NZ’s specialist in Enterprise Content Management for Microsoft 365.
Have it all: Ease and flexibility for users, confidence and control for your organisation.
Limited to 20 attendees per workshop
This three hour workshop takes you behind the scenes on how to set up retention and disposal for Teams, SharePoint, Exchange and OneDrive. We show you:
1. Out of the box focus: How to get the right mix of retention labels and policies
2. Teams: Pragmatic approach that can be applied Team by Team
3. Traps: How to spot and avoid shortcuts that just aren't compliant
4. Dealing with scale: Options you have so it is efficient, affordable and repeatable
5. PRA, really! Rigorous comparison back to the Act, Standard and Implementation Guide
The workshop comes on the back of considerable research, thinking and hands-on experimentation with Microsoft 365 and Teams, as well as a wide range of Microsoft 365 ECM implementations in 2020. This includes engaging and gaining feedback from Microsoft on the soundness of the approaches to PRA compliance and use of the E3 and E5 toolsets.
A co-founder of Information Leadership, Sarah is an enthusiastic advocate for the power of information. She has a deep recordkeeping, change management and information management background that sets Information Leadership apart.
A co-founder of Information Leadership, Grant combines his experience in corporate management roles with a passion for technology and information. Grant is in charge of strategic direction and innovation at Information Leadership.
A 365 consultant, Althea specialises in enabling change in the technology sector. Alethea has a degree in Psychology and diploma in Organisational Psychology.
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).
One of only 41 partners worldwide with this ranking for our proven expertise in Compliance/Records Management and Implementation.
Authorised supplier for ICT Professional Services & Data & Information Services on NZ Government ‘Marketplace’, including Cloud Transition Services, Change Management, IM Training Services, Information Architecture & IM Strategy.
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
Empowering Employees Partner of the Year - back to back winners for public and private sector: Tasman District Council 2020 and Todd Energy 2019
We're had fun sharing our knowledge on practical retention & disposal for Microsoft365 and Teams. In 2021 alone, we've connected with 185 people from 93 organisations at nine workshops in Auckland, Christchurch, Hamilton, Tauranga and Wellington. Attendees have spanned information management and technology roles in both public and private sector...
"I liked best the retention and disposal insights"
"I found the workshop useful and the presenters were excellent"
"Accurate focus on R&D and current issues we are trying to resolve. Good examples of sites."
"I liked learning about how iWorkplace can fix what I perceive as adoption blockers"
"Really enjoyed the session overall. I liked the demo of set up configuration in the compliance centre and how you explained difficult concepts simply.”
"I found the workshop very useful it gave me confidence in M365 functionality for R&D"
"The practical demos on how to set up R&D were fantastic!"
"The variety of presenters interspersed with live demos kept the session interesting and engaging."
"Liked the pace, and presentation screens. Great speakers - liked the switch outs."
"Good intro into R&D, built on basics which is what I needed."
"I liked the overview of what M365 looks like as an EDRMS and how R&D is applied"
"The workshop really helped to clarify my understanding of retention policies and labels and how I might use them. You run very thoughtful and professionally presented workshops, e.g. the mix of speakers is great, particularly with the SharePoint walk-through mixed in - it was a great workshop!"
"It was a really informative and enjoyable workshop. Great clarity and solutions for a significant business challenge."
"Awesome advice from great experienced people - I like that Grant and Sarah tell the facts, very straight forward talking."
"What I liked best was seeing how to configure in the Compliance Centre."
"Great overview and discussion of linkages of various components - OneDrive, SharePoint, Teams. Very Practical advice and thought provoking."
"I liked it all especially the insights into iWorkplace, Teams and 365 potential"
"I liked finding out more about policies and labels + E3 vs ES. Great course"
"A useful workshop - the overview of Teams, OneDrive and SharePoint R&D will help us build and improve our information management practices within Microsoft 365"
"The workshop was very useful and the presenters were excellent"
"The workshop was well worth it."
"It was great listening to people actually have R&D on the radar!"
"Very Professional, great food and thorough content on Teams structure and use"
"What I liked best was seeing what can be done with Teams in connection with SharePoint"
"The explanation of the relationships between Teams, SharePoint and R&D was what I liked best."
"The workshop was useful - I liked the amount of content in the slides and the fact that we were given hard copies of all the information"
"Well paced - obviously well planned. Felt I haven't wasted my time attending..."
"Great session. Very informative. Was happy to see the approach we put in place two years ago is in line with today"
"What I liked best was the explanation of what we should be doing, the existence of the Compliance Centre, and the news that it's doable out of the box (more or less!)."