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Microsoft Teams eDiscovery: A Deep Dive


The Story of Why We Chose Microsoft Teams Business Voice


A constant flow of information is going through Unified Communications Platforms. Microsoft Teams eDiscovery solutions are designed to tackle the challenge of capturing, storing, and managing those massive amounts of data, mainly for legal and compliance purposes.

In the context of litigation, having performed thorough data archiving and being able to easily access it could be vital for any organization. This is where eDiscovery software solutions kick in. In the course of a legal case or an investigation, whenever a request for electronic information is issued, an eDiscovery process is launched in order to identify, collect, and display the required information.

Here, we will take a deep dive into why organizations using Microsoft Teams are in need of eDiscovery tools, and how they can be leveraged to get the most out of them.

Endlessly Flowing Information: Where is it Going?

A quick overview of Microsoft Teams’ capabilities should suffice to give us an idea of the amount of data flowing through the platform. Aside from its most widely used chat functionality, Teams allows you to hold video conferences, calls, and meetings, and collaborate through other Microsoft apps such as Excel or Sharepoint, among other features. For companies with a more diverse tech stack, Teams also offers the possibility of connecting with third-party apps.

Now, you might be wondering, where is all this data going? Since the storage location may change according to each functionality and data type, the answer is not as simple as one may expect. Chats and channel messages are stored in each user’s Exchange mailbox; files shared on one-on-one and group chats, as well as meeting chats videos, go to OneDrive; WiKi data and files in channel messages get stored at SharePoint.

This complicated storage structure should give us an idea of how challenging it is to accurately track and manage data that flows across Microsoft Teams.

Why are eDiscovery solutions important?

It should come as no surprise that most organizations today consider the volume of data they produce is growing faster than their ability to keep up with it. Potentially, this represents great legal risks that every company would prefer to avoid. Given this massive explosion of information and the increasing complexity of regulations, all companies should be getting ready to deal with these volumes of data from an eDiscovery perspective. 

eDiscovery solutions can give companies the appropriate tools to fulfill the complex legal and compliance requirements of the digital era. Whatever problem they need to solve, eDiscovery tools are the key to gaining an understanding of its context. 

Companies across different industries are leveraging eDiscovery platforms to collect files and associated metadata, filter information, and increase efficiency when reviewing documents. These are some of the key advantages that you will obtain by implementing advanced eDiscovery systems:

  • View Communications in Context: follow communications across channels as in the native app, observing who talked with who, how they talked, and when. 
  • Capture & Search Content by Parameters: gather messages, files, audio, video, or shared screens, and establish advanced search parameters such as text, time, users, labels, topics, keywords, and others.
  • Remove user information: for GDPR purposes, you sometimes need to delete user info from databases.
  • Integrate across applications: advanced eDiscovery solutions fit the needs of companies that have complex structures, allowing for integration with existing eDiscovery systems. 

Essential Features of an eDiscovery solution: Finding the Right Fit for your Company

While there are many eDiscovery solutions out there, it is important to make an informed choice so that the one you go for is the one that is better suited for your own specific needs. Here is a list of just a few of the basic features that you should keep in mind when choosing which eDiscovery solution to implement.

  • Content Capturing
    • The first and main feature of any eDiscovery solution. Ideally, a solution should be able to extract messages from private and public channels, shared files, screen-sharing content, audio, and video. 
  • Data Storage
    • In terms of storage, some solutions are entirely cloud-based, while others allow you to store information on-premise or host it in a private server. While any of these may meet your needs, solutions that offer you different choices may give you more flexibility.  
  • Search Index and Interface
    • Solutions with powerful search filters provide a wide set of parameters to configure and optimize searches. By performing searches on text, time, users, labels, topics, keywords, and other criteria you can save tons of time and improve efficiency and accuracy. 
  • Recording
    • While electronic documents are produced in a variety of media, search can only be performed by text. Tools that accurately record and transcribe all meeting audios accurately enhance search capabilities of eDiscovery solutions. You can see an example of an advanced compliance recording and analysis tool here. 

Aside from these features, there may be significant differences between eDiscovery solutions that could make them more or less appealing. Some may be praised for their flexibility, or for their intuitive interface, or for offering a comprehensive set of tools. On the other hand, being too restricted, lacking adequate features, or having unfriendly interfaces or sorting systems are usually mentioned as negative characteristics.

But in the end, what will determine which solution is the right one for you is how it fits the specific needs of your company and the industry you belong to. Compliance and regulatory needs can vary greatly from one industry to another. While the regulatory systems for some industries may be relatively simple, others need to comply with strict and strong regulations, especially when they deal with sensitive information. 

