Does Microsoft 365 replace your EDRMS? Or is integration the smarter path?

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Kapish

It’s a question we’re hearing more often from Information Management professionals, Records Managers, CIOs and digital transformation leaders across government. 

The reality is simple: 

For low-value, short-term information, managing content within Microsoft 365 can be entirely appropriate. But for records of enduring business, legal or evidentiary value, the compliance requirements are significantly higher. 

Australian public sector organisations must be able to demonstrate that records remain complete, accurate, reliable, discoverable and defensible throughout their lifecycle. 

As our latest whitepaper highlights

Drawing on the CAARA Functional Requirements for M365, the paper explores some of the practical challenges organisations face when considering an M365-only approach, including governance complexity, metadata integrity, disposal requirements and long-term evidentiary obligations. 

Rather than choosing between collaboration and compliance, many organisations are adopting an integrated approach. 

By integrating Microsoft 365 with an EDRMS, organisations can meet users where they work to enable modern ways of working while maintaining the governance, auditability and compliance controls required for public sector records.

  • Microsoft 365 is an excellent collaboration platform, but achieving compliant recordkeeping requires significant governance, configuration, specialist expertise, and ongoing operational oversight. 

  • Australian public sector compliance obligations remain unchanged regardless of technology platform, and organisations must continue to demonstrate evidence, accountability, lawful disposal, and long-term record preservation. 

  • A hybrid model that combines Microsoft 365 with an EDRMS provides the best balance between user productivity, compliance, risk management, and organisational resilience. 

  • Replacing an existing EDRMS often introduces significant migration, governance, financial, and evidentiary risks that may outweigh the perceived benefits of an M365-only approach. 

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