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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.

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

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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Supported Platforms
SharePoint 2010
SharePoint 2013
SharePoint 2016
SharePoint Online
Office 365
OneDrive for Business
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Company Name Concept Searching
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Sales Phone Number +1 703 531 8567
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Benefit #1

• Migrate tagged and classified content intelligently to locations both within and outside SharePoint and preserve information in accordance with records guidelines by identifying the content of documents and eliminating inconsistent end user tagging.

Benefit #2

• Protect sensitive information from exposure by quarantining content and disabling portability and manage information by tagging, classifying, and routing to the appropriate repository for storage preservation and disposition.

Benefit #3

Proactively identify and resolve non-compliance issues

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