How to reduce SharePoint Online Storage
Many Microsoft 365 customers have already run out of SharePoint Online storage and therefore buying additional storage from Microsoft. Below are three ways we can help you reduce your SharePoint Online storage. Option 1: Microsoft 365 Archive process Microsoft 365 Archive allows you to retain inactive data by moving it into a cold storage tier […]
Purview Lessons Learned in 2023
A year ago, after spending a couple of years playing golf, I joined Infotechtion. Previously, I spent a couple of decades working mainly on SharePoint content governance and records management. In 2023, I worked with large organizations on Proofs of Concepts and Pilots applying Microsoft Purview for the governance of content in Microsoft 365, Azure, […]
Garbage In, Goldmine Out: Curating your Training Sets for CoPilot AI
Curating your Shared Network Drives and SharePoint Training Sets for MS CoPilot AI We have come a long way since file analysis tools and defensible disposition helped to mitigate the risk and cost of shared drives. Organizations that tried simple clean-up projects alone, often failed to see long term strategic benefits. If clean-up was part […]
M365 Licensing Options for Maximizing Records Management Compliance for Law Firms
In today’s digital age, law firms must be able to manage large volumes of information, including client files, case documents, and legal research more effectively. Like most law firms, you have probably made the important next steps, moving to M365, in being able to effectively manage information while you are conferring with a client on […]
What do you do when your client doesn’t think the tools suit their needs?
I have been a consultant in the fields of records management and information governance for approximately 15 years and I have yet to meet a client that we (I never did it alone!) could not help. That being said, there have been challenges along the way and clients who are “non-believers”. So, what do you […]
How to Build the Right Microsoft Purview RM PoC
This blog posts reflects our recent experience with a variety of large clients in the development of Proofs of Concept (PoC) that use Microsoft 365 (M365) and Microsoft Purview (Purview) to achieve enterprise records management (RM) at scale. These clients are all using E5 tenants with at least the E5 Information Protection and Governance (IP&G) […]
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 […]
You GOT this! Tackling unstructured content ownership
Many years ago, in one of my less favorite towns, but more favorite clients, we embarked on a project to clean up their shared drive environment in anticipation of a transformation to SharePoint. The preconceived process was that they would ask the “content owners” to decide what is valuable (a record) and what is not. […]
Relation hierarchy with hubs site (and Hub sites in Hub site)
We often talk about the importance of flat structure and using metadata to but contexts to content. Why would you use hub sites or even hub sites in a hub site? Let us first look at what hub sites are and what they can give you. We often use hub sites to create easier navigation […]
Best practices for Microsoft Records Management
Below are some of our resources addressing best practices for Microsoft Records Management. Establishing the business case 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 Ensure compliance […]
