EDRMS and Microsoft 365 Governance: Managing Your Digital Documents Better
Looking for a better way to handle your electronic documents and records? A proper EDRMS (Electronic Document and Records Management System) within Microsoft 365 can transform how your organisation manages information.
What is EDRMS and Why Does It Matter?
An EDRMS helps you store, organise, and control your digital documents and records. When combined with good Microsoft 365 governance, it creates a powerful system that:
- Keeps your important records secure
- Makes finding documents quick and easy
- Ensures you follow legal requirements for record-keeping
- Reduces wasted time and storage space
- Helps staff work together more effectively
Common EDRMS Challenges in Microsoft 365
Document Chaos
Without a proper EDRMS approach in Microsoft 365, files end up scattered across Teams, SharePoint, and personal OneDrives, making them hard to find.
Records Management Problems
Not knowing which documents are official records or how long to keep them can lead to legal troubles and lost information.
Security Concerns
Poor EDRMS controls in Microsoft 365 may allow sensitive documents to be seen by the wrong people.
Information Overload
Without good EDRMS practices, your Microsoft 365 environment becomes cluttered with duplicate and outdated files.
The Benefits of Proper EDRMS in Microsoft 365
Find Documents Faster
Save hours previously spent hunting for files
Reduce Storage Costs
Keep only what you need for as long as you need it
Improve Teamwork
Enable secure, efficient document sharing
Protect Sensitive Information
Control who can see confidential documents
Stay Compliant
Meet legal requirements for record-keeping
How WyldLynx Enhances Your EDRMS with Microsoft 365
We specialise in creating effective EDRMS solutions within Microsoft 365:
- Content Manager Integration: Implement best in breed record keeping principles using out of the box OpenText Content Manager for robust records management for Microsoft 365.
- EDRMS Governance Checks: Ensure your document management systems follow best practices
- Custom EDRMS Solutions: Build specialised tools that fit your organisation's unique needs
- Microsoft 365 Records Management: Set up automatic classification, retention, and disposal of records
Key EDRMS Requirements
Smart Document Classification
Automatically organise files based on content, department, or project to make finding information easier.
Records Lifecycle Management
Define clear rules for how long different types of records should be kept and when they should be deleted.
Compliance and Audit Tools
Track document access and changes to prove compliance.
Seamless Integration
Work with documents directly where users are most productive while EDRMS rules work quietly in the background.
Content Manager as Your EDRMS Solution
WyldLynx helps organisations use OpenText Content Manager with Microsoft 365 to create a complete EDRMS:
- Capture Teams conversations and files as proper records
- Ensure SharePoint documents follow your retention policies
- Apply consistent record-keeping rules across Microsoft Teams, SharePoint and OneDrive as well as 365 productivity apps.
- Allow staff to work naturally while records management happens automatically
Building Your EDRMS Strategy
We help organisations develop effective EDRMS strategies by:
- Reviewing your current document and records management practices
- Designing an EDRMS approach that meets your specific needs
- Implementing solutions that connect with your Microsoft 365 environment
- Training your team to use the new EDRMS effectively
WyldLynx offers several powerful Content Manager integration options for Microsoft 365. Connect your Teams chats and files directly to Content Manager, manage SharePoint documents with proper governance rules, ensure OneDrive files follow compliance requirements, or use our zero-footprint solution for easy browser-based access. Each integration option solves specific EDRMS challenges while maintaining a seamless user experience.
Get in touch with WyldLynx today to discover how our expertise in implementing OpenText Content Manager with Microsoft 365 can deliver a complete EDRMS solution that keeps your organisation secure and compliant.