Automatically identify, tag, classify and take action on content solving non-compliance, security exposures and migration challenges with conceptTaxonomyWorkflow.

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conceptTaxonomyWorkflow manages enterprise metadata by processing a classification decision to drive intelligent migration and business policies at both the operational and tactical levels, providing administrators the ability to independently manage information access, information management, information rights management, and records management policy applications within their respective business units and functional areas, without the need for IT support or access to enterprise wide servers.

By effectively and accurately applying policy it enables organizations to significantly improve migration, compliance, security, and information governance initiatives.


Would you like a tool to automatically identify non-compliant or sensitive information and take action on it?


Would you like a tool to automatically enforce compliance and governance policies?


Would it be useful to be able to tag, classify and migrate content to a taxonomy which can be used for concept based searching after the migration?


Would it be useful to automatically identify, tag, classify and move content to the appropriate repository for storage, preservation and disposition?


Would the ability to immediately be notified of privacy or confidential information being processed incorrectly?
Key Features

Key Features

conceptTaxonomyWorkflow performs an action on a document following a classification decision when specific criteria are met. The source type works in SharePoint, Office 365, and OneDrive for Business and for all document types, FILE document types, and HTTP document types.

  • Create and manage rules and workflows without any application knowledge
  • Can be used by Subject Matter Experts or IT
  • Based on the compound term metadata generated, actions include move, change the content type, automatically apply Information Rights Management, notify an administrator by email of a completed action
  • Ability to add calls to CRM or other databases to add additional metadata
  • Integration with the SharePoint Enterprise Metadata Manager, writing directly to the Term Store locations
  • Migrate tagged and classified content intelligently to locations both within and outside SharePoint
  • Preserve information in accordance with records guidelines by identifying the content of documents and eliminating inconsistent end user tagging
  • Protect sensitive information from exposure by quarantining content and disabling portability
  • Manage information by tagging, classifying, and routing to the appropriate repository for storage preservation and disposition
  • Proactively identify and resolve non-compliance issues
Key Benefits

Key Benefits

conceptTaxonomyWorkflow provides capabilities that can enhance organizational performance, and drive down costs associated with migration and non-compliance with information management, data privacy and security, and records management policies.

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