Unify

SharePoint Already Does the Job.

Most public agencies are paying twice for records management — once for their Microsoft 365 license, and again for a standalone ERMS platform that duplicates what SharePoint Online already does. We configure SharePoint as your records system — inside the tenant you already own. No second platform. No second invoice.

The Replacement

Two Platforms, or One?

Most agencies inherit a standalone ERMS platform alongside the Microsoft 365 license they already pay for. Here is what each path actually costs.

Standalone ERMS Software

A separate platform. A separate login. A separate license your finance team renews every year. Records live on a vendor's servers under a vendor's rules.

SharePoint-Based ERMS

The same Microsoft 365 environment your staff already use. Records live in your tenant under your IT governance. No second invoice. No second platform to learn.

Both paths manage records. Only one of them is already paid for.

What SharePoint Manages

Eight Capabilities. One License.

SharePoint
Online
Storage
Sharing
Retention
Permissions
Workflows
Versioning
Auditing
Reporting

Configured inside the Microsoft 365 license your agency already owns — governed by your IT, not a vendor's.

What We Have Done

Records Live Here.

0 Records Under SharePoint Governance
0 Named Public-Sector Agencies on Record

CNRA, DCSS, Yolo County — public agencies running records on the SharePoint they already own.

Records management without the records management software.

Already Paying for SharePoint?

Every engagement begins with an assessment. We learn what you have, what you already pay for, and where SharePoint can replace what doesn't need replacing.

Request a Free Assessment