Constellio Registration Center For M365, Other Systems and Data Of the Organization - Microsoft

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Constellio Registration Center For M365, Other Systems and Data Of the Organization - Microsoft
Constellio Registration
Center For M365, Other
Systems and Data Of the
     Organization
Constellio Registration Center For M365, Other Systems and Data Of the Organization - Microsoft
AGENDA
• Constellio Registration Centre
• Apps teams Constellio
• M365 Safety and Compliance Centre
• Automation of compliance and governance
Constellio Registration Center For M365, Other Systems and Data Of the Organization - Microsoft
Constellio Registration Centre

A central location of institutional records (including all M365
organization systems).

       Centralized management of the classification plan (unified view of
       central hub records)

              A Central Conservation Calendar - Updates in Real Time

                      Application of the life cycle on a document, folder, Channel, library and
                      email.

                            Management of paper and digital archives into a system (Unified
                            LifeCycle Payment, Payment and Management).
                            Generates transfer and payment slip
Constellio Registration Center For M365, Other Systems and Data Of the Organization - Microsoft
A Multitude of Opportunities
             Offered

                                                                                    Ensure
                                                                                      the
                                                                                  preservati
 Lifecycle
                 Friendly      Friendly                              Guarante        on of
managem                                     Able to
    ent
                interface     interface
                                              take     Produced
                                                                       es the        PDF/A      Constellio
                    for           for                                 integrity    format,
 without
               document      document
                                           advantage   certificate
                                                                          of        (other
                                                                                               Registration
migrating                                      of         s of
 content
               managem       managem
                                           complianc   destructio
                                                                     document     preservati     Centre
                    ent           ent                                   s with        on
(Location                                   e centre        n
               specialists   specialists                               digital     formats
Managem                                      labels
                     .             .                                 signatures   will come
    ent)
                                                                                  for audio,
                                                                                  video and
                                                                                    image)
Constellio Registration Center For M365, Other Systems and Data Of the Organization - Microsoft
Apps teams Constellio
Apps teams aim for productivity and efficiency while ensuring compliance

                                                A unified search engine.

                                      A unified view of all files (Constellio, teams,
                                         SharePoint, OneDrive and exchange).

                                    A unified folder that allows data from multiple
                                     sources to be placed under the same folder.

                                       An internal and external digital signature
                                                       module.

                                       A Workflow module being implemented.

                                      A digitization module (scheduled for 2021).
Constellio Registration Center For M365, Other Systems and Data Of the Organization - Microsoft
Prioritizing series based on the importance of governance
Constellio Registration Center For M365, Other Systems and Data Of the Organization - Microsoft
Priorisation  des séries
 Prioritizing series baseden
                           onfonction de l’importance
                              the importance           de la gouvernance
                                             of governance

                                                            Organizational
                                            External
                 Work in progress                         classification plan
                                          collaboration
                  internal team
 Collaboration

                                             content
                      Teams
                                           Sharepoint                           Unified folder
                                Unified                                                            Conservation
                                folder                                           Content 365          rules

                     Personal               Mission
                    document              documents                             Duplicated topic
                    Onedrive               Constellio

                             Governance
Constellio Registration Center For M365, Other Systems and Data Of the Organization - Microsoft
M365 Safety and Compliance Centre
                                                                                               Aimed for IT specialists

         Une interface destinée à des spécialistes TI

Can meet basic
                         Requires a lot of         A conservation                                                                                                          A document-
needs (very nice                                                              One-step                                                                    No Digital
                         configuration in         rule with a time                                   No certificate of         No transfer and                           oriented lifecycle
   Microsoft                                                               decommissioning                                                             Payment Module
                         order to make it           frame and a                                       destruction.             payment slips.                              management
  integration                                                              approval process.                                                             (SIP - OAIS).
                           operational.                phase                                                                                                                 approach.
    effort).

It is not possible to put several phases on an ex content: Active, Semi-Active, Inactive - Sort etc.)
It is impossible to build a decommissioning list to send it to a manager for approval and after sending it to the archivist for decommissioning (automated workflow).
Constellio Registration Center For M365, Other Systems and Data Of the Organization - Microsoft
A few details about the M365
safety and compliance centre

• A change in a rule may take up to a week for the
  change to become effective.
• No possibility to manage 888-999 (open
  deadlines).
• Can't manage the paper (boxes, warehouses,
  labels, etc.).
• The concept of application of label by search or
  artificial intelligence may lack precision (risk of
  tagging a large number of documents with
  inappropriate rules) - high risk of destroying
  documents due to mislabelling.
•
Automation of
compliance and
governance
Request for
channel/team/sit
   e creation
Microsoft 365
    backup
  archiving or
copying request
Disposal
 mechanics
and life cycle
management
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