information governance for office 365

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Information Governance and Oce 365 George Parapadakis Business Solutions Strategy

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Information Governance and Office 365

George Parapadakis Business Solutions Strategy

What is Information Governance?

Information Governance is… a framework of people, principles, processes and tools

which defines…

why, when and how information is managed within an organisation in order to…

maximise its value, fulfil obligations, reduce costs and reduce risk

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What is the scope of IG?

•  All information –  Structured and Unstructured –  Regardless of location –  Regardless of type

•  All people –  Management, employees, contractors –  3rd parties & collaborators –  Citizens & members

•  All functions –  Storage –  Security –  Legal –  Accessibility

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How is O365 different? Heterogeneous tools…

Desktop & Web Office tools SharePoint Sites OneDrive Synchronisation

How do you decide where you put content? Capacity Limitations Security Privacy Collaboration Discovery

Where does it connect to the business?

Operational Applications Process Management Knowledge Management External Channels (EDI)

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Exchange / Outlook Instant Messaging Office Groups

On/Off – premises Tool-based Residency

What content lives in Office 365? Obvious •  Emails •  Contacts •  Calendar •  Word Files •  Excel Files •  PowerPoint Files •  One Note Files •  Pictures •  Videos •  PDFs •  Visio Files

Not Obvious •  Surveys •  Wikis •  Blogs •  Announcements •  Web Links •  Issue tracking •  Custom Content

Types •  Sway

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Less Obvious •  Web Pages •  Instant Messages •  Skype Call Logs •  Skype Meeting Notes •  Newsfeeds •  Conversations

DTI-Office-365-for-the-IG-and-eDiscovery-Professional-Part-I-Fundamentals

Information Governance features of Office 365 •  Archiving •  Auditing •  Data Loss Prevention •  Document deletion policies •  Encryption •  Information Management Policies •  Information Rights Management •  Messaging Records Management •  Mobile Device Management •  Records Management for SharePoint •  Site Closure policies •  Transport Rules

6DTI-Office-365-for-the-IG-and-eDiscovery-Professional-Part-I-Fundamentals

•  Tool based policies •  Volume Limitations •  No Data Residency control •  Message Retention – Not guaranteed •  Legal Hold – mailbox only. BCC and

distribution lists excluded. Limited to 15% •  Legal Search – granularity, scalability and

speed issues •  Metadata, Classification, Taxonomies •  Data & Site Sprawl

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The devil is in the detail!

PROOFPOINTFOROFFICE365-SoluGon

The survey says…

•  When asked how SharePoint aligns to their IG policies

•  62% cite retention and disposition as their main misalignment •  45% say their metadata and taxonomy are not aligned •  25% do not differentiate records from content •  21% admit they have no Information Governance (IG) policies

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“TheImpactofSharePoint-2016”–AIIM/Gimmal

Key IG Considerations

•  Who “Owns” the problem? •  Who “Owns” the information? •  Where do you you find the deep skills needed? •  How do you keep policies in sync? •  How many 3rd party tools are needed? •  What happens when the next release comes

out? •  What about all the content that is NOT in Office

365? –  RM Systems –  Other ECM repositories –  Shared file systems (on/off-premises) –  Earlier SP sites –  Legacy apps –  Paper files

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Office 365 is not THE answer, only a component

Thank you! [email protected]

Skype: parapadakis.work