The Ins and Outs of Data Governance with M365 Purview Records Management

For Episode 11 of the #GoM365gov series, Ragnar, Christian, and Joy welcome guest Ben-David Piepenburg, Collaboration Consultant with HanseVision, to discuss "Taming the Chaos: Enhancing Audit & Compliance with EasyLife 365 at Munich Airport" This is our first case study in this series, with more planned for Season 2 in 2025. Please join us at 11am EST on Wednesday, November 20th, 2024 for our next episode! Case Study in German at HanseVision: https://blog.hansevision.com/referenz-easylife-365-flughafenm%C3%BCnchen Case Study in English at EasyLife 365: https://www.easylife365.cloud/blog/news/hansevision-press-release/

In the latest episode of Guardians of M365 Governance, I co-hosted an insightful discussion with Joy Apple (@JoyofSharePoint) and our special guest Nikki Chapple (@ChappleNikki), a dual Microsoft MVP and Principal Cloud Architect at CloudWay UK. Our topic, “More Storage? Or Just Smarter Use?”, tackled a persistent challenge in the Microsoft 365 ecosystem. Despite falling storage costs, the exponential growth in data volume continues to pose significant challenges. Organizations are increasingly finding themselves navigating through: Data sprawl across countless files and sites Unclear ownership structures Inefficient storage utilization Growing security concerns Rising storage costs The good news? Modern automation tools now offer innovative solutions for lifecycle management tasks, from archiving to removing obsolete content. This automation helps organizations optimize their data footprint and reduce unnecessary expenses. We also explored the critical partnership between IT departments and business units in digital asset management. While Microsoft 365’s collaboration tools (Teams and SharePoint) offer fantastic flexibility, this ease of use can lead to: Fragmented data across platforms Unclear ownership responsibilities Potential security vulnerabilities The emergence of Microsoft Copilot, combined with enhanced governance features, is highlighting the importance of robust data management. By implementing clear accountability measures and structured processes for data lifecycle management, organizations can: Reduce operational costs Enhance security Improve collaboration efficiency Better manage retention and deletion policies

In this enlightening episode of the Guardians of M365 Governance monthly webcast, co-host Ragnar Heil (@ragnarh) and I welcomed Melinda Morales, Head of Collaboration at Dyson UK, to explore the vital topic of scaling governance across global enterprises. While fellow co-host Joy was unable to attend the live broadcast, the discussion proved rich with insights and practical wisdom. Melinda shared valuable perspectives from her experience at Dyson, emphasizing: The discussion delved into several crucial challenges faced by large enterprises: A significant portion of the conversation focused on how AI-driven tools could revolutionize governance processes. The episode concluded with a forward-looking discussion on evolving governance trends: This holistic approach emerged as a crucial strategy for managing rapid technological advancement while maintaining organizational security and productivity.

For Episode 8 of the Guardians of M365 Governance monthly webcast, Ragnar Heil (@ragnarh), Joy Apple (@JoyOfSharePoint) and I were sorry that our planned guest, Sharon Weaver, was unable to join us this month for health reasons, but we’ll be sure to add her back into the schedule soon. While we did not get to hear Sharon’s perspective as a Core Team member for the M365 Maturity Model community, we did discuss the maturity model and share some of our own thoughts and experiences. This episode focused on “Leveraging the M365 Maturity Model” to enhance governance, risk, and compliance (GRC) practices. As regulatory environments grow more complex, organizations must evolve from reactive compliance efforts to a proactive approach where GRC is integrated into daily operations and strategic decision-making. We explored how the M365 Maturity Model helps organizations assess their current GRC maturity, identify gaps, and build a more resilient framework that supports both compliance and business growth. We discussed how one size does NOT fit all, and that it is important to tailor your governance framework to fit the unique needs of your organization, ensuring that compliance efforts align with your specific industry requirements and business objectives. From there, organizations can strategically use Microsoft 365 tools like Compliance Manager, Information Protection, and eDiscovery, as well as 3rd party governance solutions to streamline their management efforts and enhance operational efficiency. We also discussed how leadership plays a vital role in driving maturity, fostering a culture where governance is seen as a strategic priority and accountability is embedded at all levels. Finally, we emphasized the need for continuous improvement and adaptation in practices. The M365 Maturity Model serves as a living framework that organizations can use to regularly assess and refine their governance efforts, staying ahead of emerging risks and maintaining compliance in an ever-changing regulatory landscape. And as I mentioned last month, I’d like to once again encourage our viewers to share their own governance war stories and engage with the community within the governance community page at https://www.facebook.com/groups/m365governance.

