Prepare for the Digital Transformation of Network Drives – Workgroup level

Departmental or workgroup shares have evolved over time, usually with little guidance or structure. Often, at the root level, we find file structures organized around: Organizational units identified with acronyms. Organizational units and acronyms change over time, making indexing and classification less accurate. Individuals’ names (Bob’s folder). After Bob leaves the organization, nobody will ever […]
Microsoft Records Management – is this for you?

Microsoft announced last week that records management with Microsoft 365 is now available with the following functionality: Label content as a record. Create and publish retention labels that declare content as a record that can then be applied by end users or auto.-applied by identifying sensitive information, keywords, or content types. Migrate and manage your […]
Digital Transformation at Warp Speed

On an earning’s call a week ago, Microsoft CEO Satya Nadella noted that during April, driven by the need for organizations to quickly come up with a remote working and collaboration platform, the Teams platform added 31 million new daily users – in a single month. To put the hockey stick nature of that […]
Transforming Network Shared Drives for M365

Updated: May 24, 2020 The largest collection of unstructured and ungoverned content in most organizations is the shared network drive. The mere existence of this content means that your organization is likely under-compliant in a number of critical areas, mostly because this information is so hard to see and manage. It is therefore also difficult to […]
Records Management in SharePoint
Online – information lifecycle model

Updated: Sep 6, 2020 The value of information changes over time, and an information lifecycle model will help you to manage this in Microsoft Office 365. It is not only about preserving information assets, but also getting rid of redundant, outdated, and trivial (ROT) data and content. The benefits of getting rid of ROT include: Improved […]
When Work Happens in Office 365 –
upgrade or replace your ECM system?

Updated: Sep 6, 2020 Most organizations rely on one or more Enterprise Content Management (ECM) systems to manage documents and records, but realize that the systems could be improved. Too much manual process Slow performance Poor user experience Expensive to maintain and support Information is still stored in too many places This often means that ECM […]
Metadata for Microsoft Teams and SharePoint Online to improve search and automate records management

I still meet now and then IT managers that don’t get the value of using metadata to manage unstructured content such as text documents, images, and video. They claim metadata is the old approach, and the new approach is using search with machine learning and artificial intelligence to manage unstructured content. In iTunes, how […]
Records Management in SharePoint Online – Disposition Reviews

Updated: Sep 6, 2020 What should happen to records at the end of the retention schedule? For records Management with Office 365, you have 3 out-of-the-box options: Automatic Deletion, Disposition Review, or Do Nothing. This can also be customized to meet other requirements, e.g. transfer to archive. Triggering a disposition review at the end of […]
Records Management in SharePoint Online – Event Based Retention

Updated: May 7, 2020 You should know by now that the key to managing records in Office 365 is not SharePoint Online, but Retention and Record labels. Many organizations have retention starting with an event instead of date-based retention. The event could be contract expiry date, closing facility, an employee leaving the organization, and that […]
M365 E3 vs E5 Information Protection & Governance license – what do you need to manage records?

Updated: May 24, 2020 Microsoft changed last year their license structure, and it is often difficult to understand what you need of licenses to manage and protect information and records in Microsoft 365 (M365). Many organizations have the M365 E3 license which now include the following features for managing and protecting information. M365 E3 license […]