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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 R...
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...
Why does my organization     need Records Management? (contd.)• Ten Business Reasons (Robek):   6. Minimize litigation ris...
Why does my organization needRecords Management? (contd.)   ROI?   Risk   Of   Incarceration
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) ...
Records Lifecycle• Content creation• Declaration as a record• Disposition• Alternate Flow   E-Discovery / Legal hold or fr...
Best Practices• Vendor & Partner Selection• Pilot deployments• Legal, business, and IT need to work together• Software, ha...
Best Practices (contd)• The case of the missing White House emails       • Build vs. Buy       • Experience       • Bad pr...
Plan for the Future• BYOD• Instant Messaging• External email  accounts• File sharing services /  devices• Twitter / Facebo...
Thank you!Questions??Raoul Miller  raoul.miller@teaminformatics.com      @TEAMInformatics
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Records Management for Technologists

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Records Management for Technologists

  1. 1. Records Management for Technologists Session ID# 172 Raoul Miller
  2. 2. 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
  3. 3. What is Records Management?• ISO standard definition• Other standards organizations• What does it mean for you?
  4. 4. Why does my organization need Records Management?• Ten Business Reasons (Robek): 1. Control creation & growth of records 2. Reduce operating costs 3. Improve efficiency & productivity 4. Assimilate new RM technologies 5. Regulatory compliance
  5. 5. Why does my organization need Records Management? (contd.)• Ten Business Reasons (Robek): 6. Minimize litigation risks 7. Safeguard vital information 8. Support better mgmt. decision making 9. Preserve corporate memory 10. Foster professionalism in business
  6. 6. Why does my organization needRecords Management? (contd.) ROI? Risk Of Incarceration
  7. 7. What is a Record?• No standard definition• Need to work with legal and business groups• NOT defined by media format
  8. 8. 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.
  9. 9. Records Lifecycle• Content creation• Declaration as a record• Disposition• Alternate Flow E-Discovery / Legal hold or freeze
  10. 10. Best Practices• Vendor & Partner Selection• Pilot deployments• Legal, business, and IT need to work together• Software, hardware, people, & process need to work together
  11. 11. Best Practices (contd)• The case of the missing White House emails • Build vs. Buy • Experience • Bad processes • Do nothing? • Workarounds
  12. 12. Plan for the Future• BYOD• Instant Messaging• External email accounts• File sharing services / devices• Twitter / Facebook / blogs / social media
  13. 13. Thank you!Questions??Raoul Miller raoul.miller@teaminformatics.com @TEAMInformatics

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