Latest from Infotechtion

Insights on data security, AI governance, compliance, and cloud migration from our experts.

Stop Guessing, Start Governing

The time it takes to read this blog, an agent is activated in your network — leaving behind a privileged, non-human identity that no one owns, no inventory reco

Follow the data: lineage as a prerequisite for secure and effective AI

Summary Every answer an AI gives has a history. It was based on training data, assembled from files, emails, and pages that someone created, classified, and gav

Custom SharePoint Site Properties: What They Are (and When to Use Them)

What are SharePoint Site Properties SharePoint site properties are an underused feature that can unlock can unlock noteworthy governance and compliance scenario

9. The PM Operating System: Turning the Toolkit into a Repeatable Delivery Engine

Welcome back — and for the final time — to The Project Management Toolkit. Over the course of this series, we’ve explored everything from employee recognition a

AI Without Assurance Is a Business Risk You Can’t See—Until It’s Too Late

AI is already embedded in business operations—drafting content, analysing data, supporting decisions, and increasingly automating them. But here’s the uncomfort

AI Agent Governance: Learning from the Past to Prepare for the Future

A practical guide to enabling AI agents safely, scaling adoption with confidence, and avoiding the mistakes companies have made in earlier technology waves. Eve

Storage Optimization Reimagined: M365 Archive File-Level Integration with Infotechtion-ARM (i-ARM)

As data volumes continue to explode, the “keep everything” mentality has shifted from a storage challenge to a critical governance risk. Organizatio

Reporting – the Missing Link in Purview DLM Implementations.

Rising costs of storage, improved compliance and reduced risk are just some of the reasons that organisations are adopting Microsoft Purview (and of course, to

Navigating the messiness of change beyond theoretical frameworks

Within change management there are many different methodologies and frameworks, with different paths promising a clear and structured way to achieve successful

How to enable AI and agents to deliver business value without compromising security, privacy, or compliance

In our webinar March 5, I was joined by Jon Erik Bjøre, Vice President Technology Management at the energy company Equinor and Adithya Narayanan, Product Manage

AI Agents + MS Purview = True

AI agents are moving quickly from experiments to everyday tools. They plan, call other services, interact with data, and sometimes act without a person watching

8. Performance Measurement – The PM Toolkit

Welcome back to The Project Management Toolkit series. So far, we’ve explored Employee Recognition, Collaborating with Clients, Onboarding a New Project Manager

Agentic Intelligence (And Why It Matters in 2026)

Artificial intelligence has reached an inflection point.  Models are more capable than ever, benchmarks keep improving, and demos look impressive. Yet

Surfacing user behaviour and risks in your M365 Data Estate

It has never been easier to create and generate both data and information. Data growth is exponential and if you combine that with the growth of an organisation

Navigating Insider Risk Management (IRM): Practical strategies for modern organizations

In today’s digital landscape, organizations face a complex array of risks—not just from external threats, but from within. Insider Risk Management (IRM) has eme

Is Your SharePoint Environment Ready for April 2026?

April 2026 may feel far away—but for many organizations running SharePoint Online, it’s closer than it looks. Microsoft has announced the retirement of several

Start with Microsoft Purview. Finish Everywhere with the Infotechtion-ARM.

Microsoft 365 is now fully embraced by most organizations as the primary platform for collaboration and productivity. Microsoft Purview plays a critical role in

Stop Treating Microsoft Purview Like a Project

Treating Purview like a one-off implementation—plan, deploy, hand over—produces one-off results. Data grows, risks shift, new controls and regulations appear, a

Controlled Intelligence: How to Safely Use LLMs in Enterprise Chatbots

Large Language Models have fundamentally changed what enterprise chatbots can do. They can reason over data, summarize complex information, and interact with in

AI and Standards – Preparing for the AI Act

AI and Standards – Preparing for the AI Act When the majority of the articles of the AI Act take full effect in August 2026, organizations providing, depl

Bridging IAM and GRC: Turning Policy Into Action with Microsoft Purview and Entra ID

Introduction In today’s digital world, identity isn’t just a login — it’s the new security perimeter. Every credential, every permission, and every access reque

Cut SharePoint Storage Costs

Are you struggling to control the rising costs of your SharePoint storage? 60% of M365 customers surveyed by Infotechtion are paying premium rates ($0.20 /GB /m

Data Loss Prevention for Copilot: 3 Essential Policies Every Organization Needs in 2025

Whether you plan on implementing Microsoft 365 Copilot in your organization or you have already implemented it, Copilot security should be your top concern. Wit

How to avoid data breaches

Data breaches rarely happen the same way twice. Some are driven by malicious insiders, others by external hackers, careless employees, or even well-intentioned

7. Stakeholder Management – The PM Toolkit

Welcome back to The Project Management Toolkit series. So far, we’ve explored Employee Recognition, Collaborating with Clients, Onboarding a New Project Manager

