https://store-images.s-microsoft.com/image/apps.8375.00ec29e3-8b5d-4a93-851b-ad135f2adef1.360cb61f-1296-409a-a1a4-8e003d3eefb4.5ea47472-64f6-4294-bbcf-b3850b75f979

Microsoft Purview Records Management Assessment & Strategy for Financial Services - 9 Week Assessment

Protiviti

Protiviti assists Financial Services 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:​
  • Current Microsoft 365 environment​
  • Current policy documents, processes, and record retention schedules​
  • Disposition actions, controls, processes and required approvals​
  • Financial data classification policies and capabilities
  1. Produce a Microsoft Purview Records Management Strategy document, including actionable recommendations with a focus on:​
  • Microsoft Purview retention policies and retention labels​
  • Disposition Reviews, including customization of approvers and processes (if needed)​
  • Automation of records management processes​
  • File plan management, information architecture and event-based retention

Phase & Activities

Project Initiation

  • Kickoff Meeting: Review goals, responsibilities, and objectives​
  • 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:​
  • Current Microsoft 365 environment configurations​
  • Records management policies, processes and retention schedules​
  • Disposition actions, controls, processes and required approvals​
  • Financial data classification policies and capabilities​
  1. 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:​
  • Utilizing built-in Microsoft Purview Records Management capabilities to meet organizational records management policy requirements, including Retention Policies and Retention Labels​
  • Identification of approved repositories for records of business value and transitory information​
  • Automation of records management processes for information within Microsoft 365​
  • Disposition Reviews, including customization of approvers and processes (if needed)​
  • File plan management, information architecture and event-based retention​
  1. Provide a DRAFT strategy document to Client, collect feedback, iterate (maximum of two iterations), and finalize​
  2. Present finalized Microsoft Purview Records Management Strategy to Client stakeholders

Áttekintés

https://store-images.s-microsoft.com/image/apps.26682.00ec29e3-8b5d-4a93-851b-ad135f2adef1.360cb61f-1296-409a-a1a4-8e003d3eefb4.430b1187-43d4-46e4-ba38-e69d617df487
https://store-images.s-microsoft.com/image/apps.45253.00ec29e3-8b5d-4a93-851b-ad135f2adef1.360cb61f-1296-409a-a1a4-8e003d3eefb4.8893f142-4536-4a0b-b096-90eda0281bcd
https://store-images.s-microsoft.com/image/apps.22138.00ec29e3-8b5d-4a93-851b-ad135f2adef1.360cb61f-1296-409a-a1a4-8e003d3eefb4.bcdfd760-f6ae-4d41-824d-f59b0d14e6b4
https://store-images.s-microsoft.com/image/apps.895.00ec29e3-8b5d-4a93-851b-ad135f2adef1.360cb61f-1296-409a-a1a4-8e003d3eefb4.27ee44a8-2e63-429e-b6ce-ebded7486101