Speakers
Stream 2 | The Carnegie Stage
Organisations increasingly face an information management reality where critical records and data are spread across dozens or hundreds of business systems. At the same time, many are pursuing AI and agentic solutions to improve productivity and decision-making. For records and information professionals, these two realities collide in a familiar lifecycle challenge: it becomes difficult to answer basic questions consistently across the estate, such as what information exists, where it lives, who owns it, what is authoritative, and what lifecycle state it is in. Without that visibility, retention, review, defensible disposal, and risk oversight remain fragmented and heavily dependent on local system practices.
This session focuses on establishing information lifecycle visibility across a complex information systems estate, using a pragmatic decision model to separate (1) governance intent and ownership, (2) cross-system visibility and reporting, and (3) where lifecycle actions must ultimately be executed within the source systems. An illustrative storyline shows how catalogue and analytics approaches, using Microsoft Purview Data Map/Data Catalogue and reporting via Microsoft Fabric and Power BI, can create a cross-system view of records and lifecycle signals that supports triage, executive communication, and prioritised action. The storyline also demonstrates what this visibility enables for AI and agentic solutions, including clearer authoritative sources, stronger grounding context, and improved confidence in what information is current and reliable.
Attendees will leave with a 90-day starting plan and a prioritisation approach to choose the first systems to focus on and define next steps.
Andrew Jolly is an information management consultant specialising in Microsoft 365 and Microsoft Purview governance, working with SharePoint since 2007. He helps organisations implement practical information lifecycle controls, including information architecture, classification, retention, and compliance monitoring, while keeping solutions usable for business teams. As enterprise governance expands, Andrew also supports organisations managing information beyond Microsoft 365 across large system portfolios, translating complexity into clear decisions, achievable starting plans, and governance reporting for operational teams and executives.