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Microsoft Purview Records Management Assessment & Strategy - 9 Week Assessment

Protiviti

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:​

  1. Client’s current record management policies, procedures and file plan​
  2. Client’s information classification policy​
  3. Implementation of file plan within Microsoft Purview, along with disposition reviews, event-based retention, adaptive scopes, and auto-apply retention label policies

Objectives:

Protiviti will work with the Client utilizing the following approach

  1. 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

  2. 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

Project Initiation

  1. Kickoff Meeting: Review goals, responsibilities, and objectives​
  2. Plan & prepare a detailed workshop agenda and project plan

Discovery & Information Gathering

  1. Conduct up to three (3) discovery workshops to capture detailed information regarding:​
  2. Current Microsoft 365 environment configurations​
  3. Records management policies, processes and retention schedules​
  4. Disposition actions, controls, processes and required approvals​
  5. Data classification policies and capabilities​
  6. Review all collected data; synthesize findings and observations; Research and answer outstanding questions

Microsoft Purview Records Management Strategy Document

  1. Produce a Microsoft Purview Records Management Strategy document with proposed recommendations for:​
  2. Utilizing built-in Microsoft Purview Records Management capabilities to meet organizational records management policy requirements, including Retention Policies and Retention Labels​
  3. Identification of approved repositories for records of business value and transitory information​
  4. Automation of records management processes for information within Microsoft 365​
  5. Disposition Reviews, including customization of approvers and processes (if needed)​
  6. File plan management, information architecture and event-based retention​
  7. Provide a DRAFT strategy document to Client, collect feedback, iterate (maximum of two iterations), and finalize​
  8. Present finalized Microsoft Purview Records Management Strategy to Client stakeholders

Lühiülevaade

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