Intelogy Limited

Microsoft 365 Records Management & Retention

Intelogy provides next generation Electronic Document and Record Management (EDRMs) systems within SharePoint and Microsoft 365. Using the latest Advanced Data Governance features to label content, and site provisioning for consistent workspaces, our compliance solutions apply contextual classification, reducing staff effort. Perfect for supporting your GDPR, FOI and DPA adherence.


  • From pragmatic information management applications to full MoReq compliance
  • In place, immutable records management within SharePoint Online and M365
  • Automated site and team request, approval and creation processes
  • Legal Holds, Advanced e-Discovery case configuration in Office 365
  • File plan and retention schedule definition and integration services
  • Centralised and managed taxonomy definition, full information life cycle management
  • Advanced navigation, delivering flexible information architecture and structure
  • Migrate from anywhere: file shares, 2007, 2010, 2013 and 2016
  • ECM 2.0 reporting services on usage, compliance and auditing
  • Full skills-transfer, collateral production and training services


  • Capable of providing full MoReq2010 compliant solutions
  • Cost effective knowledge management, without expensive third-party toolsets
  • User adoption and engagement, from User Experience (UX) professionals
  • Prevent leakage and secure content via Data Loss Prevention (DLP)
  • Reduced ongoing effort to support and govern your EDRM/CMS
  • Automated contextual labelling: minimise impact on staff without compromising compliance
  • Robust permissions model, with secured external sharing
  • Microsoft Content Services preferred partner - aligned with M365 roadmap
  • Comply with: General Data Protection Regulation, and Data Protection Act
  • Tailored blend of O365 services: Groups, Teams, OneDrive and SharePoint


£450 to £1,250 a person a day

Service documents

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G-Cloud 12

Service ID

2 1 1 2 8 2 8 3 0 9 7 0 8 5 1


Intelogy Limited Andrew Tomlins
Telephone: 02037473506


Planning service
How the planning service works
The key to a successful EDRM implementation is in the planning. We work with key stakeholders to identify the core configuration of the system, define a file plan and devise an information architecture that works now and in the future. It can appear to be overwhelmingly complex, but we bring the customers on the journey with us to help them understand the various options and the implications of their choices.
Planning service works with specific services
Hosting or software services the planning service works with
  • Microsoft 365
  • SharePoint Online


Training service provided
How the training service works
Full and comprehensive range of Microsoft 365 training services, including: train the trainer, training webinars, face-to-face training sessions, skills transfer collateral, hands-on exercises/labs. Focusing on building skills around security, compliance and retention capabilities available in specific Microsoft 365 workloads. Intelogy also provide targeted training to upskill on the way native capabilities have been applied in your tenancy - building our training around your specific business processes.
Training is tied to specific services
Services the training service works with
  • Microsoft 365
  • SharePoint Online

Setup and migration

Setup or migration service available
How the setup or migration service works
This service offering is specifically for the migration to the Microsoft Cloud (Microsoft 365 as a destination) from on premises servers (Exchange, SharePoint, Lotus Notes Domino, Meridio) or other cloud services (e.g. Google). The has proven capability, processes and tooling to tackle even the largest scale of enterprise migrations.
Setup or migration service is for specific cloud services
List of supported services
  • Microsoft 365
  • SharePoint Online

Quality assurance and performance testing

Quality assurance and performance testing service
How the quality assurance and performance testing works
Quality Assurance is at the heart of all our services. Activities to ensure quality include: clearly defining and agreeing project acceptance criteria before embarking on any project; assigning a dedicated quality manager role to supervise and take responsibility for the overall quality of the project; putting in place a quality escalation plan running right through the project team to enable reporting and management of any risk to the project quality; defining specific responsibilities for every member of the project team and specifying personal responsibilities to maintain high standards; maintaining conformance to best practice; use of peer reviews at every project stage to ensure high levels of quality; the iterative review of project deliverables against the defined success criteria; planning and execution of tests for each project deliverable; continuing quality reporting via the quality manager throughout the project; final quality reviews of the project to ensure acceptance criteria are met.

Security testing

Security services
Security services type
  • Security strategy
  • Security risk management
  • Security design
  • Cyber security consultancy
  • Security testing
  • Security incident management
  • Security audit services
Certified security testers

Ongoing support

Ongoing support service
Types of service supported
  • Buyer hosting or software
  • Hosting or software provided by your organisation
  • Hosting or software provided by a third-party organisation
How the support service works
We can support your end users via dedicated 2nd line UK based help desk and rapid access to a team of 3rd line specialist experts in Microsoft 365, including Microsoft Teams and SharePoint Online. We also have fast track access to Microsoft Support if required. Intelogy have a range of support options from a full managed service to ad hoc requests via a retainer.

Service scope

Service constraints
Support is only available during UK Office hours.

User support

Email or online ticketing support
Email or online ticketing
Support response times
Yes, we have a UK based Office hours only helpdesk using Zendesk for ticketing, but this is not relevant in the context of this specific offering.
User can manage status and priority of support tickets
Online ticketing support accessibility
None or don’t know
Phone support
Phone support availability
9 to 5 (UK time), Monday to Friday
Web chat support
Support levels
We have a standard level of support and all costs are available in the SFIA pricing matrix.

We provide both a technical account manager or cloud support engineer role.


Supplier type
Reseller providing extra features and support
Organisation whose services are being resold

Staff security

Staff security clearance
Other security clearance
Government security clearance
Up to Security Clearance (SC)


£450 to £1,250 a person a day
Discount for educational organisations

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at Tell them what format you need. It will help if you say what assistive technology you use.