Conquering Information Chaos With Microsoft 365... and
Today’s organizations receive a disappointing “C minus” for creating, capturing, and sharing information like emails and documents, according to a recent industry survey from the Association for Intelligent Information Management (AIIM). Much of the new “information chaos” is caused by the fragmentation of content storage because of an increasingly distributed work environment, brought on by last year’s COVID lockdowns. To address information chaos, AIIM recommends “piggybacking information management initiatives on existing investments.” And there isn't a bigger or more strategic investment to piggyback today than Microsoft 365. Over the last year, organizations have made massive investments in Microsoft 365, in part, to impart virtual meeting capabilities to remote workers through Microsoft Teams. During the recent lockdown, use of Teams skyrocketed from 13 million users in 2019 to 145 million users in April 2021. The drive to Teams was accompanied by a widespread migration to other Microsoft 365 apps as well, including SharePoint Online, OneDrive, and even Exchange Online.  While the introduction of new useful apps and services has been a boon to business, it has also introduced serious new challenges for information governance and compliance. At its core, Microsoft 365 is a set of apps and services, with many overlapping capabilities. Case in point; Microsoft 365 emails and documents may be stored in Outlook, SharePoint, OneDrive, and even Teams. And with many workers toiling away from home office ‘silos,’ it’s anybody guess where emails and documents actually end up. The result?  ‘Information chaos.’  Gartner sums up the challenge in their recent “2021 Audit Plan Hot Spots Report”:  “As organizations rapidly scale their remote work capabilities and deploy new technology, IT capacity is increasingly strained…  Organizations are still struggling to successfully implement and enforce data governance frameworks. As they accumulate new types of data and rely on fragmented storage systems, they are more exposed to regulatory, ethical, and data security risks."   Enforcing data governance Enforcing data governance is a problem, in part, because many emails are documents of record that need to be retained for compliance or regulation requirements. And with Microsoft 365, finding important emails and documents across SharePoint, OneDrive, Teams, and Outlook is a huge challenge… both for remote workers and for information and compliance managers.  So, while Microsoft 365 might be part of the problem, when used together with the new 365, it is also part of the solution… Because 365 makes it easy to capture, classify, and discover emails (and documents) across multiple Microsoft 365 apps; SharePoint, OneDrive, Teams, and Outlook. 
July 2021 | Team
Employment and Social Development Canada (ESDC): Doing Information Management Without Doing Information Management, With
Employment and Social Development Canada (ESDC) distributes approximately C$120B to Canadians every year. To do this, ESDC employs about 32,000 people all across Canada. Prior to the COVID pandemic, ESDC used file shares and SharePoint 2010 for content storage. Use of SharePoint 2010 was voluntary. Then COVID hit, and mailboxes ‘exploded’ because people were sending attachments for work offline. ESDC needed a way to help its employees focus on work and collaborate effectively without making employees spend valuable time and effort on information management (IM). To provide a rapid and comprehensive remote work solution for employees, ESDC adopted Microsoft 365 for online meetings and document storage; with a goal of migrating an astonishing 30,000 employees to Microsoft 365 in just 3 months! To expedite Microsoft 365 adoption, ESDC needed a way to easily migrate content to Microsoft 365. Key requirements included the ability to capture, classify, and share important emails and document attachments with remote colleagues, eliminate ‘document chaos’ associated with sharing document attachments, and verify that people had access to a file before sharing it with them. to the Rescue ESDC selected to simplify employees’ move to Microsoft 365. According to Alexandre Singh, ESDC Executive Director Business Solutions and Information Management, the partnership with "enables our employees to do information management without knowing they are doing information management... And that makes all the difference." The Future Singh explains the plans for at ESDC: Use to reduce mailbox size. “We plan to use to make it easy for people to take attachments out of Outlook and store them in the right spot… SharePoint.” Use to move workers from shared drives to Microsoft 365 for content storage. “We see as a lever to migrate our existing user base, who are doing IM on shared drives to move to SharePoint Online. With, workers are able to drag and drop attachments into SharePoint Online.” Use as an easy input for requirement metadata. “Metadata is what helps us with retention disposition. makes it easier for people to classify data correctly with pull-downs. When documents are classified correctly, it is easier to locate them later.” Use to improve business processes. “We're seeing that we can re-engineer some of our administrative business processes where people have spent time consolidating documents. Now that links will be sent instead of attachments, they don't need to worry about managing the latest version of key documents.”
July 2021 | Team
Migrating to Microsoft 365? Can Help!
