5 Best Practices for Microsoft Teams and Information Management

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As more organizations start utilizing Microsoft Teams, there are increasing concerns around how to properly manage all the information that users are generating. In our recent webinar, we provided the basic steps of how to get information management up and running simply and quickly. The key is breaking the problem down into bite-sized, actionable chunks!  

1. Map and Understand Your Information 

The first step is to map and understand your information at a high level. Understanding the different types of collaborative areas you have in your organization should help you drill down into the specific information contained within each. The chart below provides a visual on what that may look like 

2. Implement a Classification Schema 

The next step is defining the scheme you want to use to describe your information. This can be in the form of a business classification scheme, a taxonomy, or a file plan. This schema is ultimately going to be the terms that you use to tag your information. Classifying your information will allow you to sort and organize it with labels that make surfacing and protecting pertinent data simpler 

3. Assign Actions to Terms and Deploy Across Office 365 

Once you’ve created clearly defined terms, you must then associate them with outcomes and actions. These can be a single action (e.g. destroy after 7 years) or it could be a more complex lifecycle (e.g. move to a new location, declare an item as a record, and then destroy it). Essentially, you want to map your information’s journey to make it easy to track.  

This includes being able to push out the terms and their associated actions to the locations where the relevant information will be saved. This is where you link your records management processes to your information architecture, thus ensuring the content will be classified on capture and therefore managed immediately.  

4. Streamline the User Experience 

After you have your information mapped, the next step is to automate the process. This will naturally make it easier for end users to do the right thing. End users also don’t want to be records managers, so try to set defaults and allow the system to remove the burden of those traditional records tasks wherever you can.  

5. Maintain Compliance and Integrity 

Now that you have your information mapped and automated, you still need to monitor it! Use reporting and auditing to maintain oversight of your system (and make tweaks and adjustments where required). This is where you can ensure record integrity and authenticity.  

If you want a more in-depth look at the process and to ensure your Microsoft Teams information is being properly managed, register for the on-demand version of our webinar! 


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3 COMMENTS

  1. […] Microsoft Teams is all about open collaboration. It was designed to make working with others as seamless as possible. Once you’re in a Team you have access to everything in there. By implementing more controls and requiring the team owner to manage permissions for every private team that gets created, it can quickly become antithetical to the purpose of the platform. […]

  2. […] Microsoft Teams は、オープン コラボレーションを根底に置いたコミュニケーション ツールです。これは、他のメンバーとのコミュニケーションを可能な限りスムーズに実行できるように Microsoft Teams 自体が設計されている ということを意味します。チームに参加した直後から、チームに格納されているドキュメントにアクセス可能となるのはこのためです。 […]

  3. […] Microsoft Teams dreht sich voll und ganz um offene Zusammenarbeit. Es wurde dazu konzipiert, die Zusammenarbeit mit anderen so nahtlos wie möglich zu gestalten. Wenn Sie sich in einem Team befinden, haben Sie Zugriff auf sämtliche Inhalte des Teams. Durch die Implementierung zusätzlicher Kontrollen und die erforderliche Verwaltung von Berechtigungen für jedes erstellte private Team durch den Teambesitzer, kann sich dies schnell zum absoluten Gegenteil des eigentlichen Zwecks der Plattform entwickeln. […]

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