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Protiviti assists organizations with defining and documenting a strategy and roadmap to accomplish records management within Microsoft 365 leveraging Microsoft Purview.
The Microsoft Purview Records Management Assessment and Strategy offering provides a strategy and roadmap that includes considerations for:
Protiviti will work with the Client utilizing the following approach
Conduct a series of information-gathering, discovery workshops aimed at understanding the organization’s current state, including: 1a. Current Microsoft 365 environment 1b. Current policy documents, processes, and record retention schedules 1c. Disposition actions, controls, processes and required approvals 1d. Data classification policies and capabilities
Produce a Microsoft Purview Records Management Strategy document, including actionable recommendations with a focus on: 2a. Microsoft Purview retention policies and retention labels 2b. Disposition Reviews, including customization of approvers and processes (if needed) 2c. Automation of records management processes 2d. File plan management, information architecture and event-based retention
Phase & Activities
Discovery & Information Gathering
Microsoft Purview Records Management Strategy Document