Records Management is important for any business or organization. RM manages data and information of an organization, throughout its lifecycle. RMS is more closely associated with compliance, governance, and risk policies.
Brian Dirking Knowing Your Organizations Goals Before Choosing A Productbdirking
The document discusses choosing a records management system and highlights several key points:
1) It is important for organizations to understand their goals and processes before selecting a system to ensure it meets their needs such as cost cutting, compliance, and user performance.
2) Conducting a thorough evaluation including demos, pilots, and assessing consulting/support needs is crucial to identify the right solution.
3) Implementing records management can provide significant cost savings through reduced storage, restoration, discovery, and litigation costs while improving user productivity and compliance.
The document discusses key information systems used by companies such as ERP, CRM, SCM, and PLM. It explains that these systems ensure integration across functional areas like finance, marketing, operations, and human resources. The document also notes that while functional departments are traditionally how information systems are designed, some business processes involve activities across departments. It emphasizes the importance of data accuracy and integrity for business processes and the financial implications if data is lost. The key information systems listed help managers improve performance by facilitating data sharing between departments and external partners.
Brian Dirking Software Selection For Records Managementbdirking
The document discusses selecting records management software. It outlines key considerations like ensuring compliance, reducing costs through e-discovery and controlling information retention. The summary explores features needed like retention management, multi-schedule support, categorizing content and a single records management console. Implementing such a system could help with storage savings, restoration costs, discovery costs and litigation preparedness.
This document provides an overview of getting started with records management. It discusses how records management involves more than just retaining and destroying records, and defines common terms. It also outlines the key aspects of establishing a records management program, including researching best practices, identifying stakeholders, and developing policies for identifying, classifying, storing, and retaining records throughout their lifecycle. The goal is to promote proper electronic records management and compliance with relevant regulations.
What is Information Lifecycle Management? Information Lifecycle Management (“ILM”) is a sustainable storage strategy that balances the cost of storing and managing information with its business value.
The document discusses the complex two-way relationship between organizations and information systems. It describes how information systems can impact organizations through economic, organizational, and behavioral changes. Specifically, information systems may flatten organizations by pushing decision making lower and reducing the need for managers. They can also lower transaction and agency costs. However, implementing new information systems can face organizational resistance to change as it impacts structure, culture, and politics. Key factors to consider when planning new systems include the environment, organizational structure, culture, leadership, and how the system will assist tasks and processes.
9 Steps to Successful Information Lifecycle ManagementIron Mountain
9 Steps to Successful Information Lifecycle Management: Best Practices for Efficient Database Archiving
Executive Summary
Organizations that use prepackaged ERP/CRM, custom, and third-party applications are seeing their production databases grow exponentially. At the same time, business policies and regulations require them to retain structured and unstructured data indefinitely. Storing increasing amounts of data on production systems is a recipe for poor performance no matter how much hardware is added or how much an application is tuned. Organizations need a way to manage this growth effectively.
Over the past few years, the Storage Networking Industry Association (SNIA) has promoted the concept of Information Lifecycle Management (ILM) as a means of better aligning the business value of data with the most appropriate and cost-effective IT infrastructure—from the time information is added to the database until it can be destroyed. However, the SNIA does not recommend specifi c tools to get the job done or how best to use tools to implement ILM.
This white paper describes why data archiving provides a highly effective application ILM solution and how to implement such an archiving solution to most effectively manage data throughout its
life cycle.
This document provides an overview of records management. It discusses the growth of information, defines what constitutes a record, and describes how records are classified and their various values. The document outlines the record lifecycle and functions of records management like planning, organizing, and controlling. It discusses the history of records management and how electronic records have impacted the field. Legal considerations and components of effective records management programs are presented. Common problems in records systems and professional organizations in the field are also summarized.
Brian Dirking Knowing Your Organizations Goals Before Choosing A Productbdirking
The document discusses choosing a records management system and highlights several key points:
1) It is important for organizations to understand their goals and processes before selecting a system to ensure it meets their needs such as cost cutting, compliance, and user performance.
2) Conducting a thorough evaluation including demos, pilots, and assessing consulting/support needs is crucial to identify the right solution.
3) Implementing records management can provide significant cost savings through reduced storage, restoration, discovery, and litigation costs while improving user productivity and compliance.
