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SharePoint for Business Analysis

3 Days Classroom Session   |  
3 Days Live Online
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Professional Credits


ASPE is an IIBA Endorsed Education Provider of business analysis training. Select Project Delivery courses offer IIBA continuing development units (CDU) in accordance with IIBA standards.


Select courses offer Leadership (PDU-L), Strategic (PDU-S) and Technical PMI professional development units that vary according to certification. Technical PDUs are available in the following types: ACP, PBA, PfMP, PMP/PgMP, RMP, and SP.

This course offers:
    21.00 PMP/PgMP Technical PDUs
    5.00 PMI-PBA Technical PDUs
    1.00 PMI-RMP Technical PDUs
    1.00 PMI-SP Technical PDUs


Business Analysts provide an essential function by assessing and analyzing the business environment, defining the scope of business problems, capturing project requirements, designing high-value solution approaches, and ensuring that the defined scope meets the customer's needs, goals, objectives and expectations.

This three-day course provides participants with hands-on experience for a fundamental understanding of SharePoint and how SharePoint fits into a systematic approach for meeting business goals. You will learn how to use SharePoint for documenting the business environment, documenting business objectives and modeling current and desired business processes; create analysis tools for elicitation and sustain stakeholder engagement with SharePoint skills and techniques throughout the project lifecycle; present this information through SharePoint to colleagues, sponsors and business customers.

Realistic, hands-on practice exercises combined with instructor-led demonstrations, informative lectures and class discussion provides you with the skills and confidence to improve project outcomes through better project scope and business requirements definition with SharePoint.

Need help with your SharePoint problems? Talk with one of our SharePoint Experts today!

Define the role of the SharePoint Business Analyst
Identify the requirements to develop a SharePoint solution
Incorporate SharePoint into your environment and improve your business processes
Use SharePoint to document and communicate the scope of your projects
Use SharePoint to capture and verify business requirements and elicitation
Organize and categorize project requirements
Use SharePoint to communicate between business stakeholders and technology solution providers
Utilize SharePoint social collaboration can be used to keep stakeholders engaged throughout the requirements management lifecycle
Create common business solutions for forms and workflows in the business process
Build SharePoint skills and confidence through hands-on practice
Upcoming Dates and Locations
All Live Online times are listed in Eastern Time Guaranteed To Run
Request a quote for private onsite training Request
Oct 14, 2020 – Oct 16, 2020    10:30am – 5:30pm Live Online Register
Nov 9, 2020 – Nov 11, 2020    9:30am – 5:30pm Live Online Register
Dec 14, 2020 – Dec 16, 2020    10:30am – 5:30pm Live Online Register
Jan 6, 2021 – Jan 8, 2021    8:30am – 4:30pm Live Online Register
Feb 24, 2021 – Feb 26, 2021    10:30am – 5:30pm Live Online Register
Mar 22, 2021 – Mar 24, 2021    9:30am – 5:30pm Live Online Register
Apr 20, 2021 – Apr 22, 2021    11:30am – 7:30pm Live Online Register
May 4, 2021 – May 6, 2021    8:30am – 4:30pm Live Online Register
Jun 14, 2021 – Jun 16, 2021    10:30am – 5:30pm Live Online Register
Jul 7, 2021 – Jul 9, 2021    9:30am – 5:30pm Live Online Register
Aug 9, 2021 – Aug 11, 2021    11:30am – 7:30pm Live Online Register
Sep 20, 2021 – Sep 22, 2021    8:30am – 4:30pm Live Online Register
Oct 12, 2021 – Oct 14, 2021    10:30am – 5:30pm Live Online Register
Nov 16, 2021 – Nov 18, 2021    9:30am – 5:30pm Live Online Register
Dec 6, 2021 – Dec 8, 2021    11:30am – 7:30pm Live Online Register
Course Outline

Part 1: What is the role of the SharePoint Business Analyst?

How do SharePoint Business Analysts fit into a successful SharePoint strategy?

