Meeting/Event Information

Learn how to utilize SharePoint's out-of-the-box functionality, as well as employing Microsoft Compliance tools, Power Automate, and Preserve365 from Preservica, to establish effective processes to break the bottleneck of at-risk data in Microsoft 365. From beginner tips anyone can start with, through to more advanced examples, learn how to standardize and automate archival transfer processes at scale and why maintaining the readability & integrity of long-term (7+ years) SharePoint data requires more than just regular archiving or cloud storage.

The session will include demonstrations of customizing SharePoint fields, Power Automate workflows and the automatic application of Microsoft retention labels and explore the risks and challenges of keeping critical data over decades.

Attendee takeaways:

• The challenges with content and record volumes and the risk posed by unmanaged long-term data in Microsoft 365
• How to use SharePoint to undertake archival reviews and build important contextual metadata
• How to incorporate other tools with SharePoint to enhance the impact of, and automate, your information governance work

Bio:

Sam Butler is Senior Product Manager at Preservica and Product Lead for Preserve365. An experienced product manager and technologist, Sam's early career in accounting and compliance-led roles has served him well in building some of the most innovative products in records management, resource management and regulated industry - including the UK's critical national DNS infrastructure.