Smart Coding with AI: A Guide for Teams to Adopt Responsibly

Artificial Intelligence is no longer just analyzing our code, but it’s writing it. AI coding assistants like GitHub Copilot, Cody, and others are quickly becomi

Turning Audit Pain into Audit Readiness: How to Simplify Compliance

IT security audits are meant to validate that an organization’s information assets are secure and compliant. Regulators, boards, and customers expect assurance

Microsoft Copilot, Gen AI and ROT Data Management

Microsoft Copilot, Gen AI and ROT Data Management The whitepaper Gen AI and ROT Data Management, co‑authored by Infotechtion’s Vebjørn Krågebakk, and BI Norwegi

Foundations of Retention: The Essentials of a Fit-for-Purpose Retention Schedule

A well-designed retention schedule is the cornerstone of any effective records management policy. It’s not just a compliance tool—it’s a strategic asset that su

Unlocking the Power of Microsoft Purview Device DLP Policies

Data Loss Prevention (DLP) is a critical component of modern security strategies, especially with the explosion of remote work and the proliferation of endpoint

Closing the Loop on Silent Data Breach in Microsoft 365: How i-ARM Restores Visibility and Control

Microsoft 365 makes collaboration easy. With just a few clicks, users can share files and folders through links, streamlining teamwork across departments, partn

The Operational Reality of Microsoft Purview

Microsoft Purview delivers powerful data governance capabilities, but operationalizing it across a large enterprise is often more complex than anticipated: (1)

Elevating AI-Driven Data Governance – Infotechtion’s i-ARM in Action

As AI continues to embed itself deeper into business processes, the conversation is shifting from excitement to responsibility. While tools like large language

How Microsoft Purview Insider Risk Management Helps You Stay Ahead of Internal Threats

In today’s hybrid work environment, where sensitive data flows across devices, apps, and geographies, insider risks have become one of the most complex and cost

Operationalizing the AI Act: Practical Steps for Organizations

For organizations navigating the complex landscape of artificial intelligence regulation, the EU AI Act presents both challenges and opportunities. While its pr

Practical application of Sensitive Information Types in Microsoft 365 – how do we go from user story to production

I recently spoke at a Microsoft Partnership event and thought I’d create a blog post with the same topic. At Infotechtion we’re often tasked with assisting larg

Security and Governance for AI: Building a Resilient Future

Protecting and Governing AI with Microsoft Solutions Artificial Intelligence (AI) is revolutionizing industries across the globe, yet its rise brings critical c

Demystifying Microsoft Purview’s Auto-Labelling Content Inspection Process

The challenge In today’s data-driven world, ensuring the safety and privacy of sensitive information is more critical than ever. As organisations grapple with i

Enhancing AI-Driven Data Governance with Infotechtion’s i-ARM

As artificial intelligence becomes increasingly embedded in business operations and with the surge of AI Agents, the need for strong data governance has never b

Supercharge DSPM with i-ARM: How i-ARM Enhances Microsoft Purview DSPM for Enterprise-Grade Data Classification

Data security posture management (DSPM) is rapidly becoming essential in a world of multi-cloud environments and AI-assisted workflows. Microsoft Purview DSPM d

Deep Research: Infotechtion AI Governance Platform

As AI becomes integral to business operations, robust governance is vital to mitigate risks like data breaches, regulatory violations, and ethical concerns. Inf

Modernizing Workspace Provisioning with Microsoft 365 Hub

In today’s fast-paced digital world, organizations are increasingly relying on Microsoft 365 for their collaboration needs. Despite the widespread adoptio

Trust and interdependency as prerequisites for success during challenging times

After the second World War, Europe was in ruins and needed to find ways to preserve peace. Part of the solution was to create the European Coal and Steel Commun

Protecting what matters

In today’s digital world, data is everywhere—and so are the risks. From accidental leaks to insider risks and cyberthreats, organizations face growing challenge

Data Security as a Service: Elevating Your Data Management Strategy

Unleashing the Power of Comprehensive Data Security In the digital age, organizations face the relentless challenge of managing vast amounts of data while ensur

Configuring Multi-Language Policy Tips in Microsoft Purview DLP: A Comprehensive Guide

The challenge The ability to deliver Data Loss Prevention (DLP) policy tips in multiple languages, tailored to the user’s selected display language in the

6. Project Management Basics – The PM Toolkit

Welcome back to The Project Management Toolkit series. So far, we’ve explored Employee Recognition, Collaborating with Clients, Onboarding a New Project Manager

A Guide To Data Governance As A Service Operating Model

Setting the Foundation for Data Security and Compliance In today’s data-driven world, managing data classifications and lifecycle across enterprise data h

Securing Data at AI Speed: How Purview Data Security Posture Management (DSPM) Keeps Pace with Rapid AI Advancements

What is DSPM? Think of DSPM as a security guard for your business’s data—constantly monitoring where your data is stored, who has access to it, and whether it’s

The importance of a diverse communication strategy

How does a comprehensive communication strategy lead to successful implementation of changes? As the workforce increases in complexity, so does the need for a d

An Information Asset Catalog: Why Now?

