SharePoint Fest Chicago 2019

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Hi everyone! I’m busy preparing for the upcoming SharePoint Fest Chicago conference the week of December 9-13. I’m loving the SPFest conferences – they’re the perfect mix of great session content, conference amenities, and size. This will be my 3rd time at the Chicago conference… I always enjoy myself and I’m looking forward to meeting up with friends and making new ones!


If you haven’t already done so, register HERE! Please use my personal code Klein100 to get $100USD off the admission price!

If you’re lucky enough to be attending the workshop days in advance of the conference, check out the schedule for some great options!

Once the regular conference begins, I’ll be presenting on 3 topics I’m very familiar with… I hope you can join in on the discussion!

I’ll update the post with links to the slides after the event…

CM105: Take a Crawl, Walk, Run approach to implementing Office 365 Retention

Time: Wednesday from 4:20 to 5:30PM

Synopsis: This session will cover the new retention options in Office 365 including retention labels and retention policies. I’ll show you how to configure them and use-cases for both and discuss a “crawl, walk, run” approach for implementing them.

We’ll walk thru specific examples of how to do this and what each step means from an administrator, records manager and end-user perspective. Pragmatic discussion of current gaps will also be addressed.

Session is based on experience from real world examples.

OFF204: A Case Management and Retention Walk-thru in Office 365

Time: Thursday from 4:20 to 5:30PM

Synopsis: Managing a set of documents as a case is a common requirement across many organizations. Whether for projects, legal, financial, healthcare, insurance, education, or HR, there are requirements to organize and manage these documents while maintaining good record keeping practices.

I’ll demonstrate how to manage case and subject files using Office 365 and SharePoint Online. As an example, we’ll look at how to manage a legal case file in an organization. The session will include common requirements and options for using Office 365 features to organize documents and apply retention across many industry verticals and case file scenarios (customer file, project file, student file, etc).

Bring your questions and we’ll have time at the end to discuss it as a group!

CM304: Planning the Migration of your Shared Network drives to a Modern SharePoint Architecture

Time: Friday from 2:20 to 3:30PM

Synopsis: Whether an organization has been using SharePoint for a while or just starting down that road, many still have large shared network drives and legacy SharePoint environments holding content that could rightfully belong in a new, modern SharePoint architecture. Migrating this content is a challenging task and one that many of us are being asked to do.

Come to this session and we’ll talk about reasons why migrating this content is a good thing, a framework for making it happen, common pitfalls (and ways to avoid them), and how to help end-users make the all-important shift from “classic legacy” locations to “new and modern” in SharePoint. As it turns out, not quite as easy as you would think.

You’ll walk away from this session with my do’s and don’ts to keep you on the right path!

Hope to see you there!


Credit:Image by Rick Lobes from Pixabay

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