The document discusses key information systems used by companies such as ERP, CRM, SCM, and PLM. It explains that these systems ensure integration across functional areas like finance, marketing, operations, and human resources. The document also notes that while functional departments are traditionally how information systems are designed, some business processes involve activities across departments. It emphasizes the importance of data accuracy and integrity for business processes and the financial implications if data is lost. The key information systems listed help managers improve performance by facilitating data sharing between departments and external partners.
Brian Dirking Software Selection For Records Managementbdirking
The document discusses selecting records management software. It outlines key considerations like ensuring compliance, reducing costs through e-discovery and controlling information retention. The summary explores features needed like retention management, multi-schedule support, categorizing content and a single records management console. Implementing such a system could help with storage savings, restoration costs, discovery costs and litigation preparedness.
This document provides an overview of getting started with records management. It discusses how records management involves more than just retaining and destroying records, and defines common terms. It also outlines the key aspects of establishing a records management program, including researching best practices, identifying stakeholders, and developing policies for identifying, classifying, storing, and retaining records throughout their lifecycle. The goal is to promote proper electronic records management and compliance with relevant regulations.
What is Information Lifecycle Management? Information Lifecycle Management (“ILM”) is a sustainable storage strategy that balances the cost of storing and managing information with its business value.
The document discusses the complex two-way relationship between organizations and information systems. It describes how information systems can impact organizations through economic, organizational, and behavioral changes. Specifically, information systems may flatten organizations by pushing decision making lower and reducing the need for managers. They can also lower transaction and agency costs. However, implementing new information systems can face organizational resistance to change as it impacts structure, culture, and politics. Key factors to consider when planning new systems include the environment, organizational structure, culture, leadership, and how the system will assist tasks and processes.
9 Steps to Successful Information Lifecycle ManagementIron Mountain
9 Steps to Successful Information Lifecycle Management: Best Practices for Efficient Database Archiving
Executive Summary
Organizations that use prepackaged ERP/CRM, custom, and third-party applications are seeing their production databases grow exponentially. At the same time, business policies and regulations require them to retain structured and unstructured data indefinitely. Storing increasing amounts of data on production systems is a recipe for poor performance no matter how much hardware is added or how much an application is tuned. Organizations need a way to manage this growth effectively.
Over the past few years, the Storage Networking Industry Association (SNIA) has promoted the concept of Information Lifecycle Management (ILM) as a means of better aligning the business value of data with the most appropriate and cost-effective IT infrastructure—from the time information is added to the database until it can be destroyed. However, the SNIA does not recommend specifi c tools to get the job done or how best to use tools to implement ILM.
This white paper describes why data archiving provides a highly effective application ILM solution and how to implement such an archiving solution to most effectively manage data throughout its
life cycle.
This document provides an overview of records management. It discusses the growth of information, defines what constitutes a record, and describes how records are classified and their various values. The document outlines the record lifecycle and functions of records management like planning, organizing, and controlling. It discusses the history of records management and how electronic records have impacted the field. Legal considerations and components of effective records management programs are presented. Common problems in records systems and professional organizations in the field are also summarized.
Models of information systems of the company ERP, CRM, SCMJulián Rojas
An Enterprise Information System is a modular software application and/or integrated covering all functional areas of the company and is based on a database as the central core
Information systems are composed of interrelated elements that collect, process, and disseminate data and information to meet organizational objectives. There are two types of information systems: informal systems based on human interaction and formal computer-based systems. An information system combines people, hardware, software, networks and databases to collect, transform and share information. Some common information systems are payroll systems, inventory systems, marketing systems, and customer service systems. Developing information systems presents challenges around workforce changes, information overload, security, and trust but also opportunities to enhance competitiveness, capture new markets, support strategies, boost productivity and improve quality. Overall, information systems are crucial for organizations to address future challenges.
Enterprise Records Management : New challenges & Better Solutions Whitepaper ...Jone Smith
Records management has become more complex as the volume of documents and information has grown exponentially. Organizations face challenges in maintaining regulatory compliance due to gaps between requirements and capabilities. A records management solution is needed that can handle both paper and electronic records, integrate easily across systems, and scale to large volumes of information. Systemware provides a records management system that captures, indexes, stores, and manages records throughout their lifecycle to help organizations address these challenges.