It’s 2025, and most every organization over a few hundred people likely has a Records Retention Schedule. It may have even been extended to include Non-Records,

Mastering Purview DLP Email Policies: A Comprehensive Guide to Custom Oversharing Dialog Boxes

Understanding the challenge When implementing a Data Loss Prevention (DLP) policy in Microsoft Purview, it is essential to adopt a phased approach to ensure its

Purview implementation at multi-national manufacturing company

Customer: A global manufacturer with operations in over 40 countries and a workforce of approximately 40,000 users in Microsoft 365. Its products serve diverse

Purview implementation at large global retail company

Customer A global retail company with over 100,000 employees, known for offering fashion-forward clothing, accessories, and home goods at affordable prices. It

The EU AI Act: Revolutionizing Data Security and Governance

Artificial intelligence (AI) is transforming industries worldwide, enabling innovation and creating efficiencies at an unprecedented scale. However, with this r

Automatic classification of files and emails in Microsoft 365 using Microsoft Purview or SharePoint Premium

Employees are usually too busy to care about compliance. We need to automate security and governance as best as possible, and I will in this blog post outline w

The Impact of Overstorage of Information

The Impact of Overstorage: When Copilot Picks Up Old Content In the modern workplace, Copilot are becoming indispensable for improving productivity. However, th

Maximise the benefits of Data Governance in UK Public Sector

Maximise the benefits of Data Governance in UK Public Sector Data governance has been a constant consideration of continuously increasing importance to the UK p

SharePoint lifecycle management: 6 options to reduce costs and risks

SharePoint storage is not unlimited and purchasing more is expensive. It can be up to 10x more expensive when compared with IaaS cloud storage solutions such as

Data lifecycle options for Microsoft 365

Keep what we need and delete the rest A study by CGOC (Compliance and Governance Oversight Council) some years ago found that in average, 25% of information has

Enhancing Data Protection and Information Governance with Microsoft 365 E5 Licensing

Table of Contents Introduction: The Imperative of Robust Data Security and Information Governance Understanding the Limitations of Microsoft 365 E3 License Unlo

Preparing for a Copilot Implementation

So, you’re ready to roll out Copilot. You have an Information and Records Governance program in place, including your Steering Committee, Information and Record

Navigating Data Security: The Impact and Implications of Encryption in MS Purview Sensitivity Labels.

One of the notable features of Sensitivity Labels in Microsoft Purview is the ability to configure labels to apply encryption to files and emails. The primary p

5. Project Management Methodology – The PM Toolkit

Welcome back to The Project Management Toolkit series. So far, we’ve explored Employee Recognition, Collaborating with Clients, Onboarding a New Project Manager

Cummins uses Microsoft Purview to automate processes more efficiently in the age of AI

Infotechtion is honored to collaborate with innovative customers like Cummins Inc., and we’re thrilled to showcase this success story. https://www.youtube.com/w

Building a Solid Legal Shield: Using e-Discovery to Protect Your Data

Building a Solid Legal Shield: Using e-Discovery to Protect Your Data What is e-Discovery? Many organizations overlook the full potential of Microsoft 365’s e-D

Investment and Benefit Strategy for Copilot

A strategic look at adding Copilot value Let me start with a quick segue into investments to provide a framework for maximizing your Copilot value. Many people

M365 Implementations: Additional Insights on Change Management Challenges

A standard way of defining Change Management is “the management of change and development within a business or similar organization”, but what does that really

Microsoft’s AI Offerings: From Copilot to Azure AI and Beyond

Within the last 50 years we had several technological booms that completely, and irreversibly changed our lives. Starting with the personal computer boom happen

i-ARM Reporting Enabling Copilot Adoption and Risk Management

In today’s digital age, where technology rapidly evolves and integrates into every aspect of business operations, adopting advanced tools has become cruci

Discovery phase – what is it and why is it so important?

What is the discovery phase? Although it may seem obvious, many seem to be underestimating the importance of conducting a discovery phase before initiating a pr

So you learnt how to crawl, and now you want to run

So, You Think You are Ready to Run… But have you learned to walk yet?If you recall, in March we published a blog titled, “Fixing the Basics: The Importance of L

Revolutionize Your Security: Dynamic Insider Risk Management with Adaptive Protection

Since its inception in 2020, Microsoft Purview Insider Risk Management (IRM) has been the subject of extensive discourse and analysis. For those seeking a conci

Developing an Effective Cyber Incident Response Plan: A Guide for Small Businesses

In the evolving digital landscape, cybersecurity has become a critical concern for businesses of all sizes. With over 75% of targeted cyberattacks beginning wit

Enhancing Data Security: The Advantages of Microsoft Purview Exact Data Match

When configuring Microsoft Purview Data Loss Prevention (DLP) policies or Microsoft Purview Information Protection auto-labelling policies, leveraging Sensitive

