Data Lifecycle & Records Implementation

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

Most organisations keep everything forever by default. CloudWay implements data lifecycle and records management in Microsoft 365 with Microsoft Purview: retention and records controls for your priority workloads, and a disposition process that actually runs. Engagements take 4 to 10 weeks, and the result is defensible retention: you keep what regulation requires and delete what you can. 

New to information protection? Start with our Purview Foundation: it builds the label and retention model this implementation runs on. 

The challenge

Unmanaged content growth in SharePoint, Teams, and Exchange drives up eDiscovery cost, weakens audit defensibility, and conflicts with GDPR’s data minimisation principle. The hard part is not setting a retention policy; it is running the review and disposal process month after month.

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

CloudWay implements retention and records management with Microsoft Purview, scoped to the workloads that matter most. We agree which content areas and records requirements are in scope, configure retention and records controls to match, and design a disposition process with clear review, approval, and ownership steps. We run the first disposition cycle together with your team to prove the process works, then hand over runbooks so it keeps running without us. 

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

Implemented retention/records controls

You get retention and records controls configured and live for the agreed workloads in SharePoint, Teams, and Exchange.

Key workloads covered

Your highest-risk content areas are under defensible retention.

Disposition process

You get a disposition process with clear review, approval, and ownership steps, designed to run month after month.

First disposition cycle completed

The first disposition cycle is completed together with CloudWay, so the process is proven in practice before handover.

Runbooks and handover

You get runbooks and a structured handover, so your team keeps the process running without consultant support.

Better audit readiness

Retention decisions are documented and defensible, which shortens audits and supports GDPR data minimisation.

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.

Start your data governance journey

Get started with CloudWay workshops designed to help you understand, protect, and govern your Microsoft 365 data.
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Protect & Govern Data in M365

Data governance

Explore how Microsoft Purview can help protect, classify, and govern your data.

  • Discover and classify data
  • Plan protection and governance
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Why CloudWay

CloudWay AS is a Norwegian Microsoft consultancy working across Europe, and its governance work is done with your people, not for them: controls are built together and documented in runbooks, so they stay effective and auditable long after the engagement ends. The team includes seven Microsoft MVPs; the customer stories page shows what that looks like in practice. 

Ready to improve how your teams work?

Start with a focused workshop to identify priorities and align your organisation.

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