Data Lifecycle & Records Implementation

Keep what you must, delete what you can — with a disposition process that actually runs

The challenge

Content keeps growing without a defensible retention approach, increasing eDiscovery cost, operational clutter, and audit risk.

Too much content retained

Content keeps growing because old data is rarely reviewed or removed.

Higher discovery cost

Unmanaged content increases eDiscovery effort, cost, and complexity.

Audit risk grows

Without a defensible process, retention decisions are harder to justify.

What we do

We implement retention and records practices for agreed workloads and establish a workable disposition and ownership process.

Step 1

Confirm workloads

Agree which workloads, content areas, and records requirements are in scope.

Step 2

Implement controls

Configure retention and records controls aligned to the agreed approach.

Step 3

Set disposition process

Create a workable process for review, approval, deletion, and ownership.

Step 4

Handover runbooks

Provide runbooks and handover guidance so the process can keep running.

You get

Typical outcomes

Retention and records controls

Implemented controls for agreed workloads and content areas.

Key workloads covered

Priority workloads are governed by agreed retention controls.

Disposition process

A workable process for review, approval, and disposal.

First disposition cycle completed

Teams complete an initial cycle and prove the process works.

Runbooks and handover

Practical guidance so teams can operate the process confidently.

Better audit readiness

Decisions are clearer, documented, and easier to defend.

Ideal for

Keeping everything forever

For organisations defaulting to keeping content longer than needed.

Unclear content ownership

For teams unsure who owns lifecycle, review, and disposal decisions.

Growing SharePoint and Teams content

For leaders managing rapid content growth across Microsoft 365.

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