Chicago, IL

Content Management

Tuesday 9:00 AM - 5:00 PM · Room S103bc

Microsoft 365 Purview: Maintaining and Protecting Your Data Throughout its Lifecycle

David Drever

David Drever

Microsoft 365 Apps and Services MVP - Compliance and M365 Specialist

Joanne Klein

Joanne Klein

Microsoft 365 Independent Consultant

In recent years, the amount of digital content moving to the cloud has been dramatic. No doubt, this has made collaboration easier and more versatile, but it's also brought with it a new set of problems, such as oversharing, exfiltration of data, and non-compliant destruction of data. Organizations like yours must ensure data is available when required and protected when sensitive.

In this workshop, your expert presenters will share their collective knowledge and experience with a deep dive into what Microsoft Purview can do, including coverage of features such as Data Lifecycle Management, Records Management, and Microsoft Information Protection.

But it's not all theory. You'll leave the workshop with their recommended approach for implementation using a Day 1/Day 2/Day 3 incremental model that maintains a balance between the user experience and the necessary protections for your organization.

Now's the time to ensure your data is safe from prying eyes. Don't miss this opportunity to learn from two of the best in the industry on exactly how to make that happen.

Wednesday 9:50 AM - 11:00 AM · Room S102a

Introduction to Microsoft Syntex

Drew Madelung

Drew Madelung

MS Solutions Architect | Microsoft MVP

Microsoft Syntex brings advanced content AI solutions into your existing Microsoft 365 investment but is it something that will help you?

In this session, we will go through what Microsoft Syntex is, how it works, and why it could be an important part of your enterprise in Microsoft 365.

Wednesday 11:30 AM - 12:40 PM · Room S102a

Metadata Rules. Folders Drool

Tamara Bredemus

Tamara Bredemus

Principal Learning Strategist Manager & Adoption Specialist for Planet Technologies

When you start using SharePoint everyone says, "Don't use folders." If that is true, how do we organize and find the stuff we put into SharePoint? Metadata.

In this session, we will explore what metadata is, how to use it, and how to get our co-workers to use it. Recreate this demo when you get back to the office to win your users over to the metadata side.

This demo works in SharePoint Online and On-Premises.

Key Take Aways:

  • What is metadata?
  • When to use metadata
  • Choices for metadata
  • When to use folders
Wednesday 11:30 AM - 12:40 PM · Room S103d

Unleash Your Creativity: Design Power Apps Like a Pro with Microsoft Syntex

Gokan Ozcifci

Gokan Ozcifci

Consultant. Entrepreneur. Microsoft Regional Director & MVP.

Mike Maadarani

Mike Maadarani

Microsoft Office Apps & Services MVP, Cloud Solutions Architect, MCM Consulting

Transform your Power App design process and drive business results with data from Microsoft Syntex. This AI-powered technology streamlines the data extraction process, providing you with the information you need to create custom Power Apps that meet the unique needs of your organization. With Power Apps, you can focus on designing the app that will deliver real business value, while it takes care of the technical details.

Attend our session to discover how to efficiently extract data with Microsoft Syntex, store it in Dataverse, and manipulate it before creating your Power App.

Say goodbye to manual data extraction and hello to a more efficient, effective Power App design process. Unleash your creativity and take your app design to the next level with Microsoft Syntex.

Wednesday 1:40 PM - 2:50 PM · Room S102a

You Have Sensitive Information. Now Let's Protect It.

David Drever

David Drever

Microsoft 365 Apps and Services MVP - Compliance and M365 Specialist

Every organization has data considered sensitive to their business, employees, or even the industry they exist within. In 2022, over 1800 organizations reported data breaches in the U.S. alone, affecting over 400 million individuals. As a result, protecting its data has become a priority for many organizations worldwide. Microsoft provides several tools for identifying sensitive information within the organization and protecting it from being provided to sources that should not have it.

In this session, we'll cover features and processes such as Microsoft Information Protection (MIP), Data Loss Prevention (DLP), and more to help you protect your organization's sensitive information from leaving your control and falling into the hands of those that should not have it.

