Efficient Retention Policy Synchronization Across Platform
Managing retention policies across multiple systems is a critical but often complex task for organizations prioritizing Data Governance and Data Security. With hundreds of retention categories and supporting details in your retention schedule, it becomes a challenge to maintain accurate and updated rules across diverse content workstreams. Even if you’ve centralized your emails, documents, chats, and meeting details under Microsoft 365, ensuring consistent compliance with legal mandates and retention standards can be overwhelming over time.
Organizations face several challenges in managing retention schedules:
The Universal Retention Connector is purpose-built to bridge the gap between Records Managers and M365 Architects. It synchronizes your retention schedule seamlessly with Microsoft Purview’s file plans and retention labels, ensuring consistent and up-to-date compliance across your organization.
Retention Schedule Synchronization
–Integrates retention schedules from platforms like Iron Mountain Policy Center and Access Corporation Virgo directly into Microsoft 365.
– Automatically updates classifications, file plans, and retention labels, reducing manual errors and time spent on reconfigurations.
Streamlined Disposition Review.
– Consolidates document review communications into a single dashboard or email, simplifying decision-making for reviewers.
– Improves efficiency in disposition processes, reducing compliance risks and ensuring accurate recordkeeping.
User-Friendly Dashboards and Persistent Metric
– Provides dashboards with real-time insights to monitor retention compliance.
– Tracks KPIs and OKRs for ongoing evaluation and progress reporting, allowing your organization to stay audit-ready and aligned with industry regulations.
Expert Advisory Services
–Combines technical expertise with legal and regulatory insights to ensure your compliance strategy aligns with global standards such as ISO15489 and SEC17a-4.
– Helps bridge the knowledge gap between Records Managers and technical teams, ensuring seamless collaboration.
By implementing the Universal Retention Connector, your organization will achieve streamlined compliance, data security, and enhanced operational efficiency. Whether managing redundant, obsolete, and trivial (ROT) data or safeguarding sensitive information with strict data retention policies, this solution simplifies governance processes and delivers actionable insights to optimize the information lifecycle.
Our software, integrated with Microsoft Purview, enforces retention schedules across all Microsoft 365 applications, including Teams, SharePoint, and Exchange, ensuring compliance with global standards such as ISO 15489 and SEC 17a-4. By automating the classification of sensitive data and retention labels, this solution reduces risks, enhances data governance, and strengthens records management.
With advisory services tailored to your business needs, we ensure seamless collaboration between Records Managers, IT teams, and M365 Architects, building a sustainable framework for long-term compliance.
Let’s start an amazing project together. We’re excited to hear about your ideas and work with you to turn them into reality. Contact us today to get started.
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