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Records Management
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Governance Processes and Procedures
Discovery Response and Legal Hold
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Data Placement and Automation
Behavior Change Management and Training
Document and Data Disposition
Refresh, Audit, and Staffing
Ongoing Policies Refresh
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Fractional and Transitional Staffing
Information Governance Organizational Development
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Recorded Webinar
You’ve Just Been Handed Your Company’s Records Program – Now What?
Recorded Webinar
Who Should Own Records Management?
Recorded Webinar
Using M365 to Create a Personal Data Inventory
Recorded Webinar
The Hidden M&A Risk: Unstructured Data Integration
Recorded Webinar
The Great Debate: Can Microsoft 365 Be Your Records Repository?
Recorded Webinar
Preventing Employees from Hoarding Documents
Recorded Webinar
Practical Approaches for Managing Unstructured Data in Mergers and Acquisitions
Article
Navigating the Muddle of AI Governance – CEP Magazine
White Paper
M&A Data Integration for Unstructured Data
Recorded Webinar
Information Governance 101
Recorded Webinar
How to Hire for Records Management and Information Governance
Recorded Webinar
How To Classify Millions of Files and Emails Using Just Microsoft 365
Recorded Webinar
How Long to Save Chats, Messages, Recordings, Prompts, Emails, and Other Odds and Ends
Recorded Webinar
Five Must-Dos If Your Company Wants to Use Generative AI Beyond Simply ChatGPT
Recorded Webinar
Expand and Modernize Your Records Program Without Adding Staff
Recorded Webinar
Embarking on AI Governance: Getting Started Quickly
White Paper
Developing a Data Retention Policy to Meet Privacy Data Minimization Requirements
White Paper
Deleting Emails and Files Quickly and Defensibly
White Paper
Creating Modern, Compliant, and Easier-to-Execute Records Retention Schedules That Also Support Privacy and AI
Recorded Webinar
Creating an AI Governance Program (It’s Go Time)
White Paper
Creating an AI Governance Program
Recorded Webinar
Creating a Modern, Compliant, and Easier-to-Execute Records Retention Schedule for Privacy and AI
Recorded Webinar
Creating a Modern, Compliant, and Easier-to-Execute Records Retention Schedule
Recorded Webinar
Creating a Modern Records Retention Schedule for Compliance, Privacy, and AI
Guide
Creating a Data Retention Policy that Meets Privacy Requirements
Recorded Webinar
Convincing Senior Management to Elevate Records Management into Strategic Information Governance
Article
CEP Magazine Article – Creating an AI Governance Function Part 2
Article
CEP Magazine Article – Creating an AI Governance Function Part 1
Recorded Webinar
Automating Employee Records Compliance with the Five Second Rule
Recorded Webinar
The Impact of AI on Information Governance
Recorded Webinar
Executing Privacy Summer School – Part 1: Seven Phases of Getting Started
Recorded Webinar
Executing Privacy Summer School – Part 2: Personal Information Inventories
Recorded Webinar
Executing Privacy Summer School – Part 3: Data Retention Policies
Recorded Webinar
Executing Privacy Summer School – Part 4: Privacy Enabled Incident Response
Recorded Webinar
IG Advanced Class 1: Introduction to Information Governance
Recorded Webinar
IG Advanced Class 2: Creating Compliant and Executable Polices and Getting Cons
Recorded Webinar
IG Advanced Class 3: Automating Compliance Policies with Technology
Recorded Webinar
IG Advanced Class 4: Behavior Change Management for Creating a Compliant Culture
Recorded Webinar
How to Finally Get Your Company to Care About Over Retention
Recorded Webinar
Five Stages of Privacy Program Development from Denial and Frustration and Getting to Compliant
Recorded Webinar
Creating and Implementing a Data Security Classification Standard
Article
Should You Combine Your Privacy and Records Management Programs?
Article
CEP Magazine Article – Creating a Data Retention Policy for Privacy Requirements
Recorded Webinar
Creating and Managing a Global Records Management Program
Recorded Webinar
Top 5 Reasons an Outdated Records Retention Schedule Can Undermine Your GDPR
Recorded Webinar
Using Native Office 365 to Manage, Publish, and Automatically Enforce Your Records Retention Schedule
Recorded Webinar
Introduction to Information Governance Class 2
Recorded Webinar
Introduction to Information Governance Class 3
Recorded Webinar
Introduction to Information Governance Class 4
Recorded Webinar
Introduction to Information Governance Class 5
Recorded Webinar
Introduction to Information Governance Class 6
Guide
Information Governance Primer
White Paper
Information Governance Strategies for Work From Home Employees
Article
Everybody’s Job, Nobody’s Job: The Best Way to Create an Information Governance Program Without Going Crazy
Article
CEP Magazine Article – Who Should Own Records Management? Part 1
Article
CEP Magazine Article – Who Should Own Records Management? Part 2
Recorded Webinar
Hiring, Training, and Managing a Records Management and Information Governance Team
White Paper
Reducing Your Offsite Paper Storage Risk and Cost
Recorded Webinar
Top 5 Tricks Paper Storage Companies Play to Keep you Paying Extra
Recorded Webinar
Renegotiating Your Offsite Paper Storage Contract
Recorded Webinar
Out with the Old Paper Storage Remediation Strategies
Article
Preventing Employees from Hoarding Electronic Documents
Guide
How to Delete Emails and Files Defensibly
White Paper
Using Microsoft 365 to Automate Records Program – Part 1
White Paper
Using Microsoft 365 to Automate Records Program – Part 2
Guide
Automating Your Records Management Program
Recorded Webinar
How to Protect Data Under Legal Hold When Applying Automatic Disposition
Recorded Webinar
Creating a Minimally Viable Privacy Program – Beyond Policy, What You Must Have
Recorded Webinar
Should You Combine Your Privacy and Records Management into a Single Program?
Recorded Webinar
Essential Elements of Privacy Enabled Incident Response
Article
Upgrading Your Traditional, Paper-centric Records Program to be More Modern, Compliant, and Useful
Guide
Introduction to Records Management
White Paper
Creating an Information Governance Roadmap
Recorded Webinar
Creating a Data Retention Policy to Meet Privacy Requirements
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Data Placement and Automation Strategy
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Records Management
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Execution, Automation, and Training
Governance Processes and Procedures
Staffing Assistance and Ongoing Refresh
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White Papers - Conference
Privacy - Summer School
Microsoft 365 - Summer School
Join us for our July webinar, "A Dozen Ways to Save Money on your Records Program."
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