SharePoint Document and Records Management

Provide easy access to the right content at the right time

Our integrated document and records management solutions are designed for organizations that demand a secure, scalable repository for business-critical content. Working closely with your Business and IT stakeholders, we design and implement a solution that leverages SharePoint’s advanced document management features and robust records management capabilities.

Content management services:

Strategic Planning

Define departmental goals, requirements, and document types to establish a clear content management strategy.

Information Architecture

Design an optimized structure for libraries, folders, and metadata to facilitate efficient content retrieval and organization.

Site and Library Deployment

Implement SharePoint sites and libraries aligned with your architectural plan for seamless integration.

Permissions and Security

Set up robust access controls and security settings to meet compliance requirements, including secure external sharing when needed.

Content Migration & Metadata Optimization

Migrate documents while organizing them with comprehensive metadata, custom views, and an optimized search experience.

Workflow Automation & Training

Automate key processes, provide targeted training, and establish continuous improvement protocols.

AI Readiness & Roadmap

Assess your environment and create a roadmap to leverage Microsoft 365 Copilot for advanced content management.

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Records management services:

Records Management Strategy

Establish tailored policies, retention schedules, and compliance frameworks that address your enterprise needs.

Content Review & Optimization

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

Records Center Deployment

Deploy a dedicated SharePoint records center using proven templates designed for efficient retention management.

Content Type Definition

Configure content types and metadata for key record categories such as contracts, invoices, and employee records.

Optimized Document Libraries

Set up document libraries within the records center to efficiently capture and manage relevant metadata.

Automated Record Retention

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

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Microsoft 365 Assessment and Roadmap Planning

Unlock the full potential of Microsoft 365 with a targeted assessment and strategic roadmap designed to streamline collaboration and optimize business processes. Our engagement equips your enterprise with the clarity and direction needed to select and standardize the right tools, accelerating your digital transformation.

Assessment

Gain comprehensive insights into your document management, collaboration, security, and compliance requirements.

Workshops

Participate in interactive sessions featuring demos and in-depth discussions on Microsoft 365’s collaboration and automation capabilities.

Functionality Mapping

Align your unique business needs with the optimal Microsoft 365 tools to drive operational efficiency and innovation.

Proof-of-Concept

Evaluate a tailored SharePoint or Teams pilot solution that demonstrates the practical benefits for your enterprise.

Roadmap and Review

Define near-term foundational projects and outline strategic recommendations to support your ongoing digital initiatives.

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Customer Success

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

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

“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 leverage deep expertise in SharePoint, Microsoft Teams, and Power Platform—backed by proven methodologies—to help enterprises maximize their Microsoft 365 investments and drive operational excellence.