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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Free Webinars


Advanced Content Services for O365 with ML-based Capture and OCR

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 using O365 Power Automate and RPA

In this webinar, we explore 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.


Maximize O365, Microsoft Teams, and OneDrive Adoption

In this webinar, we explore what inspires people to adopt technology, how to remove adoption-blockers such as content findability and classification, and the best way to empower users via an emerging approach to training and support called Contextual Microlearning. Armed with these insights and approach, organizations can maximize O365, Microsoft Teams, and OneDrive Adoption.


Classify Documents and Records in File Shares, O365, Microsoft Teams, SharePoint, OneDrive, and othe

Document classification, the process of identifying the business function/type of a document and adding metadata, is used to refine search results, calculate retention, and to enhance workflows. While the value is clear, users resist having to classify documents as it is tedious. Moreover, most organizations have millions of documents in multiple repositories, which makes this process impossible without the use of an intelligent auto-classification product.


Manage Records in Email and Microsoft Teams

With more people than ever working remotely and Microsoft Teams usage on the rise, managing records embedded in email and Teams is now a priority. In this webinar, we explore functional and topical taxonomies, implementing Capstone using Microsoft Exchange-based policies, and managing records embedded in email/attachments and Microsoft Teams directly 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 Office 365; What Works and What’s Missing!

Microsoft continues to add Records Management, Compliance, Information Governance, and Privacy features to Office 365. In this webinar we will explore why you might consider using O365 as your records repository, what the analysts say, the technology, and what’s missing for O365 to be a complete EDRMS.


Remote Project Delivery using O365, Microsoft 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

A successful Records Information Management (RIM) program requires concrete goals, measured outcomes, a comprehensive Retention Schedule, and a Taxonomy that aligns with RIM policies and end-user search requirements. This webinar featured RIMtech’s Bruce Miller, frequent ARMA presenter and leading RIM expert, and Taxonomy expert Jim Duncan. Get an in-depth look at how to create an effective RIM program and develop a comprehensive, modern-day, Retention Schedule and enterprise Taxonomy that supports both Records Management and content findability.

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?

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