Wednesday 1:40 PM - 2:50 PM · Room S103d

Streamline data creation using Power Automate and Microsoft Syntex

Gokan Ozcifci

Gokan Ozcifci

Consultant. Entrepreneur. Microsoft Regional Director & MVP.

Mike Maadarani

Mike Maadarani

Microsoft Office Apps & Services MVP, Cloud Solutions Architect, MCM Consulting

Unleash the full potential of your data creation process with Power Automate and Microsoft Syntex. Say goodbye to manual tasks and hello to automation. Power Automate provides a simple yet powerful interface to create custom workflows that streamline your data creation process.

Microsoft Syntex, on the other hand, utilizes AI to extract valuable information from unstructured sources and categorize it for you. With these tools working together, you'll see improved accuracy, efficiency, and an overall increase in productivity.

Join our session to learn how to upgrade your data creation process today with Power Automate and Microsoft Syntex.

Wednesday 1:40 PM - 2:50 PM · Room S106a

Data recovery options for SharePoint/OneDrive

Brian Alderman

Brian Alderman

Microsoft MCT, Six-Year MVP, Author, Speaker, and Consultant

SharePoint and OneDrive include several content recovery options for SharePoint and OneDrive for Business administrators, site collection administrators, and end users. Educating your end users on SharePoint recovery options like the site recycle bin, versioning, and site collection recycle bin can lighten the burden on your admins.

Using either a GUI or PowerShell you can backup and restore your entire SharePoint Server farm or components of it. In SharePoint Server you can also perform more granular content backups by exporting site collections, site, libraries, and lists, and there are options for recovering these site collections, sites, lists and libraries from content databases that are no longer part of your SharePoint Server farm.

With a vast majority of your SharePoint Server content stored in SQL Server it is imperative that you have an efficient way to recover items or entire databases as quickly as possible.

This discussion will introduce the Best Practices framework that will allow your SharePoint Server administrators to configure SharePoint as well as SQL Server for quick content recovery, minimizing the downtime and providing shorter and achievable Service Level Agreements (SLA’s).

Wednesday 3:30 PM - 4:40 PM · Room S102a

Exploring Microsoft Syntex Document Processing from Start to Finish

Joanne Klein

Joanne Klein

Microsoft 365 Independent Consultant

Microsoft Syntex marks a significant stride in the intelligent classification of SharePoint content. At the heart of Syntex lies document processing models to effectively assist in managing content. The modern workplace generates vast amounts of unstructured content, which demands large-scale management through automatic structuring, including metadata and content types, and governance, such as security and compliance controls. Fortunately, Microsoft Syntex offers precisely that, and much more!

To showcase this novel capability, Joanne will explain all Syntex model types and provide use-cases for each one. She'll then conduct a live demo to highlight the creation of a Microsoft Syntex unstructured document processing model to efficiently classify SharePoint documents and then integrate it with Power Automate and Syntex Content Assembly to automatically generate related documents using a Syntex modern template!. The walkthrough will cover the complete end-to-end process from setup to model training and deployment.

Thursday 9:00 AM - 10:10 AM · Room S102a

Rethinking Information Architecture in the Era of Microsoft 365 Copilot

Stephanie Donahue

Stephanie Donahue

Avanade, Technical Community Lead

With the introduction of Microsoft 365 Copilot, it's tempting to think that information architecture is no longer relevant. After all, Copilot promises to find all your information effortlessly, acting as your personal assistant.

However, we need to consider potential challenges. What if Copilot leads users to sensitive content accidentally? Have we adequately secured our environment in our rush to enable remote work? Additionally, how valuable is the content returned in search queries? Is it time to revisit site lifecycle management and retention to optimize Copilot's performance?

Join this session as we discuss strategies to prepare your M365 environment for the future, ensuring seamless engagement with Microsoft 365 Copilot while addressing critical information architecture considerations.

