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Microsoft M365 & Sharepoint online
All services are deployed exclusively within your Microsoft 365 or Azure environment. We do not host, store, or transmit your data outside your environment. Our focus is on delivering robust IG/RM infrastructure, automation, and compliance frameworks—inside your existing systems.
Retention & Metadata Configuration
Price: Starting at $2,500
Deliverables:
- Retention labels and policies using Microsoft Purview
- Custom metadata fields aligned to your records taxonomy
- SharePoint content types and file plan integration
- Naming convention and retention policy documentation
Power Automate & Logic App Workflow Buildout
Price: $150–$500 per flow (or $97/hr)
Deliverables:
- Custom automated workflows for document routing, tagging, approvals
- Email-to-SharePoint pipelines
- Notification and review reminders
- Multi-step conditional logic flows
ROT (Redundant, Obsolete, Trivial) Analysis & Clean-Up
Price: $2,500+ (one-time audit) or $297/month support
Deliverables:
- Scan of SharePoint, OneDrive, Networkshares, Exchange Online,
- ROT summary dashboard
- Recommendations for retention, deletion, and archive actions
SharePoint Library Design & File Plan Build
Price: $2,500–$6,000+ depending on scope
Deliverables:
- Department-specific libraries with content types
- Metadata model development
- Folder structure and permissions mapping
- Onboarding documentation and staff quick guide
OpenText Content Server (xECM)
All solutions are deployed within your organization's OpenText Content Server environment (Cloud or On-Prem). We do not host, store, or transfer your data. Our services focus on delivering secure, scalable governance architecture, lifecycle automation, and compliant metadata design directly within your existing ECM stack.
OpenText Metadata & Classification Framework
Price: Starting at $2,500
Deliverables:
- Category and attribute structure aligned to your file plan
- Classifications tied to business functions and record types
- Automated attribute population via business rules or event triggers
- Controlled vocabulary lists and security metadata schemas
Workflow and Lifecycle Automation (Workflows or OpenText SmartView
Price: $150–$500 per flow or $97/hr
Deliverables:
- Routing for approvals, e-signature, and status management
- Lifecycle transitions based on retention or disposition triggers
- Metadata-driven file movement and ownership reassignment
Content Server Records Management Enablement
Price: $3,000–$7,500+ depending on scope
Deliverables:
- Integration of RM module (if licensed) or RM-equivalent tagging
- Retention rule mapping, category-based lifecycle triggers
- Disposition process support (approval chains, review points)
- Cross-functional schedule alignment (legal, IT, operations)
Content Server Structure Optimization
Price: $2,500–$6,000
Deliverables:
- Standardized folder plan or workspace hierarchy
- Security group review and permissions audit
- Owner-based content reallocation and delegation workflows
IG/RM Program Readiness for OpenText Environments
Price: $3,500+
Deliverables:
- Maturity assessment of current OpenText environment
- Gap analysis against ISO 15489 and best practices
- Roadmap for retention enforcement and metadata governance
- Executive briefing deck for leadership alignment