Managing Records in Microsoft 365

As Records and Information Management specialists we have been working more and more with businesses of all sizes to implement Microsoft 365 as a Records Management system.

Microsoft has expanded the capability of 365 and Azure to accommodate many Australian recordkeeping and information governance requirements.

Information Proficiency has developed significant expertise in configuring Microsoft 365 and Azure to support both private business and government organisations.

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Retention & Disposal Processing

All organisations, regardless of size, create records. These records provide evidence of actions performed during the course of regular business activities. However, not all business records are created equal; consequently they require different rules regarding their management, storage, retention and disposal (Disposition). Information Proficiency has a range of services that can help your organisation manage its business records within the correct legal framework.

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IM & IT Auditing

The function of the Records Management system is to manage and control electronic and physical records according to legislative and regulatory requirements, and it must be capable of demonstrating this compliance. A regular records audit can highlight areas of concern which can be addressed. Do you need to set up a regular records audit?

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Managed Services

Specialised records and information services and projects need people who not only understand records and information management, but have the correct mix of skills and abilities to drive your services and projects forward. No matter what your project, we help you with your staffing needs.

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Freedom of Information

Individuals have the right to request access to documents from Australian Government ministers and most agencies under the Freedom of Information Act. Information Proficiency and Sigma Data Solutions can provide complete FOI process management relieving your own resources to concentrate on core tasks.

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Document Scanning

There are many reasons to consider back scanning accumulated documents and converting them to digital format, including a reduction in costs, reduction of boxes in storage and improved access to records and information to name but three.

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Recordkeeping Plan Reviews

All West Australian government organisations must have an approved recordkeeping plan. Under Section 28 of the State Records Act 2000 the recordkeeping plan must be reviewed on a regular basis and stipulates “that no more than 5 years must elapse between approval of a government organisation's Recordkeeping Plan (RKP) and its review.” Is it time for your recordkeeping plan review?

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Vital Records Keeping Plan

Every organisation, regardless of size needs to write and maintain a vital record keeping plan – just in case. A vital record keeping plan can be likened to an insurance policy. An organisation will take out significant insurance policies in the hope it will never have to use them. While the insurance policy will cover the building and the contents, it cannot hope to cover an organisations business records. A vital records keeping plan does just that.

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Project Resources

If you require extra resources to focus on project completion or assisting with increased workloads, we can help. We have people skilled in ICT & IM who are available for short or long term periods to suit your needs. 

 

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System Optimisation

When your existing software is no longer effective in supporting processes or business requirements many organisations will go out to market seeking an, all too often expensive, alternative. In many cases this is not necessary if the existing systems can be optimised, configured or expanded to match your business requirements. 

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Software Development

We develop a range of connectors and productivity software designed to make life easy. Or, do you have a custom development project?  We can work with you.


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Reporting and Analytics

We have developed a range of reports for many of our customers extracting data and converting it to dashboards for monitoring by Process Supervisors, Managers and CEOs alike. 


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Strategic Planning and Roadmaps

We have worked with many of our customers to draft strategic plans and roadmaps defining what they need to achieve, what issues must be addressed and what actions should be taken to realise the end result. 

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Authority File Server Migrations

Information Proficiency now offers a tailored data migration service to assist customers using both Authority and a OpenText eDRMS (Content Manager / Records Manager / TRIM). Our File Server Migration has been designed to support our customers with consolidating historic Authority documents stored on a File Server into the OpenText eDRMS. This process assists our customers with managing their data in a single, unified location.

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