Educate, Inspire, and Empower

We empower our customers to be Microsoft 365 experts. Please review the case studies below and let us know how we can assist you with your specific needs

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Customer Success Stories

The case studies below are just a few examples of sucessful customer projects. In each case, we led the effort to design, plan, architect, and implement the solution, and provided the requisite technology transfer and training to the customer to take over owenership of the solution.

Civic Financial Services logo

Civic Financial Services Moves to Microsoft 365 to Streamline Business and Reduce Risk

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Fairfield-Suisun Sewer District logo

Fairfield-Suisun Sewer District Leverages Microsoft 365 to Meet Regulatory Requirements and Enhance Internal Collaboration and Productivity.

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Union Sanitary District logo

Union Sanitary District Modernizes Workflow and UX to Better Support a Remote Workforce

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Upcoming Webinars

Additional webinars will be scheduled soon so, please check back with us!

Past Webinars


Advanced Content Services and Machine Learning-Based Document Capture for Microsoft 365

In this webinar we explore the components of a modern ECM and Records Management Solution. We also demonstrate KnowledgeLake’s SaaS Platform for document capture and OCR, which is enhanced with machine learning, intelligent routing, and advanced content services for document storage/retrieval.


Automate Business Processes with Power Automate and Robotic Process Automation (RPA)

This webinar focuses on various technologies that can be used to automate processes including Electronic Forms, Workflow, and Robotic Process Automation (RPA). We discuss the differences between Workflow and RPA, along with use cases and demos.


Classify Documents and Records in File Shares, M365, Microsoft Teams, SharePoint, OneDrive, etc.

In this webinar, we explore document auto-classification, the process of identifying the business function/type of documents, which enhances search, workflow, and retention/records management. Users often resist classifying documents as it is time-consuming. Auto-classification provides the value without the impact to end users.


Manage Records in Email and Microsoft Teams

With the remote workforce and Microsoft Teams usage skyrocketing, managing records is paramount. This webinar explores functional and topical taxonomies, using Microsoft Exchange policies to implement NARA Capstone, and managing records embedded in email and Teams from Microsoft Outlook.


Implement Records Management Across Multiple Repositories

In this webinar, we explore how to implement a full-featured, “Federated Records Management” solution across multiple repositories, including SharePoint Online and on-prem, OneDrive for Business, File Shares, Box, and even OpenText/Documentum and FileNet.


Managing Records in Microsoft 365; What Works and What’s Missing!

Microsoft continues to add Records Management, Compliance, Information Governance, and Privacy features to Microsoft 365. In this webinar we will explore why you might consider using M365 as your records repository, what the analysts say, the technology, and what’s missing for M365 to be a complete EDRMS.


Remote Project Delivery using Microsoft 365, Teams, and Project Online

The technology and techniques covered in this webinar will enable you to continue to operate at full capacity on projects where multiple organizations or business units are involved and where people are participating from different locations, or where social distancing is required.


RIM Program, Retention Schedule, and Taxonomy Best Practices

Successful Records Information Management (RIM) programs have clear goals, measured outcomes, an effective Retention Schedule, and Taxonomies that align with RIM policies and search requirements. Attend this webinar to learn how to create an effective RIM program, modern Retention Schedule, and enterprise Taxonomy.

Procurement Tips

We have successfully delivered thousands of solutions for a diverse set of customers in virtually every industry.

As such, we and are intimately familiar with our customer’s needs, including all aspects of procurement, contracts, insurance, project management, security and privacy, public transparency, documentation, change management, training and user adoption, and support.

Please contact us if you need assistance developing a Budget Model, Statement of Work, or RFP!

Additional information to assist you with procurement:

Cooperative Purchasing Agreements   ShareSquared Sole Source Justification

Need a whitepaper or other information?

Contact Us
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