Prevent data loss by applying the correct classification and performing proper retention and disposal.
Increase user adoption by involving business stakeholders in the game.
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Taxonomy App is an intuitive file classification plan management software hosted on SharePoint.
It gives you various features to create your taxonomy in collaboration with business stakeholders. The Taxonomy app allows you to create your file retention schedule, link it to the file plan, and import it into the Microsoft 365 compliance center. The Taxonomy app is integrated with the SharePoint term store where, with a single click, you can publish your file plan as managed metadata.
What do I get with
Taxonomy App?
Start from an Excel Spreadsheet
Don’t start from scratch, format your taxonomy using a provided template and import it to the App.
Role-based access control:
Users have different roles to access and work with the taxonomy... Regular users (access to the site, but no role within the app) can see the published version of the file planReviewer: can see draft versions of the file plan and can comment, can share links via emailEditor: can edit draft versions and can submitApprover can edit submitted versions, publish, un-publish, initiate a new version of the file plan (file plan already published), publish to the term store.Admin, can assign roles and archive/un-archive file plan
Collaboration
Allows to capture comments from different stakeholders. Enables sharing of file plan via email ...Reviewer role enables business stakeholders to provide their input on the file classification plan before it is final
Export to excel, work offline & import back
With Taxonomy you can export to excel, work offline and import back to the app
Version
control
View previous version, restore as the current version, purge versions
Review and approval process of the taxonomy
The taxonomy goes through a ...review process before it is published where different stakeholders contribute to the process.
What is Taxonomy
and why it is important?
The most significant benefit of creating a taxonomy is increased search relevance. Finding a specific document in your SharePoint content repository could be challenging if you have hundreds of thousands with similar content.
Taxonomy App enables an effective and efficient governance of your taxonomy.
Access Control
The Taxonomy app's role-based access allows you to bring different types of collaborators into the game with different access rights.
Work Offline
You can export the file classification plan (taxonomy) to Excel, work on it offline, and import it back into the app.
Manage your Taxonomy
Streamline business processes for creating, reviewing and approving taxonomy for SharePoint.
Security
The Taxonomy application relies on the multiple layers of security provided by the out-of-the-box M365 capabilities. With single sign-on, users don't have to log in more than once.
Bilingual
Taxonomy has a bilingual interface (English and French) and allows you to build and publish your taxonomy in two different languages. (Additional languages can be added upon request).
Integrate it with
Taxonomy enhances SharePoint for better Enterprise file classification management & intelligence
Funfacts
Interesting facts about Taxonomy and the App
Start a 30-Day Free Trial
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Taxonomy application increases file plan adoption among business stakeholders
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Improve file plan accuracy and consistency across the organization
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Invite business stakeholders to contribute to the file plan increases user adoption.
Pricing and Packages
Enterprise
$12,250
- Unlimited number of seats
- Unlimited number of File Plans
- Free Continuous Upgrades
- + 1 Additional Development License
- Includes 1st Year Free Premium Support
- Subsequent Years Premium Support $1.500/Year
Premier
$8,750
- 20 Seats for IM users
- 20 File Plans
- Free Continuous Upgrades
- Includes 1st Year Free Premium Support
- Subsequent Years Premium Support $1.500/Year
Blog Articles
Different Methods to Build a Taxonomy
There are two main methods to build a taxonomy: the Deductive method and the Inductive method. The Deductive method to build…
Read More
What techniques should I use to create an efficient and user-friendly taxonomy?
There are several techniques that can be used to create an efficient and user-friendly taxonomy, including: Collaboration: Involve stakeholders from…
Read More
What are the benefits of a centralized repository for taxonomies within an organization?
A centralized repository for taxonomies within an organization has several benefits, including: In summary, a centralized repository for taxonomies within an…
Read MoreFAQ
All your data is stored in the SharePoint site where the Taxonomy Webparts are installed.
Taxonomy role based access allows you to share and control access to the file plan, the following are the various access roles:
Reader: anyone who has access to the SharePoint Site can access the file plan in read only mode, he/she can only see Published versions of the file plan.
Reviewer: Assigned through the Admin Webpart, anyone with this role, in addition to what the reader can do, he/she can view and comment on the different elements of a Draft version of the File Plan.
Editor: Assigned through the Admin Webpart, anyone with this role, in addition to what the reviewer can do, he/she can add, delete and edit the different elements of the Draft version of the File Plan, and can submit a file plan for approval.
Approver: Assigned through the Admin Webpart, anyone with this role, in addition to what the editor can do, he/she can create a new File Plan or add a new version to an existing one, can publish/unpublish the File Plan, and can delete a File Plan.
Administrator: Assigned through the Admin Webpart, anyone with this role can manage the access right to the application.
Yes, Taxonomy allows you to import your organization’s file plan from excel.
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