Industries that manage private data – such as banking, financial services, logistics, insurance, legal services, education, healthcare, and many others-, are in need of eDiscovery solutions with robust compliance capabilities and functions designed to tackle the regulatory challenges of these industries.

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About AGAT SphereShield’s eDiscovery for Microsoft Teams

With information scattered across various different places, being up to the task of managing it according to legal needs can prove enormously challenging. SphereShield eDiscovery comes to the rescue when a legal or compliance challenge demands you to track and identify certain pieces of data. 

Among existing eDiscovery solutions, it stands out mainly because it enhances companies’ ability to navigate through the challenges of complex regulatory systems. The set of features it provides is especially suitable for data-sensitive organizations that take part in highly regulated and information sensitive industries. Implementing SphereShield eDiscovery will allow you to:

  • Accurately capture all types of different contents: messages, files, audio, videos, recordings, shared screens, and more. 
  • Flexibly store information: you can choose whether to store on-premise or host in a Virtual Private Server (VPS).
  • Efficiently search using a wide set of parameters: Text, Time, Users, Servers, Labels, and more.
  • Seamlessly integrate with other eDiscovery systems in your stack
  • Easily remove user info from database when necessary to comply with GDPR regulations
  • Comprehensively see conversation contexts on incidents


SphereShield’s eDiscovery workflows can significantly scale your capacity to manage large quantities of data, streamlining your reviews, and potentially saving you hundreds of hours of work – aside, of course, from the costs of legal and compliance issues. It is designed to efficiently guide you as you dive into the oceans of data your company is producing every day. 

Check out the video below and see the platform in action:

Video: https://www.youtube.com/watch?v=WzUAd0k8NDM

If you are interested in taking a closer look at our Microsoft Teams eDiscovery solution to see if it suits your needs, all you have to do is ask for a free live demo below. Fill in your company details and a representative will soon get in touch with you.

Categories
blog Microsoft Teams

Microsoft Teams Premium: Our Review

Microsoft Teams Premium: Capabilities and Limitations

Microsoft has just launched a premium tier offering for the already-known Microsoft Teams. The Seattle giant is promising AI improvements at the time of watching scrips, generating tasks along with many upgrades for those willing to pay the price.

Introduction: Microsoft Teams wants to keep up with the current times.

Microsoft made news already at the end of 2022 talking about a premium package for teams that will, among other promises, use the latest in AI to power up meetings’ productivity.

On January 2023, Microsoft made headlines worldwide by announcing an unprecedented 10 Billion dollar investment in Chat GPT in order to assume a 49% on the trendiest AI product of the last years.

The message is clear, Microsoft is paying a considerable amount in order to get in front of the race for AI-powered technology. With this also the tech giant wants to avoid being seen as a legacy tech player and be more like other companies who are constantly on the edge of innovation like apple and google.

Now is the third piece of the puzzle, Microsoft Teams Premium’s official launch. Although it was previously announced, we didn’t expect the release to be so soon.

One detail that very few noticed is that Microsoft has never offered premium upgrades for products in such a public way. For example, Microsoft Word or Excel are basically the same (except for online versions with their lags) but do not offer any premium upgrades despite being one of their historical flagship products. Same can’t be said for Windows, but there is a case there that the different versions are not made for the same customer types, what it’s not the case for Teams.

What are Microsoft Teams Premium Main Features?

In our criteria, these are the 5 most important features that Microsoft Teams Premium is offering:

1- AI Generated Tasks: By analyzing meetings transcript, Microsoft is capable to recognize tasks and assign them.

2- Meeting Video Summaries: Instead of watching a long undivided video, users can see their meeting recordings intelligently divided into chapters to facilitate searching through the video

3- SMS reminders and branded lobby rooms: For meetings that need to be scheduled with customers, Microsoft offers automatic SMS reminders and when users join, they arrive at a meeting waiting room customized to the company’s brand

4- Improved UX for branding purposes: Brands that want to stand out of the crowd can now use customized backgrounds as well as other options to enhance their meetings experiences

5- Webinars are stronger than ever: Tools like a virtual green room to prepare material, check attendees, remind attendees of the upcoming webinars and more

Who is Teams Premium for?

Microsoft Teams Premium is most suitable for 3 audiences: Webinar organizers/speakers, productivity seekers (Project Management, COO’s, etc) and Organizations that rely mostly on Teams meetings

For the first group it’s clear the reasoning, better tooling, better features and a great surge in the webinar market in the last couple of years.

