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VILT purview for defensible compliance-1

Deploying Microsoft Purview for Defensible Compliance   

 

8-Hour Instructor Led Training Workshop

Dates:  October 28 and 29, 2026  |  1:30 PM - 5:30 PM EDT
Location:  Online - Microsoft Teams
Duration:  8 hours total (2 Sessions - 4 hours per session)
Price:  $819 per person (10% discount for current members)

 

Move Beyond a Basic Microsoft Purview Deployment 

Deploying Microsoft Purview is easy. Deploying it in a way that supports defensible, auditable records management and compliance is much more difficult.

Many organizations configure the features Microsoft demonstrates without first establishing the information architecture, content rules, and governance requirements needed for defensible compliance. The result may look functional while leaving serious gaps that become visible during an audit, investigation, legal matter, or records request.

Deploying Microsoft Purview for Defensible Compliance is an advanced, practical workshop for professionals responsible for implementing or governing Microsoft Purview and SharePoint.

Led by electronic recordkeeping expert Bruce Miller, this live training bridges the gap between technical configuration and real-world records management requirements. You will learn how to avoid common implementation traps, design SharePoint to support compliant recordkeeping, establish effective content rules, and address platform limitations before they undermine your program.

If your organization needs more than a feature tour, this workshop provides a practical blueprint for building a more automated, defensible, and auditable compliance environment.

 

What You'll Learn

This workshop will help you understand how to :

✅  Align Microsoft Purview configuration with records management and compliance requirements 
✅  Architect SharePoint to support defensible electronic recordkeeping 
✅  Create the content rules and structures Purview needs to work effectively 
✅  Automate the application of retention and compliance controls
✅  Avoid hidden configuration traps that can compromise compliance
✅  Identify and address Purview and SharePoint platform limitations 
✅  Improve the consistency, auditability, and defensibility of your compliance environment
✅  Demonstrate how records and information are governed throughout their lifecycle   

Who Should Attend

This advanced workshop is designed for professionals responsible for Microsoft 365 information governance, compliance, records management, or technical implementation, including:

📌 Records and Information Managers
📌 Information Governance Professionals
📌 Microsoft 365 and SharePoint Administrators|
📌 IT Professionals and Solution Architects
📌 Compliance, Privacy, and Risk Professionals
📌 Legal Operations and eDiscovery Professionals
📌 Consultants supporting Microsoft Purview deployments

Participants should have a basic understanding of Microsoft 365, SharePoint, records management, or information governance. The course focuses on practical deployment and compliance considerations rather than introductory product navigation.

 

Workshop Overview

During two instructor-led sessions, you will explore the technical and governance decisions that determine whether a Microsoft Purview deployment can support defensible compliance.

Purview and Defensible Compliance
  • What defensible compliance requires
  • Why feature-based implementations often fall short
  • Connecting technical configuration to records management obligations
  • Recognizing gaps that create legal, regulatory, and operational risk
SharePoint Information Architecture
  • Structuring SharePoint to support recordkeeping
  • Understanding how architecture affects retention and governance
  • Preparing content for automated compliance
  • Avoiding design decisions that limit Purview effectiveness
Content Rules and Automation
  • Establishing the rules that drive compliant recordkeeping
  • Applying retention and disposition requirements
  • Supporting consistent classification and governance
  • Reducing reliance on manual user decisions
Configuration Risks and Platform Limitations
  • Identifying hidden configuration traps
  • Understanding where Purview may not behave as expected
  • Addressing limitations before deployment
  • Strengthening auditability and defensibility
Operationalizing Compliance
  • Moving from configuration to sustainable governance
  • Documenting compliance decisions and processes
  • Monitoring the effectiveness of the environment
  • Preparing to demonstrate compliance when challenged

 

Pricing

Non-Member Pricing

$819

 

Some key features
  • 8 hours of training (2, 4 hour sessions)
  • All training materials

  • Certificate of Completion
  • Current CIPs Earn 8 CEUs (learn more about CIP)

Member Pricing

$729*

 

Some key features
  • Member Discount
  • 8 hours of training (2, 4 hour sessions)
  • All training materials
  • Certificate of Completion
  • Current CIPs Earn 8 CEUs (learn more about CIP)

 

*Member pricing is available exclusively for current AIIM+ or AIIM+ Pro members. 

To request an invoice for this course, request an invoice..

Conditions:

  • A minimum of 3 attendees is required for AIIM to proceed with this workshop. 
  • Live attendance is strongly recommended for optimal learning experience. 

Your Instructor

BRUCE MILLER


Bruce Miller, MBA, IGP is President of RIMtech, a vendor-neutral records technology consulting firm, and a world leading expert on electronic recordkeeping. Mr. Miller is an author, an educator, and is widely regarded as the inventor of modern electronic recordkeeping software. He pioneered the world’s first commercial electronic recordkeeping software and in 1997 he achieved the world’s first e-Records software certification against the US DoD 5015.2 standard. He has since presided over several successful 5015.2 certifications. He founded Tarian Software in 1999, where he developed the world’s first e-Records software engine for business software. That year he received ARMA Canada’s National Capital Region’s Ted Ferrier Award of Excellence for his contribution to the field of records management. Tarian was the first e-Records technology in the world to be certified against the revised 5015.2 June 2002 standard. In November 2002 Tarian was acquired by IBM, where Mr. Miller served for three years as IBM’s e-Records Strategy and Business Development Executive. Mr. Miller is the recipient of the prestigious 2003 Emmett Leahy Award, considered the highest international recognition given to professionals in the field of information and records management. Bruce’s ground-breaking book “Managing Records in Microsoft SharePoint” is an authoritative treatment of recordkeeping for SharePoint. He is working on his latest book entitled “Implementing Electronic Recordkeeping Software – a Methodology for Success”, Bruce holds a Diploma in Electronics Engineering Technology, and a Masters in Business Administration from Queen’s University. He is a certified Information Governance Professional (IGP), and holds a certificate in Prince 2 Project Management.
 
Bruce consults on electronic recordkeeping issues such as product selection and evaluation, implementation readiness and planning, and strategy and project management, where he helps buyers plan for, acquire, and implement EDRMS solutions. He also consults with software vendors to help them attain product certification and develop recordkeeping capabilities.

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