Information governance is necessary for enterprises. The management of content lifecycles is needed to be compliant and secure. Records management in M365 has many new features and capabilities that we will highlight in this webinar. We will also have real-world conversations on use cases of moving to modern records management in M365 and the challenges, opportunities, and overall guidance for this process. Bring your questions to this exciting webinar!
2. Discovering and managing data is challenging
GDPR Regulations
are increasing
OSHA
CCPA
Sarbanes-
Oxley Act
Federal Data
Protection Law
General Data
Privacy Law
PPA
HIPAA
PDPA
Personal
Information
Security
Specification
PIPA
US IRS Publication 583
EU Directive
2006/24/EC
POPI
Data
Vendors
Platforms
Public
Remote
Private
Cloud SaaS
StructuredUnstructured
Records
SMS
Documents
Corporate
Emails
>80%
of corporate data is “dark” –
it’s not classified protected or
governed2
#1
Protecting and governing
sensitive data is biggest concern
in complying with regulations
70%
of companies see “backup and
archival personal data” represent
the largest area of privacy risk
3. Insider
Risk Management
Identify and take action on
critical insider risks
Protect and govern data
wherever it lives
Information
Protection &
Governance
Quickly investigate and
respond with relevant data
Discover
& Respond
Compliance Management Simplify compliance and reduce risk
Intelligent compliance and risk management solutions
4. Information
Protection
and
Governance
Protect and govern
data –
wherever it lives
88%
88%
GOVERN
YOUR DATA
KNOW
YOUR DATA
PROTECT
YOUR DATA
PREVENT
DATA LOSS
ISVs, 3rd-party
Data growing at exponential rate
Discover Classify
Unified approach
Devices Apps Cloud services On-premises
Sensitive info discovery
Content explorer
Activity explorer
Monitor
Protection Governance
Prevent data loss
Encryption
Restrict access
Watermark
Archiving
Retention & deletion
Records management
Disposition reviews
Apply policy
Audit trail
Proof of disposals
5. Manage high value content
following the specialized
workflows required to meet legal,
business, or regulatory
recordkeeping obligations
Manage risk and liability by only
keeping what you need and
deleting what you don’t across
your entire digital estate
INFORMATION GOVERNANCE
Automatically retain,
delete, and store
information and records
In a compliant manner
Microsoft Information Governance
Intelligent and built-in information and records management
W
RECORDS MANAGEMENT
GOVERN
YOUR DATA
6. What is records
management?
“… efficient and systematic control of the creation,
receipt, maintenance, use and disposition of
records, including the processes for capturing and
maintaining evidence of and information about
business activities and transactions in the form of
records…"
- ISO 15489-1: 2001 standard
7. Records management challenges
Records
are everywhere
“The increased volume of
information and multiple
collaboration systems
increase cost and create
complexity for managing
records.”
Inconsistency
and user error
“We can’t rely on end users
to correctly categorize
records—they want to focus
on doing their jobs.”
Records
lost in the shuffle
“Moving content to a
system of record instead of
managing them in place
increases the risk that
records are missed or not
declared properly.”
Overwhelming
updates
“It’s difficult for our
recordkeeping systems to
keep up with frequently
changing international,
federal, and jurisdictional
requirements.”
8. Records Management
Manage legal, business, and regulatory recordkeeping obligations
Built-in
Classify, retain, review, dispose, and manage content
without compromising user productivity and data security
Intelligent
Manage unstructured data at scale through automated and
intelligent classification (e.g. trainable classifiers)
Defensible
Respond to compliance obligations by providing proof of
disposal and documented audit trails
10. Records management journey
Define
your retention schedule,
including categories,
retention period, and process
Classify
your content based on
your defined categories
Execute
retention and disposition
actions on your content
based on policies
11. Records management journey
Define Identify applicable regulations
Create policies & procedures
Create retention schedule
your retention schedule,
including categories,
retention period, and process
24. Records management journey
Define
your retention schedule,
including categories,
retention period, and process
Classify
your content based on
your defined categories
Execute
retention and disposition
actions on your content
based on policies
25. Records management journey
Classify
your content based on
your defined categories
Classify content across Microsoft 365 & 3rd party data
Intelligently automate classification
Ensure immutability while enabling collaboration
50. Records management journey
Define
your retention schedule,
including categories,
retention period, and process
Classify
your content based on
your defined categories
Execute
retention and disposition
actions on your content
based on policies
51. Records management journey
Execute Collect disposition approvals
Prove destruction of records
Defensibly demonstrate adherence to processes
retention and disposition
actions on your content
based on policies
61. Records management recap
Define
your retention schedule,
including categories,
retention period, and process
Classify
your content based on
your defined categories
Execute
retention and disposition
actions on your content
based on policies
62. Resources
UserVoice: https://aka.ms/RMUV
Webinars:
• Data is exploding: Intelligently manage
your data lifecycle with information
governance
• Learn more about intelligent information
governance across all your data
• Records Management webinar:
aka.ms/M365RM_webinar
Documentation: https://aka.ms/RMDocs
Start a trial of E5 Compliance:
• https://aka.ms/M365E5ComplianceTrial