The second group are organizations that hold many if not a lot of meetings over Teams, could be due to remote work, talking to clients/customers, teams split in different areas and the like. Unless they are using other solutions (Webex, Zoom, etc.), it’s pretty obvious that they are relying on Teams for both verbal and written communications.

Although we all seek to be more productive (as a genuine professional desire), there are those whose jobs can radically change depending on the tooling they are using. In our digital world being able to save time and headcount by automating manual labor is crucial to have a profitable business.

That’s why MS Teams is winking at those who want to have meeting summaries and tasks quickly created without the need to take notes during meetings or re-watch videos (sometimes a few times) in order to make sure not to miss any tasks or details.

Microsoft Teams Premium Limitations

Overall, we believe that Microsoft has done a great job trying to keep up with the current for solutions in the webinar, productivity, and security aspects of communications. That being said, it’s hard to really offer everything that currently is supplied by different SaaS and succeed in the first try

From what we have seen, there are many places Microsoft Teams could still improve. Let’s focus on the meeting summaries and tasks. Spending $10 Billion on AI software to recognize tasks and the like it’s an amazing and courageous move by Microsoft to provide real automation in daily tasks like these.

This is our point to consider and maybe some good upcoming upgrades. In the first place, the project-management software market is ruled mostly by Asana, monday.com and Trello. So how is capturing those tasks in Teams going to translate to appear on these platforms?.

What is more, even tasks captured in teams do not appear to be able to integrate with MS Planner which is a little bit confusing.

In the second place, regarding meeting summaries, there is great value in having a video organized by chapters in order to avoid wasting time.

The thing is, that many meetings end with an organized meeting summary that can be shared with those who attended and also didn’t attend to provide clarity in a short document that summarizes an hour-long conversation.

That’s why here the premium upgrade falls short in delivering what many consider vital at the time of quickly reading what went on during the meeting.

Update: In February 2023, Microsoft is still not providing the meeting summaries nor the task capturing capabilities

It’s Microsoft Teams Premium Worth the Price?

Microsoft Teams Premium is worth the price, but it depends on which usage is it going to be destined for. 

This premium upgrade is competing against different SaaS solutions that are located in different verticals.

For webinars, there’s a great case to try Teams Premium given that other solutions (like zoom and Webex) compete in the same price range and will be a matter of personal preference at the time of selecting the tool. It’s worth mentioning that the writer of this blog is not enough familiarized with the webinar world.

But when we move out to the productivity side of things the question is a little broader. Many companies are developing add-ons to make meetings more productive and the competition (as any good competition) is raising the bar constantly and bringing prices lower.

Although smaller profitable companies can really dismiss the costs of $10 monthly per user (now at the time $7 with a 30% discount), companies that want to purchase 1000 users and above will have to deal with an extra yearly charge of $120K (and above, it’s $120 per user per year), which can considerably lower profits, there needs to be a very good case on how much resources is Microsoft Teams Premium going to save.

That being said, if the main usage that is going to happen will be towards productivity, there is a point to go and compare with other existing solutions before committing that amount of money.

Also considering that Microsoft Teams Premium is still not providing any productivity capabilities for the moment, it’s worth exploring other options.

Alternatives to Microsoft Teams Premium

Microsoft is not the first (and maybe not the last) product to compete in the video meeting industry and thus there are interesting alternatives to look around before making a decision.

For the productivity side of Microsoft Teams Premium, we would recommend users check on AGAT Virtual Assistant for Microsoft Teams, AGI.

Although there are many principles shared at the time of using AI for productivity, AGI delivers many unique results at the time to work with tasks, summaries, and meeting minutes.

To begin, AGI picks up action items (Tasks) based on the transcripts and chat conversation and gives you the ability to accept or reject the task, with a click of a button and automatically sync them with your preferred task management system: monday.com, Asana, and Planner (more to come)

AGAT’s Assistant generates long or short summaries to get a quick overview of meetings. Then an automatic meeting minute document is created based on your own custom template: AGI will create meeting minutes including all attendees and tasks, which can be exported as a word document using custom templates.

Check out AGI at this website. AGAT is offering a free trial to check before committing.

The best part is that AGI costs more or less like a cup of coffee 🙂 per user per month.

Conclusions: is Microsoft Teams Premium the real deal?

With the advancement of AI and the need for better communication features, Microsoft has given a giant step to remaining relevant and maintaining, if not increasing, its market share in the Unified Communications Platform industry.

