Expert Webinar Series

Join Erica Toelle for a discussion on what’s shaping technology in the enterprise.

Join us here on the second Thursday of the month where we discuss shaping technology in the enterprise. The purpose of the series is to tell real life stories about challenges faced in records management, information management, and governance, and how they were solved.

On-Demand Webinars

How to Do Case Management in Office 365

Managing a set of documents as a case or subject file is a common requirement for many organizations. Whether for projects, legal, healthcare, insurance, or HR there are requirements on how to organize and manage these documents and maintain record keeping.

Join Joanne Klein, Microsoft MVP and records management specialist, to learn how to manage case and subject files using Office 365 and SharePoint Online. We will look at a case study of an organization using legal case files. This discussion includes common requirements and options for using Office 365 features to organize documents and apply retention.

About Joanne

I am a SharePoint and Office 365 specialist who attributes my professional success to sharing my technical expertise and real-world SharePoint and Office 365 experience with organizations from small to large. I’m also owner of my own consulting company, NexNovus Consulting, and a Microsoft MVP in Office Apps and Services.

Without Information Management How Do You Apply Governance?

The need for Information Management and Governance is now front of mind for most organisations globally, however, implementing a solution which meets all needs of organisations is a very daunting prospect. It prompts many questions including:

  • What Information do we need to manage – What’s important? What is of value? Who has it? Where does it live? Is it secure? Where do I start? What is the information lifecycle? How can we manage information across dispersed systems and geographies?
  • Governance – When and how do we get this in place? Who is responsible for governance? How do we get everyone on board? Where do we start? What about legacy systems?
  • Records Management – Is part of Information Governance Where does this fit?

Join Marie Felsbourg, Director of Astral and Information Management and Governance specialist who will discuss the relationship between Information Management addressing some of the pragmatic ways some Australian and Global companies are addressing Information Governance in an increasingly digital and regulated world.

About Marie

Marie is the founder and director of Astral Consulting, an information management (IM) organization that provides customers with independent, vendor-neutral advice about the best strategy for managing their information.

Over her 30-year career in information technology, Marie has developed skills as a subject matter expert in information management and governance, and frequently advises clients in this area.

Marie is passionate about Information Management and understands the big picture and priorities when it comes to implementing solutions. Marie enjoys the challenge of developing enterprise strategies in this area, while also being able to translate the vision into actions and an appropriate program of work.

For 18 years Astral has been a market leader in the delivery of Information Management solutions to leading Australian and Global 2000 companies, implementing solutions both locally and globally.

Organizational Security & Compliance Practices in Office 365

The number one area of concern for customers planning a move to the cloud is security and compliance. This statement leaves us wondering: How are organizations tackling this concern? What is working and not working?

RecordPoint partnered with CollabTalk and the BYU Marriott School of Business to answer these questions. BYU surveyed over 195 people across 19 industries. This research revealed security and compliance industry trends in Office 365.

In this panel webinar of Microsoft MVPs, we will discuss the results of the survey and research. Join us to learn how CIOs, IT management, and security and compliance officers can apply the findings to your organization. Live attendees can ask your own questions, or we will send you the recording if you cannot attend live.

You can read about the research in this whitepaper! Download it now: Organizational Security & Compliance Practices in Office 365.

Discover End-to-End Records Management in Microsoft 365

Join Antonio Maio and Erica Toelle to take a walk through the new world of records management and compliance in Microsoft 365.

This session will include a deep dive into compliance capabilities like Office 365 Labels for retention and sensitivity, Microsoft Information Protection to identify and protect sensitive information and Office 365 Advanced Data Governance to automate records management and govern your data. You’ll learn about real-life stories of how these features are deployed and used in organizations today.

Your Key Takeaways

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