Microsoft Purview Records Management vs Zasio Versatile

Microsoft Purview Records Management is a cloud records-management service accessed through the web. It provides rule-based classification, retention rules, disposition workflows, and audit trails for managing records. The listed Microsoft Purview Suite plan costs $12 a month per user when billed yearly, using an annual subscription that renews automatically. The suite includes advanced data lifecycle and records management, advanced data loss prevention, advanced information protection, advanced audit, and eDiscovery (Premium). The service uses a paid pricing model and has no free plan. Retention rules define how records are kept, disposition workflows support controlled handling at the end of retention, and audit trails record activity. Rule-based classification supplies the stated method for organizing records. Because the listed deployment model is cloud and the platform is web, access is through the service’s browser interface. The per-user price means subscription cost varies with the number of users.

Zasio Versatile manages electronic and physical records and the retention schedules that govern them. Electronic records can be held in its repository or governed in place through connected repositories. Its retention schedule database contains more than 183,000 verified legal citations across 170 countries. Electronic Records Management comes in Standard and Advanced tiers, and customers choose one tier rather than both. Advanced adds manage-in-place integrations, legal holds, disposition approval workflow, folder rules, workflow templates, revision history, country-based retention, profiles, and advanced search. Named connectors include SharePoint, OneDrive, Box, Dropbox, Google Drive, network file systems, FTP, and generic SQL databases. The browser client provides access to content, schedules, legal research, physical records, dispositions, holds, dashboards, and administration. Versatile can be deployed as Zasio-hosted SaaS or on-premises. Zasio states that it holds a SOC 2 Type 2 attestation, available confidentially to customers and prospects. Pricing is on request.