Categoría: ECM Series with Microsoft 365
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Document Structure in SharePoint Online: the foundation everything else rests on
In this article I present the content architecture that underpins the enterprise document manager we’re building across the series. We cover the hierarchy of modern sites in SharePoint Online—Communication Sites vs. Team Sites, hub sites as concentrators, site collections as the unit of isolation—the role of the Content Type Hub in content type inheritance, and…
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ECM Licensing in Microsoft 365: how to choose without overspending
The Microsoft 365 licensing model is one of the first things you have to settle before designing any ECM architecture. In this article I walk through the full map: Enterprise plans (E3, E5, E7), Business plans, Frontline licenses and the pay-as-you-go services like SharePoint Embedded, Microsoft 365 Archive and Purview. Although I use the financial…
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Enterprise Document Management with Microsoft 365: a use case that applies to any sector, with a focus on financial services
In this article I present the architecture of an enterprise document management system built on Microsoft 365 and SharePoint Online. I chose the financial sector as the scenario because it is one of the most demanding in terms of volume, regulation and variety of processes, but the architecture, concepts and design decisions we will go…