Enterprise Records Management in SharePoint & Office 365.

Transcription

1 Enterprise Records Management in SharePoint & Office 365

2 About Gig Werks Be it in the Cloud with Office 365 or on premise, Gig Werks has delivered award winning targeted and focused business solutions for departments and industries, built on Microsoft SharePoint. Microsoft Awards and Recognition Microsoft Gold Partner since the firm s beginning in 2001 Virtual Technology Specialists for the Microsoft New York Enterprise Group 5 Time Microsoft SharePoint Technical Excellence Partner Award Winner Approved Vendor of Microsoft Legal and Corporate Affairs Group (LCA) Invited into the Partner Evidence Program for SharePoint 2007, 2010, 2013 & 2016 Solution Expertise for Full Microsoft Stack: Office 365, SharePoint, Cloud Applications, Business Intelligence Industry Business Solution Expertise in: Legal Firms & Departments, Architecture/Engineering/Construction AEC, Facilities Management, Financial Services, Healthcare/Pharmaceutical & Professional Services ProjectReady Business Solution Software for SharePoint & Office 365 Software as a Service solution built for the business Integrates with SharePoint & The Microsoft Cloud Drives Control, Visibility, Reporting & Collaboration across all data & projects

3 Packaged Solutions & Offerings Packaged Solutions SharePoint & Office 365 Workshop Quick Start & Training Workshop SharePoint Business Solution Planning Plan your SharePoint initiatives with Gig Werks Premium Advisory Services Plan Managing Your SharePoint & Cloud Services with Gig Werks Nintex Workflow Quick Start Nintex Installation, Configuration & Training Workshop Compliance Approval Workflow Quick Start Workflow Implementation & Report Generation

4 ProjectReady Applications ProjectReady Applications ProjectReady Collaboration Engine Project & Program Management ProjectReady Document Control Suite RFI, Submittal & Transmittal Management ProjectReady Viewer Web Document Viewing, Redlining & Redaction ProjectReady CAD Autodesk and Revit Management in SharePoint ProjectReady Matter Management Engine Legal Matters Management & Control

5 Microsoft SharePoint

6 SharePoint Content Management Site-level retention policies Compliance levels extended to sites Policies include: Retention policy for sites and Team Mailbox associated with site & Project closure and expiration policy Record Center Designed for managing discovery cases and holds Establishes a portal through which you can access discovery cases to conduct searches, place content on hold, & export ediscovery capablities Support for searching and exporting content from file shares Export discovered content from Exchange and SharePoint Team folders Seemless integration of Exchange and SharePoint to provide best of both world and end user flexibility

7 Specify retention schedules for content types Submit documents for long term archival

8 Create hierarchical file plans and generate reports Define mutli-stage retention policies by folder

9 Legal can create discovery sets for in-place preservation View in-place hold stats in real time Create queries to trim down content required for analysis or export

10 SharePoint 2016 Compliance Features Document Deletion Policy Center allows easy control of how documents are deleted or retained Allow site owners to choose from policies that you centrally create and manage. You can also allow site owners to opt out altogether if they decide a policy does not apply to their content. Enforce a single mandatory policy on all sites in a site collection, such as all OneDrive for Business sites, or even enforce a policy on all site collections created from a specific site collection template, such as the Team Site template. Provide a default policy with a default rule that will be automatically applied without any action required by site owners. Create a policy that includes several deletion rules that a site owner can choose from.

11 Why 3 rd Party Applications Out of the Box feature doesn t exist Reduces Risk and Drives High Return on Investment Don t Recreate the Wheel Need for Specific Business or Industry Solution or Functionality Scalability and Easy Upgrade / Migration Speed to Market Satisfy Regulatory Requirements or Compliance Product and Solution Support

12 Gig Werks Advanced Business Solutions & Expertise Advanced Functionality Enterprise Content Management Workflow Search Migration User Interface & Experience Governance & Compliance TermSet Nintex RecordPoint Sharegate Cryptzone Accusoft BA Insight Colligo Workshare Ezescan DocuSign Nintex BA Insight Accusoft Colligo Workshare Sharegate LiveTiles ProjectReady Nintex TermSet RecordPoint Sharegate Cryptzone Colligo Workshare AEC Solutions Advanced Industry Solutions Financial Services Solutions Legal Solutions Pharmaceutical / Healthcare Solutions ProjectReady Nintex RecordPoint DocuSign Sharegate Colligo TermSet Cryptzone Ezescan Nintex Intelledox RecordPoint Cryptzone Sharegate TermSet Accusoft DocuSign ProjectReady Nintex TermSet BA Insight Sharegate RecordPoint Cryptzone DocuSign Colligo Ezescan Nintex TermSet Accusoft RecordPoint Cryptzone Sharegate Workshare DocuSign

13 RecordPoint for SharePoint & Office 365 Long term preservation / Archiving Digitally preserve valuable information to ensure it remains accessible and usable Physical Records Manage physical and hybrid records along with electronic records in SharePoint Record Number / Permalink Permanently reference records, files and boxes using a configurable, fully customizable number or series. Records Retention Central control over the retention and disposal schedules that govern your records. Security & Governance Additional features which enhance SharePoint's native security model and audit tracking ensuring the integrity of your records. Social Records Capture and manage Facebook posts and Twitter feeds as records.

14 RecordPoint for SharePoint & Office 365 Policy Engine Classify, retain, and manage content by creating Rules that tie together metadata patterns to a record classification Centralized Dashboard Manage entire information governance program across SharePoint & Office 365 Classification / File Plan Build hierarchical Classification or File plans within RecordPoint or import them from another tool. Disposal Manage the disposition of records and files that have reached the end of their retention. e-discovery/holds Centralized management of legal and organizational policy holds across SharePoint and Office 365. Exporting/Importing Export and import records by level of aggregation (box, file or record) Full Audit Trails RecordPoint Auditing displays the auditing information collected from SharePoint Reporting Create custom reports using SQL Reporting Services for physical records

15 Questions & Answers Go to the Question Tab on your GoToWebinar Control Panel and Type Your Questions to be Answered Please Do Not Forget to fill out the survey as you leave the webcast to receive Todays PowerPoint & Webcast Recording Contact Us