Records Management & MoReq2 | innova.doc 2009 | Barcelona

DLM Network EEIG
RM
Dr. Ulrich Kampffmeyer
PROJECT CONSULT
Unternehmensberatung
Dr. Ulrich Kampffmeyer GmbH
Breitenfelder Straße 17
20251 Hamburg
www.project-consult.com
© PROJECT CONSULT 2009
Records Management & MoReq2
DLM Network EEIG
innova.doc
Barcelona, October 6th 2009
P R O J E C TC O N S U L T
Unternehmensberatung Dr. Ulrich Kampffmeyer GmbH

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Agenda
Introduction: Records and Records Management
Standards: Records Management and Digital Preservation Standardisation
MoReq: Status, Scopeand Vision of MoReq2
Studies: The Market for Records Management
Challenge: BreakingtheBarriersof Traditional Records Management
Outlook: The Future of Records and Information Management
Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 2of 141

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Introduction:
Records and Records Management

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Terminology
„Document“
isno easy term …
… as well in Catalan it can have different meanings
Introduction:

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Definition: Record
ISO 15489 Records Management
Information created, received, and maintained as evidence and information by an organisation or person, in pursuance of legal obligations or in the transaction of business.
Introduction:

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Whatis a Record?

A record can be any type of content having to do with a business activity or transaction.
The physical form is irrelevant. Only the content and legal character matter.
Examples for records are e-mails, contracts, business agreements, account balances, reports, video/audio files a.s.o.

Introduction:

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Records canbedefinedby
theirattributes

Business Value
Legal Value
Context
Integrity
Persistence
Authenticity
Defined Metadata
Consistency
Classification
and more …

Introduction:

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Definition: Records Management
ISO 15489 Records Management
Field of management responsible for the efficient and systematic control of the creation, receipt, maintenance, use and disposition of records, including processes for capturing and maintaining evidence of and information about business activities and transactions in the form of records.
Introduction:

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Whatis Records Management?

Imaging of filing plans and other structured directories for the orderly storage of information
Thesaurus or controlled vocabulary-based, unambiguous indexing of information
Management of retention schedules and deletion schedules
Protection of information according to ist characteristics, for example down to individual content components of documents
The use of international, industry-specific or at least companywide standardised metadata for the unambiguous identification and description of stored information

Introduction:

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Whatis Records Management?
Records Management ismedia-agnostic.

Management ofphysicalrecords, forexamplepaperdocuments (byreferences in softwaresystems)
Electronic recordsmanagement (digital objects)

Introduction:

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Whatis Electronic RecordsManagement?

Records Management or Electronic Records Management (ERM) has to do with the structuring, administrative and organisational components of records management.
ERM is not equivalent to electronic archiving or digital preservation, although there are many commonalities.
Records Management is supported by numerous international standards.

Introduction:

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Whatis Records LifecycleManagement?
Retaininginformation

Information that must beretained
Information thatshouldberetained

Disposingofinformation

Rules forandproofofdestruction

Introduction:

Standards:
Records Management and Digital Preservation Standardisation

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Standards relatetovariouslevelsandpurposes

Technology
Methods
Architectures
Functionality
Logs and audit trails
Formats
Processes
Metadata
Interfaces
Procedures
Analyses and presentation
Visualisation
…and many other (business) aspects

Standards:

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Records Management Terminology
Standards:
… somecallthisnow MoReq1

Roadshow 2009
Records Management& MoReq2
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Creationand Capture of Records
… whohaseverusedthis?
2.2.2
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Creationand Capture of Records
2.2.2
Standards:
… thisistheformat, theamericans do not like …

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Classificationof Records
3.2.3
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Records Management:ISO 15489
3.2.3.2
According to ISO 15489, records should have:

Authenticity
Reliability
Integrity
Usability

Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Records Management: ISO 15489
3.2.3.1