If your organization isn’t already on Microsoft 365, you are almost certainly considering the move.   Either way, you know the move involves many considerations, including migrating content, handling permissions, instituting governance policies… and many more. And let’s not forget the need to map and migrate on-premises SharePoint site URLs to new SharePoint Online URLs. Note that changing those URLs will also require you to update your sites and ‘favorites’ links. If you are wondering, “How do I do that?” – don’t worry. We’ve got you covered…  As part of the recent 365 rollout, we included a brand new sites and ‘favorites’ URL migration tool that makes this process simple… and scalable. So simple that it has already been used to effortlessly migrate customers with many hundreds of thousands of SharePoint URLs. How Does It Work? The migration tool automatically replaces the URLs of SharePoint sites and favorites defined in, from your old on-premises URLs to your new Microsoft 365 URLs. This process is completely transparent to users, so they start working with the new environment without manually configuring sites and favorites. The entire process is completed in the following, three simple steps: Create a mapping table between SharePoint on-premises and Microsoft 365 URLs. This is an Excel sheet with the on-premises URL in one column and the corresponding Microsoft 365 URL in the second column. Provision a Microsoft 365 site to all users and set it as the social server, using registry keys. Provision migration registry keys. That’s it! Now, instruct all your users to restart Outlook and the migration process automatically commences. It is hard to overstate how much time and troubleshooting effort is eliminated with this tool. Want to get started? Get all the details in our knowledge base article, Migrate SharePoint on-premises sites and favorites to Microsoft 365.
June 2021 | Team 365 is Now Available! is proud to announce 9.0 (code named 365), the latest version of our popular Outlook sidebar, now built especially for Microsoft 365.  Now you can capture, classify, discover, and share emails and documents across multiple Microsoft 365 apps – SharePoint, Microsoft Teams, and OneDrive. Whether you are working from home or from a satellite office, you know the challenges of working with multiple Microsoft 365 tools, like SharePoint, Microsoft Teams, OneDrive, and of course, Outlook.  Each one has its place in collaborative work but with so many tools, how can you find the information you need? 365 includes new features to help remote workers be self-sufficient and independent when working with Microsoft 365. With 365, it has never been easier to find information quickly across all Microsoft 365 content repositories, and to reach out to colleagues for help in Microsoft Teams. New key features include the following: Revamped tree view to easily navigate SharePoint, Teams, and OneDrive locations Access Recent Items from across Microsoft 365 apps, from Outlook Easily work with documents that are Shared With Me Add your most important Teams and SharePoint locations to the sidebar with new Discover and Favorite features. Share emails and documents using Microsoft 365’s flexible modern share capabilities Filter Search results according to Microsoft app (SharePoint, Teams, or OneDrive) Search for emails and documents using custom managed metadata Apply retention labels and designate emails and documents as ‘records,’ directly from Outlook Critical security updates for Microsoft 365 customers. Specifically, with the advent of 365, no longer retains passwords, in any form. The release also incorporates the latest Microsoft 365 and Windows security updates. Ability to add Outlook emails directly to Teams conversations, without leaving Teams (with our new Email TeamMate offering) Availability 365 is available today! If you are a current One customer, you are entitled to a free upgrade to version 365. Login to the Download Area to download 365. To try 365 for free for 30 days, ask for Enterprise Trial.
June 2021 | Team
Webinar: Workplace Evolution - Hybrid Is In Your Future
Are we going back to the office or not? Judging by the number of recent articles that explore this question, the answer is a resounding… maybe. Earlier this year, we wrote that work from home was a sure thing, but that was before the vaccine rollout began in earnest. Now, some organizations are calling folks back to the office, at least part-time. The latest to join the fray include JP Morgan and Goldman Sachs. There will surely be others. But for the bulk of organizations, hybrid will be the way to go. Most organizations have realized enormous gains in productivity by enabling people to work from home, uninterrupted by colleague chatter and devoid of travel commute ‘dead time.’ And they aren’t about to let that hard-fought productivity go easily. Google was the latest to announce an ongoing hybrid model; Microsoft went a step further proclaiming “hybrid work is inevitable” in a recently published ebook, entitled, The Next Great Disruption Is Hybrid Work—Are We Ready? In this new post-pandemic world, people will continue to work from home, as well as from satellite or regional offices, and corporate offices. With people working asynchronously from multiple locations, organizations need to leverage their IT investments to ensure employees are: Connected to the business Engaged and productive Self-sufficient But, how do you get started? Join and partner ClearPeople on 12 May in a short, informative webinar entitled, Workplace Evolution: Is your Organization Getting the Most Out of its Microsoft 365 investment? During webinar, you will learn: How adoption of Microsoft 365 has led to data sprawl Best practices for connecting, sharing, and learning from colleagues How to find information quickly across Microsoft 365 apps Participants will also be eligible for early access to 365, the latest and most significant update to our popular Outlook sidebar. 
May 2021 | Team
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