I am a freelance, independent consultant based in Melbourne, Australia, with over 45 years of direct 'hands-on' experience in the implementation, administration and management of a range of data, records, information and content management management systems, including the management of physical records. Learn more about my background here.
I offer a *limited* range of consulting advisory services relating to the configuration of Microsoft 365 to manage records.
PLEASE NOTE: I will be limiting the availability of these services from July 2026 as I begin to wind down my consulting activities.
In 2024 (and revised in 2025), the Public Record Office of Victoria (PROV) and also State Records NSW each commissioned a guide to managing records for Victorian and NSW government agencies respectively. You can access the 90-page guides here:(PROV) Managing Records in Microsoft 365, (NSW) Managing Records in Microsoft 365 (pdf)
See a listing of my other publications in my biography.
My clients since 2019 have included: Australian Federal, State and Local government agencies; Australian private sector organisations and health care organisations; and international organisations including the United Nations.