  1. Understand what the business does, and how it operates
  2. Examine existing business processes
    • Expense report example
  3. Identify gaps in processes, opportunities for improvements and automation
  4. Capture requirements, create mockups
  5. Generate technical requirements, proof of concept solutions
  6. Help implement the new processes, features and tools
  7. Document improvements, measure, repeat the process

Part 2: Identify the Requirements

  1. Basic requirements to identify before starting to design and develop a solution
    • Users and stakeholders – Stakeholder analysis
    • Data and documents - eliciting, storing, updating, accessing, analyzing, reporting, and managing data and documents
    • Content types - specific types of documents that have a standardized format or purpose
    • User interface requirements - Web page design to customize the site so that it meets your needs
    • Data presentation formats - grids, forms, reports, dashboards, scorecards, charts, and diagrams to visual data
    • Mobile experience - mobile features built into SharePoint
    • Software requirements - SharePoint offers a number of different product editions each of which provides a greater subset of features, so its important to understand which product you need, so you have the features you require to create your solution
    • Technical requirements
      • Security and user access with permissions
      • Features and Services to activate
      • Special performance and capacity planning
      • Data connection files, libraries, and trustworthiness
      • Central Administration settings and configurations
      • Authorization, authentication, and user identity management
    • Business and functional requests – functionality necessary to meet the demands of the business
    • Meetings, agendas, minutes, etc. similar to PM

Part 3: Introduction to SharePoint

This section is an introduction to SharePoint. This includes a comparison of SharePoint and OneDrive. This section also covers SharePoint architecture and access control for permissions and security. Finally, this section discusses the new features in SharePoint.

Exercise: Instructor-led demo comparing SharePoint site with OneDrive. Instructor will also demonstrate the basic architecture in a SharePoint site collection.

Exercise: SharePoint access control. In this exercise, students will learn how to use SharePoint security to control user access.

  1. What is SharePoint?
    • Overview of SharePoint
    • History of SharePoint
    • SharePoint on prem. vs. SharePoint Online
  2. OneDrive
    • What is OneDrive
    • OneDrive vs. SharePoint Team Sites
  3. SharePoint Architecture
    • Web Application
      • What are Web Applications?
    • Site Collections
      • What are collections?
      • Top Level site
    • Sites
      • What are SharePoint sites?
    • Sites Components
      • Subsites
      • Lists
      • Libraries
      • Pages
      • Navigation
      • Look and feel
  4. SharePoint Access Control
    • Permissions and Security
    • Role-based permissions
    • SharePoint Groups
    • Permission Levels
    • Permissions
      • Site
      • List
      • Library
    • Sharing a site
    • Access Requests
  5. What's new in SharePoint 2013 & 2016
    • SharePoint 2013
      1. Share
        • Social Features
        • Community Site
        • OneNote Integration
      2. Organize
        • Document Libraries
        • Sites Page
        • Tasks
        • Lists
        • Project Site
      3. Discover
        • Search
        • Business Intelligence
      4. Build
        • Web content authoring
        • Cross-site publishing
        • Site customization
        • Workflows
        • External data access
        • Apps for SharePoint
      5. Manage
        • Security
        • eDiscovery and case management
  6. SharePoint 2016
      1. Improved user experience
        • New SharePoint home page in Office 365
        • Modern team sites
        • Mobile experiences
        • People-centric file storage and collaboration
      2. Cloud-inspired infrastructure
        • Improve performance, reliability, manageability and scale
        • Hybrid cloud
        • Support and monitroing tools
      3. Compliance and reporting
        • New data protection and monitoring tools
        • Improved reporting and analytics
        • Trusted platform

Part 4: SharePoint Navigation

This section covers navigation in SharePoint on premise vs. SharePoint Online.

Exercise: SharePoint Navigation. In this exercise students will learn navigation in a SharePoint site collection.

  1. Site Components
    • App Launcher waffle grid (SharePoint Online)
    • Global Navigation Bar (SharePoint On Prem.)
      • Newsfeed
      • OneDrive
      • Sites
    • Site Action Menu
    • Promoted Actions Links
      • Share, Follow, Edit, Focus on Content
    • Ribbon
    • Top Link Navigation
    • Quick Launch
    • Ribbon Tabs
    • Site Settings
    • Site Contents
    • Recycle Bin
    • Site Content Area
    • Search

Part 5: Working with SharePoint Sites

This section covers site templates used for collaboration and document management.

