Midstream Oil & Gas


SharePoint Online


Business Challenge

  • Client was unable to apply retention and properly dispose of records that have reached the end of their life cycle
  • Documents were not stored in a central repository where retention and classifications could be applied
  • Client did not have a retention schedule in place


  • Defined document types and their associated retention schedules
  • Implemented records management software that managed enterprise records
  • Identified and handled duplicate records

Benefits & ROI

  • Allowed for proper disposal of document records
  • Enabled the ability to apply legal holds to targeted documents
  • Locked each document record so that they became immutable