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Data Retention, Records & Labeling
Lifecycle governance for collaboration content without killing productivity.
Overview
- Define retention/record plans aligned to legal, HR, and regulatory needs.
- Deploy sensitivity, retention, and record labels with automation.
- Train users and owners; measure adoption and exceptions.
Business Outcomes
- Lower data risk and storage bloat
- Defensible deletion & discovery
- Consistent controls across Teams/SharePoint/Exchange
Deliverables
- Retention schedule & mappings
- Label taxonomy & auto-apply rules
- Exception handling SOP
- Owner enablement toolkit
Timeline & Tooling
- Week 1-2: Policy & mappings
- Week 3-5: Labels & pilots
- Week 6-8: Rollout & training
Tech: Purview, MIP, Exchange/SharePoint/Teams