Roadmap for Success Workshop
Accelerate your journey to managing your long-term & permanent records in Microsoft 365
Work with our expert team to take your first practical steps in moving your long-term Microsoft 365 records program forward.
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.