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Has Your Organization Properly Setup M365?

Today, organizations are asking how to properly set up records management in M365 for modules such as Outlook, Teams, Sharepoint, PowerAutomate, and Compliance Center (Purview).  In a recent poll we conducted the type of planning stated as required to ensure successful deployment of M365 is Governance/Compliance. 

Unfortunately, our surveys and studies find that less than 50% of organizations have fully developed their enterprise and department ECM requirements (indexing, search. workflow, integration) before M365 implementation and only 13% have fully set up compliance center (Purview). In addition, we find a significant number of organizations do not have (and follow) an up-to-date records management program for electronic records.

The result? If an organization's records management program is not correctly updated and implemented in their content management systems organizations can experience sprawl, regulatory non-compliance, and increased risk associated with e-discovery, breach, and PRR.

Executives also ask what is included in their M365 license and how to achieve the maximum cost/benefit possible from this platform.  End users, service providers, and independent consultants find that a well-thought-out M365 Digital Transformation Strategy Plan, and Roadmap will allow for significant organizational improvement.  

However, if not planned for correctly, M365 sprawl will occur, and operational efficiencies/governance benefits possible will be lost. Unfortunately, this is the case for many organizations.

For an assessment of your organizatons records management program, M365 deployment, and overall ECM strategy contact us.

We at CRE8 Independent Consultants have, since 1995, assisted hundreds of organizations, across all industries with ECM planning, update of records management programs, and process/workflow improvement. 

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