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Global Charity: Retention and P.I.


  • Decision to deploy 365 and SharePoint
  • Little understanding of what data was held in 15TB storage or how to migrate content unknown


  • Poorly or un-categorized documents
  • Procedures and Policies not being consistently applied
  • HR niche requirements
  • Large hardcopy store growing exponentially
  • Compliance risks

Solution Approach

  • Event based Retention policies coded to Platform
  • Scanned images integrated to ESI for processing
  • Data stores classified by retention rules and PI data points
  • All data de-duped, both image and text
  • Load files developed for SharePoint ingestion
  • 60% reduction in data
  • Governance and compliance delivered against legacy stores and day forward