Thursday 9:00 AM - 10:10 AM · Room S106b

What's new in OneDrive

Mark Kashman

Mark Kashman

Senior product manager - Microsoft

Learn about and see demos of the new features coming to OneDrive that will enhance sharing, collaboration, offline use, and more. You'll get the latest news, roadmap, plus a few tips and tricks along the way.

Thursday 10:40 AM - 11:50 AM · Room S102a

Content Types: Easier Than the Theory of Relativity

Tamara Bredemus

Tamara Bredemus

Principal Learning Strategist Manager & Adoption Specialist for Planet Technologies

Everyone talks about them, but what the heck are they and how can I use them? We will start with some demos of how to use custom content types, then on to what the heck are content types anyway and we will end with another demo to build content types in the browser.

Key Takeaways:

  1. What are content types?
  2. Planning content types
  3. Creating site columns
  4. Creating content types
  5. Using content types
Thursday 10:40 AM - 11:50 AM · Room S104b

What is Viva Amplify

Liz Sundet

Liz Sundet

Sr. Program Manager

Viva Amplify is one of the newest experiences within the Viva family. Learn how you can orchestrate all of your communications from one central location.

Understand what features are available to make your campaigns engaging to end users with this new tool. Find out what scenarios you can use to get started and other adoption resources to make it successful.

You will walk away from this session with a good understanding of Viva Amplify to take back to your organization.

Thursday 12:40 PM - 1:10 PM · Room S102bc

Brewing Beer with IDP, Machine Learning & RPA

Bart Peluso

Bart Peluso

VP of Marketing

Attention technologists & beer drinkers: In this unique session we'll look at how one of the nation's largest independent breweries improved their business & their beer with state-of-the-art document technologies integrated into Microsoft SharePoint. Bring your intellect & your questions. You just might win some cool NBB swag!

Thursday 1:20 PM - 2:30 PM · Room S102a

Deploying & Managing OneDrive

Drew Madelung

Drew Madelung

MS Solutions Architect | Microsoft MVP

In this session we will go through the key areas you need to know to help you and your organization to not install OneDrive but adopt and drive usage.

We will go through key topics like how to best plan a migration and deployment, how to configure client and administrative policies, all while learning the tips and tricks of managing such a central solution within the Microsoft 365 world.

Thursday 1:20 PM - 2:30 PM · Room S105a

Teams First Information Architecture and Governance

Peter Carson

Peter Carson

President

When planning out or updating a Microsoft 365 implementation, SharePoint is still important, but it really needs to start with Teams, and then the underlying SharePoint structure for a big part flows out of that. It's not just answering planning questions, but also ensuring that everyone understands that Teams is much more than a meeting and chat platform.

Topics we'll cover in this session include:

  • Introducing a maturity model on how organizations leverage Teams,
  • SharePoint, Email, and OneDrive
  • Level setting on how they work together
  • Understanding the differences between Standard, Private, and Shared
  • Channels, and the underlying SharePoint site collections
  • Where do standalone Communication and Team Sites fit into the Teams and SharePoint structure -Guests versus B2B Direct Connect in Teams, and external sharing in SharePoint
  • Open source scripts and Power BI dashboards to inventory and analyze your file shares, SharePoint on-premises, and SharePoint Online
  • Answering the question - what does a Team and a Channel represent in my organization
  • MindJet as a tool for planning your IA
  • Commercial and open-source solutions for implementing your IA Real-world scenarios and case studies
Thursday 2:40 PM - 3:50 PM · Room S102a

Discover, Assemble, and Gain Insights into your Content with Microsoft Syntex

Antonio Maio

Antonio Maio

Protiviti - Director & Enterprise Architect

Microsoft Syntex brings advanced content services and AI together to automate processes, classification, and more, transforming information into working knowledge for your organization in a way we've never seen before. In this session, you'll learn how Microsoft Syntex has come to the forefront of Content AI and automated knowledge management, the services and solutions it can provide, how they work together, and some proven ways to implement Syntex in your organization.

We'll start by looking at the AI models that Microsoft Syntex provides for unstructured, structured, and freeform document processing, covering the bread and butter of the solution's features. Then you'll learn about Microsoft's Syntex's capabilities for content assembly and content processing.

