Compliance Grade Information Management for Microsoft 365 & Teams Workshop

2.5 hours
(public or in-house options)

+ optional hands-on 4 hour session with an expert


Compliance Grade Information Management for Microsoft 365 & Teams

Online | Wellington
9.30- 12 noon
Cost: Online - free to attend | In person - $75 pp
(covers cost of catering & room hire)

Register your interest to attend, new dates coming soon!

Why attend?


Microsoft 365 is everywhere!


Almost all organisations are embracing Microsoft 365 as the primary way people collaborate and get work done.


You are a leader or driver in central government or a local authority. You want a comprehensive overview of how your organisation can safely implement the benefits of Microsoft 365.

What you will experience & learn about

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Day in the life

We will work through the six essential IM needs any system must square off. Then discover how to pragmatically achieve all of these in Microsoft 365

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Automated structure

Good information management is reliant on consistent metadata and structure. Experience how this can be achieved through auto provisioning and classification

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Teams under control

Teams is an amazing interface that can significantly improve how work gets done. However, out of the box, Teams cedes rights to users that let it grow out of control, creating information risks. Find out how to design Teams so they fully integrate with your Microsoft 365 ECM

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Integrity & authenticity

The different ways you can track changes in documents as well as deletions. We will show how you can monitor your records and manage the risk of  “indefensible disposal”

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Retention & disposal

We show how R&D can be achieved pragmatically – the setting of retention policies, trigger dates, approval mechanisms, reporting, destruction & transfer.  This includes case files where the trigger date is not known when the file is created

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What about OneDrive?

Understand what OneDrive offers and in what ways it can be used safely to give people private spaces for content they are creating

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Prove it

Use our fully fledged demo to show how Office 365 supports PRA Compliance

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Questions & answers

Get full and frank answers based on our experience in implementing ECM with Microsoft 365 and SharePoint

Learn and gain insights from our deep experience


Information Leadership is unique in NZ in combining world class recordkeeping expertise with Microsoft 365 and SharePoint implementation experience for central government and local authorities.

This workshop brings together our latest pragmatic thinking of providing staff with the “ease and flexibility” Microsoft 365 offers while backstopping it with the “confidence and control” your organisation needs for prudent business practice.


Tailored to information managers


The content covers the prickly problems of maintaining good information hygiene while empowering users to work how they need to.

PRA compliance whitepaper just published by Microsoft


This whitepaper, published Jan 2021, documents an assessment by Information Leadership of the capability of Microsoft 365 to support organisations in meeting their obligations under the New Zealand Public Records Act 2005 (PRA).

Get Microsoft Whitepaper

Information Leadership as world & local leader

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Microsoft Charter member

Information Leadership is one of only 41 partners worldwide with this ranking. This is for our proven expertise in Compliance/Records Management and Implementation.

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Government Marketplace

We are authorised supplier for ICT Professional Services and Data and Information Services on NZ Government ‘Marketplace’, including Cloud Transition Services, Change Management, IM Training Services, Information Architecture and IM Strategy.



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Covering all Microsoft 365

Leaders in setting up Microsoft 365 digital workplaces so they are easy and flexible to use, while giving you the confidence and control to manage business-critical information and risks

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Microsoft Partner Awards

In 2020, for the second year in a row, Information Leadership was named Microsoft’s 'Empowering Employees Partner of the Year' for our work with Tasman District Council. In 2019, we won for our work with Todd Energy as well as being placed Highly Commended for the Modern Workplace Award.

"the distillation of two years thinking into a morning seminar"

About Us

NZ’s specialist in Enterprise Content Management for Office 365.


Have it all: Ease and flexibility for users, confidence and control for your organisation.

Book Now

3 hour workshop (public or in-house options available). Optional 2-4 hour hands on session with an expert.