Relevant for document management in the private and public sectors, and for archiving
Definition of the importance, function and elements of document management systems
The standard does not go substantially beyond a definition of the subject matter
Lowest common denominator of the participating countries
Problematic terminology i.E. in the German translation: “Records Management” = “(paper) document management” / “management of written stuff”

Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Access Controls and Security Technologies in IT relatedto RM
3.2.4
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Storage, SearchandRetrieval
3.2.5
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Retention SchedulesandDisposal
2.2.6
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Metadata
2.2.7
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Retrieval, PresentationandIndexing
RetrievalandPresentation
2.2.8
Content Indexing
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
ICA –International Council on Archives
2.2.3.3

Committee of Best Practices and Standards (CBPS): “International Standard for Describing Functions” (ICA-ISDF)
The final version of the standard was presented to the 2008 ICA Congress in Kuala Lumpur.
This standard is based on various information elements, each of which consists of the following :

a. The name of the element
b. A statement of its purpose
c. A statement on the rules and data constraints that apply to the element
d. If possible, examples that show how the rule is to be applied
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
ICA –International Council on Archives
3.2.3.4

“Principles and Functional Requirements for Records in Electronic Office Environments”
The objective is to define global uniform principles and functional requirements for software used to generate and manage electronic records
The suite of guidelines and functional requirements is organised into three modules:

Module 1: Overview and Statement of Principles
Module 2: Guidelines and Functional Requirements for Electronic Records Management Systems
Module 3: Guidelines and Functional Requirements for Records in Business Systems
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Transmission & Migration
2.2.9
Transmission
Migration
Standards:
The term Migration itselfisambiguous …… generalprocessofingestion
… replacing an oldsystemandtransferofdata
… continuousmigrationasstrategy

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Long-termPreservation/Digital Preservation
2.2.10
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Long-Term Preservation/Digital Preservation
… isbelievedtobe an archivingstandard?!
2.2.10
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
OAIS Reference Model
3.2.10.1
Standards:
Records Management istheideal entrypointforarchival

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
OAIS Reference Model
SIP standardisationandingestionprocessesaretopicsfor Records Management:

Metadata
Interfacing
Lifecycleinformation
Security andretention

3.2.10.1
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Records and Archives
Records Management = Archives?
No!
Records include ‘live’ information and are used in day-to-day work.
Some records may be delivered to an archive to be preserved.
3.2.10.1
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Document Format
ISO 32000 : 2008 PDF … isthere still a needfor PDF/A-1 or PDF-A/2?
3.2.11
Standards:
Microsoft contra ISO 26300 ODF Open Document Format

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Software Certification
2.2.12
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
DoD 5015.2

DoD 5015.2: Documentmanagementstandardofthe US Department of Defense
Itdescribesthefunctionsneededfor

Information management
System management

Usesthe same approachasISO 15489 Records Management, but goeslessintofunctionaldescriptions
All manufacturers must complywiththisstandardin order toselltotheUS militaryorrelatedareas
Most recent update in 2007

2.2.12.1
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
2.2.12
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
DOD 5015.2
GUID
ISO 15801, 12654
XML
ISO 12033
Metadata:DC, ISAAR, ISOs 23081, 639, 2788, 5964, 8601
PDF/A
CAPTURE
USE
ISO 18492, OAIS
RFC 2821, 2822, TIFF, JPEGISO 216
X.509, XKMS
CREATE
PRESERVE
PDF/A
RECORDS
ISO 12037
DESTROY
TRANSFER
MANAGE
STORE
MoReq2, ISO 15489
ISO 15801, 12654
ISO 12142
DOD 5015.2
Coverageofstandards
2.2.13
Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
DOD 5015.2
GUID
ISO 15801, 12654
XML
ISO 12033
Metadata:DC, ISAAR, ISOs 23081, 639, 2788, 5964, 8601
PDF/A
CAPTURE
USE
ISO 18492, OAIS
RFC 2821, 2822, TIFF, JPEGISO 216
X.509, XKMS
CREATE
PRESERVE
PDF/A
RECORDS
ISO 12037
DESTROY
TRANSFER
MANAGE
STORE
MoReq2, ISO 15489
ISO 15801, 12654
ISO 12142
DOD 5015.2
Coverageofstandards
2.2.13
Standards:
MoReq2

