SharePoint Online Records Management – Automation Options

Updated: Sep 6, 2020 Many organizations still try to use paper-principles to manage electronic records. They tell staff to identify, capture, and classify records, and are then surprised when this doesn´t happen. Staff are often too busy doing their job than worrying about compliance. It´s therefore time for change since compliance needs to be by design. […]
Records Management with Microsoft Teams

Updated: Sep 6, 2020 Some of the files shared in Teams will be records that needs to be retained and protected. When you create Teams, a SharePoint Online site is automatically created for storing the Teams channel files. The key to managing records in Office 365 is not SharePoint Online, but retention and record labels. […]
Records Management in SharePoint Online – Planning

What is this article about? The records management capabilities of SharePoint Online with record labels has now become mature enough to meet the records management requirements of most large enterprises. Let me give you two examples: One of our global clients operating in a highly regulated industry with almost 40,000 users assessed several of the […]
Improving your eDiscovery process

The Electronic Discovery Reference Mode (EDRM) helps you break down the eDiscovery process to identify opportunities for improvements: Most organizations face issues with collection, preservation and processing activities. This is where many organizations spend a lot of time and money during the eDiscovery process. Average Discovery cost per case based on assessment of leading organizations […]
eDiscovery Inside and Outside M365

The eDiscovery world is a fickle market. Seemingly normal and mundane tasks take on an important air of formality in the legal world. Consistency is key because the risks involved with a lack of consistency can be devastating. Did you produce everything you had? Are you hiding something? At the core, the evidence found in […]
Sensitive Information Types to Automate Office 365 Compliance

You need to protect sensitive information such as credit card numbers and health records to prevent its inadvertent disclosure to comply with business standards and industry regulations, To help with this, we can create Data Loss Prevention (DLP) policies to identify, monitor, and automatically protect sensitive information across M365. Microsoft Office 365 (M365) comes with […]
How to Fast-Track Cloud Migration to Reduce Costs and Risks

Many enterprises have files stored in a myriad of legacy IT systems. This could be network drives / file shares, legacy content management systems, Box, DropBox, etc. Each system costs money to maintain and support, and there is an opportunity reduce operating costs and risks by replacing the legacy IT system with Microsoft Office 365 […]
Data Loss Prevention to Automate Office 365 Compliance

To comply with business standards and industry regulations, it’s critical that your organization protect sensitive information such as credit card numbers and health records to prevent its inadvertent disclosure. Data loss prevention (DLP) policies in Microsoft Office 365 (M365) helps you identify and protect your organization’s sensitive information. As an example, you can set up […]
Digital Transformation and Cloud Migration – The Trouble with PST files*

In the midst of a shared drive digital transformation project or a M365 cloud migration project, one of the biggest and most confounding pieces you will come across is the PST file. This article addresses the issues of bulk migration to a SharePoint online (rather than email) environment, but the learnings apply to other types […]
Information Management – the why, what, and how

Every organization, product, customer, and executive is now on a digital journey. Effective customer engagement, business operations, and compliance all rely on one thing: effective information management. The more information you have about your customers, the more effective you will be at providing valuable products or services to your customers. The better you manage operational […]