M365 CAB

Hi all

We are preparing for executive endorsement of an explorative assessment for migration from Content Manager (v23.4, SaaS), to M365. We have considered a hybrid approach and decided it's not for us, predominantly based on our user base.

As part of this, we need to formulate a business case for the explorative assessment, an internal communications plan, and a service level for Content Manager support.

Wondering if anybody's got an idea of things we need to consider as part of this, or any suggestions for lessons learned?

Thanks heaps!

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Stacey Boillat CSRIM ARIM
Records Officer, Bega Valley Shire Council
BEGA NSW

sboillat@begavalley.nsw.gov.au
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Hi Stacey

I am very interested to see how they get on, given that M365 is not a traditional EDRMS replacement without compensating process controls and finding the expertise required to see the project through.     It is a big move and look forward to hearing about your transformation journey.  

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Katrina Windebank
Team Leader Information Management
City of Unley
SA
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Hi Stacey,

It may be worth reaching out to Alison Edwards at Cardinia Shire Council in Victoria, as Cardinia did this a few years back, decommissioned CM and went to M365 (although I think they used AvePoint for records compliance).

Thanks

Bethany

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Dr Bethany Sinclair-Giardini, FRIM, CXRIM
RIMPA Ambassador, VIC-based

bethany.sinclair-giardini@rimpa.com.au
0402 162787

All views and replies are my own, and do not reflect any other person or organisation. Thank you!
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Hi Stacey,

We have a number of content manager users who have implemented the native out of the box integration to content manager to maintain compliance whilst complimenting records management. I can provide partners/users details who can share their stories with you.

5-things-to-consider-before-making-m365-your-only-privacy-and-compliance-strategy-article.pdf

Thanks,

Adam

OpenText

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Adam Caplan
OpenText Pty Ltd
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Hi Stacey,

I hope it's not too late to point you to State Records NSW - Migrating Digital Records.

This page specifically references AS 5393:2025 - Records and Information Management - Migration of authoritative data, information and records between systems, which may also assist.

For Victorian folk, noting Public Record Office Victoria (PROV) Migration page has also recently been updated and thrilled they are also referencing AS 5393:2025.

There will be dialogue in there that can be absorbed into your business case.

Best wishes!

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Kind regards,
Sandra

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SANDRA ENNOR BIM CERIM FRIM
Director

Ossima Prime
E: sandra@ossimaprime.com.au
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