Virtual Roundtable

Intelogy RT New 2-01

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Microsoft is rapidly accelerating its compliance solutions for information governance and records management. With built-in security, retentionaudit, and other records management capabilities in Microsoft’s Compliance Centerit is a logical next step in your digital transformation roadmap to bring data and information governance into Microsoft 365. With Microsoft Compliance Centerorganisations can manage legal files, regulatory content, and other public and private records directly in Microsoft 365, while phasing out or sunsetting legacy systems and on-premise ECM environments.  

In this virtual roundtable, information governance and records management experts from Microsoft, Intelogy, and Xillio will share project experience, insights into Microsoft’s compliance solutions, and discuss best practices.  

Key Learning Objectives for this Roundtable:

  • What key strategies and practical steps do you need to consider when planning a secure, compliant migration to Microsoft 365? And what pitfalls should you avoid?  
  • Core principles of records management in Microsoft 365
  • What is in Microsoft’s near-term roadmap to help your organisation implement a future-ready strategy for records management and information governance?  

The workshop also includes a live demo of Microsoft Compliance Center, including new features and an early view into future enhancements. Feel free to submit questions to the speakers in advance, and we invite you to ask questions throughout the session. We look forward to having you, join the discussion

Our Speakers:

Erica ToelleErica Toelle is a senior product marketing manager on the Microsoft compliance product team. Her focus is on growing the information governance and records management business and listening to customers and partners to make our solutions better. Erica is a long-time member of the SharePoint and Microsoft 365 community, a former Microsoft MVP, a published author, and a recognized expert in the information governance area.

Robert Bath: Robert Bath is a highly experienced Microsoft 365 solution architect and is recognised as one of the leading retention and compliance experts in the UK. He also serves as Digital Director for the Information & Records Management Society (IRMS) – putting him at the very heart of compliance in the UK. Rob has overseen some of the largest records management solutions in Microsoft 365 in the UK, having successfully architected EDRM systems for organisations including the Home Office, Ulster University, Defra and Royal Botanic Gardens, Kew. 

Rob Aaldijk: Rob Aaldijk is a seasoned information management professional, team manager, and product innovator, with 27+ years of experience in team building, planning, creating and implementing digital solutions focusing on information management (Digital Experience Platforms, document management, case management, knowledge management, collaboration, enterprise search, digital archiving and records management). He has led Web/eCommerce, Portals, Collaboration, and ECM capability practices for globally leading ICT consulting and system integration firms in the past.

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Rob Aaldijk

Product Manager and Lead Consultant (Xillio)

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Erica Toelle

Microsoft Senior Product Manager, Records Management & Information Governance

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Robert Bath

Digital Director (IRMS) and Knowledge & Information Management Practice Lead (Intelogy)

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About the event organisers:

This virtual roundtable is hosted by Xillio, in partnership with Intelogy and Microsoft.

About Intelogy 

Intelogy is the UK’s leading Microsoft 365 partner in the area of compliance and governance and is recognised as one of a handful of preferred partners in this space globally by Microsoft. Offering comprehensive Microsoft 365 services, Intelogy has a track record for successfully overseeing Enterprise Applications, Information Management, Process Automation, and Collaboration & Platform solutions.  

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