Content.gov 2014 - A New Approach to Achieving Govenance and Compliance, Mike Farman

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Getting wide spread adoption of corporate electronic record management solutions has always been difficult, if not impossible, to achieve.

Learn how the next generation of ECM solution can blur the boundaries between content creation, document collaboration and longer-term information governance.

See how easy it is to configure intelligent file plans that allow in-place records to be automatically filled and declared. So simple to use that any user from anywhere in the document management solution, from their email or from their desktop, can create records as part of their normal work procedure, allowing companies to finally get the complete adoption and compliance that they have been seeking.

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Content.gov 2014 - A New Approach to Achieving Govenance and Compliance, Mike Farman

  1. 1. A New Approach to Achieving Governance and Compliance Mike Farman, Director of Product Management #contentgov  
  2. 2. Presidential Memorandum on Managing Records •  “Records are the foundation of open government, supporting the principals of transparency, participating and collaboration. Well managed records can be used to assess the impact of programs, to improve business processes, and to share knowledge across the Government.” ! White  House  Presiden3al  Direc3ve  On  Records   Management,  November  28,  2011  
  3. 3. ü Freeze ü File Plan ü File ü Disposition ü PDF(a) ü Retention ü Schedule ü Audit ü Accession ü Cut off ü Archive ü Records ü Transfer ü Declare ü Folders ü Hold ü Delete ü DoD ü MoReq ü Close ü Metadata ü Security ü Relationships ü User Rights ü Roles ü Permissions ü Record ü Events ü In-Place ü Search
  4. 4. ü Freeze ü File Plan ü File ü Disposition " ü PDF(a) ü Retention ü Audit ü Accession ü Cut off ü Archive ü Records" ü Transfer ü Declare Folders ü MoReq ü Close ü Security ü Relationships ü User Rights ü Roles ü Permissions ü Record " ü Events ü In-Place Schedule None Ofü Delete Matters! This ü DoD ü Hold #easyRM ü Metadata Search
  5. 5. People " are " busy " trying " to get " work " done
  6. 6. ü Freeze ü File Plan ü File ü Disposition " ü PDF(a) ü Retention ü Audit ü Accession Schedule ü Cut off adop-on  of  RM  aü Records" “End  user   ü Archive pplica-ons   ü Transfer Folders remains  a  ü Declare challenge”     significant   ü Hold ü Delete   ü DoD ü MoReq ü Close ü Security ü Relationships ü User Rights ü Roles ü Permissions ü Record " ü Events ü In-Place ü Metadata Search “Records  Managers  Must  Focus  On  Business  Needs,  Budgets,  And  Technology  To   Succeed”  Forrester  Research.    September  18,  2013.    Analyst  Cheryl  McKinnon
  7. 7. The User Perspective Content  Creators  /  Users   Crea-ng  Content..   Finding  Content..   Sharing  and  Collabora-ng…     ‘GeDng  Work  Done’   Does RM Help Me?
  8. 8. The Record Continuum Content  Creators  /  Users   ‘Get  Work  Done’   Exec  Staff  &     Record  Managers   ‘Informa-on  Governance     &  Compliance’  
  9. 9. Alfresco Records Management In Place Records Automatic Record Filing Dynamic File Plan #contentgov  
  10. 10. In Place Records •  No need to understand complex File Plans •  File and Declare records anywhere" •  Easy access to files" •  No need to keep ‘private’ copies Greater User Adoption #contentgov  
  11. 11. Automated Record Filing •  File and Declare as part of business process •  Define automated business rules •  Hide RM from end users •  Never have content ‘slip through the gaps’" Greater Content Coverage #contentgov  
  12. 12. Dynamic" File Plan •  Record folders created when needed •  No need to constantly manage and update the file plan •  Records filed automatically in the correct record folder Simplified Filing #contentgov  
  13. 13. Demo… In Place #contentgov   Automation File Plan
  14. 14. The Benefits of " Alfresco Records Management •  •  •  •  Increased  User  Adop3on   Single  Repository     Simplicity   Lower  risk  -­‐  DoD  2015.02  cer3fied   open  source  solu3on
  15. 15. Questions? #contentgov  

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