Enterprise Records Management in SharePoint & Office 365
www.Gig-Werks.com
About Gig Werks Be it in the Cloud with Office 365 or on premise, Gig Werks has delivered award winning targeted and focused business solutions for departments and industries, built on Microsoft SharePoint. Microsoft Awards and Recognition
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Microsoft Gold Partner since the firm’s beginning in 2001 Virtual Technology Specialists for the Microsoft New York Enterprise Group 5 Time Microsoft SharePoint Technical Excellence Partner Award Winner Approved Vendor of Microsoft Legal and Corporate Affairs Group (LCA) Invited into the Partner Evidence Program for SharePoint 2007, 2010, 2013 & 2016
Solution Expertise for Full Microsoft Stack:
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Office 365, SharePoint, Cloud Applications, Business Intelligence
Industry Business Solution Expertise in:
• Legal Firms & Departments, Architecture/Engineering/Construction AEC, Facilities Management, Financial Services, Healthcare/Pharmaceutical & Professional Services
ProjectReady™ Business Solution Software for SharePoint & Office 365
• Software as a Service solution built for the business • Integrates with SharePoint & The Microsoft Cloud • Drives Control, Visibility, Reporting & Collaboration across all data & projects
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Packaged Solutions & Offerings Packaged Solutions SharePoint & Office 365 Workshop Quick Start & Training Workshop
SharePoint Business Solution Planning Plan your SharePoint initiatives with Gig Werks
Premium Advisory Services Plan Managing Your SharePoint & Cloud Services with Gig Werks
Nintex Workflow Quick Start Nintex Installation, Configuration & Training Workshop
Compliance Approval Workflow Quick Start Workflow Implementation & Report Generation
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ProjectReady™ Applications ProjectReady™ Applications ProjectReady Collaboration Engine Project & Program Management
ProjectReady Document Control Suite RFI, Submittal & Transmittal Management
ProjectReady Viewer Web Document Viewing, Redlining & Redaction
ProjectReady CAD Autodesk and Revit Management in SharePoint
ProjectReady Matter Management Engine Legal Matters Management & Control
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Microsoft SharePoint
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SharePoint Content Management • eDiscovery capablities
• Site-level retention policies • Compliance levels extended to sites • Policies include: Retention policy for sites and Team Mailbox associated with site & Project closure and expiration policy
• Record Center • Designed for managing discovery cases and holds • Establishes a portal through which you can access discovery cases to conduct searches, place content on hold, & export
• Support for searching and exporting content from file shares • Export discovered content from Exchange and SharePoint
• Team folders • Seemless integration of Exchange and SharePoint to provide best of both world and end user flexibility
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Specify retention schedules for content types
Submit documents for long term archival
Create hierarchical file plans and generate reports
Define mutli-stage retention policies by folder
Legal can create discovery sets for in-place preservation
View in-place hold stats in real time Create queries to trim down content required for analysis or export
SharePoint 2016 Compliance Features • Document Deletion Policy Center allows easy control of how documents are deleted or retained
• Allow site owners to choose from policies that you centrally create and manage. You can also allow site owners to opt out altogether if they decide a policy does not apply to their content. • Enforce a single mandatory policy on all sites in a site collection, such as all OneDrive for Business sites, or even enforce a policy on all site collections created from a specific site collection template, such as the Team Site template.
• Provide a default policy with a default rule that will be automatically applied without any action required by site owners. • Create a policy that includes several deletion rules that a site owner can choose from.
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Why 3rd Party Applications • • • • • • • •
Out of the Box feature doesn’t exist Reduces Risk and Drives High Return on Investment Don’t “Recreate the Wheel” Need for Specific Business or Industry Solution or Functionality Scalability and Easy Upgrade / Migration Speed to Market Satisfy Regulatory Requirements or Compliance Product and Solution Support
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Gig Werks Advanced Business Solutions & Expertise Advanced Functionality Enterprise Content Management
•Nintex
•TermSet •Nintex •RecordPoint •Sharegate •Cryptzone •Accusoft •BA Insight •Colligo •Workshare •Ezescan •DocuSign
Search
Workflow
•BA Insight •Accusoft •Colligo •Workshare
Migration •Sharegate
User Interface & Experience •LiveTiles
Governance & Compliance •ProjectReady •Nintex •TermSet •RecordPoint •Sharegate •Cryptzone •Colligo •Workshare
Advanced Industry Solutions AEC Solutions •ProjectReady •Nintex •RecordPoint •DocuSign •Sharegate •Colligo •TermSet •Cryptzone •Ezescan
Financial Services Solutions •Nintex •Intelledox •RecordPoint •Cryptzone •Sharegate •TermSet •Accusoft •DocuSign
Legal Solutions •ProjectReady •Nintex •TermSet •BA Insight •Sharegate •RecordPoint •Cryptzone •DocuSign •Colligo •Ezescan
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Pharmaceutical / Healthcare Solutions •Nintex •TermSet •Accusoft •RecordPoint •Cryptzone •Sharegate •Workshare •DocuSign
RecordPoint for SharePoint & Office 365 • Long term preservation / Archiving • Digitally preserve valuable information to ensure it remains accessible and usable
• Physical Records • Manage physical and hybrid records along with electronic records in SharePoint
• Record Number / Permalink • Permanently reference records, files and boxes using a configurable, fully customizable number or series.
• Records Retention • Central control over the retention and disposal schedules that govern your records.
• Security & Governance • Additional features which enhance SharePoint's native security model and audit tracking ensuring the integrity of your records.
• Social Records • Capture and manage Facebook posts and Twitter feeds as records. www.Gig-Werks.com
RecordPoint for SharePoint & Office 365 • Policy Engine
• Exporting/Importing
• Classify, retain, and manage content by creating Rules that tie together metadata patterns to a record classification
• Centralized Dashboard • Manage entire information governance program across SharePoint & Office 365
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Export and import records by level of aggregation (box, file or record)
• Full Audit Trails •
RecordPoint Auditing displays the auditing information collected from SharePoint
• Reporting
• Classification / File Plan • Build hierarchical Classification or File plans within RecordPoint or import them from another tool.
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• Disposal • Manage the disposition of records and files that have reached the end of their retention.
• e-Discovery/Holds • Centralized management of legal and organizational policy holds across SharePoint and Office 365. www.Gig-Werks.com
Create custom reports using SQL Reporting Services for physical records
Questions & Answers Go to the Question Tab on your GoToWebinar Control Panel and Type Your Questions to be Answered Please Do Not Forget to fill out the survey as you leave the webcast to receive Todays PowerPoint & Webcast Recording
Contact Us www.Gig-Werks.com
[email protected] 914-207-1110 @GigWerks www.YouTube.com/GigWerks www.Facebook.com/GigWerks www.Gig-Werks.com
