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EPC Group

Enterprise Microsoft consulting with 28+ years serving Fortune 500 companies.

(888) 381-9725
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Houston, TX 77056

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SharePoint Content Management & Records Management

Enterprise content architecture, records compliance, and Microsoft Purview migrations

Home/SharePoint/Content Management
Critical: April 2026 Deadline

Legacy SharePoint Features Retiring April 2026

Microsoft is retiring Information Management Policies and In-Place Records Management in SharePoint Online. Organizations must migrate to Microsoft Purview Data Lifecycle Management and Purview Records Management by April 2026.

Audit current retention policies
Plan Purview migration strategy
Test modern retention labels
Train users on new workflows

Modern SharePoint Content & Records Management

EPC Group has implemented SharePoint content management and records compliance solutions for 500+ organizations, managing 10+ petabytes of enterprise content. We specialize in Microsoft Purview migrations, content type architectures, and regulatory compliance (HIPAA, SOC 2, FedRAMP).

Content Management Services

Comprehensive SharePoint content architecture and governance solutions.

Content Types & Metadata

Enterprise content type architecture with custom metadata, site columns, and information management policies.

Content type design
Metadata taxonomy
Term store management
Site column architecture

Document Libraries & Structure

Optimized library structures, views, and organization for efficient content discovery and collaboration.

Library optimization
Custom views
Folder alternatives
Search configuration

Workflows & Automation

Power Automate workflows for content approval, routing, and lifecycle management.

Approval workflows
Content routing
Automated retention
Compliance automation
Microsoft Purview 2026

Records Management & Compliance

Modern records management with Microsoft Purview Data Lifecycle Management and Purview Records Management.

Microsoft Purview (Modern)

  • Retention labels with automated application
  • Records declaration and lifecycle management
  • Disposition review workflows
  • Regulatory compliance templates
  • Advanced audit and reporting
  • Multi-location policy enforcement
  • Adaptive scopes for dynamic groups
  • Event-based retention triggers

Legacy (Retiring April 2026)

⚠️ Migration Required
  • ✕
    Information Management Policies ❌
  • ✕
    In-Place Records Management ❌
  • ✕
    Document deletion policies ❌
  • ✕
    Site closure policies ❌

Migration Action Plan

  1. Audit current Information Management Policies
  2. Map legacy retention to Purview labels
  3. Test Purview retention in pilot environment
  4. Train users on modern workflows
  5. Cutover before April 2026 deadline

Enterprise Content Migration Scenarios

EPC Group has migrated 10+ petabytes of content from legacy systems to SharePoint Online and Microsoft 365.

On-Premise File Shares to SharePoint Online

Migrate millions of files from Windows file servers, NAS, and DFS to SharePoint Online with metadata preservation.

10TB+ file server migrations
DFS namespace migrations
Metadata extraction and mapping
Permissions translation

Cloud-to-Cloud Migrations

Seamless migrations from Box, Dropbox, Google Drive, or other cloud platforms to SharePoint Online.

Box to SharePoint migrations
Google Workspace to M365
Dropbox Business migrations
Multi-cloud consolidation

Tenant-to-Tenant SharePoint Migrations

Complete Microsoft 365 tenant migrations including SharePoint sites, OneDrive, Teams, and metadata.

M&A tenant consolidations
Spin-off/divestiture migrations
Multi-tenant to single tenant
Cross-geo migrations

Legacy SharePoint Upgrades

Migrate from SharePoint 2010/2013/2016/2019 on-premise to SharePoint Online with modernization.

2010/2013 upgrade paths
Custom code refactoring
InfoPath form replacements
Classic to modern sites

Industry-Specific Compliance Solutions

SharePoint content and records management tailored for regulated industries.

Healthcare (HIPAA)

  • PHI protection
  • Audit trails
  • 6-year retention
  • E-discovery

Financial (SOC 2)

  • Data encryption
  • Access controls
  • 7-year retention
  • Compliance reports

Legal

  • Case management
  • Matter folders
  • Litigation hold
  • Privileged content

Government (FedRAMP)

  • GCC High support
  • NIST 800-53
  • FOIA compliance
  • Security controls

Frequently Asked Questions

What is the difference between SharePoint content management and records management?

Content management focuses on organizing, collaborating, and working with active documents. Records management focuses on compliance, retention, and legal preservation of final, non-editable documents.

Why do I need to migrate to Microsoft Purview by April 2026?

Microsoft is retiring legacy Information Management Policies and In-Place Records Management in SharePoint Online. Organizations must migrate to Microsoft Purview Data Lifecycle Management and Purview Records Management to maintain compliance and retention capabilities.

What are content types in SharePoint?

Content types define metadata, workflows, and document templates for different types of content (e.g., Contracts, Invoices, Reports). They ensure consistent information architecture across your SharePoint environment.

How long does a SharePoint content migration take?

Migration timelines vary based on data volume. Small migrations (1-10TB) take 2-4 weeks. Medium migrations (10-100TB) take 1-3 months. Large migrations (100TB+) take 3-6 months, including planning, pilot, and cutover phases.

Can you migrate permissions from file shares to SharePoint?

Yes. We map Windows file share permissions (NTFS ACLs) to SharePoint permissions groups and site-level security. This includes translating AD groups to Microsoft 365 groups and maintaining appropriate access controls.

What retention schedules are required for our industry?

Retention requirements vary by industry: Healthcare (HIPAA) - 6 years, Financial (SEC) - 7 years, Legal - varies by document type, Government - per records schedule. We design retention policies that meet your specific regulatory requirements.

Ready to Modernize Your SharePoint Environment?

Get a free SharePoint content management assessment. We\'ll analyze your current environment and provide a detailed migration and compliance roadmap.

Get Free AssessmentCall (888) 381-9725