Joanne C Klein ☁️
Microsoft 365 Consultant | Advanced Compliance at NexNovus Consulting Inc.- Claim this Profile
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Bio
Matt Wade
Joanne is one of the foremost experts in data security on the Microsoft Cloud. Her blog is--bar none--the best source for Microsoft Information Protection features, classification tools, retention, and general information security in M365, Office 365, SharePoint, Teams, and Exchange. She doesn't just stop at *what* these tools do, though; she also provides insightful how-to guides, thoughts on different solution options, and step-by-step instructions for repeating the solutions she discusses. She's a prolific writer and an incredible thought leader in her niche.
Todd Ray
Joanne is one of the most prolific and insightful bloggers and consultants out there on the Microsoft/Office 365 security and compliance stack, and her insights never fail to blow me away in terms of simplifying/demystifying incredibly complex topics. Very (and increasingly) well known here at Microsoft in terms of practical guidance. If there was a new class of "Jedi" MVP/partner, she would be one, and the cape well-deserved. .
Matthew Murray
Joanne has helped me develop our SharePoint environment, and she's been very knowledgeable from the basic stuff like best practices, content types and architecture guidelines, to the crazy stuff like integrating with our ERP and complex data lookups. She's patient, she researches her suggestions before implementation, and her meticulous documentation of her efforts is an added bonus. Easy to work with and easy to recommend!
Matt Wade
Joanne is one of the foremost experts in data security on the Microsoft Cloud. Her blog is--bar none--the best source for Microsoft Information Protection features, classification tools, retention, and general information security in M365, Office 365, SharePoint, Teams, and Exchange. She doesn't just stop at *what* these tools do, though; she also provides insightful how-to guides, thoughts on different solution options, and step-by-step instructions for repeating the solutions she discusses. She's a prolific writer and an incredible thought leader in her niche.
Todd Ray
Joanne is one of the most prolific and insightful bloggers and consultants out there on the Microsoft/Office 365 security and compliance stack, and her insights never fail to blow me away in terms of simplifying/demystifying incredibly complex topics. Very (and increasingly) well known here at Microsoft in terms of practical guidance. If there was a new class of "Jedi" MVP/partner, she would be one, and the cape well-deserved. .
Matthew Murray
Joanne has helped me develop our SharePoint environment, and she's been very knowledgeable from the basic stuff like best practices, content types and architecture guidelines, to the crazy stuff like integrating with our ERP and complex data lookups. She's patient, she researches her suggestions before implementation, and her meticulous documentation of her efforts is an added bonus. Easy to work with and easy to recommend!
Matt Wade
Joanne is one of the foremost experts in data security on the Microsoft Cloud. Her blog is--bar none--the best source for Microsoft Information Protection features, classification tools, retention, and general information security in M365, Office 365, SharePoint, Teams, and Exchange. She doesn't just stop at *what* these tools do, though; she also provides insightful how-to guides, thoughts on different solution options, and step-by-step instructions for repeating the solutions she discusses. She's a prolific writer and an incredible thought leader in her niche.
Todd Ray
Joanne is one of the most prolific and insightful bloggers and consultants out there on the Microsoft/Office 365 security and compliance stack, and her insights never fail to blow me away in terms of simplifying/demystifying incredibly complex topics. Very (and increasingly) well known here at Microsoft in terms of practical guidance. If there was a new class of "Jedi" MVP/partner, she would be one, and the cape well-deserved. .
Matthew Murray
Joanne has helped me develop our SharePoint environment, and she's been very knowledgeable from the basic stuff like best practices, content types and architecture guidelines, to the crazy stuff like integrating with our ERP and complex data lookups. She's patient, she researches her suggestions before implementation, and her meticulous documentation of her efforts is an added bonus. Easy to work with and easy to recommend!
Matt Wade
Joanne is one of the foremost experts in data security on the Microsoft Cloud. Her blog is--bar none--the best source for Microsoft Information Protection features, classification tools, retention, and general information security in M365, Office 365, SharePoint, Teams, and Exchange. She doesn't just stop at *what* these tools do, though; she also provides insightful how-to guides, thoughts on different solution options, and step-by-step instructions for repeating the solutions she discusses. She's a prolific writer and an incredible thought leader in her niche.