Leveraging Existing Auto-classification Technologies to Prepare for Copilot

I see a lot of excitement among clients about the possibilities of what Copilot can do for their Purview data governance and information protection journeys. It

4. Microsoft Project – The PM Toolkit

Welcome back to The Project Management Toolkit series. So far we’ve explored Employee Recognition!, Collaborating with Clients and Onboarding a new Projec

Enhancing Governance Through Insightful Reporting with i-ARM

Power BI stands as a transformative force in the realm of data analytics, and its application in Infotechtion’s -ARM solution magnifies its impact. Throug

Zero Trust: A Holistic Approach to Data Security

What Is Zero Trust? At its core, Zero Trust is a paradigm shift—a departure from the old guard of cybersecurity. It rejects the notion of inherent trust, whethe

Are you an information hoarder?

In a recent workshop with one of our clients, I learned that they had to increase their storage limits for OneDrive several times already. This got me thinking:

How to pilot Copilot for Microsoft 365

A Guide for Application Technical Professionals Introduction Copilot for Microsoft 365 is a generative AI tool that helps users be productive by providing sugge

Fixing the Basics: The Importance of Learning to Crawl before Walking and Running

Fixing the Basics: The Importance of Learning to Crawl before Walking and Running From building houses to developing an effective, efficient and secure data, in

On Board with CoPilot | Are you Modern Workplace Ready?

On Board with CoPilot | Are you Modern Workplace Ready? If you haven’t been living under a rock, chances are you’ve come across the buzz around CoPi

Recognizing phishing; Best practices

Phishing attacks continue to be a significant threat to organizations worldwide. According to this report by Egress, 94% of firms were hit by phishing attacks i

3. Project Manager Onboarding – The PM Toolkit

Welcome back to The Project Management Toolkit series. So far we’ve explored Employee Recognition! and Collaborating with Clients. This series breaks down

Navigating the Complexities of Data Management in the Digital Age: A Unified Approach

In the digital era, where the volume and value of data continue to grow exponentially, the paramount importance of managing this data effectively cannot be over

Optimising Information Governance: The Synergistic Union of Records Management and SharePoint Metadata

Enthusiastic users of Microsoft Purview’s Record Management solution know that it is an excellent tool to facilitate the fulfilment of your organisation’s

Information Management – A Practical Example

Within the field of handling information in an organization, there are a myriad of different concepts, sciences, and strategies to be considered. It can be conf

Simplifying Information Governance with i-ARM: Navigating the Digital and Physical Landscape

Quick Summary: Information governance is an essential tool for every organisation to meet their legal, regulatory and business data compliance requirements. Mic

Key Performance Indicators – Why, What and How

Why do we need KPIs Key Performance Indicator is a good tool to make objectives of any project tangible and concrete, increasing likelihood of people to underst

Leveraging MS Purview eDiscovery: Enhancing Data Security & Compliance, and handling legal investigations

Microsoft’s Purview eDiscovery shines as a powerful tool for identifying and delivering electronic evidence that can be crucial in legal cases, However, i

Innovation and Regulation: A Dance?

The interplay between innovation and regulation can often resemble a novice at a ballroom dance, awkwardly out of sync, with each step of progress met with a re

2. Collaborating with Clients – The Project Management Toolkit

Introduction We hope you enjoyed our first post in The Project Management Toolkit series on Employee Recognition! This series breaks down the essential componen

Garbage In, Goldmine Out: Curating your Training Sets for CoPilot AI

Curating your Shared Network Drives and SharePoint Training Sets for MS CoPilot AI We have come a long way since file analysis tools and defensible disposition

Protect Your Business with Microsoft 365 Purview Insider Risk Management (IRM)

Protecting your organization from external threats is only one piece of the puzzle. You also must protect your organization from the inside out, another facet o

The NIS 2 Directive: What is it and how can Infotechtion help your company comply?

NIS 2 is the new EU Cybersecurity directive that will come into effect from October 2024 onwards, affecting all member states. It covers 18 sectors and 180,000+

Unlocking Efficiency and Security with Purview Retention, Microsoft 365 Backup and Archive

In the dynamic landscape of digital content, managing data efficiently and securely is a priority for any organisation. Recognizing this, Microsoft is introduci

Business Information Inventory

Information is your biggest asset If you’ve ever read any of our previous blogs or surfed the web for information-related content, you’ve probably bumped into t

The Power of Microsoft Graph Data Connect

As a Norwegian I keep hearing that “information is the new oil”, and we see that there are massive amounts of information and data collected in the

Mastering AI: Unveiling the Power of MS Purview Trainable Classifiers

In today’s landscape, engaging in a substantive debate on any topic invariably involves delving into the profound influence of Artificial Intelligence (AI

Mitigating Barriers in Adoption

Introduction There is often resistance within an organization whenever there´s talk about making changes, and this is especially true pertaining to changes in d

Navigating Cross-Platform Collaboration Data: Yet Another (Solvable) eDiscovery Challenge

