Description

Introduction: In today’s digital landscape, organizations face increasing challenges in managing compliance and legal requirements related to data. Microsoft Purview offers a suite of compliance solutions designed to streamline e-discovery processes, helping organizations effectively manage legal holds, data retention, and compliance reporting. This training course is designed to equip participants with the knowledge and skills necessary to leverage Microsoft Purview’s compliance solutions for e-discovery purposes. Participants will explore the features and functionalities of Purview while gaining practical insights into implementing compliance solutions that meet legal and regulatory standards.

Learning Outcomes:

1. Understand the key components of Microsoft Purview compliance solutions for e-discovery.
2. Gain hands-on experience in configuring and managing compliance settings.
3. Learn best practices for implementing legal holds and data retention policies.
4. Familiarize with compliance reporting and monitoring features to support e-discovery.

Prerequisites: 

1. Basic understanding of e-discovery concepts and legal terminology.
2. Familiarity with Microsoft 365 applications and services.
3. Prior experience with Microsoft Purview is beneficial but not mandatory.

Table of Contents  

Session 1: Introduction to Compliance and e-Discovery

1. Overview of e-Discovery
   1. Definition and significance of e-discovery in legal contexts.
   2. Key phases and processes involved in e-discovery.
2. Understanding Compliance in e-Discovery
   1. The role of compliance in managing legal requirements.
   2. Overview of compliance regulations affecting e-discovery.
3. Introduction to Microsoft Purview
   1. Overview of Microsoft Purview and its compliance capabilities.
   2. Key features relevant to e-discovery and compliance.

Session 2: Configuring Microsoft Purview for Compliance

1. Setting Up Compliance Solutions
   1. Step-by-step guide to configuring compliance settings in Purview.
   2. Hands-on activity: Initial setup and configuration.
2. Managing Compliance Policies
   1. Overview of compliance policies and their importance.
   2. Creating and managing data retention and deletion policies.
3. Legal Hold Implementation
   1. Understanding the legal hold process and its significance.
   2. Hands-on activity: Implementing legal holds in Microsoft Purview.

Session 3: Data Retention and Management

1. Understanding Data Retention
   1. The importance of data retention in e-discovery and compliance.
   2. Overview of retention policies and their application in Purview.
2. Managing Data Retention Policies
   1. Step-by-step guide to creating and enforcing data retention policies.
   2. Hands-on activity: Configuring retention settings for specific data types.
3. Handling Data Deletion and Archiving
   1. Best practices for managing data deletion and archiving processes.
   2. Discussing the implications of data deletion on compliance.

Session 4: Utilizing Microsoft Purview for e-Discovery

1. Overview of e-Discovery Features in Purview
   1. Exploring the e-discovery features available in Microsoft Purview.
   2. Understanding how to access and navigate e-discovery tools.
2. Conducting e-Discovery Searches
   1. Techniques for conducting effective e-discovery searches.
   2. Hands-on activity: Performing e-discovery searches within Purview.
3. Reviewing and Analyzing Search Results
   1. Best practices for reviewing and analyzing e-discovery results.
   2. Techniques for organizing and tagging search results.

Session 5: Compliance Reporting and Monitoring

1. Understanding Compliance Reporting
   1. Importance of compliance reporting in e-discovery.
   2. Overview of reporting capabilities within Microsoft Purview.
2. Generating Compliance Reports
   1. Step-by-step guide to generating compliance and e-discovery reports.
   2. Hands-on activity: Creating and customizing compliance reports.
3. Monitoring Compliance Activities
   1. Techniques for monitoring compliance activities in Purview.
   2. Discussing the role of alerts and notifications in compliance management.

Session 6: Best Practices for Compliance Solutions

1. Implementing Best Practices for Compliance
   1. Strategies for effectively implementing compliance solutions.
   2. Discussing common challenges and solutions in compliance management.
2. Ensuring Data Security and Privacy
   1. Overview of data security and privacy considerations in e-discovery.
   2. Best practices for maintaining data integrity and confidentiality.
3. Collaboration with Legal and Compliance Teams
   1. Importance of collaboration with legal teams in e-discovery.
   2. Techniques for effective communication and coordination.

Session 7: Case Studies and Real-World Applications

1. Analyzing Real-World Compliance Scenarios
   1. Reviewing case studies that highlight successful compliance implementations.
   2. Discussing lessons learned from real-world e-discovery challenges.
2. Interactive Group Discussion
   1. Facilitated discussion on participants’ experiences with compliance solutions.
   2. Sharing insights and strategies for overcoming common challenges.
3. Future Trends in Compliance and e-Discovery
   1. Exploring emerging trends and technologies impacting compliance.
   2. Discussing the future of e-discovery in the context of regulatory changes.

Session 8: Conclusion and Q&A

1. Recap of Key Learnings
   1. Reviewing the main concepts and skills learned throughout the training.
   2. Sharing participant experiences and insights gained during the course.
2. Resources for Continuous Improvement
   1. Providing resources and materials for further learning and support.
   2. Encouragement to apply learned skills in real-world compliance scenarios.
3. Open Q&A Session
   1. Addressing questions and clarifications on course content.
   2. Discussing specific concerns or challenges participants may face in their roles.

This training course aims to empower participants with the knowledge and practical skills needed to effectively utilize Microsoft Purview compliance solutions for e-discovery, ensuring they can navigate legal requirements and enhance compliance within their organizations.