In this case, this upgrade is not universally available and needs to be purchased separately from any current O365 or Microsoft365 plan, which generates hesitation for any company.

That being said, we invite you to check AGI as well as this new upgrade and leave out your comments. 

Categories
Channel Management Microsoft Teams

The Pains of Renaming Channels in Teams

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As you can probably predict from the title of this article, we’ll be covering the weird predicament you’ve gotten yourself into when renaming a channel in teams and what you may be seeing (or possibly not seeing) after making this change. Let’s start things off by taking a look at a team and channel in Microsoft Teams. In the example below, we have a team named “Project Perficient” and a channel named “Chicago Cubs”.

The Basics of Renaming Channels in Teams

Rename Channels in Teams

If we check things on the SharePoint site, you’ll notice that as we create channels, folders will also be created within SharePoint (one folder for each channel).

Rename Channels in Teams 2

Now if we take a look in the “Files” tab within the channel you’ll see we have a few documents that we’re working on.

Rename Channels 3

However, let’s say we aren’t happy with the channel name of “Chicago Cubs” and instead we want to change the name to “Chicago Bears”? To do this I’ll go into my Teams client click on the three dots (ellipses) for my Project Perficient team and select “Edit channel” from there I would update the naming to Chicago Bears as mentioned. Great our channel name is updated in Teams but what’s this…. we’ll see that the channel name reflects the name change but we also see the SharePoint folder still named as Chicago Cubs.

Rename Channels in Teams 4

Matching the Name in Sharepoint to the Name in Teams

At this point, you may be thinking, “well then I’ll just go update the name change in SharePoint to match the new name of my channel in Teams!” Sure, let’s give that a shot and see what happens! Let’s go ahead and hop back into SharePoint and we’ll see, sure enough… the SharePoint folder is still showing “Chicago Cubs” and if you select the folder you’ll see that all of our files are still in this folder.

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Renamechannel6

That’s great that we can still access the files but we still want the SharePoint folder to match the channel name so people don’t get confused. So let’s just select the folder and rename the folder in SharePoint to match our new channel name of “Chicago Bears”.

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Great! We’ve made the change and now we see that the SharePoint folder name matches the new channel name of “Chicago Bears”. Let’s hop back into Teams now so we can continue working on those files.

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Rename Channels in Teams 9

Uhh Ohh… where did my files go!? All those long hours and hard work squandered! Or maybe not? After you’ve given yourself a little time to calm down after panic mode strikes, let’s go back into SharePoint and see where the heck our files went! Feeling calm and collected we jump back into SharePoint and what do we see?

We see two different folders now. One folder that we recently updated to “Chicago Bears” and another one that was created with the original channel name “Chicago Cubs”. Let’s take a look at our Chicago Bears folder to see if the files are in there.

Rename Channels in Teams

Work Smarter, Not Harder

You can breathe a sigh of relief, there your files are nice and unscathed. So how do I get this to reflect back in Teams again within my newly renamed channel? Well first off, let me tell you what not to do unless you feel like working in circles. If you were thinking of copying over the files from your Chicago Bears folder into the Chicago Cubs folder, then deleting the Chicago Bears folder and renaming the Chicago Cubs folder to match your new channel name then think again. This will not work and instead will just result in a new SharePoint folder entitled…. you guessed it, “Chicago Cubs”.

Essentially you cannot break the tie of the original name that you associated with that channel. You can even try deleting that Chicago Cubs folder but I wouldn’t waste your time since a new one will just be created in its place. As of right now, you’re going to be stuck doing the following steps as a workaround.

  1. Create a new channel with a similar name. In this case, I created a “Chicago_Bears” channel.
  2. Hop back into SharePoint and copy over those files from the Chicago Bears folder into the newly created folder for Chicago_Bears.
  3. Delete your “Chicago Bears” folder from SharePoint (so this won’t cause confusion)
  4. Delete the Chicago Bears channel from Teams

If you ever need to reference that deleted channel at a later date, you can go to Manage team > channels > Deleted channels to restore the channel. I hope you’ve all learned an important lesson today. Either leave your SharePoint folder name as the original name or create a new channel and copy over your files to the new channel. If Microsoft changes this capability in the future where a change to the channel name in Teams syncs with the associated SharePoint folder then I’ll be sure to update this blog, but I wouldn’t hold your breath, they’ve been “working on it” for three years now ;).

The original source of this article can be found here: https://blogs.perficient.com/2020/02/02/the-pains-of-renaming-channels-in-teams-2/