David Drever

Microsoft 365 Apps and Services MVP - Compliance and M365 Specialist

Calgary, Canada

David is an Associate Director with Protiviti Canada, and a 7-time Microsoft 365 Apps and Services MVP. For over 20 years, David has worked in a wide variety of areas in IT ranging from Desktop\Server support to development in C++ and .NET technologies. During that period, David has been able to add value to a wide variety of clients in several sectors, including utilities, government, banking, and agriculture.

For more than 10 years, David has been working exclusively in the SharePoint and Microsoft 365 domains. He has helped stand up multiple Enterprise SharePoint environments as well as designed and built numerous solutions utilizing PowerApps, Microsoft Flow, and SharePoint. David has also assisted many organizations with protecting their data by building Information and Records Management systems within Microsoft 365. He is a knowledgeable and sought-after international speaker within IT circles and is consulted regularly by companies formulating their Digital Workplace strategies.

David blogs at http://prairiedeveloper.com

Awards

Area of Expertise

Information & Communications Technology

Topics

Microsoft 365
SharePoint Online
Power Apps
Power Automate
Microsoft 365 Compliance
Records Management
Information and Records Management
Microsoft Information Protection
Compliance
M365 Compliance
M365 information architecture
M365
Microsoft 365 Security

Throwing out Old Data. An In-Depth Look at Content Disposition in Microsoft 365

Many organizations look to record management within Microsoft 365 to maintain their data throughout its lifecycle. Records management ensures content is maintained within the environment until it must be removed. Removing that data is key to proper records management processes for all organizations.

David Drever will cover the disposition process within Microsoft 365. Additionally, he will demonstrate how disposition reviews can occur within the environment, from standard disposition reviews on a label to advanced disposition processes via Power Automate workflows. Join him to find out the method that best meets your needs and how to configure it.

An Introduction to Implementing Microsoft Information Protection (MIP)

All organizations store sensitive information. The information can be sensitive to the organization itself, to you as an employee of the organization, to you as a customer of that organization, or in any other number of ways. All businesses have a responsibility to keep that information safe. Historically, this protection has come by locking down network locations from external access, permission control, and data encryption. But it is being discovered that this is no longer sufficient. More is required to protect your sensitive information.

David Drever has been helping organizations secure their information with Microsoft Information Protection for many years. Join him as he walks through the features of MIP, how it can protect the organization’s sensitive information, leading practices in implementing the technologies and processes, and how MIP is the foundation for many other features within Microsoft 365 for protecting your information.

Microsoft Purview Compliance – Tales from the Trenches

As more and more of an organization's data is stored within the cloud, controlling the sheer amount of data can be daunting. Administrators and compliance professionals are being called on more and more to support content management to ensure it is protected and maintained throughout its data lifecycle.

Joanne and David have assisted organizations for years and helped many enterprises design and build compliance solutions within Microsoft 365 Purview from the ground up. In this session, they'll discuss critical topics organizations should consider when implementing Records Management and Information Protection controls. They will also cover common pitfalls affecting the organization on its compliance journey.

Microsoft 365 Records Management: Crawl, Walk, and then Run

Microsoft provides record managers and administrators with many features to classify and manage the information within their organization. This workshop takes the audience on the Microsoft 365 Records Retention journey through a Cralk-Walk-Run approach. Attendees will begin by understanding the concepts and basic features of Microsoft 365 records retention (Crawl). Once the foundation is established, the workshop will move on to advanced concepts such as event-based retention (Walk). Finally, attendees will continue along this journey and begin automating retention processes to increase adoption and remove the need for user intervention (run).

Leading practices will be discussed and demonstrated for information governance guidelines and controls via retention policies and labels. Attendees will learn how to build on these concepts and advance the process with auto-applied policies and other automation methods. To further support adoption, the workshop will discuss the organizational change management required to support the various stages of deployment to ensure a great user experience. Attendees will also be shown techniques to understand if users are adopting the established approach within their organization.

Microsoft 365 Compliance: Implementing information governance, risk, and compliance management

Microsoft 365 gives enterprises and government organizations the tools they need in the modern workplace to identify their risky information and to govern their data effectively to meet regulatory compliance needs. These tools help to protect sensitive data from both accidental and malicious data loss, and they protect the organization from risk by ensuring we retain our data appropriately following regulatory controls such as GDPR, NIST, and CIS. Implementing these compliance solutions requires a clear understanding of the capabilities available in the Microsoft cloud, and industry best practices for establishing a data governance framework.

In this all day workshop, David Drever will help you learn how to develop a framework for information governance for enterprises and government organizations, including the planning of a record retention schedule, as well as implementing retention labels/policies. He’ll teach you how to leverage disposition reviews, implement event-based retention and how automatically apply retention labels to your data. He’ll discuss how utilizing Compliance Manager and Insider Risk Management can further govern your environment. Finally, you will learn how to use eDiscovery to facilitate legal holds and “Freedom of Information and Privacy” (FOIP) requests. Join him to discover how to implement data governance and compliance in Microsoft 365!