In the ever-evolving landscape of eDiscovery, one of the most prominent challenges that legal professionals face is dealing with emerging data types. As technol

Employee Recognition – Project Management Toolkit Series

Introduction Please enjoy the first in this series from Infotechtion as part of the Project Management Toolkit. This new series breaks down the essential compon

Understanding Phishing Emails: How to Spot and Avoid Them

Phishing emails are a common form of online threat that can be difficult to identify. Cybercriminals use sophisticated tactics to trick users into divulging per

Fueling Efficiency: Global Oil and Gas Operator Enhances Information Management by Standardizing on Microsoft 365

A global oil and gas operator stands as a prime example of how strategic focus on enhancing information management capabilities can lead to fast-moving and rema

FSA helps keep UK food supply safe with Microsoft Purview Records Management.

The Food Standards Agency (FSA) fulfills the vital role of overseeing food safety in England, Northern Ireland, and Wales.

Global energy company improves information management while reducing costs

Standardized on Microsoft 365 for collaboration and information management.

What do you do when your client doesn’t think the tools suit their needs?

I have been a consultant in the fields of records management and information governance for approximately 15 years and I have yet to meet a client that we (I ne

How to Build the Right Microsoft Purview RM PoC

This blog posts reflects our recent experience with a variety of large clients in the development of Proofs of Concept (PoC) that use Microsoft 365 (M365) and M

Discover and manage shadow IT with App governance add-on to Microsoft 365 Defender for Cloud Apps

When IT admins are asked how many cloud apps they think their employees use, on average they say 30 or 40, when in reality, the average (in large enterprises) i

Elevating Information Governance: The Transformative Power of ISO 9001 and 27001

At Infotechtion, we believe that exceptional quality is the foundation of effective information governance. Our recent renewal of ISO 9001 and 27001 certificati

Mastering User Productivity with SharePoint Online, Metadata and M365

Compared to my previous more general posts, What is Information Governance in M365 anyway and M365: From Zero to Hero, (must reads if you are looking to start y

10 Key Adoption Metrics to track in SharePoint

SharePoint is a powerful tool that allows organizations to share, manage, and collaborate on content.

What are Information Barriers in Microsoft Purview and how to make them work

According to Microsoft: “Microsoft Purview Information Barriers (IB) is a compliance solution that allows you to restrict two-way communication and collaboratio

Microsoft Teams Recording Management – A Point of View

Written by Peter Rahalski, M365 Information Governance Architect andnVivek Bhatt, Chief Technology Officern   Microsoft Teams Recording – Overview Microsof

Optimizing Document Lifecycle in SharePoint

From the moment a document is created to its eventual disposition, it goes through a series of stages that can be both exciting and challenging. But fear not, I

Common misconceptions about Microsoft Purview Compliance Manager

Microsoft Purview Compliance Manager is a cloud-based compliance management solution that provides a unified view of compliance across multiple data sources, en

M365 Information Governance: Just what is it anyway?

M365 Information Governance: Just what is it anyway? Infotechtion prides itself on its expertise to leverage Microsoft 365 (M365) tools to deliver best in class

Client Project Management – Lessons From The Field

Information and Knowledge Management Projects are 30% technology implementation, 70% people, process and changes to ways of working. Organisations exploring the

Customize what happens at the end of the retention period using Power Automate

  When you configure a ,retention label in MS Purview to retain items for a specific period, you specify what action to take at the end of that retention p

Insider Risk, data exposure jeopardy!

Insider risk refers to the potential for employees or other insiders to misuse or mishandle sensitive data within an organization. This can include actions such

Just enough security & compliance permissions for Just In Time access

It is often the requirement of large organisations to grant security and compliance roles to non IT staff members of different sections. In this article we take

How to Manage and Protect Information in Microsoft 365 and Azure

Information Protection and Governance Information is your most valuable asset. Protecting your information – in transit and at rest – is important t

Tackle Insider Risks

Tackle Insider Risks People think insider risks only apply to businesses but it is not. Since a few days everyone can hear the word “Insider Risk” i

5 Use Cases for Custom Sensitive Info Types in Microsoft Purview Compliance

Sensitive info types (SITs) are pattern-based data classifiers in Microsoft 365 Purview. Microsoft has 300+ built-in sensitive info types and the list is contin

Microlearning – What, why and how?

