About Us
NZ’s specialist in Enterprise Content Management for Microsoft 365.
Have it all: Ease and flexibility for users, confidence and control for your organisation.
Limited to 24 attendees per workshop
This three hour workshop takes you behind the scenes on how to set up retention and disposal for Teams, SharePoint, Exchange and OneDrive. We show you:
1. Out of the box focus: How to get the right mix of retention labels and policies
2. Teams: Pragmatic approach that can be applied Team by Team
3. Traps: How to spot and avoid shortcuts that just aren't compliant
4. Dealing with scale: Options you have so it is efficient, affordable and repeatable
5. PRA, really! Rigorous comparison back to the Act, Standard and Implementation Guide
The workshop comes on the back of considerable research, thinking and hands-on experimentation with Microsoft 365 and Teams, as well as a wide range of Microsoft 365 ECM implementations in 2020. This includes engaging and gaining feedback from Microsoft on the soundness of the approaches to PRA compliance and use of the E3 and E5 toolsets.
A co-founder of Information Leadership, Sarah is an enthusiastic advocate for the power of information. She has a deep recordkeeping, change management and information management background that sets Information Leadership apart.
A co-founder of Information Leadership, Grant combines his experience in corporate management roles with a passion for technology and information. Grant is in charge of strategic direction and innovation at Information Leadership.
This whitepaper, published Jan 2021, documents an assessment by Information Leadership of the capability of Microsoft 365 to support organisations in meeting their obligations under the New Zealand Public Records Act 2005 (PRA).
Information Leadership is one of only 41 partners worldwide with this ranking and the only NZ Partner. This is for our proven expertise in Compliance/Records Management and Implementation.
We are authorised supplier for ICT Professional Services and Data and Information Services on NZ Government ‘Marketplace’, including Cloud Transition Services, Change Management, IM Training Services, Information Architecture and IM Strategy.
Leaders in setting up Microsoft 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
In 2020, for the second year in a row, Information Leadership was named Microsoft’s 'Empowering Employees Partner of the Year' for our work with Tasman District Council. In 2019, we won for our work with Todd Energy as well as being placed Highly Commended for the Modern Workplace Award.
"A key takeaway for me was the 5 iM principles and how they can be delivered on through O365. I liked the practical advice best – an information management led Office 365 implementation."
"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."
"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."
"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."
“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"
"The workshop was very useful and the content is relevant to our organisation and our current situation"
"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"
"For a workshop that is open to numerous organisations - this was a fantastic overview"
“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.”
“Really great presentation which helped to fill in some "gaps" for me”
“The workshop was well structured with very good presenters / facilitators.”
“Very timely with having gone through lock down how digital work spaces can be used."
"I thought it was a really useful workshop and I gained a lot of insights from attending"
“There are some really good features in Office365 that can be used effectively with some careful thought and planning"
“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"
NZ’s specialist in Enterprise Content Management for Microsoft 365.
Have it all: Ease and flexibility for users, confidence and control for your organisation.
Cost (excluding GST):
$195 | includes workbook, morning/afternoon tea
Ask us about in-house options