Many organizations are looking to Microsoft 365 to support their records management and compliance requirements, but what does a successful implementation actually look like?

Join Gravity Union and ARMA Vancouver Island for a practical case study examining how Microsoft 365 was used as an Electronic Document and Records Management System (EDRMS). Through a case study, we'll explore the decisions, challenges, and lessons learned throughout the project.

Whether you're evaluating Microsoft 365 as an EDRMS or looking to strengthen an existing records management program, this session will provide practical insights on:

• Governance and records management considerations

• Common challenges and lessons learned

• Practical recommendations for future projects

Presenters

Jessica Dobson

Jessica is a Digital Transformation Analyst specializing in SharePoint and Records Management with expertise in Microsoft M365 tools, database design, and records software. Holding a Master of Archival Studies from the University of British Columbia, she combines academic knowledge with experience in both public and private sectors to deliver agile solutions. Her project portfolio includes SharePoint and records management implementations for various organizations such as provincial corporations and municipalities, and multiple First Nations, highlighting her skills in solution architecture and digital workplace rollouts.

Pauline Richer

Pauline has 10+ years in records and information management, helping public sector organizations modernize data governance. She combines regulatory expertise with Microsoft 365 and SharePoint knowledge to deliver practical, compliant solutions.