Erica Toelle

Erica Toelle

Sr, Product Marketing Manager - Microsoft Compliance

Erica Toelle is a senior product marketing manager on the Microsoft compliance product team. Her focus is on growing the information governance and records management business and listening to customers and partners to make our solutions better. Erica is a long-time member of the SharePoint and Microsoft 365 community, a former Microsoft MVP, a published author, and a recognized expert in the information governance area.

Current sessions

Information Architecture Tools in Modern SharePoint

The tools and building blocks for information architecture have changed in modern SharePoint. We now have hub sites, new navigation options, Office 365 groups for security, and more. In this session, we will look at the modern SharePoint information architecture building blocks. We will then review how these building blocks can affect services such as search, security, compliance, and branding. Finally, we will look at best practices for putting all of these components together into an organized information architecture.


Workshop - Manage Risk and Secure Your Organization with Microsoft 365 Security and Compliance

In this workshop, we will cover the business scenarios and technical details for how to manage compliance risk and security in your organization using the Microsoft 365 Security and Compliance features.

In each section of the workshop, we will review the business value, scenarios, and reasons why you would want to use each solution area. We will then go into the technical details about how to implement the solutions using a mixture of demonstrations and hands-on learning. We will cover:

Information Protection and Governance
- Govern content with Retention and Records Management
- Protect sensitive data with sensitivity labels
- Prevent data loss with DLP policies
- Automate protection and governance with machine learning to discover, classify, and enforce policies

Insider Risk Management
- Use the Insider Risk Management solution to proactively monitor for policy violations
- Monitor for code of conduct violation in messages using Communication Compliance

Discover and Respond
- Use eDiscovery for investigation, analysis, and data export
- Respond to GDPR Data Subject Requests
- Support continuous compliance with the comprehensive audit log

Meet the obligations of specific security and compliance requirements
- Understand your security posture using Microsoft Secure Score
- Manage and understand regulation requirements (such as GDPR) using Compliance Score
- Find audit and compliance documentation in the Service Trust Portal


Locate and Protect Your Sensitive Data in Office 365

Most organizations are not aware of the sensitive and risky data they have in Office 365. This session will show you how to locate sensitive data in Office 365 and apply protections to it. We will begin by showing how to run a report to find sensitive data that already exists in your Office 365 environment. Next, we will review your options for protecting content in Office 365. Finally, we will show how you can use the information in the report to choose the best protection for your situation.


How Project Cortex will Help Your Organization

Project Cortex is a new service from Microsoft that uses AI to enhance knowledge management and content. In this session, we will review the Project Cortex announcements from Ignite. We will also talk about what these announcements mean for your organization and what you can start doing today to get the most value from Project Cortex later.


Ensure Your Teams Deployment is Compliant

Is your organization in a highly regulated industry? Then you need to take extra steps to ensure you are using Microsoft Teams in a compliant manner. In this session, we will review the compliance solutions available for Microsoft Teams for managing chats, meetings, documents, and more.

If your organization is in healthcare, education, finance, energy, government or similar then you must attend this session!


An Overview of Compliance In Microsoft 365

Microsoft 365 has a lot of solutions and features to help organizations meet their compliance obligations. But many people aren’t aware of what they already own or what is available. This session will provide an overview of the Microsoft 365 Compliance solutions, including retention, insider risk management, data governance, eDiscovery, information protection, and more. Attendees will understand the business value of each area and see a live demo.


Use Office 365 eDiscovery for Internal Investigations and Litigation

Responding to data discovery requests can be costly and time-consuming. Fortunately, the new intelligent discovery tools in Office 365 can help to minimize these impacts. Attend this session to learn how you can use Office 365 eDiscovery and Advanced eDiscovery to meet your organization’s internal investigation and litigation needs. You can manage content across all your Office 365 assets, including SharePoint, Exchange, Microsoft Teams, Yammer, and more.


