Consulting Services

My areas of practice include:

Best practices and recommendations for long term archival, records management and retention in the Office 365 and Azure environments. These will be positioned in the context of the next 12-24 months of evolution of compliance and governance in the Microsoft Office 365 and Azure environments.

Office 365 and Azure
 SharePoint Online
 Exchange Online
 Office 365
 OneDrive
 Compliance Center
• Retention Labels
• Information Policy
 Teams and Groups
 Microsoft Information Protection
 Automated Archival alternatives
 In-Place enforcement & integration alternatives
o Industry Solutions (Energy, Fin Services)
o Archival Solutions (Academic, Gov. Archives)

Development of strategic ECRM Roadmaps and Program Plans that enable an organization to achieve a sustainable, compliant ECRM infrastructure and set of governance solutions. This includes:

Information Governance Assessment & Roadmap
 Content Governance Maturity Assessment
 ECM Charter, Governance Documentation
 Retention Schedule
 Enterprise Taxonomies
 Content Ownership
 Office 365 Governance
 Physical RM / Offsite Warehouse Governance
 EDiscovery Governance
 Information Holds & Hold Orders Governance
 Retention Mgmt. & Disposition Governance
 Publishing Governance

Technology Assessment & Roadmap
 Content Security
 File Systems
 Email
 SharePoint On-Premises
 Office 365 – SharePoint Online
 Office 365 – OneDrive
 Office 365 – Teams, Groups, Skype
 Repositories (e.g., HP RM, Documentum, SAP)
 Records Management
 Enterprise Search / Findability

Information Lifecycle Model

Maturity Assessment

Program Plan

Business Case

I can provide examples of each of these deliverables on request

Contact me at or 713-208-7908

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