Record Management

Learn about compliance solutions and how best to implement Records Management over our 5 day workshop.


Cloud-based platforms offer the best in security and compliance, empowering organizations by providing access and control wherever and whenever it is needed and as 1 of the few Solutions Partners in Modern Work, we have a wealth of experience in advising our customers and implementing best practice solutions.

Working across information governance, information technology and service delivery Terrific Tech approach Records Management from the ground up focusing on how the organization currently deploys Teams, SharePoint and other file services, building up a file plan focusing on best practices around events, disposition and information lifecycle within the business.

Day 1 & 2:

Envision and Plan Overview of Microsoft Compliance Catalog Deep-dive into Information Governance Deep-dive into Records Management What makes a good file plan? Demonstration of implicit vs. explicit labeling (manual and automatic) Using retention across the Microsoft 365 suite Plan out a file plan for the proof of concept.

Get More Information

Day 2-4:

Build and Deploy Recap of day one Build of labels within records management based off plan Build and targeting of label policies based off plan Run-through of manually labeling content in test area Run-through of automatically labeling content in test area Reporting & compliance overview.

Day 5:

Review and Roadmap Recap of day two Review labeling data Discussion around labeling experience Build out a plan and roadmap.

Proof of Concepts & Implementations

Terrific Tech provides a number of proof of concepts and implementations options to allow clients to explore the possibilities of using technology to benefit their businesses.