Q&A Session - Review training topics, make changes/updates, and answer related product questions. 
11. Guidance: How to roll-out the solution to your organization​ ​(if requested)

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