How to Bring KanBo to Life in Your Organization – buyers guide

Stage 2 – Prepare the Foundation

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Objective: Create a secure, scalable technical and governance foundation.

Drivers: CIO, IT Security Lead, System Administrator, Compliance Officer

Key Actions:

  • Choose the deployment model: Cloud, GCC High, On-Premise, or Hybrid.
  • Integrate KanBo with Microsoft 365 (Teams, SharePoint, Outlook, Azure AD).
  • Establish data ownership, retention, and compliance policies.
  • Test identity management (SSO) and access control.
  • Validate disaster recovery and audit configurations.

Expected Outcomes: A controlled and compliant environment ready for enterprise-wide adoption.