Our Enterprise Content Management Services Include: 

​

Strategic Planning & Discovery 

 

We begin with collaborative workshops to assess your current environment, define ECM goals, and identify departmental needs. This includes: 

• SharePoint Online and Microsoft 365 environment review 

• Entra ID (Microsoft Entra) configuration and Conditional Access alignment 

• Legacy file share analysis and migration planning 

• Security group structure and licensing assessment 

• Governance readiness assessment with Microsoft Purview 

 

Information Architecture & Design 

 

Our consultants work with your team to design a high-level information architecture that supports: 

• Hub sites, departmental sites, and team sites 

• Metadata and taxonomy strategies 

• Document classification, retention, and lifecycle automation 

• Power Automate workflows and Power Apps integration 

• Offsite Backup API integration (where applicable) 

 

Migration Services

 

We manage the full migration lifecycle from on-premises file shares to SharePoint Online: 

• Pre-migration assessments and tool selection (e.g., ShareGate) 

• Pilot and production migration planning 

• Site creation and deployment using out-of-the-box features 

• Security configuration and branding 

 

Governance & Compliance with Microsoft Purview 

​

Microsoft Purview enables organizations to implement robust governance across their ECM environment: 

• Data Classification & Sensitivity Labels: Automatically identify and label sensitive content across SharePoint, Teams, and OneDrive. 

• Retention & Records Management: Apply retention policies and declare records to meet regulatory and business requirements. 

• Data Loss Prevention (DLP): Prevent unauthorized sharing of sensitive information internally and externally. 

• Audit & Risk Management: Monitor user activity, access patterns, and compliance risks with built-in reporting and analytics. 

• Information Protection: Ensure that content is protected throughout its lifecycle, even when shared externally. 

 

Advanced ECM Capabilities 

​

We help plan and design ECM features, including: 

• Document and Records Management 

• Digital Media Management 

• Web Content Management 

• Metadata-driven search and discovery 

• Workflow automation for approvals, reviews, and archiving 

 

Organizational Change Management (OCM) 

 

We ensure successful adoption through: 

• Executive sponsor engagement 

• Communication and awareness planning 

• Role-based training and Train-the-Trainer programs 

• End-user satisfaction surveys and success measurement 

 

Training & Enablement 

​

Interactive, remote training sessions tailored to your environment: 

• SharePoint Online fundamentals 

• Collaboration and compliance best practices 

• Power Automate and Power Apps workflows 

• Microsoft Purview governance features 

• White-glove training for executives