Todd Ray
Joanne is one of the most prolific and insightful bloggers and consultants out there on the Microsoft/Office 365 security and compliance stack, and her insights never fail to blow me away in terms of simplifying/demystifying incredibly complex topics. Very (and increasingly) well known here at Microsoft in terms of practical guidance. If there was a new class of "Jedi" MVP/partner, she would be one, and the cape well-deserved. .
Matthew Murray
Joanne has helped me develop our SharePoint environment, and she's been very knowledgeable from the basic stuff like best practices, content types and architecture guidelines, to the crazy stuff like integrating with our ERP and complex data lookups. She's patient, she researches her suggestions before implementation, and her meticulous documentation of her efforts is an added bonus. Easy to work with and easy to recommend!
Credentials
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MCTS: SharePoint 2010, Application Development
MicrosoftNov, 2012- Sep, 2024 -
MCPS: Microsoft Certified Professional
MicrosoftApr, 2012- Sep, 2024 -
MCITP: SharePoint Administrator 2010
MicrosoftSep, 2011- Sep, 2024 -
MCTS: SharePoint 2010, Configuration
MicrosoftMay, 2011- Sep, 2024 -
ITIL Foundation Level Certification
-May, 2007- Sep, 2024
Experience
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NexNovus Consulting Inc.
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Canada
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Information Technology & Services
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1 - 100 Employee
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Microsoft 365 Consultant | Advanced Compliance
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Oct 2018 - Present
04/2022 to present: Provided consultative guidance to Canadian municipal government agency on Records Management and Data LifeCycle Management within M365. 10/2021 to 05/2022: Provided guidance and training to Canadian municipal government agency on data protection within Microsoft 365. 12/2021 to 04/2022: Worked with US Power Utility organization on Records Management and Compliance training and guidance in Microsoft 365. 10/2020 to 10/2021: Working with large US law firm designing a compliant, records management solution for their legal matters in Microsoft 365. 09/2020 to 03/2021: Working with a Wealth Management and Investment firm to design and build a compliant Records Management and Data Protection framework for migration to Microsoft 365. 06/2020 to 12/2021: Leading modern, intelligent SharePoint Online intranet initiative w/governance for multilingual government organization. This also includes design/implementation of Microsoft 365 retention controls. 09/2019: Led Microsoft Teams workshop to small engineering firm to manage their Projects 05/2019 to 04/2020: Led eDiscovery workshop and provide Microsoft 365 Advanced eDiscovery support to Legal and Risk teams for global Oil and Gas company. 10/2018-12/2018: Partnered with Nexus Innovations on large-scale document repository for Canadian Provincial government entity. Responsibilities included: o Site and information architecture workshops o Migration planning from legacy repositories into SharePoint Online o Governance recommendations on: Protection controls (Data Loss Prevention, Microsoft Information Protection), Retention controls, Security controls, Audit controls, site-provisioning solution 01/2017-12/2017: Assist government client with SharePoint redesign and migration. This included the preparation of an Information Architecture document, comparison of SharePoint on-premises to Online. Continued work with client in preparation for a SharePoint upgrade and miscellaneous support/guidance. Show less
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Epiq
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United States
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Law Practice
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700 & Above Employee
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Advanced Compliance consultant, Cybersecurity Solutions Group
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Jan 2021 - Present
Work with some of Microsoft's largest customers to provide guidance on the Advanced Compliance features in the Microsoft 365 cloud. Work with some of Microsoft's largest customers to provide guidance on the Advanced Compliance features in the Microsoft 365 cloud.
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Microsoft
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United States
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Software Development
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200 - 300 Employee
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Global Black belt, Advanced Compliance consultant
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Jan 2021 - Sep 2021
Work with some of Microsoft's largest customers to provide guidance on the Advanced Compliance features in the Microsoft 365 cloud. Pre-sales. Work with some of Microsoft's largest customers to provide guidance on the Advanced Compliance features in the Microsoft 365 cloud. Pre-sales.