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Conclusions on standards
2.2.13

Standards cover different applicationareas. Theyare not allwayscomparableandcompatible
Standards have a life-cycle
Standards do not provideinvestmentsecurityandinformationavailibility –standardscanonlybeoneelement in an overall, longterminformationmanagementstrategy

Standards:

Roadshow 2009
12. + 14.05.2009
PROJECT CONSULT
20251 Hamburg
Conclusions on Standards
2.2.13

Standards cover different applicationareas. Theyare not allwayscomparableandcompatible
Standards have a life-cycle
Standards do not provideinvestmentsecurityandinformationavailibility –standardscanonlybeoneelement in an overall, longterminformationmanagementstrategy

Standards:

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
MoReq:
Status, Scope and Vision of MoReq2
DLM Forum
MoReq:

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
DLM Forum
MoReq:

1994 Creationofthe DLM Forum

After publicationoftheresulotionofthe European Council on increasedcooperationamongmemberstates in archiving

2002 Openingofthe DLM Forum

The newconstitutionmakesitpossibleforcorporations, organisationsand private individualstojointhe DLM Forum

2002 Foundingofthe DLM Network EEIG

as legal and administrative bodyofthe DLM Forum
MoReq:
Status, Scopeand Vision of MoReq2

MoReq
ModelRequirements for the
Management of Electronic Records
Published by the European Commission
and the DLM Forum
MoReq:

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
MoReq1: History

1996 Initiative ofthe DLM Forum

Need for a specificationforsystemrequirementsformanaging electronic documentsandarchives

2000/2001 Creationof MoReq

aspartofthe IDA programme (Interchange of Data between Administrations) ofthe European CommissionbyCornwell Consulting

2001 Publishedelectronically
2002 Printed in theINsARseriesofthe European Commissionarchive

MoReq:

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Model Requirements for the Management of Electronic Records

Designed and published for Europe – butnow used around the world
Initiated by DLM Forum, funded by European Commission, IDA programme
All sectors, public& private sector

MoReq:
Brasil

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
MoReq2

An evolutionary development of MoReq(1)
Improves and extends MoReq
Updates MoReq in respect of new technologies and regulations
ModularisesMoReq
Uses numerous “Best Practices” and incorporates proven standards
Adds a test suite and certification process for software products under the guidance of the DLM Forum
Published on 13. February 2008

MoReq:

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
MoReq2: The Specification
A specificationthat
describesthecapabilities
of a good, generic,
electronic records
managementapplication.
Availablefreefrom
www.MoReq2.euwww.MoReq2.dewww.MoReq.infowww.DLM-Forum.eu
MoReq:

MoReq2: The Specification
Gives the requirements for a good
generic ERM system
794 formal requirements
– Functional, non-functional
– Mandatory, desirable
– Core, optional
MoReq:
Fabasoft Pressekonferenz
DMS EXPO
MoReq2 Zertifikat
15.09.2009
Beitrag Ulrich Kampffmeyer
MGB Moreq Governance Board
PROJECT CONSULT
20251 Hamburg

MoReq2 website
Specification
Metadata model
Test framework materials
XML schema
Structureof MoReq2 Deliverables
MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

Test Framework Materials
DevelopedbyimbusAG, Germany
– Over 1,000 pages
– CompliantwithIEEE 829 - Standard for
Software Test Documentation
Contains
– Test data
– Test scriptsandinstructions
– Expectedresults
Intended mostly for software companies and certification centers – but can be used by everybody i.E. for inhouse testing
MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