Lecture 5 the information system a general model of ais:update versionHabib Ullah Qamar
This document discusses key aspects of accounting information systems (AIS). It describes the components of an AIS model, including data sources, end users, data collection, data processing, and feedback. It distinguishes between internal and external end users and discusses how organizations meet their different information needs. The document also covers data and information, data processing, database management, and information generation. Finally, it addresses the objectives of an AIS and methods for acquiring an AIS, such as through in-house development or purchasing commercial systems.
2011 Canadian Institute - Records Retention - The Indispensable Nitty Gritty ...Keith Atteck C.Tech. ERMm
This presentation covers the essential components that should be included in your operational program documents: Developing business rules to guide - All employees - who are creating and capturing documents, “Records Managers” involved in the records management process, the integration of the records management system into other programs, and the IT Department - who deploy and support the tools.
A presentation on document management system presented by Converse Solutions during the Global Executive Event in Colombo, Sri Lanka, 22nd August 2010.
This document discusses the foundation concepts of information systems in business. It defines an information system as any organized combination of people, hardware, communication networks, software, data resources, and policies/procedures that stores, retrieves, transforms and disseminates information in an organization. The document outlines the fundamental roles of information systems in business and how they support functions like supply chain management, accounting, marketing and more. It also discusses trends in information systems and the role of e-business.
Information System And Management FunctionJoshwin Jacob
An information system collects, stores, processes, and reports data from various sources to provide managers with necessary information for decision making. Management information systems help establish organizational structure, document procedures, simplify audits, and maintain large financial databases. They are also used for accounting, generating financial reports, budgeting, planning, and decision making. Human resource management systems deal with activities like attendance tracking and payroll as well as maintaining employee data. Information systems allow effective marketing by collecting, sharing, and using information to promote brands through coordinated communication across departments.
This document provides information about an Accounting Information Systems course being taught from February 3 to March 12, 2022. The course will introduce students to the core concepts of accounting information systems, including the relationship between accountants, information technology, and accounting information systems. Students will learn about databases, documenting business processes, and internal control systems. The course objectives, schedule, and learning outcomes are outlined.
11.conceptual overview of mis and its importance in an organizationAlexander Decker
This document provides an overview of management information systems (MIS) and their importance in organizations. It discusses key concepts including data, information, systems and definitions of management. It describes different types of information systems including transaction processing systems, management reporting systems, decision support systems, and executive support systems. It also outlines the basic steps to design and develop an effective MIS, including identifying information needs, developing data collection methods, and establishing quality control. The document emphasizes that MIS supports decision making at all levels of an organization and is important for economic factors like reducing transaction and agency costs.
This presentation provides you with an overview of Electronic Records Management (ERM). The slides are from the AIIM ERM Certificate Program covering technologies and global best practices for managing electronic records.
A management information system (MIS) is a system that collects, processes, stores, and disseminates data needed to carry out management functions. MIS systems include decision support systems, resource and people management applications, enterprise resource planning, supply chain management, and customer relationship management. MIS systems serve middle management, provide reports on a firm's current performance based on transaction processing system data, answer routine questions through predefined procedures, and typically have little analytic capability.
MIS 02 foundations of information systemsTushar B Kute
The series of presentations contains the information about "Management Information System" subject of SEIT for University of Pune.
Subject Teacher: Tushar B Kute (Sandip Institute of Technology and Research Centre, Nashik)
http://www.tusharkute.com
1. An information system is a set of interrelated components that collect, process, and disseminate data and information to meet organizational objectives.
2. There are two main types of information systems: informal systems which are not automated, and formal computer-based systems.
3. Information systems can be classified into operations support systems which process routine transactions, and management support systems which provide information for decision making like MIS, DSS, and EIS.
White Paper-1-AnalytiX Mapping Manager-Governance And Architecture In Data In...AnalytixDataServices
The document discusses starting a data governance program in an agile way using AnalytiXTM Mapping ManagerTM. It describes AnalytiXTM Mapping ManagerTM as a tool that can help address metadata management gaps, document data mappings and rules, and establish data stewardship to enable regulatory compliance. Implementing AnalytiXTM Mapping ManagerTM allows jumping starting a data governance program by providing standardized metadata management, version control, and data lineage tracing across data integration projects.