Finally, we'll look at what Syntex is bringing in upcoming releases, including eSignature, advanced search, data archiving and managing SharePoint data at scale. We'll share real-world conversations about Syntex implementation, deployment, and adoption scenarios to spark the conversation at your organization.

Join us to discover how to improve content management and business efficiency with Content AI and Microsoft Syntex.

Thursday 2:40 PM - 3:50 PM · Room S102bc

I didn't know you could do that with OneDrive!

William Huneycutt

William Huneycutt

Upskill Tech

OneDrive is more than just cloud storage for your files. It’s a smart way to work and collaborate across Microsoft 365. Whether you need to share documents with your team, sync files to your desktop, or protect your work from accidental loss, OneDrive has you covered.

In this engaging and practical session, I will show you how to make the most of OneDrive’s features to boost your productivity and make work easier.

Learn how to:

  • Let OneDrive track activity and sharing for you
  • Open and save files directly from Word, Excel, PowerPoint, & OneNote
  • Manage changes with document version history
  • Securely share content with people inside & outside the organization
  • Quickly access SharePoint documents and libraries without leaving OneDrive
  • Move and copy files quickly and easily with between - OneDrive and SharePoint
  • Sync files locally with OneDrive files on-demand
  • Share files in Microsoft Teams
  • Restore files if they get deleted, overwritten, corrupted, or infected by malware
  • Automate repetitive activities with flow And more!

Don’t miss this chance to learn how OneDrive can transform the way you work.

Thursday 4:30 PM - 5:40 PM · Room S102a

Data Lifecycle and Records Management – Tales from the Trenches

David Drever

David Drever

Microsoft 365 Apps and Services MVP - Compliance and M365 Specialist

Joanne Klein

Joanne Klein

Microsoft 365 Independent Consultant

As more and more of an organization's data is stored within the cloud, controlling the sheer amount of data can be daunting. Administrators and record managers are being called on more and more to support content management to ensure it is maintained and destroyed based on required schedules within the business.

David and Joanne have assisted organizations for years and helped many enterprises design and build record management solutions within Microsoft 365 from the ground up. In this session, they will discuss critical topics organizations should consider when implementing their record management environment. They will also cover common pitfalls affecting the organization as it journeys down the information governance path.

Thursday 4:30 PM - 5:40 PM · Room S105a

Exploring Microsoft 365 migration considerations and tools

Brian Alderman

Brian Alderman

Microsoft MCT, Six-Year MVP, Author, Speaker, and Consultant

Congratulations, on your decision to move to Microsoft 365. If your mind is running rampant on how to complete the migration, this session is for you.

We will begin by exploring the steps necessary during the following migration phases:

  • Before the migration
  • Completing the migration
  • Managing the cloud-based content after migration

As you can guess, you’re going to need to know what the best approach is to complete the migration, so we will also discuss what your migration options are, and what tools are available, including out of the box tools like the SharePoint Migration Assessment Tool (SMAT), the SharePoint Migration Tool (SPMT), Migration Manager as well as several other tools to help streamline and successfully complete your migration to Microsoft 365.

Friday 9:00 AM - 10:10 AM · Room S102a

Learn How to Govern and Secure Microsoft 365 with Microsoft Syntex - SharePoint Advanced Management

Antonio Maio

Antonio Maio

Protiviti - Director & Enterprise Architect

In addition to Content AI, the Microsoft Syntex product family brings together a set of key capabilities for better governing Microsoft SharePoint Online and OneDrive as well as securing collaboration within Microsoft 365.

In this session we'll walk through and demonstrate each of these capabilities and discuss real-world scenarios where you can restrict access to sensitive sites and content, run data governance reports to gain insight on where your organization may have risk, and look at the advanced features for managing content lifecycle.

We'll also share insights into the licenses needed to take advantage of each feature. Join us to discover the Microsoft Syntex - SharePoint Advanced Management features.

