Simplifying Data Lifecycle Management for Long-Term Content

While Microsoft 365 provides robust content management capabilities, many organizations struggle with maintaining the integrity and usability of their long-term digital assets, especially when dealing with legacy file formats and complex compliance requirements. Recent studies indicate that 20-28% of organizational records require retention periods exceeding seven years or must be maintained permanently. This content includes: […]

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Mastering Microsoft 365 Migrations: Accelerate, Optimize, and Succeed

Organizations increasingly turn to Microsoft 365 to enhance collaboration, productivity, and security in today’s fast-paced digital landscape. However, migrating to this powerful suite is far more complex than a simple “lift and shift” operation. With multiple stakeholders, numerous moving parts, and tight deadlines, keeping everything on budget and on time can be a significant challenge. […]

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From Paper Piles to Digital Efficiency: Mastering the Shift to Automated Workflows

Many organizations remain buried under mountains of paper forms and PDF files in today’s fast-paced digital world. While these traditional methods may feel familiar, they’re often inefficient, error-prone, and ill-suited for the demands of modern business. The transition from paper-based processes to automated workflows represents a significant leap forward in operational efficiency and effectiveness. Let’s […]

How M365 and Power Apps Revolutionized Reporting at a Major Federal Agency

By Sophia Reitz IIM Solutions Developer at DocPoint Solutions. Federal agencies FACE mounting pressure to modernize & increase efficiency The following challenges were solved by a client at a federal agency when using automation to modernize their weekly reporting process. The Challenge: Traditional Reporting The client’s previous reporting process involved a series of manual steps. […]

MAKING THE DECISION TO MIGRATE FROM LEGACY ECM SYSTEMS TO M365

Organizations are migrating content from other ECM systems into M365 for several reasons: Of course, the movement from other systems to M365 is not with its concerns: A migration from a functioning process platform – especially in a mission-critical application – must be carefully planned. While migrating content from legacy ECM systems to M365 can have numerous benefits, organizations […]

Three Major Factors in Creating an M365 Metadata Strategy

Microsoft 365 (M365) is a powerful tool for businesses of all sizes. It provides a comprehensive suite of applications and services that can help organizations improve productivity, collaboration, and security. However, to get the most out of M365, it is essential to have a strategy for managing metadata. Metadata, in its simplest form, is data […]

Automation for Everyone: A Beginner’s Guide to Using Microsoft 365 for Process Automation

Every organization boldly proclaims the desire to become a “digital business.” Of course, “becoming digital” requires far more than just declaring the intention. To truly become digital, an organization must examine its underlying processes. Digitizing processes is essential to digital transformation because it is the foundation for all other modernization initiatives. Companies can improve their […]