Exercise: Creating SharePoint sites. In this exercise students will learn how to create and manage SharePoint sites, including applying permissions for user access control.

  1. Site Templates
    • Explore the OOTB site templates
    • Creating custom site tempaltes
  2. Site Settings and Features
  3. Creating Sites

Exercise: Creating SharePoint sites. In this exercise students will learn how to create and manage SharePoint sites, including applying permissions for user access control.

Part 6: SharePoint Application

This section is for understanding SharePoint's capabilities and customizing SharePoint Out-of-the-Box. This will cover list and library basics.

This section covers document management features in SharePoint with an emphasis on search, naming conventions, organizing files, document lifecycle with a phase driven approach, and strategy analysis for the current state to model org., visual model.

Exercise: Working with SharePoint Libraries. In this exercise students will create and work with SharePoint document libraries. This exercise will review the basic features of uploading documents, checking documents in and out, version history and document lifecycle and working with the ribbon and toolbar.

  1. SharePoint Lists

    Exercise: Working with SharePoint Lists. In this exercise students will create and work with SharePoint lists

    • What are Lists?
    • List Navigation
    • Out-of-the-box list apps
    • Creating a list
    • List ribbon toolbars
    • Working with list data
    • Advanced list topics
    • List settings
    • List columns
      • Creating Columns
      • Modifying Columns
    • List views
      • Creating Views
      • Modifying Views
    • Keeping up with Changes & Creating Alerts
    • Navigation and Data Entry
    • Calendars and calendar overlays
    • Project management with Tasks lists
    • Custom lists for requirements questionnaires
    • Promoted Links lists
    • Creating alerts
  2. SharePoint Libraries
    • What are Libraries?
    • Libraries vs. Lists with Attachments
    • Library Navigation
    • Out-of-the-box library apps
    • Creating a library
    • Library ribbon toolbars
  3. Working with library documents
    • Create new documents
    • Upload documents
  4. Library settings
    • Version Control
    • Content Approval
  5. Library Columns
    • Creating Columns
    • Modifying Columns
  6. Library Views
    • Creating Views
    • Modifying Views
  7. Versioning
  8. Check In/Out

Part 7: Content Management Capabilities

This section covers the features available for advanced management of content to organize and manage content throughout the content life cycle, from creation to archive. SharePoint combines data, documents, and business process in a useful, productive way.

Tools to organize and manage content throughout the content life cycle, from creation to archive.

Exercise: Managing content in SharePoint. In this exercise students will work with Site Columns and Site Content Types in SharePoint. Creating Site Content Types, will showcase how to create and apply Vision and Scope Documents in document libraries, and Documents Sets to manage Business Requirements Documents. Content Types help make it easy to provide consistency to content across a site.

Store and protect business records in their final state.

Create and publish web content that enables branding and navigation and for publishing content to intranet, extranet, and Internet sites.

  1. Enterprise Content Management (ECM)
    • Site Columns - to establish consistent settings in the content lifecycle
      • Creating Site Columns
    • Size Content Types - organize, manage, and handle content in a consistent way across your sites.
      • List Content Types
      • Library Content Types
      • Document Set Content Type
    • Managed Metadata - add consistency to content by using enterprise keywords, term sets and managed terms.
      • Choice menu
      • Lookup column
      • Managed Metadata column
  2. Reliability-centered maintenance (RCM)
    • Record management
  3. Web content management (WCM)
    • Publishing content
    • Look and feel

Part 8: SharePoint Search

SharePoint not only provides a way to store and share your documents, lists, and other data, but offers a powerful search ability. Search in SharePoint enables users to find relevant information more quickly and easily than ever before and makes it easy for Search administrators to customize the search experience.

Exercise: Working with SharePoint Search

  1. Search User Interface
    • Search Results
    • Search preview hover panel
    • Search result blocks
  2. Relevance Improvements
  3. Search crawl improvements

Part 9: SharePoint Office Integration

In this section students will explore how SharePoint connects and syncs with Microsoft Office. Students will also learn how SharePoint Online fully integrates with Office 365.

