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Is Machine Learning The Answer To Your Office 365 Information Management Needs?

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Page 1: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

Is Machine Learning The Answer To Your Office 365 Information Management Needs?

Page 2: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

Source: https://www.wsj.com/articles/facebook-worries-emails-could-show-zuckerberg-knew-of-questionable-privacy-practices-11560353829

Page 3: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

Over-retention

Legal scrutiny

Information leaks

Rising e-discovery cost

Page 4: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

Inconsistent capture and classificationOver-retention

Top 3 Information Management Challenges

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Ineffective search

- Liabilities- Information security

breaches

- Business operations losses - Non-compliance

- Complicated event/document correlation

- High eDiscovery costs

Page 5: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

Legal & Compliance Requirements

“Emails You Can’t Afford to Keep”

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Delete everything except records

Non-record emails Email records

Page 6: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

Business Unit Requirements

“Emails You Must Find”

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The business runs on email

Email recordsROT* emails Important business emails

ROT* = redundant, old, transient

Page 7: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

The Email Paradox

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Records

1 2 3

Emails

1 2

80% OF BUSINESS RECORDS ARE EMAILS

1% OF EMAILS ARE BUSINESS RECORD

Page 8: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

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• Labels for email and document Retention• Metadata for (descriptive) classification of

emails and documents

Microsoft Tools for Email and Document Management

Page 9: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

Email & Document Record ManagementThe harmon.ie approach

TYPE OF CONTENTEXCHANGE SHAREPOINT

RETENTION CLASSIFICATION RETENTION CLASSIFICATION

Email Retention Records Labels x x x

Email Business Records x x Labels Metadata

Documents Records x x Labels Metadata

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• Labels define retention policies in Outlook and SharePoint

• Metadata in SharePoint provides descriptive classification, to find information later

Page 10: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

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• Labels for email and document Retention• Metadata for (descriptive) classification of

emails and documents

Microsoft Tools for Email and Document Management

Page 11: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

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Page 12: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

Intelligent Compliance AssistantMake the right thing, the easy thing:• Retain only what’s needed for compliance

• Capture and classify only what’s required by the business

Page 13: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

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harmon.ie in Outlook

Outlook Desktop Outlook MobileOutlook Web (App)

Page 14: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

What to Label?

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AI / Machine Learning Makes it Easy

Machine learning recommendation

that email should be retainedsmart recommendation

Page 15: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

What Not to Label?

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Alert!Similar emails were not uploaded

to SharePoint

CANCEL CONTINUE

Smart Alerts

Page 16: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

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Duplicate Emails

Locateduplicate emails

CANCEL CONTINUE

Deleteduplicate emails

CANCEL CONTINUE

smart recommendation

What to Delete?

Page 17: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

Classify in SharePoint, with MetadataSmart Recommendations

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Capture working emails in SharePoint, and classify them using metadata

Page 18: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

What to Capture?

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Intelligent Information Management Assistant

Machine learning recommendation

that email should be retainedsmart recommendation

Page 19: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

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Alert!Similar emails were not uploaded

to SharePoint

CANCEL CONTINUE

Smart Alerts

What Not to Capture?

Page 20: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

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How Machine Learning works?

• First Provide Training Set• Get Smart Recommendations & Alerts

Page 21: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

Spreading IM Best Practices with Machine LearningActive Learning from Power Users

Page 22: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

Spreading Best Practices with Machine LearningActive Learning

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Page 23: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

Leveraging the Wisdom of the Crowd with Machine LearningContinuous Learning from all users

Page 24: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

Descriptive Labels provides metadata for your Emails on

Exchange

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Topics As “Descriptive Labels”

BUSINESS

TOPICSServices

Projects

Products

Page 25: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

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In-place Records Management with Topics

• Capture and classify email and

documents in one step - “in place”• Emails in Exchange

• Documents in SharePoint

• Classify email and documents using a common set of ‘topics’

• Discover content easily across all apps

using search, filter, views by common topics

• Focus on what’s important

Document is saved in SharePoint

Email is saved in Exchange

Page 26: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

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Finding Related Information

Angela,Thank you very much for your email about the Building Meetings. I will need you to work on the staffing and the Real Property assets in the next few weeks. Remember that your work is critical for the TBS Workspace projects.

Also, I want to make sure we are set with all the TBS IT requirements and TBS Workspace needs. As the project is progressing quickly, I want to make sure we don’t run out of time with all the arrangements.

---------------Sincerely,AnnieTour Operator & CoordinatorTel: +1.800.555.1212Email: [email protected]

New Building Meeting Summary

Page 27: Is Machine Learning The Answer To Your Office 365 ... · •Documents in SharePoint • Classify email and documents using a common set of ‘topics’ • Discover content easily

• “harmon.ie gave us the ability to preserve records in an efficient and user-friendly way…”

• “…we wanted everything in one interface and harmon.ie was able to do that for us…”

• “…With harmon.ie, we were able to successfully preserve 40,000 records…and delete over 35 million emails”

6/19/2019 © 2019 Hilton Confidential and Proprietary 27

HARMON.IE @ HILTON – A CASE STUDY IN EMAIL RECORDS MANAGEMENT

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