Intelogy Limited

Microsoft 365 Records Management & Retention

At the heart of records management in Microsoft 365, Intelogy's team define and deliver best practice retention solutions. Using the latest Microsoft Purview Records Management capabilities, and site provisioning for consistent workspaces, our compliance solutions apply contextual classification, reducing staff effort. Perfect for supporting your GDPR, FOI and DPA adherence.

Features

• Scaled around your compliance needs: BS10025; ISO15489; Moreq 2010
• In place, immutable records management within SharePoint Online and M365
• Automated site and team request, approval and creation processes
• Legal Holds, Advanced e-Discovery case configuration in Office 365
• File plan and retention schedule definition and integration services
• Centralised and managed taxonomy definition, full information life cycle management
• Advanced navigation, delivering flexible information architecture and structure
• Migrate from anywhere: file shares, 2007, 2010, 2013 and 2016
• ECM 2.0 reporting services on usage, compliance and auditing
• Full skills-transfer, collateral production and training services

Benefits

• Capable of providing full MoReq2010 compliant solutions
• Cost effective knowledge management, without expensive third-party toolsets
• User adoption and engagement, from User Experience (UX) professionals
• Prevent leakage and secure content via Data Loss Prevention (DLP)
• Reduced ongoing effort to support and govern your EDRM/CMS
• Automated contextual labelling: minimise impact on staff without compromising compliance
• Robust permissions model, with secured external sharing
• Microsoft Content Services preferred partner - aligned with M365 roadmap
• Comply with: General Data Protection Regulation, and Data Protection Act
• Tailored blend of O365 services: Groups, Teams, OneDrive and SharePoint

£475 to £1,450 a unit a day

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at andrew.tomlins@intelogy.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

394959805235356

Contact

Andrew Tomlins
02037473506
andrew.tomlins@intelogy.co.uk

Planning

• Planning service: Yes
• How the planning service works: The key to a successful EDRM implementation is in the planning. We work with key stakeholders to identify the core configuration of the system, define a file plan and devise an information architecture that works now and in the future. It can appear to be overwhelmingly complex, but we bring the customers on the journey with us to help them understand the various options and the implications of their choices.
• Planning service works with specific services: Yes
• Hosting or software services the planning service works with:
  • Microsoft 365
  • SharePoint Online

Training

• Training service provided: Yes
• How the training service works: Full and comprehensive range of Microsoft 365 training services, including: train the trainer, training webinars, face-to-face training sessions, skills transfer collateral, hands-on exercises/labs. Focusing on building skills around security, compliance and retention capabilities available in specific Microsoft 365 workloads. Intelogy also provide targeted training to upskill on the way native capabilities have been applied in your tenancy - building our training around your specific business processes.
• Training is tied to specific services: Yes
• Services the training service works with:
  • Microsoft 365
  • SharePoint Online

Setup and migration

• Setup or migration service available: Yes
• How the setup or migration service works: This service offering is specifically for the migration to the Microsoft Cloud (Microsoft 365 as a destination) from on premises servers (Exchange, SharePoint, Lotus Notes Domino, Meridio) or other cloud services (e.g. Google). The has proven capability, processes and tooling to tackle even the largest scale of enterprise migrations.
• Setup or migration service is for specific cloud services: Yes
• List of supported services:
  • Microsoft 365
  • SharePoint Online

Quality assurance and performance testing

• Quality assurance and performance testing service: Yes
• How the quality assurance and performance testing works: Quality Assurance is at the heart of all our services. Activities to ensure quality include: clearly defining and agreeing project acceptance criteria before embarking on any project; assigning a dedicated quality manager role to supervise and take responsibility for the overall quality of the project; putting in place a quality escalation plan running right through the project team to enable reporting and management of any risk to the project quality; defining specific responsibilities for every member of the project team and specifying personal responsibilities to maintain high standards; maintaining conformance to best practice; use of peer reviews at every project stage to ensure high levels of quality; the iterative review of project deliverables against the defined success criteria; planning and execution of tests for each project deliverable; continuing quality reporting via the quality manager throughout the project; final quality reviews of the project to ensure acceptance criteria are met.

