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Past Presentations

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Microsoft 365 Maturity Model

16th May 2023

IRMS Conference - Manchester

The Microsoft 365 Maturity Model has been created by the Public Access & Government Services team within The National Archives (TNA) as a practical assessment tool to provide guidance for organisations around their approach to information governance in Microsoft 365. The Model was developed and benchmarked in consultation with the Government Knowledge Information Management M365 User Group, who provided feedback on draft maturity questions and statements. This resulted in a clear consensus on what constitutes ‘inadequate, ‘adequate’ and ‘optimal’ performance in M365 KIM practice. As Microsoft 365 is an evergreen platform that is continuously evolving, it is important that the model is kept up to date when updates and new features are introduced. Therefore, to support the framework’s continued development, TNA and IRMS (Information & Records Management Society) have decided to form a M365 Maturity Model working group.

 

Joint presentation with Balint Csollei from the National Archives

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Conquering the digital heap

15th May 2023

IRMS Conference - Manchester

A phrase first coined by a senior UK civil servant to describe the problem of uncontrolled accumulations of information and data, this is a universal problem for organisations in all sectors. Apart from the legal and compliance issues caused by digital heaps, they also can obscure access to vital records needed for historical research, or public inquiries or prevent organisations from having an effective corporate memory. In this seminar, Lise Jaillant will discuss the imperative of access to records, drawing on her research into how technology, including artificial intelligence might assist future researchers, Rob Bath will discuss how Microsoft 365 can create heaps but also help you to manage them, and David Canning will showcase how the Cabinet Office got control of its heap, and is using automation and algorithms to select records for preservation.

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The application of AI to records management in Microsoft 365

5th April 2023

LUSTRE Network

Discussed some of the potential ways that AI might revolutionise the task of managing records in Microsoft 365, followed by an evaluation of some of the major AI tools provided by Microsoft that can already help us manage our unstructured content. The session will explore capabilities including: Microsoft Syntex, Viva Topics, and Trainable Classifiers.

This presentation will be delivered to members of 'Unlocking our Digital Past with Artificial Intelligence (LUSTRE) project

Session recording: https://lustre-network.net/event/lunchtime-talk-3-with-robert-bath-on-ai-for-managing-records-in-microsoft-365/

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Why should you be worried about Microsoft 365?

7th December 2022

Isle of Man Chamber of Commerce

Discussed the basics of Microsoft 365 from a Data Protection perspective. Introduced core capabilities including SharePoint and Teams, and provided an in-depth discussion around Microsoft Purview's retention and information protection features.

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Options for managing Microsoft 365 records with E3 licenses

23rd November 2022

IRMS Public Sector Group

Managing Records in Microsoft 365 isn't easy at the best of times - for those of us stuck on E3 licences, it can be a nightmare! This session will detail the RM capabilities provided with E3 licences. It will also outline some of the common approaches that organisations have adopted in order to try to manage records without premium features, and will explain the pros and cons of each.

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Governing Microsoft Teams

1st September 2022

ARA Conference, Chester, UK

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

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The evolution of records management in the age of Microsoft 365

16th May 2022

IRMS Conference, Glasgow, UK

Provided an overview of Adaptive Scopes in a joint session with Erica Toelle, Roberto Yglesias, Reynold Leming, James Lappin and Maria Lim. 

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Retention in Microsoft Teams - Northern Information Governance Forum

28th April 2022

Online Event

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

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IRMS Roundtable: Maximising the use of Microsoft Teams in regulated environments

17th February 2022

Online Event

Participated in online discussion on compliance within Teams with fellow subject matter experts, national regulators and representatives from Microsoft Compliance team.

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IRMS Conference 2021: Governing Microsoft Teams

29th November 2021

Birmingham, UK

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

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Microsoft 365 retention in the Financial Services sector

3rd November 2021

Online Event

Catch up by watching the recording of the session here: https://www.youtube.com/watch?v=wgkK7LVmdac

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South Coast Summit: Records Management and Governance for Microsoft Teams

16th October 2021

Southampton, UK

Outlines some of the out of the box capabilities provided within Microsoft Teams and describes how these can be deployed. Focusses on exploring some of the different strategies for Records Management in Teams

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Managing Public Records in Microsoft 365

12th October 2021

Online Event

Provides an overview of Microsoft 365's retention capabilities and how they can be used by Local and Regional Government. This webinar is run in partnership with Microsoft

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National Archives GKIM Microsoft 365 User Group