A Deep Dive into SharePoint Content Types and Managed Metadata

SharePoint Content Types and Managed Metadata have been around since SharePoint 2010 without any changes…until now! In this session, we will cover the new and refreshed capabilities that are coming to SharePoint Online. We will cover what’s new, what’s different, and what is the same. We will also discuss practical guidance for people new to Content Types and Metadata, and for organizations that are already using them. Of course, you will also see a demo!


Workshop - Manage Risk in Your Organization: A Complete Overview of Office 365 Compliance Features

In this workshop, we will cover the business scenarios and technical details for how to manage risk in your organization using Office 365 Compliance features.

In each section of the workshop, we will review the business value, scenarios, and reasons why you would want to use each feature area. We will then go into the technical details about how to implement the compliance features using a mixture of demonstrations and hands-on learning.

You will walk away from this workshop with:

1) An understanding of what business outcomes you can enable using Office 365 Compliance features.
2) The best practices, steps, and things to avoid when deploying compliance.
3) Quick start scenarios you can implement immediately to show business value using the features.

Here are the specific areas we will cover in the Office 365 Compliance workshop:

• Information Protection and Governance
- Govern content with Retention and Records Management
- Protect sensitive data with Data Loss Prevention
- Automate Governance and enhance with machine learning to discover, classify, and enforce policies
• Internal Risk Management
- Monitor for risks using Communications Supervision
- Add additional encryption with Customer Key
- Increase access control with Customer Lockbox
• Discover and Respond
- Use eDiscovery for investigation, analysis, and data export
- Support continuous compliance with a comprehensive Audit Log
• Meet Obligations of Specific Compliance Requirements
- Manage and understand regulation requirements using Compliance Manager
- Find audit and compliance documentation in the Service Trust Portal


Everything You Want to Know About SharePoint Site Permissions

The world of SharePoint permissions is changing, with Office 365 Groups, external users, and the integration of other Office 365 features, such as Microsoft Teams. How do you make sense of it all? In this session we will demystify the world of permissions management for sites, to ensure the right people have access to the right information, at the right time.


Manage the Content Lifecycle in Office 365

From creation to collaboration, publication, and retirement, how do you manage the lifecycle of content in Office 365? While the tools available in Office 365 have added value to this process, they have also created new complexities around governance, security, compliance, and knowledge management.

In this session, we will break down these complexities and look at how to manage content throughout its lifecycle in Office 365. We will see how to use intelligence and out of the box tools to automate lifecycle management and provide a recipe you can apply immediately to your organization.


Transition from the SharePoint Records Center to Office 365 Advanced Data Governance

Have you invested in content types and metadata to drive retention in SharePoint On-Prem or Online? Don't worry! This structure can also be used to transition to Office 365 retention labels in the cloud. In this session, we will show you how and cover additional steps you should take to ensure your existing records remain intact and unaltered.


How Communication Compliance Can Minimize Communication Risks in Your Organization

Communication Compliance helps to minimize communication risks by helping you detect, capture, and take remediation actions for inappropriate messages in your organization. This session will teach you how to use Communication Compliance, including how to set it up, review potential violations, and capture audit information. We will use an example of an anti-harassment policy that you can deploy in your organization right away. Communication Compliance is one of those features that everyone should use, so don’t miss this session!


Past and future events

SPFest Dallas 2021

31 Jan - 4 Feb 2022
Irving, Texas, United States

SPFest / TeamsFest DC 2021

12 Dec - 16 Dec 2021
Washington, D.C., United States

Global Security and Compliance Community Conference

7 Feb 2021

SharePoint and Office365 Saturday Munich 2019

29 Nov 2019
Munich, Bavaria, Germany

SharePoint Saturday Denver 2019

12 Oct 2019
Denver, Colorado, United States

SPS Los Angeles

28 Sep 2019
Los Angeles, California, United States

SharePoint/Office 365 Saturday San Diego 2019

19 Jan 2019
San Diego, California, United States