Description

Introduction: As organizations face increasingly complex data landscapes, understanding e-discovery processes has become essential for compliance and legal teams. Microsoft Purview offers a robust platform for managing e-discovery within Microsoft 365. This training course aims to introduce beginners to the e-discovery functionalities of Microsoft Purview, enabling them to navigate its features confidently. Participants will learn how to efficiently locate, preserve, and manage data for legal and compliance purposes. By the end of the course, attendees will be equipped with the foundational skills necessary to utilize Microsoft Purview for e-discovery effectively.

Learning Outcomes:

1. Understand the fundamental concepts of e-discovery and its importance.
2. Gain hands-on experience navigating the Microsoft Purview e-discovery interface.
3. Learn to perform essential e-discovery tasks, including searching, holding, and exporting data.
4. Develop best practices for managing e-discovery workflows within Microsoft Purview.

Prerequisites:

1. Basic familiarity with Microsoft 365 applications.
2. Understanding of legal terminology related to e-discovery (recommended but not required).
3. No prior experience with Microsoft Purview is necessary.

Table of Contents

Session 1: Introduction to e-Discovery and Microsoft Purview

1. Overview of e-Discovery
   1. Definition and significance of e-discovery in legal and compliance contexts.
   2. Key components of the e-discovery process.
2. Introduction to Microsoft Purview
   1. Understanding Microsoft Purview and its role within Microsoft 365.
   2. Overview of the features specific to e-discovery.
3. Navigating the Interface
   1. Familiarization with the Microsoft Purview dashboard.
   2. Hands-on activity: Exploring the e-discovery section.

Session 2: Core e-Discovery Functions

1. Creating and Managing Holds
   1. Understanding legal holds and their importance.
   2. Step-by-step guide to creating and managing holds in Microsoft Purview.
2. Searching for Data
   1. Techniques for conducting effective searches within Microsoft Purview.
   2. Hands-on activity: Performing a search for relevant data.
3. Filtering and Refining Search Results
   1. Best practices for filtering and refining search results.
   2. Overview of search parameters and options.

Session 3: Reviewing and Analyzing Data

1. Reviewing Search Results
   1. Understanding the review process for e-discovery data.
   2. Techniques for analyzing and categorizing documents.
2. Exporting Data
   1. Overview of the export process and formats available.
   2. Hands-on activity: Exporting data for legal review.
3. Creating Reports
   1. Techniques for generating reports on e-discovery activities.
   2. Overview of reporting options in Microsoft Purview.

Session 4: Advanced Searching Techniques

1. Using Search Queries
   1. Introduction to search queries and syntax.
   2. Best practices for creating effective search queries.
2. Keyword Searches and Phrases
   1. Techniques for utilizing keywords and phrases in searches.
   2. Hands-on activity: Creating keyword searches.
3. Understanding Search Statistics
   1. Overview of search statistics and metrics.
   2. Analyzing search performance and adjusting strategies.

Session 5: Compliance and Governance in e-Discovery

1. Overview of Compliance in Microsoft Purview
   1. Understanding the compliance features available in Purview.
   2. Importance of compliance in the e-discovery process.
2. Implementing Data Governance
   1. Best practices for data governance in the context of e-discovery.
   2. Techniques for establishing governance policies.
3. Integrating Compliance Solutions
   1. Overview of integrating compliance tools with e-discovery processes.
   2. Case studies of successful compliance implementations.

Session 6: Practical Applications and Hands-on Activities

1. Case Studies in e-Discovery
   1. Analyzing real-world e-discovery cases.
   2. Lessons learned from practical examples.
2. Hands-on Practice: Simulating e-Discovery Workflows
   1. Engaging in practical exercises to apply learned concepts.
   2. Group activity: Collaborating on a mock e-discovery scenario.
3. Q&A Session and Discussion
   1. Open forum for questions and clarifications.
   2. Sharing experiences and best practices among participants.

Session 7: Preparing for Future Developments

1. Staying Updated on Microsoft Purview
   1. Resources for keeping informed about updates and new features.
   2. Best practices for adapting to changes in e-discovery technology.
2. Building a Continuous Learning Plan
   1. Developing a personal plan for ongoing education and skill development.
   2. Resources for further learning and professional growth.
3. Networking Opportunities
   1. Importance of connecting with professionals in the e-discovery field.
   2. Exploring opportunities for networking and collaboration.

Session 8: Conclusion and Next Steps

1. Recap of Key Takeaways
   1. Reviewing the main points covered throughout the course.
   2. Discussion of participant experiences and insights.
2. Final Preparation Checklist
   1. Creating a checklist for implementing learned concepts in the workplace.
   2. Resources for ongoing support and learning.
3. Encouragement and Motivation
   1. Sharing motivational insights and success stories from e-discovery professionals.
   2. Encouraging participants to leverage their new skills in real-world scenarios.

This training course is designed to provide beginners with the foundational knowledge and practical skills necessary to navigate Microsoft Purview for e-discovery effectively. Participants will leave with the confidence to apply their learning in real-world situations.