Metadata Model
Completemetadata model
– 345 elementsunder 158 IDs
To be used with care: containserrors
ISO 23081 compliant
– MetadataforRecords
– Basis forthe MoReq2 XML schema
The model isdesignedforsoftwaredeveloppersandinterfacing. Most usersof MoReq2 can and should ignore this metadata model.
MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

MoReq2 XML Schema

Specifies a standardinterchangeformat
Based on metadata model
Allowsexchangeof

– Electronic records
– Aggregations (files, classes etc.)
– Classificationschemes
Intendedforsoftwarecompaniesand – not likely to be useful to others.
MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

Structureofthe MoReq2 Standard
MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

CAPTURE
USE
CREATE
PRESERVE
RECORDS
DESTROY
TRANSFER
MANAGE
STORE
ERM Functionsof MoReq2
MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

CAPTURE
USE
CREATE
PRESERVE
RECORDS
DESTROY
TRANSFER
MANAGE
STORE
8 CategoriesforFunctionality
MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg
Marcs idea:
8 basiccategoriesoffunctionalityaroundrecords

MoReq2 Contents
Introduction
Overviewof ERMS Requirements
ClassificationSchemeand File Organisation
Controls and Security
Retention and Disposition
Capturing Records and Declaring Records
Referencing
Searching, RetrievalandPresentation
Administrative Functions
Optional Modules
Non-Functional Requirements
Metadata Requirements
Reference Model
MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

MoReq2 Contents
Introduction
Overviewof ERMS Requirements
ClassificationSchemeand File Organisation
Controls and Security
Retention and Disposition
Capturing Records and Declaring Records
Referencing
Searching, RetrievalandPresentation
Administrative Functions
Optional Modules
Non-Functional Requirements
Metadata Requirements
Reference Model
MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg
The classical Records
Management functions

MoReq2 Optional Modules
10.1 Management of Physical (Non-electronic) Files and Records
10.2 Disposition of Physical Records
10.3 Document Management and Collaborative Working
10.4 Workflow
10.5 Casework
10.6 Integration with Content Management Systems
10.7 Electronic signatures
10.8 Encryption
10.9 Digital Rights Management
10.10 Distributed Systems
10.11 Offline and Remote Working
10.12 Fax Integration
10.13 Security Categories
MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

MoReq2 Appendices
Appendix 1 – Reference Publications
Appendix 2 – Development of this Specification
Appendix 3 – Use of this Specification in Electronic Form
Appendix 4 – Acknowledgements
Appendix 5 – Correspondence to Other Models
Appendix 6 – Date Processing
Appendix 7 – Standards and Other Guidelines
Appendix 8 – Changesfromthe Original MoReq
Appendix 9 – Metadata Model
MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Everythingis in Place

Requirements online andprinted
Test material available
XML schemafinished
Test centercontractsigned
MoReq2 Governance Boardestablished
Translations & chapter 0s comingin
First Records Management softwareproductFoliobyFabasoftiscertified

MoReq:
Wecanstarttogatherexperience, initiateimprovementsandgenerateacceptance!

Status of translations
MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg
Catalan!

MGB MoReq Governance Board
The MoReq Governance Board has the following tasks
and responsibilities:

Ensure MoReq brand name protection
Ensure the consistency and quality of MoReq Chapter Zero content and translations of the MoReq specification
Instigate and promote MoReq awareness, use and adoption in the EU through publications, training programmes and other communication channels and partners
Provide an ongoing programme for Maintenance & development of Testing of MoReq

MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

MGB MoreqGovernance Board
Members
Martin Waldron InformConsult (England) Chair
Hans Fredrik Berg National Archive (Norway)
Marc Fresko Inforesight (England)
Jon Garde Objective (England)
Ulrich Kampffmeyer PROJECT CONSULT (Germany)
Karl Mayrhofer Fabasoft (Austria)
Thomas Rumi imbus (Germany)
Jef Schram European Commission (Belgium)
Joze Skofljanec Nation Archive (Slovenia)
Rory Staunton Strategy Partners (England)
MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

