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Save time and money while delivering a robust, consistent workspace users will love that is easy to manage and improve over time.
Simplify the setup and management of simple through to complex digital workspaces and Teams
Successfully manage & maintain control of Teams at scale and optimise collaboration in your org
Be comprehensive in your approach to IPG while saving time and gaining insights into how your users interact with information
Ensure the success of your digital workspace by engaging and empowering managers and users
Build autoclassification, setting retention labels & case file management into your digital workspaces that make setup and ongoing management simple.
Automated site & Team builds, including self-service. It enables workspaces to be created and updated based on settings in a SharePoint list.
New site collections or teams are created based on the specified template and additional (conditional) actions can be applied either during or after site creation.
Autoclassification. The App allows metadata to be automatically set based on the name of a folder or subfolder a file is stored in.
In conjunction with the Smart Labels App, this allows retention labels to be automatically set at folder level, so a library can have two or more retention rules being applied automatically.
Practical case file management. Allows local coordinators to create and update case files without needing administrator rights.
This includes managing the lifecycle of a case file including those with complex permissions and stages they go through. It can also trigger retention and disposal once a case file is closed.
Successfully manage & maintain control of Teams at scale and optimise collaboration in your organisation.
Convenience, consistency & control to give users the convenience and power of Teams without them spiraling out of control. This includes user self service to request a Team from pre-set templates.
Teams are the created with compliance and metadata settings, as well as plumbed into search and navigation. Permissions can allow a wider audience to access the files created.
Be comprehensive in your approach to Information Protection & Governance (IPG) while saving time and gaining insights into how your users can safely create & interact with information.
Practical Compliance. Information managers can set up retention and disposal rules that span document libraries.
It also provides:
Adoption monitoring and the ability for the information manager to define custom views e.g. files added in the last week.
Update actions including bulk copy or move files as well as update metadata and retention labels.
Use native M365 retention labels to protect files from day 1 then dispose of them to a schedule
Smart Labels automates this at scale and with tricky use cases that hard to administer out of the box with E3 or E5
Alongside our provisioning Apps this allows R&D for
a) single rule per library or folder
b) more than one rule per library
c) event driven rules (e.g. keep contracts for two years after they expire)
Includes Smart Records views so you can access
a) what is files are being created by whom
b) what files are due to be deleted soon
c) and more metadata based queries
Take control of OneDrive use before it becomes your biggest information management headache.
This solution includes:
Tool to view & move OneDrive files, as well as determining where they are excessive.
BI dashboard that shows, per person, their use of OneDrive versus ECM workspaces.
Framework for change management & proactive action to engage with users.
Confidence & transparency. Provides information managers with convenience views of files that have been recently deleted in workspaces as well as any OneDrive account.
It is comprised of:
Global BI interface that summarises deletions by person or site.
In-site webparts for deletions for any workspace.
Build & execute an IPG plan. The Framework provides the means to review and improve each aspect of information protection and governance.
This includes an assessment plan and an improvement plan, as well as workshops and training to support your team.
Ensure the success of your digital workspace by engaging and empowering managers and users. This includes initiatives at all phases of your project e.g. developing the business case, forming a roadmap, implementation and business as usual.
Self-help for users: Provides users with an anytime, anywhere 365 training hub for new recruits and refreshers. Includes videos and other training material for your digital workplace.
You can add your own content about your digital workspace or any other topic e.g. "working here" or "health and safety"
This provides resources to engage with managers and staff, so they are active and willing participants in the implementation of your digital workplace.
Our “change playbook” is tuned for the implementation and your specific situation or challenges.
Options on who does what. We can play a supporting role to your internal change agents or be hands-on.