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Knowing Your Organizations Goal's Before Choosing a Product Brian Dirking April 9, 2009
Records Management  Software Selection ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
“ Effective information management will be critical in the next decade, differentiating those enterprises that will implode under the infoglut from those that will use it to dominate the global economy."   Gartner, June 2006 Source: Gartner; June 2006; Spotlight on Enterprise Information Management
A Tough Economy Brings New Opportunities ,[object Object],[object Object],[object Object],[object Object],[object Object]
The New Role of Records Management
The Pendulum Swings ,[object Object],[object Object]
Content Retention ,[object Object],[object Object],[object Object],[object Object],[object Object]
What is a record? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Other Data ,[object Object],[object Object],[object Object],[object Object],[object Object]
Information Universe ,[object Object],[object Object]
Knowing Your Organization
Know Thyself… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Organization Goals ,[object Object],[object Object],[object Object],[object Object]
What are the processes? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Process Improvement ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Record Ownership ,[object Object],[object Object],[object Object]
IT Landscape ,[object Object],[object Object],[object Object],[object Object]
Features
Key Physical Records Mgmt. Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Physical/Electronic Records ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Core Records Management Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Other Considerations ,[object Object],[object Object],[object Object],[object Object],[object Object]
Retention Management More than a deletion date ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Multi-Schedule - Healthcare ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
DOD 5015  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Versions 1 and 2 Version 3
User Adoption ,[object Object],[object Object],[object Object]
Categorizing Content Metadata Driven ,[object Object]
Categorizing Content Metadata Driven ,[object Object],[object Object]
Categorizing Content User Driven ,[object Object],[object Object],[object Object]
RM in Content Management Systems ,[object Object],[object Object],[object Object],[object Object],[object Object]
Federated Records Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
In Place Records Management ,[object Object],[object Object],[object Object],[object Object],[object Object]
Single Console ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Shared Content  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Evaluation Process
Organization Processes ,[object Object],[object Object],[object Object],[object Object],[object Object]
What will we need to evaluate? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
RFPs ,[object Object],[object Object],[object Object],[object Object],[object Object]
Demonstrations ,[object Object],[object Object],[object Object],[object Object]
Pilot ,[object Object],[object Object],[object Object],[object Object],[object Object]
Services ,[object Object],[object Object],[object Object]
Beyond Implementation ,[object Object],[object Object],[object Object],[object Object],[object Object]
Making The Case
ROI ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Retention Management and Storage ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Storage Savings  Storage, archiving, services ,[object Object],[object Object],  Projected   Storage Projected Costs Managed Storage Savings 2007 26,000 $1,300,000 26,000 $0 2008 53,365 $2,668,250 40,365 $650,000 2009 80,730 $4,036,500 47,548 $1,659,125 Total $8,004,750 $2,309,125
Restoration Costs The Cost to IT ,[object Object],[object Object],  Projected Content Restoration Costs Managed Storage Savings 2007 26,000 $15,843,750 26,000 $0 2008 53,365 $32,519,297 40,365 $7,921,875 2009 80,730 $49,194,844 47,548 $20,220,586 Total $97,557,891 $28,142,461
Discovery Costs ,[object Object],[object Object],  Projected  Content Discovery Costs Managed Storage Savings 2007 26,000 $9,360,000 26,000 $0 2008 53,365 $19,211,400 40,365 $4,680,000 2009 80,730 $29,062,800 47,548 $11,945,700 Total $57,634,200
Litigation Preparedness ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Litigation Savings ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Total Savings ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How to Succeed
Executive Support ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Other Constituents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How to implement ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Partners ,[object Object],[object Object],[object Object]
Summary ,[object Object],[object Object],[object Object]
For more information… http://bdirking.blogspot.com/ [email_address]

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Brian Dirking Knowing Your Organizations Goals Before Choosing A Product

Editor's Notes

  1. Knowing Your Organization's Goals Before Choosing A Product Choosing an electronic records management product is an important milestone. But to choose the best product, you must establish your organization's goals. Whether your electronic records program is chartered to reduce risk, empower legal counsel, lower litigation costs, or a combination of these and other factors, your goals will affect the package you choose. Knowing whether your business requires a DOD 5015.2 certified system, whether you are subject to multiple state or international jurisdictions for your retention schedule, and other factors can also affect the package you choose. These factors can also affect your selection process (will you require a pilot program?) and your ongoing success, such as how you will ensure user adoption and continued executive support. Your organization may have specialized requirements due to your industry or other factors, but more than just a feature comparison, your selection should consider which vendor‘s product, people and approach best aligns with your goals.