Working groups
• Brand Protection (BPWG)
• Dissemination and Training (DTWG)
• Maintenance and Innovation (MIWG)
• Testing and Certification (TCWG)
• Translation & Chapter Zero (TZWG)
MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

First Results

GuidelinefortheCertificationProcess
Guidelinefor Maintenance and Updates to MoReq
GuidelineforTranslators
Guidelinefor Chapter 0
DLM Forum and MoReq website (September 2009)
MoReq Roadmap
Ongoingrepliestoquestionsfromtranslatorsandvendors on technicalmatters

MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

DLM Forum -MoReq2 Testing Regime
Imbus AG (http://www.imbus.de)
European Commission – DLM Forum (DLM
Network EEIG) – accredited test house
• 11.12.2008 accredited for 2 years, could be extended

First product certified in August 2009

(Fabasoft, Vienna, Austria, http://www.Fabasoft.com)
MoReq:
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Oneimportant Goal
Demonstratetheusefulnessandusabilityof MoReq2:

Even a complexstructurecanbeeasilyusedwith modern softwarearchitecture, applicationsanduserinterfaces
Used in therightway, MoReq2 will helpto savemoneyandtoincreaseefficiency
Not everybody will needeveryfunction. Makethe modular approachwork
Systems must not onlybecapableof MoReq2-functionality, but must beabletosupporteveryofficeworkerwiththeirdailywork
More productsneedtobecertified …

MoReq:

Studies:
The Market for Records Management

DLM Forum
RM
PROJECT CONSULT
20251 Hamburg
Records Management: An Industry View
Records Management
aspartof
ECM
Enterprise Content Management
The Market for Records Mangement

The Concept of ECMEnterprise Content Management
“Enterprise Content Management is
the Strategies, Methods and Tools
used to Capture, Manage, Store,
Preserve and Deliver
Content and Documents related to
Organizational Processes.”
AIIM international
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

MANAGE
CAPTURE
DELIVER
Collab
DM
STORE
STORE
WCM
WF/BPM
RM
PRESERVE
The ECM Model
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

MANAGE
CAPTURE
DELIVER
Collab
DM
STORE
STORE
WCM
WF/BPM
RM
PRESERVE
The ECM Components Model
Document Management
Collaboration
Web Content Management
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg
Workflow
Business Process Management
Records Management

MANAGE
CAPTURE
DELIVER
Collab
DM
STORE
STORE
WCM
WF/BPM
RM
PRESERVE
ECM & Records Management
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg
Records Management
Oneintegrated Module ofthe Components Model

CAPTURE
USE
CREATE
PRESERVE
RECORDS
DESTROY
TRANSFER
MANAGE
STORE
The MoReq2 Model
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg
The same Terms like in the ECM Model?!

CAPTURE
USE
CREATE
PRESERVE
RECORDS
DESTROY
TRANSFER
MANAGE
STORE
The MoReq2 Model
Capture
Preserve
RecordsManagement
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg
Manage
Store
Different Focus …
Records arethe Center ofthe World ?!

ECM and Records Management
WhatistheDifferencebetweenthe ECM andtheRecords Management Model?
Most ECM ComponentsareonlySatelitesin the MoReq2 Model!
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

The softwareindustryhasmoved on …
ECM was enhanced to
really cope with the
challenges of “2.0”
whilst Records Management and
Electronic Archival are just in a
“2.0 experimental Phase” …
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

Market Studies
Gartner, Forrester & Co.
Records Management Functions and Vendor Positioning
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

Gartner Group 2008 “MarketScope for Records Management”
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

DataMonitor ERDM Studie2008
Autonomy
HP
Open Text
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg

Forrester Wave Records ManagementAugust 2009
DMS EXPO
MoReq2 Zertifikat
15.09.2009
PROJECT CONSULT
20251 Hamburg