McCloy Data Insights.
Helping future-focused leaders navigate what’s next:
SharePoint version history limits: decide the restore window before the trim
SharePoint keeps 500 versions per file by default. Changing that, or trimming old versions, is a records decision, and trimmed versions skip the recycle bin.
Copilot prompts are about to leave your Teams retention policy
Teams retention policies that also covered Copilot prompts are becoming Teams-only. Decide if Copilot interactions are records, then build a policy for them.
When someone leaves, their mailbox, OneDrive and flows run on different clocks
Deleting a leaver's account starts the clocks on their mailbox, OneDrive and flows. Confirm retention and hand over the flows before anyone deletes anything.
Every guest in Microsoft 365 needs a sponsor and an end date
Guest accounts outlive the projects that created them. Give every Microsoft 365 guest a named sponsor and a clock that ends access unless someone renews it.
Purview labels as records discipline on the tenant you already license
Purview works when the policy comes first: a short file plan, a named records owner, and the labeling G5 already includes. Copilot readiness follows from it.
SharePoint search after the move: tuning, ownership, and when to build
SharePoint search drifts after launch. Name a search owner, read failed queries, fix with bookmarks and acronyms first, and build custom web parts sparingly.
Rebuild, don't lift: moving an old intranet to a SharePoint Online hub
Moving an old intranet to SharePoint Online? Rebuild, don't copy: inventory content, leave the rest behind, name site owners, and cut over without dead links.
AI readiness on Microsoft 365: finish the intranet on G5 first
Finish the Microsoft 365 intranet on the G5 you already own before optional AI. Treat Copilot-era features as reversible when the organization is ready.
SharePoint Online findability without expensive redesign theater
SharePoint Online findability usually fails from weak information architecture and not a missing redesign. Fix hubs, labels, and search before expensive theater.
Access model first: intranet success is who can see what
Intranet success starts with who can see what: Entra groups, RBAC, and permission-respecting SharePoint—not greyed-out links that still leak titles today.