Exercise: SharePoint Office Integration. This lab will demonstrate Outlook and Excel integration.

  1. Microsoft Office
    • Outlook
    • Word
    • Excel
    • Project
    • Visio
    • Business Connectivity Services (BCS)

Part 10: Using forms and workflows to manage Business Process Automation

This section explores what SharePoint can do with "no-code" solutions such as SharePoint Designer, InfoPath, and workflows to automate business processes in the workplace. It also discusses when custom code is needed and when to use Visual Studio.

Managing forms in a central location, streamline business processes using templates, and fill out forms in a Web browser.

Modeling and automating business processes such as a simple document approval, or as complex as required by any structured business process.

  1. Managing Forms in SharePoint
  2. InfoPath forms

    Exercise: Working with Forms. Create common business solutions that use forms such as Software/System Requirements Specification, Supplementary Requirements Specification, and requirements elicitation.

    • Current state of InfoPath
    • Future of InfoPath
    • Alternatives to InfoPath
    • Creating a list form using InfoPath Form Designer
    • Publishing an InfoPath form to a SharePoint list
    • Publishing an InfoPath form to a SharePoint library
  3. SharePoint Designer
    • What is SharePoint Designer
    • SharePoint Designer Navigation
    • Working with Designer
  4. Workflows
    • What are SharePoint Workflows?
    • SharePoint workflow platform
    • Workflow development tools
      • Out-of-the-box workflows
        • Web browser
      • Custom Workflows
        • SharePoint Designer
        • Visio
        • InfoPath
        • Visual Studio
    • Creating a workflow
      • Manually started
      • Automatically started
    • Responding to workflow tasks
      • Outlook
      • Office Document
      • List/Library
      • Workflow Task list
    • Create a Feedback workflow
    • Create an Approval workflow
    • Respond to a workflow request
    • Instructor demo creating a custom workflow in SharePoint Designer
  5. Managed Code
    • Apps
    • Client Side Object Model (CSOM)
    • Reusable Components

Part 11: SharePoint Social Collaboration

This section covers social collaboration features in SharePoint. This includes a comparison of social features available in SharePoint on premise and SharePoint Online.

The social and collaboration features in SharePoint make it easy for users to find and connect with the people and content that matter to them and to share information and ideas. Surveys, discussion boards, blogs, and wikis enable users to easily capture and share the knowledge and expertise that is needed to do their work. My Sites, team sites, and Community Sites can help users keep current with people and content through real-time microblog messages and status updates. Users can also track their tasks and access the documents and sites they are following.

Using Office Delve in Office 365 displays content that's relevant to the user, based on what you're working on, who you're working with; always maintaining established permissions. With Delve, you don't have to change anything about the way you work. Delve is automatically populated with activities you already do every day, such as which documents you share, which people you meet with, and which documents you read.

  • Collaboration Tools
    • Surveys for gathering information from multiple sources
    • Discussion boards for documenting project decisions
    • Blogs to share information within your company
    • Wikis to gather and share ideas quickly in a project
    • Community Sites to gather and share large volumes of information
  • My Site in SharePoint on premise
    • Newsfeed
    • About Me
    • Blog
    • Tasks
    • Recent
  • Delve for SharePoint Online and Office 365
    • What is Delve?
    • About Me
    • People
    • Boards
Who should attend

This SharePoint for Business Analysis course is vital for anyone working in business analysis or a project environment using Microsoft SharePoint, including:

  • Business Analyst s
  • Systems Analysts
  • Project Managers
  • Project Directors/PMO Directors
  • Team Leads
  • Business customers, users or partners
  • Systems Architects or Designers
  • IT Managers/Directors
  • Product Managers
  • Systems or Application Developers
  • Data Analysts
  • QA Professionals
  • Systems Testers
  • Marketing Managers and Specialists
  • Operations Managers

Attendees should have at minimum basic SharePoint User knowledge. Recommended prerequisite course is SharePoint for End Users. SharePoint for Site Owners and Power Users is also recommended, but not required.

Addtionally, although it is not mandatory, students who have completed the self-paced Introduction to SharePoint for End Users eLearning course have found it very helpful when completing this course.