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Many organisations have invested in systems to protect and manage their electronic documents and records. Typically, these systems are separate from the user applications adding complexity and cost. 

The move to Microsoft 365 and new ways of working it enables, like working in Microsoft Teams, has challenged the traditional EDRMS approach. Now there is real benefit in creating an effective EDRMS in Microsoft 365 using its capabilities to manage content across the user applications without imposing on end users. We have helped many organisations realise these benefits by creating effective digital workspaces and excellent user experience while content is protected by security settings, sensitivity labels and policies, and managed by retention labels and policies configured in the Microsoft 365 Compliance Centre. We deliver more advanced EDRMS requirements by configuring document libraries, content types and columns, and with a permissions model in SharePoint Online. These records stores may be supplemented with Power Automate, say to trigger dispositions based on business events.

Deltascheme has a wealth of skills and experience in designing and provisioning digital workspaces and record stores to create the corporate EDRMS in Microsoft 365, and migrating content from legacy EDRM systems into Microsoft 365 with the requisite protection, management, retention, and disposition.