From Plan to Practice: Active Digital Preservation in Microsoft 365
Adding Preserve365 active digital preservation to your Microsoft 365 environment is most effective when the groundwork is solid. This session is a practical planning workshop that takes you from an Information Governance plan to a Preserve365 implementation you can trust. Gravity Union and Preservica will walk through key considerations: which stakeholders to involve, which questions to ask, key decisions to make, and essential training for your staff ahead of implementation to ensure Preserve365 becomes a seamless part of your Microsoft 365 Information Governance plan. Expect a readiness scorecard, a pilot blueprint, and the key checkpoints that prevent rework and keep stakeholders aligned. This is about preparing to go live with confidence.
What you'll learn:
How to translate an Information Governance plan into concrete configuration choices for Preserve365 in SharePoint
The first training modules for administrators and users that build adoption and reduce resistance
A crisp response pack for common internal questions from IT, legal, privacy, and business leaders
A readiness scorecard and checklist that verify you are set for a clean Preserv365 implementation
How to design a small pilot that proves value quickly and informs scale up
You should attend if:
Your organization relies on Microsoft 365 for collaboration and content management
You have high value content that must remain readable and trustworthy for 10, 20, 30 years or longer
You maintain retention schedules or compliance commitments that require reliable digital preservation to ensure the authenticity and readability of your digital files
You want automation to reduce manual effort and improve auditability
You can identify a small set of content for a focused pilot within Microsoft 365*
Presenter
Leah Daniels
Leah is a passionate Archives and Records Management professional who is an active member of both ARMA Canada and the Archives Society of Alberta. Since graduating from Mount Royal University and her Masters in Archival and Records Administration from San Jose State University, she has focused on positions that relate to records during their active and inactive lifecycle while supporting organizations in reducing informational risk. In previous years, Leah has spent her time in the Oil and Gas industry training new employees on document management software, managing internal and external document control, preparing project audits for 3rd party organizations and the development of policies and procedures.