In this latest episode, Christian Buckley (@buckleyplanet) and Ragnar Heil (@ragnarh) welcome fellow MVP and new co-host Joy Apple (@joyofsharepoint) to the #GoM365gov team!  Join us in this insightful episode, "Governance War Stories from the Field," as we dive into the real-world experiences of managing Microsoft 365 governance. We'll explore both triumphs and challenges in improving collaboration within organizations. Our special guest, MVP Richard Harbridge from 2toLead, will share his wealth of expertise in building intranets and collaboration environments. He'll provide a candid look at the successes and hurdles he's encountered with clients while implementing effective governance practices. We'll also delve into the evolving trends in governance, including the critical focus on Copilot Readiness. Richard will share invaluable lessons from his field experience, offering best practices for organizations aiming to regain control of their collaboration sprawl.  Whether you're a seasoned IT professional or new to managing Microsoft 365 tenants, this episode promises to equip you with actionable insights to enhance your governance strategies.

In this episode, MVPs Christian Buckley (⁠@buckleyplanet⁠) and Ragnar Heil (⁠@ragnarh⁠) explore the complexities of managing content in Microsoft 365, from creation and collaboration to publication and retirement. We’ll be joined by Microsoft expert ⁠Erica Toelle⁠, who will share her knowledge on utilizing intelligence and out-of-the-box tools to automate lifecycle management, ensuring robust governance, security, compliance, and knowledge management.  We’ll explore the latest updates in Microsoft Purview to help manage the data lifecycle, including retention, archiving, and deletion strategies for Teams, documents, emails, and sites, and how we can leverage Microsoft Purview to gain visibility, safeguard information, and meet regulatory requirements seamlessly.  Don’t miss this episode, which is packed with practical insights and actionable steps to enhance your organization’s data governance framework.

Don’t miss this month’s Guardians of M365 Governance show with our guest Susan Hanley as Christian Buckley and I talk about planning for Governance around Microsoft Copilot — with what’s new and what’s (mostly) the same about preparing your organizations for technological change with Copilot.

TekkiGurus webcast series once again presents Guardians of M365 Governance (#GoM365gov), a monthly webcast co-hosted by M365 Apps & Services MVP Ragnar Heil (@ragnarh) and M365 Apps & Services MVP and RD Christian Buckley (@buckleyplanet). As part of the growing TekkiGurus Learn platform, Guardians of M365 Governance is targeting the rapidly evolving and expanding Microsoft 365 governance story, sharing insights, best practices, and the latest information about new features and products. This monthly live stream is dedicated to everything governance within the Microsoft 365 ecosystem. For this third episode, Ragnar and Christian welcome M365 MVP Christoph Twiehaus (@ChTwiehaus), a productivity experience evangelist focusing on Microsoft Loop and Copilot for Microsoft 365, to discuss the ins and outs of managing Loop. If you are piloting Loop within your organization or wondering how Loop will impact your governance strategy, this episode is for you! Read full show notes and watch video

Navigating the Future of AI in M365 Governance: Insights from Compliance Unplugged” Microsoft RD and MVPs Christian Buckley and Ragnar Heil are interviewing Joanne and David, here are main questions and topics: What are the challenges of case management in records management, particularly with Microsoft Purview? What key strategies should businesses adopt to integrate case management within their records management systems effectively? What are the most significant gaps in Microsoft Purview Compliance and what are recommendations for organizations to bridge these gaps? The importance of backend automation for event triggers in Microsoft 365 is increasing. What are practical examples of HR systems? What advice do we give to smaller organizations with limited IT resources? How is “Compliance Unplugged Podcast” evolving in 2024? Which specific areas of M365 governance that you’re particularly excited to explore? What is the role of employee training and awareness in strengthening M365 governance, especially in the context of new technologies like AI and machine learning? How can AI and Copilot help us in this journey and challenges? Join us live in an interactive interview discussion on January 17th (4pm CET, 7am PT, 10am ET) Check out also Show Notes and Summary at TekkiGurus

Find out the details about this podcast, “Best Practices for Copilot and Purview Compliance,” and register for free, here: Live: Guardians of M365 Governance, Episode 2 (tekkigurus.com) TekkiGurus webcast series once again presents Guardians of M365 Governance (#GoM365gov), a monthly webcast co-hosted by M365 Apps & Services MVP Ragnar Heil (@ragnarh) and M365 Apps & Services MVP and RD Christian Buckley (@buckleyplanet). Ragnar and Christian welcome M365 and Azure MVP and Microsoft Regional Director Raphael Koellner (@Ra_Koellner). The show will be broadcast live, so look for it on X, LinkedIn, YouTube, Facebook and other platforms. Direct links will be posted on the webinar home page where you register, but it may be best to follow Ragnar on YouTube, Facebook, LinkedIn and X as he running the show.