CRE8 Center For Realizing Excellence

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 ri...