Training employees is important to increase productivity, efficiency, motivation, and growth in your business. The ability to concentrate has become harder beca

Updating your existing term sets

We have a lot of content about how to manage information in M365 and how to build good metadata models to ensure the information is correctly stored and secured

Microsoft Purview – the future of unified data governance solution

Data Governance is often overlooked when it comes to architecting your data estate. Microsoft Purview is the new unified data governance solution that can help

Approval Workflows with Compliance features

Lots of companies still to this day are heavily relying on manual tasks that is being carried out on a day-to-day basis. Automated workflows reduce the amount o

3 Success Factors for an Efficient Insider Risk Management.

Human error led cybersecurity issues are the biggest threat contributors to organisations. The transition to hybrid work, the increased Joiner – Leaver ac

The importance and benefits of change management in digital transformations

Learn how to swim and not drown The unfortunate events from two years ago have forced many of us to do a 180-degree switch to the ways we work. Enabling the abi

Microsoft Information Protection Best Practices

Most companies have now started to realize that they need to improve how important and sensitive information is protected in Microsoft 365 and beyond. This coul

Automate Workspace Creation with M365 Hub

In the era of automation we see that quite a number of organization are still relying on traditional manual approach of creating SharePoint sites and Microsoft

Microsoft Information Protection – Trainable Classifiers

Entropy – the degree of disorder or uncertainty in a system [merriam-webster dictionary] Every organization starts with a fairly defined way of working to

You GOT this! Tackling unstructured content ownership

Many years ago, in one of my less favorite towns, but more favorite clients, we embarked on a project to clean up their shared drive environment in anticipation

M365 Retention Label Triggers and Versioning

Microsoft 365 Retention & Records management features allows the use of retention labels for applying retention settings at a granular level i.e. items &#82

What is Microsoft Priva?

So you heard us announcing the Microsoft Priva at our webinar – Establish an information protection and privacy strategy with Microsoft Principal Group Pr

Microsoft Information Security vs Information Protection

Safeguard your Enterprise Information Ecosystem with Microsoft Information Security and Information Protection tools. Organizations nowadays have to be more res

Relation hierarchy with hubs site (and Hub sites in Hub site)

We often talk about the importance of flat structure and using metadata to but contexts to content. Why would you use hub sites or even hub sites in a hub site?

Records vs. Non Records – Keep The Value, Delete The ROT

It is predicted that by 2025 global data creation will reach 175 ZB (zettabytes). Is it a lot you might wonder, let me put it into a perspective: an average wor

M365 Information Protection Powers a Simple User Guide to Information Sharing

Microsoft365 integrated with Governance and Protection capabilities can significantly simplify many user experiences, specially when relates to sharing informat

Microsoft Project Nucleus is alive!

Its been just over a year since my colleague Vivek Bhatt published his post on “What is Microsoft Project Nucleus” where he highlights the core technology focus

What is Microsoft Project Nucleus?

Microsoft CVP Jeff Teper introduced the latest innovation on Microsoft SharePoint online platform called Project Nucleus. Read more about it in this blogpost by

10 steps to secure your M365 environment (part 2)

This is the second blog in a series about actions your organization can take to improve the security of your Microsoft365 tenant. You can find the first introdu

How to best manage access in Microsoft 365

To enable an effective digital workplace, access needs to be set correctly. Non-sensitive information should be accessible to enable knowledge sharing and reuse

Adaptive Policy Scopes – M365 Retention

If you follow the latest announcements from the Microsoft Information Governance product team, then you must have already heard about a new feature in the Micro

Metadata hierarchies in SharePoint Online

Metadata in SharePoint Online is used to find and manage files. The metadata may be free-form text or numbers entered by users, or it may have pre-defined value

Microsoft Records Management: 8 options for collaborative spaces

I have previously written about how to automate M365 Information Governance and Records Management, and I will in this post explain your Microsoft Records Manag

Automate Information Governance with M365 AI and Machine Learning

Earlier this year we did a webinar explaining how to automate information governance and records management in Microsoft 365 (M365), and I will in this blog pos

Multi-Stage Disposition Reviews in M365 Records Management

Disposition reviews are a very important part of Retention and Records Management features. Microsoft 365 Information governance & Records Management worklo

Retention for Exchange, OneDrive for Business, and SharePoint Online

An important M365 design decision is to determine if all information should have a lifecycle, not just records. Research by the Compliance Governance & Over

Automate M365 Information Governance and Records Management

Oof relying on staff to manually identify and classify important information, e.g. manually apply a M365 record label. By automating M365 Information Governance

Identity Governance – manage your External Users in Microsoft 365

If I reflect on the Microsoft 365 projects I participated in during the last couple of years, about 90% of those projects included the organisation’s need

Microsoft Teams and your DRMS: don’t forget about your Corporate Permissions!

