About Us
NZ’s specialist in Enterprise Content Management for Office 365.
Have it all: Ease and flexibility for users, confidence and control for your organisation.
Compliance Grade Information Management for Office 365 Workshop
2½ hours online
(public or in-house options)
+ optional hands-on 4 hour session with an expert
Compliance Grade Information Management for Office 365
Online
9.30 - 12 noon
Cost: N/A
Numbers limited to maximum of 10 participants
Why attend?
Office 365 is everywhere!
Almost all organisations are embracing Office 365 as the primary way people collaborate and get work done.
You are a leader or driver in central government or a local authority. You want a comprehensive overview of how your organisation can safely implement the benefits of Office 365.
What you will experience & learn about
Day in the life
We will work through the six essential IM needs any system must square off. Then discover how to pragmatically achieve all of these in Office 365
Automated structure
Good information management is reliant on consistent metadata and structure. Experience how this can be achieved through auto provisioning and classification
Teams under control
Teams is an amazing interface that can significantly improve how work gets done. However, out of the box, Teams cedes rights to users that let it grow out of control, creating information risks. Find out how to design Teams so they fully integrate with your Office 365 ECM
Integrity & authenticity
The different ways you can track changes in documents as well as deletions. We will show how you can monitor your records and manage the risk of “indefensible disposal”
Retention & disposal
We show how R&D can be achieved pragmatically – the setting of retention policies, trigger dates, approval mechanisms, reporting, destruction & transfer. This includes case files where the trigger date is not known when the file is created
What about OneDrive?
Understand what OneDrive offers and in what ways it can be used safely to give people private spaces for content they are creating
Prove it
Use our fully fledged demo to show how Office 365 supports PRA Compliance
Questions & answers
Get full and frank answers based on our experience in implementing ECM with Office 365 and SharePoint
Learn and gain insights from our deep experience
Information Leadership is unique in NZ in combining world class recordkeeping expertise with Office 365 and SharePoint implementation experience for central government and local authorities.
This workshop brings together our latest pragmatic thinking of providing staff with the “ease and flexibility” Office 365 offers while backstopping it with the “confidence and control” your organisation needs for prudent business practice.
Tailored to information managers
The content covers the prickly problems of maintaining good information hygiene while empowering users to work how they need to.
Winner Microsoft NZ Partner Awards 2019: Empowering Employees & Highly Commended Modern Workplace
"A ground-breaking workshop that puts robust information management front and center. Our thinking comes from what works in practice – out of the box functionality, design methods and configuration, IM policies and procedures, and Apps. Small group sessions are the best way to gain confidence that Office 365 will deliver for you and your organisation”
Sarah Heal
Director & Co-Founder, Information Leadership
Information Leadership as world & local leader
Microsoft Charter member
Information Leadership is one of only 24 partners worldwide with this ranking. This is for our proven expertise in Advisory, Implementation & Compliance
Government Marketplace
We are an authorised supplier of Cloud Transition Services on the NZ Government ‘Marketplace’ - it is now simpler, quicker and more cost-effective for public sector agencies to access our services
Covering all of Office 365
Leaders in setting up Office 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
Microsoft Partner Awards
In 2019, Information Leadership won Microsoft NZ Empowering Employees Partner of the Year, as well as Highly Commended for the Modern Workplace Award.
"the distillation of two years thinking into a morning seminar"
“I really appreciate the fact that although technologies change, IM best practices have not...This is an exciting space and it still remains - how can we use technology to marry usability and compliance.”
Catherine Campbell
SharePoint Administrator, SportNZ
"Interactions and concise topics was what I liked best"
Neil Cookeson
ITC Team Leader, Selwyn District Council
"the issues raised are exactly the reason why I have tried to manage the deployment of Teams as this stuff is super important and the organisation (IM Team) need to know the implications... without stiffing the enormous benefits we have seen through the use of Teams to collaborate... especially the ability to scale during the current COVID-19 crisis."
Kelvin Gray
Technical Application Specialist, Christchurch City Council
“A key takeaway for me was just keeping up to date with what's going on outside of our own workplaces. If we don't get the chance to be exposed to new stuff then we run the risk of becoming blinkered"
Sharon Lewis
EDRMS Administrator & Trainer, Western Bay of Plenty District Council
"The workshop was very useful and the content is relevant to our organisation and our current situation"
Yvette Mackay
Business Analyst ICT, Hawkes Bay Regional Council
"For a workshop that is open to numerous organisations - this was a fantastic overview"
Maggie Vickers
Engagement & Communications Coordinator, Climate Change Commission
"What I liked best was that the workshop took a practical look at a complex issue and suggested a really nice balance between usability and compliance.”
Catherine Campbell
SharePoint Administrator, SportNZ
“Very friendly and approachable presenters took their time to answer every question during the workshop”
Andreas Urban
Website Developer, West Coast District Health Board
“Very timely with having gone through lock down how digital work spaces can be used."
Selena Hurrell
IM Support Officer, South Taranaki District Council
“There are some really good features in Office365 that can be used effectively with some careful thought and planning"
Glenn Tetlow
Information Services Officer, Western Bay of Plenty District Council
“Really great presentation which helped to fill in some "gaps" for me”
Jane Smith
Document & Records Analyst, Central Otago District Council
"I liked least that it didn't go longer actually. Probably another session to extend on this learning on another day would work really well if you were still doing this as an online workshop."
Dawn Goodman
Records Team Leader, Nelson City Council
"I would have liked more time -to learn more! Interaction within a 'webinar' was very cool - well done!"
William Gordon
Infrastructure Technology Team Leader, Horizons Regional Council
"Brilliant workshop – very clear and structured approach to presenting the information"
Jacques Knudsen
Te Papa
"Key insights for me was about Search, Teams review and standardisation. Great presentation - learnt more in the 2 hours with this workshop than I did working with another company for 6 months at my last place of work"
Euan Kyle
Senior Advisor, Official Information/Privacy, Hutt City Council
“I liked all of the content as we are currently going through a migration to SP Online so all of the training was beneficial for our situation”
Natalie Edwards
EDRMS Officer, Kaipara District Council
“This is going to save us time and resources in the future being on the front foot”
Gunilla Jensen
Information Management Advisor, Environmental Protection Authority
"A key takeaway for me was the need for close governance in any rollout, plus the fact that governance was actually possible, which I was not aware of previously"
Elaine Marland
Manager Knowledge Services, Heritage NZ
“What I liked best was the teams provisioning, and showing the gaps between OOTB and your tools.”
Aron Howarth
Systems and SharePoint Administrator, Manawatu District Council
“Really appreciative of this being able to be delivered at this time. The distillation of 2 years of thinking into a mornings seminar."
Philippa Pointon
Knowledge Services Manager, Ministry of Health
"I think it was a great workshop...it was all really easy to understand & I think you did a great job of clearly explaining the concepts and possibilities."
Ari Kerei
Senior IM, Advisor OSPRI
“Really appreciative of this being able to be delivered at this time. The distillation of 2 years of thinking into a mornings seminar."
Philippa Pointon
Knowledge Services Manager, Ministry of Health
“The workshop was well structured with very good presenters / facilitators.”
Gavin Martin
Head of Enterprise & Collaboration Applications, Kordia
"I thought it was a really useful workshop and I gained a lot of insights from attending"
Steve Williams
Business Services Manager, Forest & Bird
Book Now
2½ hour online workshop (public or in-house options available). Optional 2-4 hour hands on session with an expert.
Numbers limited to a maximum of 10 participants.