Our services


We offer a range of specialist consulting and advisory services designed to help organisations understand where records may be created and stored, and how to manage them, in the Microsoft 365 ecosystem.

Workshops (Online or in person)


Introduction to managing records in Microsoft 365

Overview of key elements, options and settings for managing records in Microsoft 365 - from the M365 Admin elements and Compliance, through to SharePoint Online (and MS Teams). Duration - 2 hours.

Admin settings for records management in Microsoft 365

Settings and configuration options relating to the management of records in the Microsoft 365 Admin (users, roles, groups and sharing), Exchange Online Admin (MRM policies), MS Teams Admin and SharePoint/OneDrive for Business admin portals. Duration – 1 hour.

Compliance - creating and implementing records retention policies, and audit logs

Settings, options and functionality relating to the management of records in the Microsoft 365 Compliance portal, including for the creation and application of retention policies, and use of audit logs, content searches and eDiscovery: Duration – 2 hours.

SharePoint Information Architecture

Information architecture design and configuration options to support the management of records in SharePoint Online (including sites linked with Microsoft 365 Groups and MS Teams). Duration – 2 hours.

Configuring SharePoint Online sites to manage records

Configuring individual SharePoint Online sites and document libraries to manage records. Duration - 2 hours.

Developing a governance plan

How to develop a governance plan for managing records in Microsoft 365 and SharePoint Online, based on a template model. Duration – 2 hours.

On demand services

We provide a range of additional advisory and support services relating to the subjects delivered in the workshops.

These services are delivered through tailor-made workshops on specific subjects, MS Teams discussions, or email.

If you need help with managing records in Microsoft 365, please contact us.