records management for technologists
Post on 22-Nov-2014
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Records Management for Technologists
Session ID# 172
Raoul Miller
Agenda• What is Records Management?
• Why do Organizations need Records Management?
• What is a Record?
• What is a Record’s lifecycle?
• Tips & best practices for successful RM deployments
• Wrap-up and planning for the future
What is Records Management?
• ISO standard definition
• Other standards organizations
• What does it mean for you?
Why does my organization need Records Management?
• Ten Business Reasons (Robek):1. Control creation & growth of records2. Reduce operating costs3. Improve efficiency & productivity4. Assimilate new RM technologies5. Regulatory compliance
Why does my organization need Records
Management? (contd.)
• Ten Business Reasons (Robek):6. Minimize litigation risks7. Safeguard vital information8. Support better mgmt. decision
making9. Preserve corporate memory10. Foster professionalism in business
Why does my organization need Records Management? (contd.)
ROI?
RiskOfIncarceration
What is a Record?• No standard definition
• Need to work with legal and business groups
• NOT defined by media format
Here’s the one biggest takeaway from this presentation:
Keeping content for too long is just as bad (if
not worse) than failing to keep it or not
keeping it long enough.
Records Lifecycle• Content creation
• Declaration as a record
• Disposition
• Alternate FlowE-Discovery / Legal hold or freeze
Best Practices• Vendor & Partner Selection
• Pilot deployments
• Legal, business, and IT need to work together
• Software, hardware, people, & process need to work together
Best Practices (contd)• The case of the missing White House
emails• Build vs. Buy
• Experience
• Bad processes
• Do nothing?
• Workarounds
Plan for the Future• BYOD
• Instant Messaging
• External email accounts
• File sharing services / devices
• Twitter / Facebook / blogs / social media
Thank you!
Questions??
Raoul Millerraoul.miller@teaminformatics.com
@TEAMInformatics
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