Security testing

• Security services: Yes
• Security services type:
  • Security strategy
  • Security risk management
  • Security design
  • Cyber security consultancy
  • Security testing
  • Security incident management
  • Security audit services
• Certified security testers: No

Ongoing support

• Ongoing support service: Yes
• Types of service supported:
  • Buyer hosting or software
  • Hosting or software provided by your organisation
  • Hosting or software provided by a third-party organisation
• How the support service works: Intelogy run a dedicated UK based Service Desk with rapid access to a team of 2nd and 3rd line specialist experts in Microsoft 365. We also have fast track access to Microsoft Support if required. A range of Support Service offerings are available - from post-project support, ad hoc requests via a Retainer or complete care via Outsourced IT - but this is not relevant in the context of this specific offering.; ; A service agreement gives you access to expert resources providing support for incidents, maintenance, consultation and additional development within a structured support framework. ; ; We specialize in providing application, infrastructure and end-user support for our clients to help them make the most of their investments and deliver peace of mind by providing an efficient, responsive support service. ; ; Assurance - ; We provide an ITIL aligned service desk: giving users the ability to submit and track support requests online, by email or by phone in a prioritized ticketing system. ; ; Maintenance - ; Proactive monitoring and regular health-checking on applications and systems.; ; Consultancy - ; Our support team are available to provide consultancy and advice to make the most of technology investments.

Service scope

• Service constraints: Support is only available during UK Office hours.

User support

• Email or online ticketing support: Yes, at extra cost
• Support response times: Intelogy run a UK based Service Desk from our specialist Managed Services practice. ITIL standard priority ratings are used with corresponding SLAs for Response/Resolution times, which are dependant on the offering chosen. These vary from 2 hrs Response/1 day Resolution to 10 hrs Response/5 day Resolution.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.1 AA or EN 301 549
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Support levels: A range of Support Service offerings are available - from post-project support, ad hoc requests via a Retainer or complete care via Outsourced IT - but this is not relevant in the context of this specific offering.

Resellers

• Supplier type: Reseller providing extra features and support
• Organisation whose services are being resold: Microsoft

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Up to Security Clearance (SC)

Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: Yes
• Other security certifications: No

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Equal opportunity

  Fighting climate change

  Intelogy is committed to achieving Net Zero emissions by 2030, 20 years ahead of the government target. We are enrolled in the SME Climate Hub’s Climate Commitment. The following environmental management measures and projects have been completed or implemented since the 2021 baseline. • Decommissioned our entire physical server infrastructure, migrating all resources to the cloud, on to more efficient hosting platforms with significantly reduced carbon impact. • Introduction of an Environment Policy that outlines our objectives to minimising the negative effects of our business on the environment. This includes: - Maximise use of public transport for travelling to work and for conducting our activities outside the office -Minimise use of natural resources and energy -Purchase recycled materials where it is appropriate to do so - Not trade with suppliers behaving in an environmentally irresponsible fashion • Encouraged the efficient use of company office space to minimise power usage and heating cost, by consolidating staff in the same offices • Introduced hybrid working for all staff to reduce business travel and the consequent carbon impact. • Introduced hybrid approach to all meetings within the company and with clients. • Introduction of a Bike to Work scheme.

  Equal opportunity

  Intelogy is committed to encouraging equality, diversity and inclusion among our workforce, and eliminating unlawful discrimination. The aim is for our workforce to be truly representative of all sections of society, and for each employee to feel respected and able to give their best. The organisation - in providing goods and/or services - is also committed against unlawful discrimination of customers or the public. Our aims are to: Provide equality, fairness and respect for all in our employment, whether temporary, part-time or full-time. Support the Equality Act 2010 protected characteristics, Oppose and avoid all forms of unlawful discrimination.

Pricing

• Price: £475 to £1,450 a unit a day
• Discount for educational organisations: No

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at andrew.tomlins@intelogy.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.