27th September 2021

Online Event

Discussing feedback on the updated Microsoft 365 questions proposed for the National Archive's Information Management Self-Assessment Tool

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IRMS Public Sector: Retention in Microsoft 365

15th September 2021

Online Event

Focusing on some of the recent retention changes that have been introduced and also on the implications on how organisations chose to architect Microsoft 365 to make use of the retention capabilities. Session recording: IRMS Public Sector: Changing retention capabilities in Microsoft 365 - YouTube

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BEIS KIM Conference: Records and Governance in Teams

18th November 2020

Online Event

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

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IRMS Roundtable: Records Management in Microsoft 365

3rd September 2020

Online Event

Following up from the RoundTable in July, this second event discussed Retention capabilities with Microsoft (Roberto Yglesias). Conversation include most of the leading subject matter experts on retention in Microsoft 365, as well as national regulator/archival bodies from around the world.

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Cross-Government: Records and Governance in Teams

13th July 2020

Online Event

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

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IRMS Ireland: Records and Governance in Teams

9th July 2020

Online Event

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

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IRMS Roundtable: Records Management in Microsoft 365

3rd July 2020

Online Event

Online forum discussion, with prominent subject matter experts and national archival/regulatory bodies from around the world discussing some of the Microsoft 365 retention capabilities that they would like to see improved.

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IRMS North: Records and Governance in Teams

10th June 2020

Online Event

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

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IRMS Public Sector: Records and Governance in Teams

20th May 2020

Online Event

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

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IRMS London Group: Planning for an Office 365 EDRM

11th February 2020

London, UK

Discussed the different approaches to records management in Office 365, explaining the relative merit of each. Included detailed explanation of retention labels and retention policies.

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IRMS SharePoint: Office 365 Classification

14th January 2020

Bracknell, UK

Discussed multiple ways of classifying content from SharePoint metadata, to Retention Labels, Sensitivity Labels and introduced Project Cortex Topics (now Microsoft Viva Topics) to the UK's Information Management community

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Cambridge University: Office 365 Records Management 

18th September 2019

Cambridge, UK

Speaking to a community of Records Managers across different parts of the university, Rob discussed different ways that Records Management can be undertaken in Office 365, and the relative merit of each approach.

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HEIRM: Office 365 Records Management approaches

23rd July 2019

Sheffield, UK

Speaking to an audience of organisations in the Higher Education sector, Rob discussed different ways that Records Management can be undertaken in Office 365, and the relative merit of each approach.

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SharePoint Saturday: Real-world records management

1st June 2019

London, UK

Introduced technical specialists to the Information Governance community, their needs, priorities and relationship with IT. Detailed the history of RM within Office 365, culminating with retention labels.

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IRMS Conference: Office 365 Retention

20th May 2019

Celtic Manor, Wales

Provided a detailed explanation of Retention Labels and Retention Policies and how they can be best be used at scale. Proposed an architecture for organisations to apply default Labels to content automatically.

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IRMS Public Sector: SharePoint Online - a bird's eye view

15th March 2019

Westminster, London, UK

An introduction to the way SharePoint Online is structured and secured. This includes an overview of some of the fundamental components of SharePoint Online, from the overarching tenancy right down to the single item/document.

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IRMS Public Sector: Planning your EDRM journey

15th March 2019

Westminster, London, UK

Explores different approaches that can be taken when implementing an Office 365 EDRM and assesses the pros and cons of each to help make an informed of directions to take.

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IRMS Public Sector: Office 365 Data Governance

7th December 2018

Westminster, London, UK

Overview of the evolution of SharePoint within the context of Records Management. Explores the functions provided by the Security & Compliance Center and explains Retention Labels

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European SharePoint, Office 365 & Azure Conference

27th November 2018

Copenhagen, Denmark

Panelist alongside Wictor Wilén and Erwin van Hunen, in a discussion being led by Chris McNulty. Topics covered included use of Power Automate at enterprise-scale.

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IRMS Midlands: Office 365 Data Governance

25th September 2018

Buxton, Derbyshire, UK

Overview of the evolution of SharePoint within the context of Records Management. Explores the functions provided by the Security & Compliance Center and explains Retention Labels

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IRMS Scotland: Office 365 Data Governance

24th July 2018

National Records of Scotland, Edinburgh, UK

Overview of the evolution of SharePoint within the context of Records Management. Explores the functions provided by the Security & Compliance Center and explains Retention Labels

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