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Office 365 checklist for information governance - 7 questions you need to be able to answer

Updated: Sep 6, 2020

Office 365 information governance is about better managing information assets, not just ensuring compliance. I have below tried to summarize some of the most important requirements for improving information governance for Office 365 and beyond. This Office 365 checklist for information governance is part of the information management strategy that I addressed in a previous post.


Question 1: Are you able to ensure information availability, completeness, and trustworthiness?

The more content silos you have over the information lifecycle, the more difficult it is to ensure information availability, completeness, and trustworthiness. It doesn't make sense in the cloud era to install a new information silo based on purpose (e.g. publish to web) or value (e.g. records management). Organizations need instead secure and compliant platforms that manage information with apps and components on top of it. This reduces operational risks and costs, - as an example, the annual cost of a leading legacy content management system for 2,000 staff is often higher than the annual cost of Microsoft E5 Advanced Compliance for 20,000 staff...

Platform for digital transformation

Question 2: Is it easy for users to find information per business unit, country, etc.?

Metadata is key to finding information, and without this it will be difficult to find information per business unit, country, etc. in a cloud tenant. If you set default metadata on Office 365 sites, then information uploaded or stored to these sites will automatically inherent the metadata. Search can then be configured for progressive filtering of search results using the metadata.

Office 365 site configuration