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SharePoint/Microsoft 365 Consultant
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Oct 2016 - Jan 2021
- Work with business teams to implement protection controls across the organization including Azure Information Protection, Data Loss Prevention, and Office Message Encryption - Worked with Compliance and Legal teams on the eDiscovery capabilities in Microsoft 365 including ATIP requests, Data Subject Requests and Litigation Actions. - Migrate shared network drive content into SharePoint. This includes working with corporate Information Management team and the business to design information architecture, business solutions, complete migration and apply retention. - Work with Information Management team to transition from the traditional Enterprise Content Management world to the new world of Content Services with the new Retention and Security controls in Office 365. - Work with business partners to identify processes that could be automated/streamlined with services within Office 365. (Microsoft Flow, Power Apps, etc.) - Build site-provisioning solutions for Project Management across organization. Includes custom information architecture and lifecycle management with retention - Drive Office 365 Adoption activities to increase end-user adoption of Office 365 services. - Provide support for end-users for services across Office 365 Show less
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Conexus Credit Union
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Canada
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Financial Services
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500 - 600 Employee
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SharePoint Architect
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Sep 2013 - Oct 2016
• Responsible for installation/configuration of all SharePoint 2010 and 2013 environments at Conexus.• Responsible for the integration of Business Intelligence features into SharePoint 2013. (SSRS, SSAS)• Responsible for both the physical and logical architecture design of all environments.• Provide internal production support for all SharePoint environments.• Work with the server infrastructure and network teams for any SharePoint related initiatives and assist Project Leads as technical advisor as required.• Participate and contribute to strategy, planning and technical meetings with business leaders to identify opportunities for process and design improvements.• Work with business areas to develop custom solutions that integrate with SharePoint.• Ensure SharePoint security standards are implemented and maintained.• Monitor production environments for resource utilization. Recommend corrective action to ensure the environments meet requirements for performance and reliability.• Responsible for monitoring, measuring, performance tuning and forecasting for capacity for all production environments.• Maintain current knowledge on technology trends, advancements and industry best practices within the SharePoint ecosystem. Show less
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Senior Programmer
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Oct 2007 - Sep 2013
As a certified SharePoint Administrator/Developer at Conexus I configured/administered the Corporate SharePoint 2010 environment for several medium sized 3-tier farms. This included design, architecture planning, installation, configuration, upgrades, patch management, maintenance, backup/restore strategies and performance-tuning for the development, test and production environments.Worked with business analysts to design custom SharePoint solutions and to integrate custom .NET web applications using SharePoint Web Services and the SharePoint Object models. I also utilized InfoPath and SharePoint Designer to deliver an additional level of custom solutions to our end-users.I was Technology prime on a large-scale Enterprise Content Management Imaging project integrating into a SharePoint 2010 environment using Remote Blob Storage. This involved integrating third-party solutions into SharePoint as well as leading the conversion of over 1.2 million legacy documents into SharePoint. Working with Business Analysts, we designed an Information Architecture incorporating SharePoint’s Records and Document Management into the solution with the achieved goal of strong Corporate Compliance. Show less
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Website Director
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Jun 2013 - Jun 2014
I was the website director at ARMA Saskatchewan for the 2013-14 year. In that role, I was responsible for the organization’s website and for ensuring content was relevant to current trends in the records and information management space. I also helped manage the non-profit's online presence on Twitter and Facebook. In the Fall of 2013 I successfully re-architected the legacy website to reflect a more modern presence and to provide real value to our membership. Check it out at http://armasask.org Show less
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CGI
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Canada
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Information Technology & Services
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1 - 100 Employee
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Senior Consultant
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Sep 2001 - Oct 2007
Provided development and support for several .NET applications for the Saskatchewan College of Pharmacists and Saskatchewan Health Provincial Drug Plan System. This involved detailed design, interface design, time and cost estimates and development. Successfully provided development on 3 separate Credit Union Conversion projects under tight deadlines. Provided DBA support services to Manufacturing client. Provided development and support for several .NET applications for the Saskatchewan College of Pharmacists and Saskatchewan Health Provincial Drug Plan System. This involved detailed design, interface design, time and cost estimates and development. Successfully provided development on 3 separate Credit Union Conversion projects under tight deadlines. Provided DBA support services to Manufacturing client.
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Colson Consulting
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United States
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Software Development
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Independent Consultant
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Nov 1997 - Jun 2000
Assisted telecommunications client in Y2K enhancements to their legacy systems. Integrated a large 20+ member development team onto a COBOL Workbench Development environment. This included developing and integrating new processes into current environment and training team members. Assisted telecommunications client in Y2K enhancements to their legacy systems. Integrated a large 20+ member development team onto a COBOL Workbench Development environment. This included developing and integrating new processes into current environment and training team members.
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Education
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University of Regina
Bachelor of Science, Computer Science -
University of Regina
Certificate Level 2, Administration
