SharePoint Records Management Analysis

Novata Solutions delivers a specialised SharePoint Records Management Assessment to support organisations transitioning from legacy Electronic Document and Records Management Systems (EDRMS) to Microsoft 365 SharePoint and Microsoft Purview. This engagement is designed to provide a clear understanding of your current records management environment and establish a strategic pathway for modernisation using Microsoft’s cloud-based compliance and governance tools.

Our assessment begins with a detailed analysis of your existing EDRMS architecture, including metadata structures, retention schedules, classification schemes, and operational workflows. We then map these capabilities to Microsoft 365 equivalents—such as SharePoint Online, Microsoft Purview, and broader Microsoft 365 compliance features to identify functional alignment and gaps.

Through this process, Novata Solutions delivers a tailored migration roadmap that outlines the phases, risks, dependencies, and recommended tools to ensure a smooth and compliant transition. We also provide governance recommendations to help you configure Microsoft Purview for effective records classification, retention policy enforcement, and audit readiness.

Key Deliverables:

Current State Analysis: Review of legacy EDRMS architecture, metadata, retention schedules, and user practices. Functional Mapping: Comparison of legacy features with Microsoft 365 capabilities including lifecycle management, classification, retention, and disposition. Gap Identification: Highlighting areas requiring configuration or customisation to meet business and regulatory needs. Migration Roadmap: Strategic plan for transitioning to SharePoint Online and Purview, including tools, phases, and risk mitigation. Governance Recommendations: Best practices for implementing Microsoft Purview to support compliance and information governance. Who Should Engage: This offer is ideal for organisations seeking to modernise their records management systems, improve compliance posture, and leverage Microsoft 365’s native capabilities for secure, scalable, and cost-effective governance.

Outcomes: By the end of the engagement, you will receive a comprehensive assessment report detailing your current records management landscape, a functional comparison with Microsoft 365, and a clear, actionable roadmap to guide your migration and implementation efforts.