Microsoft Teams has quickly become a key component in Microsoft’s 365 suite. Many customers now are deploying a Team where they used to deploy a SharePoin

From Big Buckets to Records Management in M365

I have previously written about the value of big bucket retention categories to make it easier for users and machines to select the right retention to ensure co

How to establish good information management policies

We often meet organizations with ineffective governance policies, – this could be retention policies, information security policies, or information classi

Enable Enterprise Retention Policy in Exchange Online and OneDrive for Business

Microsoft 365 retention management extends beyond records management. A key aspect of effective records compliance is in managing retention and disposition of A

Data Loss Prevention – Block email attachments with a sensitivity label

There is often a requirement in organisations to block emails that are sent to external users if the email contains an attachment with a specific sensitivity la

INFOTECHTION, JOINS MICROSOFT INTELLIGENT SECURITY ASSOCIATION

Infotechtion is pleased to announce our participation in the Microsoft Intelligent Security Association (MISA). Infotechtion delivers Microsoft Information Gove

Automate Information Governance with M365 approval workflows

This is an exciting time for organisations working with Microsoft 365: multiple innovations are rapidly following and being integrated with each other to improv

Microsoft Podcast: How to start your information governance and records management journey for M365

In this episode, Microsoft speaks with Vivek Bhatt, Chief Technology Officer at Infotechtion, about charting the direction of your information protection and re

Document Autoclassification using Content: Similarity and Topic Comparisons

Similarity and Topics Similarity classifies by determining how close one document is to another. This is one area where AI is being leveraged. There are a numbe

Document Autoclassification using Content: Keywords, Number and Word Patterns

Keywords A word (or set of words) can be associated with a type, metadata or security. Usually, a keyword to find a type of content (like using the word “contra

Document Autoclassification using Context: File Extensions, Metadata and Properties

File extensions This is the easiest entry point into classifying content because it can be done with a good >DIR command and a spreadsheet. It is done withou

Document Autoclassification: Source and Purpose

Before we start looking at classification techniques, a few concepts need to be defined. Source data The information we rely on to classify content automaticall

Document Autoclassification Technologies

A MasterClass – ification for unstructured content Post 1 This is an exciting time to be in the world of AI, machine learning, and autoclassification for unstru

Microsoft Records Management Auto-Classification Options

Classification Options Many organizations try to rely on users to manually identify, capture, and classify records that should be retained, but this depends on

Microsoft Podcast: How information governance brings value to business

Microsoft Podcast: How information governance brings value to business In this Voices of Data Protection podcast episode, Microsoft talks with Atle Skjekkeland,

Microsoft Teams and Site templates to automate M365 Information Governance

Perhaps, the most important part of information governance is the use site / Teams’ templates. These templates define the structure of your site or team.

M365 architecture to improve access and control of information

If you have many M365 users and files, then you need to plan how to best connect people, information, and knowledge with required security and compliance. Your

M365 Information Governance: Automate metadata extraction to improve search and discovery

Metadata is key to discover, understand, and manage unstructured information like documents and records. Users benefit from this when trying to find relevant in

The Business Case for Microsoft Information Governance

In the information age, information is an asset that can be used to add value, identify new opportunities, reduce costs, minimize risks. Knowledge workers are i

Ensure GDPR compliance for Microsoft 365

The General Data Protection Regulation (GDPR) is a regulation in EU law on data protection and privacy in the European Union (EU) and the European Economic Area

Why Manage Microsoft Teams Chats?

Emails have been a primary medium of communication/correspondence for a long time. Many organizations are working towards developing the policies or capabilitie

The problems of network shared drives

Even after years of migration to the cloud, the largest collection of unstructured content in the enterprise is the shared network drive. We know that it is ins

The New Microsoft Compliance Configuration Analyzer

We are introducing together with Microsoft a new tool called the Microsoft Compliance Configuration Analyzer (MCCA). MCCA is a PowerShell utility to automatical

Everything you need to know about Microsoft Teams App Templates

This blog will help you learn all there is to know about Microsoft Teams App Templates. First, we will get to know what apps in MS Teams really are. Then, I wil

How do you automate network drives transformation to Microsoft365 ?

I’m writing this article to outline a reference architecture for scenarios related to an accelerated transformation of data residing in network drives to

Teams Hub to automatically apply templates, naming, security, taxonomy, and compliance controls

Infotechtion Teams hub is an open-source product from Infotechtion built on Microsoft power platform to accelerate governance deployment and ongoing operational

Data Mapping, Transformation, and Migration

Fast-track the migration from on-premise systems to a secure and compliant platform Enterprises need to free their company´s future from the pull of the past. T

Virtual work with M365 – how to protect your information?

Virtual work means that work happens anywhere, Corporate information is accessed from home offices, smartphones, and tablets. How do you protect this informatio

7 Lessons on IG adoption to help you deliver success: Guest Blog

I am delighted to share key insights by Mark Jackson on leading a complex Information governance business adoption program. Information Governance Insights from

Determining the right Taxonomy

Taxonomies are used to organize information to improve discoverability and control. This could be website navigation, folder structures, or metadata groups. The

Maximizing Office 365 compliance with the E3 license

Many enterprises have the Microsoft Office (M365) E3 license that includes a number of Office 365 compliance features. Improve Information Governance with the E

Microsoft Teams compliance

Information management without an organized and predictable way to govern the lifecycle, privacy, and security will always have a direct or indirect impact on t

Records Management with Microsoft Teams

Updated: Sep 6, 2020 Some of the files shared in Teams will be records that needs to be retained and protected. When you create Teams, a SharePoint Online site

