Garbage In, Goldmine Out: Curating your Training Sets for CoPilot AI

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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

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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 […]

You GOT this! Tackling unstructured content ownership

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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. […]

Document Autoclassification Strategies

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Once again, be careful with the fact that the exact same piece of content can be classified in different ways depending on function, not content. An invoice is an invoice, unless it is training material for an invoicing system, unless it is evidence of fraud or litigation about payments, unless it is sample data, unless […]

Document Autoclassification using Content: Similarity and Topic Comparisons

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Similarity and Topics Similarity classifies by determining how close one document is to another. This is one area where AI is being leveraged. There are a number of variants to this capability but generally, if you know that one thing is a true representation of what you are looking for (an “exemplar”), other things that […]

Document Autoclassification: Source and Purpose

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Before we start looking at classification techniques, a few concepts need to be defined. Source data The information we rely on to classify content automatically comes from three sources within a single document. Format – Format often includes the coding that allows a specific application to work with it. It can also include any structure […]

Document Autoclassification Technologies

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A MasterClass – ification for unstructured content Post 1 This is an exciting time to be in the world of AI, machine learning, and autoclassification for unstructured information. This is a broad topic, so I want to focus on very specific elements that you can search on to auto-apply classifications and where they work well. […]

Finding and Protecting the Crown Jewels – A Compliance Framework

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Information Governance seems to manifest itself in multiple separate projects managed under a single roof. It is better than silos, but still not completely integrated. M365 strategies, for example, may not touch paper file management, which may not touch GDPR, which may not touch long term archival information. I wanted to put together a high-level […]

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