Solution - Project
Records Management
Workshops
Execution
Roadmap
Embrace Records Management: Whether with Microsoft Purview or other records management solutions, we will ensure that implementation is in place, so your organization is compliant
Overview
This is for organizations that are required to achieve legal obligations and protect their data according to local regulations. We have worked with Microsoft Purview, as well as other applications that require integration with Microsoft 365 mailboxes, sites, or Microsoft Teams.
How It Works
Begin with an assessment of current practices and legal requirements, then develop policies and procedures aligned with organizational goals to create the file plan, records retention schedule. Recommend appropriate technology. Implement the technical process to tag records with metadata, and define retention and disposition policies. Monitor compliance and continuously improve the program based on feedback and changes in regulations.
Typical Inputs and Outputs
- File Plan and Retention Schedule DiscoveryWorkshops to find the current state of the records management and the definition of the file plan, which is key to move forward to any other phase
- Technical Records Management DiscoveryCross check to identify the current level of implementation and its governance of the records management application