Records Management in SharePoint Online – Record Revisions

Updated:May 6, 2020 Microsoft’s records management in SharePoint Online has significantly matured in recent years to meet the records management requirements of most regulations and scalable to complexities of large enterprises. A key feature of records management in SharePoint online is the ability to Label a file and; Apply retention rules to manage its lifecycle, […]
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 […]
Records Management in SharePoint Online – Record Revisions

Updated: May 6, 2020 Microsoft’s records management in SharePoint Online has significantly matured in recent years to meet the records management requirements of most regulations and scalable to complexities of large enterprises. A key feature of records management in SharePoint online is the ability to Label a file and; Apply retention rules to manage its lifecycle, […]
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 […]
How to ensure compliance with Microsoft Teams?

Updated: Sep 6, 2020 Many business have become virtual businesses overnight (due to COVID-19 effect), and this creates new challenges for ensuring information governance and legally defensible compliance. As you collaborate both internally and externally (guests), we enable your Team’s configuration to protect and govern all data and demonstrate increased levels of compliance. In this post, […]
Records Management in SharePoint Online – configuration options

Few enterprises found SharePoint on-premise good enough for managing corporate records, but this has changed with Microsoft 365 (M365). The key to managing records in M365 is not SharePoint Online, but E5 Information Protection & Governance to simplify and automate records management with record labels. How enterprise ready is this? One of our global […]
How to plan content migration with auto-categorization/indexing tools?

Updated: Sep 6, 2020 A wealth of information about an organization’s history, knowledge, and value resides on shared network drives and other ungoverned locations. Most organizations have no idea how to tap into that wealth to benefit the enterprise. When establishing an information governance program for O365, companies face a myriad of issues related to this […]
Office 365 Compliance features

Updated: Sep 6, 2020 Microsoft Office 365 has a lot of tools to ensure compliance, and I will in this blog post cover some of the most important ones. Office 365 compliance features come with challenges – but also opportunities – for transforming governance and protection of corporate information, read more about the impact of Office […]
Records Management in SharePoint Online – Modernization Approach

As organizations embark on a transition to Information governance in Microsoft SharePoint online, a key step in the journey is the adoption of the SharePoint online Modern experience User interface (MUI). This has become increasingly essential for organizations to modernize their existing customizations as Microsoft is starting to switch off support for classic components. Microsoft’s […]
7 steps to modernize your records management for the digital age

Below are my recommendations for simplifying and automating records management in Office 365 and beyond. Establish a corporate compliance team – don’t rely on the business to define how records should be managed in their business with regulations like the GDPR. A global enterprise will need to comply with several thousands of legal requirments for […]