SharePoint Document and Records Management

Provide easy access to the right content at the right time

Our document and records management services are designed to address your organization’s need for a centralized repository for your employees to store, share, manage, and collaborate on documents and other critical business content with confidence. Compass365 will work with your Business and IT stakeholders to design and implement a well-organized, easy-to-use solution that takes full advantage of SharePoint’s document management capabilities and enable records management as needed.

Content management services:

Planning

Define goals, requirements, document types, structure, and specific features for each department.

Information Architecture

Design the structure and hierarchy of document libraries, folders, and metadata.

Site and Library Creation

Set up SharePoint sites and corresponding libraries according to the planned architecture.

Permissions and Security

Determine access rights, set up permissions and security settings with business users, and enable external sharing as needed.

Migration and Metadata

Migrate documents, organize with metadata, configure fields and columns, create custom views, and optimize the search experience.

Workflow, Training, and Improvement

Automate processes with workflows, train users, and set up continuous monitoring and improvement procedures.

AI Readiness & Roadmap

Assess security, content, and organizational alignment and create a roadmap to implement Microsoft 365 Copilot.

Schedule a complimentary consultation

Records management services:

Planning

Establish records management strategy, goals, and requirements, including the types of records to be managed, retention schedules, and any compliance or legal considerations.

Content Review and Clean-Up

Work with your business users to review content and associated business processes and make recommendations for organization, archival, and deletion.

Records Center Creation

Deploy the SharePoint records center site template designed specifically to implement records management and retention programs.

Define Content Types

Identify and configure your content types (contracts, invoices, employee records, etc.) and associated metadata in SharePoint.

Document Libraries

Configure document libraries within the records center to store records and set up metadata columns to capture relevant metadata.

Record Retention

Apply retention policies and retention labels to automatically manage the lifecycle of records.

Schedule a complimentary consultation

Microsoft 365 Assessment and Roadmap Planning

Microsoft 365 provides great tools to enable collaboration and improve processes but selecting and standardizing on the right tool for the job can be challenging. With our Assessment and Roadmap Planning engagement, Compass365 will help you accelerate your digital transformation with Microsoft 365 collaboration tools.

Assessment

Discover your document management, collaboration, security, and compliance requirements.

Workshops

Demos and discussions of the available collaboration and automation tools in Microsoft 365.

Functionality Mapping

Your unique needs mapped to the right tools in Microsoft 365.

Proof-of-Concept

SharePoint or Teams site created for your evaluation and feedback.

Roadmap and Review

Near-term foundational projects scoped, and future recommendations outlined.

Schedule a complimentary consultation

Customer Success

Oakland Museum Women’s Board: Creating a Roadmap for Modernization with SharePoint and Power PlatformCathy Ashbaugh2023-07-07T18:29:40+00:00

Oakland Museum Women’s Board: Creating a Roadmap for Modernization with SharePoint and Power Platform

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Oakland Museum Women’s Board: Creating a Roadmap for Modernization with SharePoint and Power Platform

Microsoft 365 Workplace Collaboration

Sakata Seed America: Digital Transformation with Compass365Cathy Ashbaugh2023-07-07T18:27:14+00:00

Sakata Seed America: Digital Transformation with Compass365

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Sakata Seed America: Digital Transformation with Compass365

Microsoft 365 Workplace Collaboration, Power Platform, SharePoint Migrations

“With any technology migration and updated processes, user adoption and engagement are priority number one, and Compass365 ensured our success.”

Ryan Nagahori, Program Manager, Sakata Seed America

“We were excited in every meeting with Compass365 because we all knew how much value the changes they suggested are going to bring to the day-to-day work of our wonderful volunteers.”

Kathryn Autin, Board Member, Oakland Museum Women’s Board

Our Process

We combine our years of SharePoint, Microsoft Teams and Power Platform expertise with proven methods to help improve the way companies work, operate, and confidently get the value from their Microsoft 365 investments.