Leading Practices for Planning and Implementing Anything SharePoint and Microsoft 365

Whether implementing a new farm or tenant, upgrading your on-premises system, migrating to SharePoint Online, or even developing a large application within your system something not considered often enough is how to plan and prepare the SharePoint\M365 project. We will discuss a series of topics supported by real-world examples that should be considered for any such project. It doesn’t matter the role you hold in your organization, everyone can benefit from the lessons learned here.

Power Apps and Power Automate, Microsoft's Great Integrators

These days the Power Platform is well known. People understand it is a way to build solutions to benefit their organization without the need to be a full developer.
However, what many may not realize is how easy Power Apps and Power Automate allow organizations to build custom solutions that integrate with multiple systems and technologies.

In this session, we will focus on how easy Power Apps and Power Automate allow users to integrate with other systems both inside and outside their organization. I will demonstrate how effortlessly it is to utilize Power Apps and Power Automate flows to bring multiple systems together. In this session, we will create a solution from concept to deployment utilizing these great technologies. The solution will go beyond user-interactive forms and storage as it will integrate completely separate technologies along the way.

Modernizing Your Data Retention. Moving Beyond the Created Date

Historically, data retention in an environment has been based mainly on two key pieces of data: when the document was created or when the document was last modified. More recently, retention policies have also been controlled based on the content of the data, but again determining disposition goes back to created or last modified dates.

Perhaps you would like more options for controlling document retention. Maybe basing retention policies for employee documents on when they are no longer with the company, or project documents that are retained based on the project end date make more sense to your organization. In this session, we will illustrate how you can go beyond the basic created or modified dates of data to controlling retention based on events that occur. No longer do you need to be constrained to a few pieces of metadata for determining the data retention policies of your content.

Information & Records Management 101 - Building Your Records Management Foundation

Records management is becoming more and more critical. It's more than just preserving or disposing of your data. It's also about categorizing it. As more and more organizations move away from paper documents to purely electronic storage, organizations need to categorize and control how their data is maintained.

In this session, we'll cover the basics of records management. WHAT is records management, WHY is it essential, WHO needs to be involved, WHEN should it be considered, WHERE it occurs, and finally, HOW can it be accomplished in Microsoft 365.

Increasing Adoption in Microsoft 365 Information and Records Management

Businesses are ramping up the adoption of information and records management (IRM) within their organization. However, the problem many are facing is that IRM can require a lot of user interaction to be fully effective. These increased requirements on the user greatly affect the adoption of IRM processes. Microsoft 365 provides several powerful and robust features that can increase records management within the organization while decreasing the load on the end-user.

This session will cover many topics such as auto-classification, retention inheritance, and trainable classifiers to assist organizations with their information and records management adoption.

You Have Sensitive Information. Now Let's Protect It.

Every organization has data considered sensitive to their business, employees, or even the industry they exist within. In 2021, nearly 80% of large organizations experienced data breaches that had compromised information. As a result, protecting its data has become a priority for many organizations worldwide. Microsoft provides several tools for identifying sensitive information within the organization and protecting it from being provided to sources that should not have it.

In this session, we'll cover features and processes such as Microsoft Information Protection (MIP), Data Loss Prevention (DLP), and more to help you protect your organization's sensitive information from leaving your control and falling into the hands of those that should not have it.

Building the Foundation for Your Organization's Information and Records Management

This fully interactive workshop will discuss and use Information and Records Management (IRM) concepts and features within Microsoft 365. Together we'll understand the tools at every organization's fingertips to classify, retain, and, if required, ultimately dispose of their data.

This workshop will provide hands-on instruction to create and implement an IRM file plan to allow your users to classify their records. We'll discuss and implement disposition processes to ensure your data is maintained for as long as required and isn't accidentally removed before it should be. The experience gained in this workshop will allow you to build an IRM model within your organization to meet your compliance needs best. This workshop won't just show you how to do it but also try it out yourself.

Using Microsoft 365 Information and Records Management Advanced Features

Building on your foundation knowledge of Information and Records Management (IRM) concepts and features within Microsoft 365, this interactive workshop will discuss and illustrate advanced concepts such as auto-classification and trainable classifiers. Fully implemented IRM processes can add complexities to your users' day-to-day responsibilities. Because of this, you may not get the adoption you need to ensure your data is maintained as it should be.

In this workshop, we'll work together to understand and use advanced features to help decrease the need for user interaction when implementing IRM compliance within your organization. We'll cover the topics and work together to understand how Microsoft 365 features can remove the need for user interaction and help to ensure your IRM needs are met automatically.

OneDrive, and SharePoint, and Teams...Oh my! Understanding Microsoft 365's Collaboration Features

Microsoft 365; it's a vast platform that every organization uses a little differently. The options available to meet the needs of the business are endless. You have so many ways to communicate, collaborate, and store your data. To be honest, many find it daunting. With more and more organizations moving into the cloud and adopting a hybrid working model, understanding which tool best meets your organization's needs is paramount for an efficient transition to this new way of working.

Join David as he breaks down the key collaboration tools within Microsoft 365 and helps you understand which tool best fits the different situations. He will break down an organization's options for communications, collaboration, and maintenance of their information. He'll leave you with the understanding you need to support your organization as it tries to determine which application best meets its needs.