I am a freelance, independent consultant based in Melbourne, Australia, with over 45 years of direct 'hands-on' experience in the implementation, administration and management of a range of data, records, information and content management management systems, including the management of physical records. Learn more about my background here.
Almost all of my consulting work since 2019 has been focused on helping organisations (primarily IT departments and records/information managers) to understand how to manage records in Microsoft 365 and SharePoint in particular. My advisory work has covered a wide range of subjects including: providing guidance on best-practice implementation; information architecture approaches for SharePoint; delivering a series of two-hour workshops covering everything in Microsoft 365 that relates to the management of records; approaches to governance for the environment; training admins and end-users how to use SharePoint and Teams effectively; establishing and implementing retention policies and retention labels (and also information sensitivity labels) via Microsoft Purview; disposing of records stored in Exchange mailboxes, OneDrive, Teams (chat/posts), and SharePoint; and hands-on implementation and post-implementation support including as a SharePoint admin for multiple organisations.
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Please note:From July 2026, my consulting advisory services will be limited. I no longer offer workshops, training or Microsoft 365 review services, except within the scope of the (limited) services noted below.
| 👥 | Participating in program, project or ad-hoc meetings to discuss approaches and/or configuration options for the management of records in Microsoft 365, including in Exchange mailboxes, OneDrive, Teams (chats/posts) and SharePoint Online |
| 📝 | Reviewing and providing feedback on Microsoft 365 configuration documentation and information architecture approaches for managing records in SharePoint |
| 📧 | Responding to emails on subjects relating to the use or configuration of Microsoft 365 or SharePoint to manage records |
| 🗑 | Providing advice or guidance on retention approaches for and the disposal of records from SharePoint Online and other Microsoft 365 workloads |
| 💁 | Providing 'hands-on' SharePoint admin support where this level of access is provided |
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In 2024 (and revised in 2025), the Public Record Office of Victoria (PROV) and also State Records NSW each commissioned a guide to managing records for Victorian and NSW government agencies respectively. You can access the 90-page guides here:(PROV) Managing Records in Microsoft 365, (NSW) Managing Records in Microsoft 365 (pdf)
See a listing of my other publications in my biography.
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My clients since 2019 have included: Australian Federal, State and Local government agencies; Australian private sector organisations and health care organisations; and international organisations including mechanisms and organs of the United Nations.