Accelerate your journey to managing your long-term & permanent records in Microsoft 365

Our single-organization 2-hour workshop uses a 3-step process to turn your core long-term records preservation use cases into an example SharePoint site and an actionable plan for engaging your stakeholders.

Work with our team of Microsoft 365 & digital preservation experts to:

• Prioritize your long-term & permanent records use cases
• Turn your uses cases into an example SharePoint site
• Create an actionable plan for engaging your stakeholders
• Develop your skills and knowledge as you go
• Be ready to take the next step in your long-term records strategy

3-step Process summary

1 PRIORITIZE

• Explore your most important long-term & permanent Microsoft 365 records review, disposition, transfer, archiving & retrieval use cases
• Prioritize these based on ease and speed of implementation versus efficiency and compliance benefits to your organization

2 BUILD

• Build an example SharePoint site of your prioritized uses cases using Microsoft retention labels, Power Automate and Preserve365
• Configure SharePoint columns, metadata, permissions and labels to create standardized and automated long-term records processes

3 ENGAGE

• Build your wider team and articulate value for different stakeholders
• Use checklists and resources to ensure a successful project
• Create an actionable next step plan for engaging your stakeholders

The workshop is FREE of charge.

Ready to kick-start how you manage your long-term records in Microsoft 365?

Simply complete the form opposite and we’ll be in touch to set a time that works best for you and your team.

We’ll also share a pre-workshop checklist to help you prepare and to maximize the time.