Optimising Managed Metadata in SharePoint

TRAINING COURSE
Learn skills to effectively manage and enhance metadata for improved content organisation, searchability, and governance.
 
Master best practices for creating and managing the SharePoint
Term Store, configuring the SharePoint Search experience,
and enhancing findability and compliance.
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Overview

“Taxonomies serve as the primary way users navigate and interact with information systems. The way we structure and apply taxonomies within the SharePoint Term Store directly impacts the effectiveness and usability of our information architecture.”

This course explores SharePoint information architecture options and demonstrates how to optimise managed metadata to enhance the user experience.

What You'll Gain

Led by industry experts, this training will help you:

  • Gain a deep understanding of information architecture models in SharePoint.
  • Implement best practices for structuring content and managing metadata.
  • Configure the SharePoint Taxonomy Term Store and Managed Metadata Service.
  • Enhance the SharePoint Search Experience for improved findability.

What the Course Covers

  • Exploring information architecture options in SharePoint
  • Configuring the SharePoint Taxonomy Term Store and integrating it with the Managed Metadata Service
  • Optimising the SharePoint search experience with search refiners
  • Aligning metadata across SharePoint and Microsoft Teams
  • Leveraging managed metadata for global navigation
  • Automating metadata generation with autoclassification
  • Simplifying Term Store management with a.k.a. software
  • Evaluating precision and coverage in metadata application
  • Utilising software tools to enable autoclassification

Who is this course designed for?

  • Information Managers & Architects
    Professionals responsible for structuring and managing information within SharePoint.
  • Records & Compliance Officers
    Those ensuring metadata and taxonomy align with governance and compliance requirements.
  • SharePoint Administrators & Developers
    Individuals configuring, managing, and optimising SharePoint’s taxonomy and metadata services.
  • Content Managers & Librarians
    Professionals organising and maintaining structured content for better findability and usability.
  • IT & Digital Workplace Teams
    Teams managing enterprise content, search functionality, and integration between SharePoint and Microsoft Teams.
  • Business Analysts & Knowledge Managers
    Those working on information workflows, improving search, and enhancing user experience through metadata.

Flexible Delivery Modes

Face to Face

In person training either inhouse or online via Zoom or MS Teams.

Allows for real-time questions, answers, and discussions, making it easier to clarify concepts, and dive deeper into topics as needed.

It offers a versatile approach to training, characterised by significant interaction and the effective demonstration of practical skills.

E-Learning

Provides opportunities for personalised learning experiences through adaptive learning paths.

Allows learners to access courses from anywhere, at any time, fitting learning around their schedules.

Offers a flexible, accessible, and cost-effective approach to education and training, suitable for individuals and organisations alike.

Mentoring and Coaching

Personalised guidance tailored to the individual’s needs, goals, and learning style.

Designed to foster individual growth, skill development, and professional advancement.