Information Management: Information Management Advisory 12-month Consulting Service

The Information Management Advisory monthly consulting service will provide you with a dedicated consultant who will thoroughly examine your existing Microsoft 365 security and information management implementation, assessing the existing measures against your organisational goals and (if applicable) the regulatory of compliance rules that your organisation is subject to.

This is a 12-month engagement and has 3 phases:

Phase 1: Roadmap review

During the initiation phase, your assigned consultant will develop a Microsoft 365 recommendations roadmap with you. Throughout the engagement, you’ll review the roadmap together to discuss progress and updates. Reviewing the roadmap involves analysing the planned changes/enhancements, upgrades, or new features to be implemented.

Phase 2: Mentoring & guidance

Your consultants will guide your information management team, record managers, security team or Microsoft 365 administrators. They will share best practices, industry insights, and their expertise in broad information management. This guidance can be on key items such as sensitivity labelling, retention policies, content types, data classification schemes, information architecture, archiving, security and disposal and more.

Phase 3: Configure & assess

Your consultant will assist in configuring your Purview Compliance Portal and any other agreed configurations (in-line with your licensing entitlements). They will analyse reports provided through the Microsoft Purview Compliance Portal to support updates and changes that align to the roadmap and organisational information management goals.

We have designed this engagement at 3 investment/time levels:​ Bronze, Silver and Gold across a 1-year commitment.