From our blog
Slicers in Power BI reports: Making your Power BI reports more powerful with slicers
Adding slicers to your PowerBI makes your reports way more robust!
Want to be Agile? Here’s a great way to get started using Microsoft Planner
Learn how to work in an agile way with a Kanban board in Microsoft Planner. It gives you everything you need in a digital Kanban board, without all the fuss and complexity of managing a traditional Microsoft Project plan.
Microsoft Teams: What is Microsoft Teams and why your organization should start using it
A primer on using Microsoft Teams to collaborate with your colleagues.
Our Four Favourite Things in Collabware Version 4.0
Collabware recently launched Collabware v4.0, the DoD 5015.2 certified version of the popular Collabware CLM platform. Now that we’ve been working with it for a while we thought we’d highlight our four favorite things about the latest version of Collabware CLM.
Implementing the ORCS and ARCS file plan with Collabware CLM
In this post we’ll discuss how we interpreted the ORCS and ARCS file plan for one of our clients in order to meet the needs around compliance while minimizing the burden on end users!
Getting Started with GDPR
I'm sure that many of you have seen the acronym "GDPR" by now and probably know that it is compelling many organizations to take action. But, what is GDPR and what should you be doing to prepare for it?
Email Governance Best Practices
Executing any kind of email governance is one of the hardest ventures anyone can take on. Everyone is extremely possessive of their email and few want to share or have anyone talking about their email habits. It takes a strong-minded and determined person to tackle this issue, and those of us who practice information governance and records management are the right group of folks to take this on. Ok, but how?
Undeclaring Records in Collabware CLM
Collabware's auto-declaration is a powerful tool, but sometimes we need to undeclare records as well! This post shows you three ways that you can undeclare records in SharePoint that are being managed by Collabware.
Getting the Most out of Your Collabware Audit Trail
This blog post highlights best practices to ensure that you get the most value from your Collabware audit trail by ensuring the overall integrity of the data.
Collabware 2016 Auto-Declaration Deep Dive
In this blog post we do a deep dive into Collabware CLM 2016's auto declaration capabilities.
Effectively Adding Motivation to Your Change Management Strategy
In Daniel Pink’s Drive, he notes how money or similar rewards are only successful at motivating us to do the most basic of tasks (think stacking boxes). To motivate individuals around activities that require more cognition, he suggests, supported by scientific research, that we are primarily driven by three factors: autonomy, mastery, and purpose.
Changing SharePoint Metadata on Records Managed by Collabware
Metadata on our SharePoint documents can and often are part of the record itself, however there are valid reasons for changing metadata from time to time. This blog explains how to update records in SharePoint being managed by Collabware without having to undeclare your records.
In-Place Records Management vs Record Centers. Why leveraging both is critical to the long-term success of your SharePoint ECM solution
One of the most common questions that have come up over the past five years as I’ve been focussing on SharePoint Records Management is whether or not to leverage in place records management or use record centers for records management in SharePoint. This blog outlines the benefits of adopting a hybrid approach that leverages both.
Listing Unpublished Workflows in Collabware
One of the activities that needs to happen when upgrading Collabware 2.X to 2016 is reviewing and publishing all the workflows that Collabware creates, as part of the upgrade process, to replace your retention policies. This blog outlines out to create list of all the unpublished workflows.
The benefits of classifying everything in SharePoint with Collabware
Leveraging Collabware's audit trail and auto-classification capabilities to ensure you've categorized everything in SharePoint allows you to keep on top of your compliance, ensuring you're compliant now and in the future.
Leveraging content types in SharePoint ECM projects
Content types and their associated metadata add tremendous value to large scale SharePoint ECM projects. They can improve search and findability, enable workflows and even automate compliance. While there isn’t a one-size-fits-all design pattern that suits all organizations, this blog sheds some light on how to approach this fundamental SharePoint ECM topic that is just as much an art as it is a science.