Metadata hierarchies in SharePoint Online
Metadata in SharePoint Online is used to find and manage files. The metadata may be free-form text or numbers entered by users, or it may have pre-defined values and vocabularies that users pick or are set as default on the storage container, e.g., company name, department, country, process, document type. The latter makes it easier […]
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+ […]
Multi-Stage Disposition Reviews in M365 Records Management
Disposition reviews are a very important part of Retention and Records Management features. Microsoft 365 Information governance & Records Management workloads have had the ability for information managers / records managers to make sure information goes through a review cycle before its end of life. This process of reviewing information to confirm its deletion is […]
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value, 5% is subject to regulatory record keeping requirements, 2% is subject to legal hold, and 68% is redundant, outdated, […]
Automate M365 Information Governance and Records Management
Oof relying on staff to manually identify and classify important information, e.g. manually apply a M365 record label. By automating M365 Information Governance and Records Management, the burden is then moved from users to the IT/IM/Compliance department for setting up a framework and solution that automate the classification of information. Microsoft 365 (M365) has a […]
Identity Governance – manage your External Users in Microsoft 365
If I reflect on the Microsoft 365 projects I participated in during the last couple of years, about 90% of those projects included the organisation’s need to improve collaboration and communication with external organizations like customers, subcontracters, partners, etc.. With Microsoft’s adoption of the cloud is has become so much easier to involve External Users […]
Microsoft Teams and your DRMS: don’t forget about your Corporate Permissions!
Microsoft Teams has quickly become a key component in Microsoft’s 365 suite. Many customers now are deploying a Team where they used to deploy a SharePoint Site if a user requested a workspace. It’s integrated collaboration and communication features have been very appealing during the last year. And with more and more functionality being added […]
From Big Buckets to Records Management in M365
I have previously written about the value of big bucket retention categories to make it easier for users and machines to select the right retention to ensure compliance with business standards and regulations. I am a big fan of Susan Cisco´s work around big bucket categories, and below are some of her big buckets pros […]
How to establish good information management policies
We often meet organizations with ineffective governance policies, – this could be retention policies, information security policies, or information classification policies. The problems often evolve around one or more of the following areas. The policy does not provide value. If the policy does not help business users do their job, then the policy will be […]