Friday 9:00 AM - 10:10 AM · Room S103d

Case Study: Launching a modern Intranet when stakeholders won't engage

Corey Roth

Corey Roth

VP Product Strategy at AvePoint

When you want to launch a global Intranet on top of Microsoft 365, you need to engage the right stakeholders before you ever get started. What do you do it no one will engage and take ownership?

This session talks about the steps we took to remove the road blocks to launch a successful Intranet. In the early days of SharePoint, some of us failed because they took a "build it and they will come" approach. However, SharePoint is different now. Building an Intranet doesn't require months of planning and development. You can mock up concept pages very quickly now which are visually engaging.

In this session, you'll lean how we build SharePoint sites directly with our stakeholders and drove adoption like never before. If you're struggling to get your Intranet off the ground, this session is for you.

Friday 10:20 AM - 11:30 AM · Room S102bc

Power employee engagement with Microsoft Viva, SharePoint, and Microsoft Teams

Liz Sundet

Liz Sundet

Sr. Program Manager

Hybrid and remote work are the new normal, but work trends indicate the greatest challenges are a sense of community, connection, relationship-building, and inspiration.

This session highlights how Microsoft Viva, SharePoint, and Microsoft Teams come together to foster company culture, unlock communication and engagement opportunities, organize content, and spark employee creativity.

Friday 12:30 PM - 1:40 PM · Room S102a

Scaling your Retention with Microsoft Purview Adaptive Scopes

Joanne Klein

Joanne Klein

Microsoft 365 Independent Consultant

This session will do a deep-dive on "scoping" retention policies and labels inside Microsoft 365 and how they can help your organization intelligently scale to meet complex retention requirements. Understanding how to leverage scopes is key to an organization's overall Information Governance and Records Management program design and implementation. It requires IT Administrators and Compliance professionals to work in partnership together.

To demonstrate the capability, Joanne will walk thru several real-world use-cases of building adaptive scopes in Microsoft Purview and will highlight the technology dependencies to be aware of before you start down this path.

4 objectives of session:

  • Understand the difference between static and adaptive scopes and when you would use one over the other
  • Understand how to create each of the 3 types of adaptive scopes and the technologies they are dependent on
  • Understand how to build a query in the Advanced query builder for each type of adaptive scope
  • Show how to validate the results of the query
Friday 12:30 PM - 1:40 PM · Room S102d

Increasing Adoption in Microsoft 365 Information and Records Management

David Drever

David Drever

Microsoft 365 Apps and Services MVP - Compliance and M365 Specialist

Businesses are ramping up the adoption of information and records management (IRM) within their organization. However, the problem many are facing is that IRM can require a lot of user interaction to be fully effective. These increased requirements on the user greatly affect the adoption of IRM processes. Microsoft 365 provides several powerful and robust features that can increase records management within the organization while decreasing the load on the end-user.

This session will cover many topics such as auto-classification, retention inheritance, and trainable classifiers to assist organizations with their information and records management adoption.

Friday 1:50 PM - 3:00 PM · Room S102a

Automate manual processes by converting Documents to Data with Syntex, AI Builder, and Power BI

Treb Gatte

Treb Gatte

Marquee Insights, make better, faster decisions with smarter data.

Are you looking for ways to save your company money? Let us show you how to use Content AI to automate traditionally manual processes, like invoice reconciliation.

Content AI, which includes Microsoft Syntex, forms the basis for this solution. According to Forrester, today’s organizations have 73% of their critical information locked away in their Content Estate, scattered amongst PDFs and other unstructured, hard to analyze file formats. Until now, the process to extract and use this information has been manual, time-consuming, and expensive. How many people does your org have rekeying data, for example?

Learn how you can use Microsoft’s new Content AI technology to convert documents to data at scale.

Using SharePoint Syntex, AI Builder, and Power BI, you see how to build a competitor product comparison with your own product. You’ll see how to:

  • Create an extraction model using AI Builder
  • Attach that model to a SharePoint library
  • Have SharePoint Syntex extract the data from the documents automatically
  • Use the new Power BI integration with SharePoint, using your structured data for analysis.

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