7 steps to modernize your records management for the digital age

Below are my recommendations for simplifying and automating records management in Office 365 and beyond. Establish a corporate compliance team – don’t rely on the business to define how records should be managed in their business with regulations like the GDPR. A global enterprise will need to comply with several thousands of legal requirments for […]

Microsoft Information Protection Best Practices

Most companies have now started to realize that they need to improve how important and sensitive information is protected in Microsoft 365 and beyond. This could be sensitive market information, commercial information, information about customers and staff, and other information that should not leave the organization. Why information protection: 34% of data breaches involved internal […]

Best practices for Microsoft Records Management

Below are some of our resources addressing best practices for Microsoft Records Management. Establishing the business case Automation options Modernizing records management policies In-place vs centralised records management Big bucket retention categories Automate records management Metadata Taxonomies Lifecycle models Records declaration options Event-based retention Records revisions Adaptive policies Disposition reviews Multi-stage disposition reviews Access management […]

Webinar: Establish an information protection and privacy strategy for M365 and beyond

Automate how you discover, classify, and proactively protect sensitive information Tuesday January 18th, 2022 at 9am PT / 12pm ET / 18:00 CET Information and data protection, done well, presents a long-term opportunity to establish greater trust with customers and unlock employee collaboration and productivity, whilst minimizing security incidents, breaches and regulatory penalties. Most organizations […]

Webinar: AI for Intelligent Migrations

Use Azure Auto-Classification approaches for finding information of value and accelerated migration to cloud. The key benefits of this approach: Intelligent analysis and migration of large amounts of content Smarter migrations leveraging Azure AI to quickly identify non-compliant or high risk information for remediation Machine models to identify information of value and Records Establish Azure […]

How to best manage access in Microsoft 365

To enable an effective digital workplace, access needs to be set correctly. Non-sensitive information should be accessible to enable knowledge sharing and reuse, while sensitive information should be restricted and protected. In Microsoft 365 (M365), search results will only show information that you have access to. If access is set wrong, users will not know […]

How Microsoft Teams has been key to growing our business during the Covid-19 pandemic

The COVID-19 pandemic has been terrible for societies and families around the world, and the required lock-down has negatively impacted many businesses. But the required change has also forced us to rethink how we work and stay connected. We already had the tools available before the pandemic, but not the mindset. During the first six […]

Microsoft Records Management: 8 options for collaborative spaces

I have previously written about how to automate M365 Information Governance and Records Management, and I will in this post explain your Microsoft Records Management options for active collaborative spaces. In most scenarios, only the user will know when a collaborative document is final and should be declared as a record. Option 1: Get users […]

Automate Information Governance with M365 AI and Machine Learning

Earlier this year we did a webinar explaining how to automate information governance and records management in Microsoft 365 (M365), and I will in this blog post explain Sensitive Information Types, Trainable Classifiers, and SharePoint Syntex in more detail. Sensitive Information Types As part of the E3 license, you have Sensitive Information Types with 200+ […]

Retention for Exchange, OneDrive for Business, and SharePoint Online

An important M365 design decision is to determine if all information should have a lifecycle, not just records. Research by the Compliance Governance & Oversight Council found that in average, 25% of information has business value, 5% is subject to regulatory record keeping requirements, 2% is subject to legal hold, and 68% is redundant, outdated, […]

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