ABOUT OUR EVENT
Efficient document management is essential for maximizing productivity and ensuring seamless collaboration in a modern workplace. This session will explore best practices for document tagging, the importance of flattening file structures, and strategies to speed up indexing in an AI/Copilot-enabled environment. Attendees will learn how these practices can enhance the performance of Microsoft 365 (M365) storage and significantly reduce file search times.
Furthermore, the session will provide insights into leveraging Microsoft Purview for data governance, including basic Data Loss Prevention (DLP) capabilities and when to consider purchasing Purview licenses to better control data governance. By the end of this session, attendees will be equipped with practical knowledge to train their clients on Microsoft’s recommended best practices for document management, tagging, and leveraging Purview for enhanced data governance, leading to improved storage performance and reduced file search times.
Microsoft Purview Information Protection (MPIP) is a Microsoft rights management solution that enables a rights-based access to assets including PDF documents. Adobe Acrobat Pro/Standard and Reader desktop apps support consistent viewing of PDFs protected by Microsoft Purview Information Protection.
For organizations standardizing on MPIP, Adobe has launched a native experience to apply and edit Information Protection sensitivity labels and policies to their PDFs within the desktop version of Acrobat Pro/Standard. Some of the Adobe Acrobat data protection and information governance features extend to users with M365 Business Premium licenses. Dave will highlight how to leverage these features.
Key takeaways include understanding the fundamentals of document tagging and its role in organizing and securing content within M365, and learning best practices for tagging, including the use of content types, site columns, and term sets. The session will also cover the importance of flattening complex hierarchical file structures into simpler formats to improve navigation and indexing speed. Additionally, attendees will discover strategies to optimize indexing in an AI/Copilot-enabled environment, ensuring quick and accurate retrieval of documents.
ABOUT OUR PRESENTERS
Elka Dunnette
Elka Dunnette is a Modern Workplace Leader based in Calgary with MNP Digital. She is tenured in technologies that innovate on end user experiences and enhance workplace collaboration and efficiency. A primary focus of hers is to ensure that technology serves as an asset instead of a barrier.
Her career experience spans various industries, allowing her to bring a wealth of knowledge and a unique perspective to each project. She is a former Microsoft alumnus and has served as Executive Leadership on multiple technology-based Non-Profit Boards. Elka has also contributed as a Judge for the inaugural global UC Leaders Awards 2024.
Elka is passionate about empowering organizations through technology and is dedicated to fostering a culture of continuous improvement and innovation.
Dave Fulton
Dave Fulton is the Founder, President and CEO of True North Group Inc. True North specializes in providing IT services, consulting and operations management for legal firms in Calgary and Southern Alberta. Dave is a passionate leader in the IT community and champions adoption of cloud-based technologies and modern workplace modalities to keep client networks and data secured. Dave is also a leader in advocating practical uses for AI in the workplace to enhance productivity.
Dave’s career experience spans multiple sectors, and his strong communication and leadership skills are helpful in mentoring new IT professionals and as well as True North’s clients.
Dave’s primary objective is to empower people and True North’s client firms through technology, continuous learning from subject matter experts and fostering innovation.
EVENT DETAILS
To encourage members and guests to register for this event, we’re offering an Early-Bird Registration Incentive Door Prize Draw.
The Door Prize Draw is for a $50 Gift Card, donated by True North Group.
To qualify for this Early-Bird Registration Incentive, you must register via Eventbrite by 5:00 pm MT on Friday, April 12th, 2025, and be in attendance for the duration of the event.
Registration links for the virtual event will only be sent to those registered. Event Registration closes 5:00 pm MT on Monday, April 14th, 2025.
Date: Tuesday, April 15th, 2025
Times: All times shown are Mountain Time
6:30 pm – 8:00 pm (6:15 pm welcoming – Event start at 6:30 pm)
Place: 110 9 Ave SW Calgary AB T2P 0T1 (7th Floor #710) or Online via Microsoft Teams
Cost: Current CIC Members: FREE; Guests & Future CIC Members: $20.00
ABOUT OUR SPONSORS
Platinum Sponsor
Microsoft Canada
Established in 1985, Microsoft Canada Inc. is the Canadian subsidiary of Microsoft Corp. (Nasdaq “MSFT”), the worldwide leader in software, services and solutions that help people and businesses realize their full potential.
Recognized as one of Canada’s Great Places to Work, Microsoft Canada Inc. provides nationwide sales, marketing, consulting and local support services. Headquartered in Mississauga, Microsoft Canada has nine regional offices across the country dedicated to empowering people through great software. Microsoft Canada is a creative workplace which attracts the best and brightest talent in the IT industry who bring an ever evolving vision of the future to reality.
Microsoft software helps businesses and consumers to reach their full potential, however they define it. Woven throughout daily life, whether it be work or play, Microsoft technologies flourish when they get into the hands of millions of Canadian partners and customers enabling innovation often in new ways.
Microsoft Canada is equally passionate about committing to Canadian communities. Since its inception, Microsoft Canada has had a corporate giving philosophy that goes beyond financial donations to champion inventive forms of philanthropy. For more information on how Microsoft Canada has joined forces with organizations across Canada to make a difference and invest in local communities visit microsoft.ca/citizenship.
As a registered not-for-profit association, CIC has met the qualification requirements for discounted and donated Microsoft software distributed through TechSoup Canada. Microsoft has donated 10 Office 365 Business Premium subscriptions plus 25 Office 365 E1 subscriptions for CIC’s internal use. This software is used by CIC for operational and administrative purposes.
Gold Sponsor
iTech Calgary Conference
iTech is Canada’s leading portfolio of IT technology conferences and exhibitions focusing on Infrastructure, Cloud, Security, Data Centre, Virtualization & Mobility.
At iTech you will have the opportunity to; discover new cutting edge products & services, network & meet new people in the industry, stay up-to-date on the latest technology trends, see technology in action through live demonstrations, attend conference seminar sessions, research information to enhance your IT strategy, enjoy this Local event right in your backyard!
CIC Members are eligible to receive free VIP conference registrations valued at $175.
Silver Sponsor
True North Group Inc
True North Group Inc. provides Canadian integrated cloud, managed IT and security services as well as professional IT consulting services to small and mid-market enterprises.
True North Group provides door prizes at many events as well as contributions toward CIC’s operational funding.
Please click here to register for the event via eventbrite.com