Records Management in SharePoint Online – Planning

What is this article about? The records management capabilities of SharePoint Online with record labels has now become mature enough to meet the records managem

Improving your eDiscovery process

The Electronic Discovery Reference Mode (EDRM) helps you break down the eDiscovery process to identify opportunities for improvements: Most organizations face i

eDiscovery Inside and Outside M365

The eDiscovery world is a fickle market. Seemingly normal and mundane tasks take on an important air of formality in the legal world. Consistency is key because

Data Loss Prevention to Automate Office 365 Compliance

To comply with business standards and industry regulations, it’s critical that your organization protect sensitive information such as credit card numbers

Digital Transformation and Cloud Migration – The Trouble with PST files*

In the midst of a shared drive digital transformation project or a M365 cloud migration project, one of the biggest and most confounding pieces you will come ac

Information Management – the why, what, and how

Every organization, product, customer, and executive is now on a digital journey. Effective customer engagement, business operations, and compliance all rely on

The problem is you, not the technology

Change is constant, but the pace of change varies. Some areas may change multiple times per year, while others may only change once per decade. The change is ha

Managing email records in M365

Some emails may be records that should be captured and retained, and Microsoft recommends that you use retention policies and retention labels instead of the ol

Microsoft Information Governance – A roundtable discussion with industry experts

I had the pleasure of joining the European records management society and pick some of the finest brains and authorities in the industry regards to the Office 3

Microsoft 365 Records Management deep-dive with Microsoft Engineering

The key to a successful business is to have a well kept and organized information governance framework. Information chaos leads to cerebral pains and clutter, m

How do you architect Retention Labels Configuration?

In my earlier blog post, we covered the basics of Microsoft information governance and retention labels for records management in SharePoint Online, Teams, and

In-place vs centralized records management with Microsoft Records Management

Microsoft SharePoint Online Records Management enables you to manage records where they are created integrated with record labels and label policies, or you can

Protecting sensitive information with Microsoft Sensitivity Labels and DLP

Protecting information – wherever it goes – is critical to ensuring trust and meeting compliance requirements. Microsoft Sensitivity Labels allows y

Information Governance – plan training to change behaviours

At the core of Information Governance is the need for change management — the need to deeply embed governance practices, disciplines, and behaviours in th

Transforming Network Drives – How do I get there?

Once you have cleaned and prepped your file shares, it is time to get painting. These are the steps you will go through to digitally transform your shared drive

Prepare for the Digital Transformation of Network Drives – Enterprise Level

Updated: Sep 6, 2020 The first step in cleaning a shared drive is to make sure the right people are involved. Cleaning and organizing the content on shared driv

Prepare for the Digital Transformation of Network Drives – User Level

Naming conventions are not just polite. These dos and don’ts are helpful for human beings using the file shares, but they also help establish criteria that inde

Prepare for the Digital Transformation of Network Drives – Workgroup level

Departmental or workgroup shares have evolved over time, usually with little guidance or structure. Often, at the root level, we find file structures organized

Metadata for Microsoft Teams and SharePoint Online to improve search and automate records management

I still meet now and then IT managers that don’t get the value of using metadata to manage unstructured content such as text documents, images, and video.

Records Management in SharePoint Online – Disposition Reviews

Updated: Sep 6, 2020 What should happen to records at the end of the retention schedule? For records Management with Office 365, you have 3 out-of-the-box optio

Records Management in SharePoint Online – Record Revisions

Updated: May 6, 2020 Microsoft’s records management in SharePoint Online has significantly matured in recent years to meet the records management req

Records Management in SharePoint Online – Event Based Retention

Updated: May 7, 2020 You should know by now that the key to managing records in Office 365 is not SharePoint Online, but Retention and Record labels. Many organ

Records Management in SharePoint Online – Record Revisions

Updated: May 6, 2020 Microsoft’s records management in SharePoint Online has significantly matured in recent years to meet the records management requirem

M365 E3 vs E5 Information Protection & Governance license – what do you need to manage records?

Updated: May 24, 2020 Microsoft changed last year their license structure, and it is often difficult to understand what you need of licenses to manage and prote

How to ensure compliance with Microsoft Teams?

Updated: Sep 6, 2020 Many business have become virtual businesses overnight (due to COVID-19 effect), and this creates new challenges for ensuring information g

Records Management in SharePoint Online – configuration options

Few enterprises found SharePoint on-premise good enough for managing corporate records, but this has changed with Microsoft 365 (M365). The key to managing reco

7 steps to modernize your records management for the digital age

Below are my recommendations for simplifying and automating records management in Office 365 and beyond. Establish a corporate compliance team – don’t rel

Microsoft Information Governance for Records Management with SharePoint Online

You can in Office 365 use labels to classify content as a record. This provides you with a single, consistent information governance strategy across all of Micr

Records Management in SharePoint Online – Introducing Retention Labels

Microsoft SharePoint online records management has made a significant transformation in recent years to excel as a complete cloud-based content services platfor