Information Management: Records Management Capability Assessment and Microsoft 365 Roadmap 5-Wk Assessment

Engage Squared are experts in guiding organisations on their records management journey within Microsoft 365, ensuring you take advantage of your investment in Microsoft licences, adhere to legislative compliance regulations, leverage new Microsoft technologies and features, and manage your records from an evergreen perspective within the Microsoft 365 ecosystem. In this engagement, we'll help you help you get the most from your Microsoft 365 investment by developing a prioritised Microsoft 365 roadmap to support your records management evolution journey using the Microsoft tools available to you.

What you can expect from this engagement:

We'll analyse your current Microsoft 365 environment: We’ll analyse and assess your Microsoft 365 environment, including a maturity assessment. We’ll ensure the relevant state or federal legislation is considered and applied, ensuring your Microsoft 365 roadmap is based on data-driven recommendations.

Q&A team deep dive: We know that the technology is only half the story. We'll will facilitate a Q&A deep dive session to gather additional context about your current state expectations.

We'll develop action plan & Microsoft 365 roadmap: We'll highlight key themes and findings, recommending areas for improvement within Microsoft 365 (i.e. quick wins through to first successes and business transformation initiatives) and suggested activities for what this could look like in practice.