Governance and Architecture in Data IntegrationAnalytiX DS
This document discusses starting a data governance program in an agile way using AnalytiXTM Mapping ManagerTM. It describes AnalytiXTM Mapping ManagerTM as an enterprise mapping tool that can manage all metadata related to data integration projects, including documenting mappings, business rules, and providing traceability and auditability of data. Implementing AnalytiXTM Mapping ManagerTM can help satisfy regulatory compliance needs like those in the Sarbanes-Oxley Act by providing a centralized metadata repository and standardizing processes. Starting a data governance program with AnalytiXTM Mapping ManagerTM can help address metadata management gaps and jumpstart governance in a flexible manner.
A management information system (MIS) is an information system used to support decision-making, coordination, control, analysis, and visualization of information within an organization. An MIS provides up-to-date and accurate data through components like databases, intelligence systems for processing data, and research systems to identify problems and alternative decisions. Characteristics of an MIS include long-term planning, a top-down approach, and comprehensive integration of all organizational subsystems to provide easy access to information. Types of MIS include decision support systems, executive information systems, and systems for marketing, accounting, human resources, office automation, and customer relationship management.
Management involves designing and maintaining an environment where individuals work together in groups to efficiently achieve goals. Data consists of collected facts or statements that have not been organized, while information is organized data. An information system is a set of interrelated components that collect, process, and disseminate data and information with feedback to meet an objective. It includes hardware, software, databases, telecommunications, people, and procedures.
Information system in business functions unit ivlaiprabhakar
This document discusses different types of management information systems (MIS) used in business functions like accounting, finance, manufacturing, marketing, and human resources. It provides details on the purpose and components of accounting information systems, financial MIS, manufacturing MIS, marketing MIS, and human resource MIS. These systems collect internal transaction data and external data to generate reports that support decision making, routine activities, planning, and control within each business function.
ITS 833 – INFORMATION GOVERNANCEChapter 9IG AND RECORDS AN.docxvrickens
This chapter discusses records management and its relationship to information governance. It provides definitions for key concepts like records management, electronic records management, and information governance. Effective records management is important for regulatory compliance, litigation needs, and business continuity. However, implementing records management, particularly for electronic records, is challenging due to factors like changing regulations and platforms. Completing an inventory of electronic records is an important first step, though more difficult than for physical records. The inventory provides benefits like identifying record ownership and informing retention scheduling.
The document discusses effective records and information management. It defines key terms like document, record, file plan, retention and disposal. It explains that documents become records once finalized and must remain unaltered. There are two types of records - ephemeral which have no long-term value, and vital which are critical to operations. A file plan structures records in a logical hierarchy for easy storage and retrieval. Retention schedules provide guidance on how long to keep records before disposal based on legal and business needs. Proper records management promotes good business practices and compliance.
Models of information systems of the company ERP, CRM, SCMJulián Rojas
An Enterprise Information System is a modular software application and/or integrated covering all functional areas of the company and is based on a database as the central core
Information systems are composed of interrelated elements that collect, process, and disseminate data and information to meet organizational objectives. There are two types of information systems: informal systems based on human interaction and formal computer-based systems. An information system combines people, hardware, software, networks and databases to collect, transform and share information. Some common information systems are payroll systems, inventory systems, marketing systems, and customer service systems. Developing information systems presents challenges around workforce changes, information overload, security, and trust but also opportunities to enhance competitiveness, capture new markets, support strategies, boost productivity and improve quality. Overall, information systems are crucial for organizations to address future challenges.
Enterprise Records Management : New challenges & Better Solutions Whitepaper ...Jone Smith
Records management has become more complex as the volume of documents and information has grown exponentially. Organizations face challenges in maintaining regulatory compliance due to gaps between requirements and capabilities. A records management solution is needed that can handle both paper and electronic records, integrate easily across systems, and scale to large volumes of information. Systemware provides a records management system that captures, indexes, stores, and manages records throughout their lifecycle to help organizations address these challenges.
Lecture 5 the information system a general model of ais:update versionHabib Ullah Qamar
This document discusses key aspects of accounting information systems (AIS). It describes the components of an AIS model, including data sources, end users, data collection, data processing, and feedback. It distinguishes between internal and external end users and discusses how organizations meet their different information needs. The document also covers data and information, data processing, database management, and information generation. Finally, it addresses the objectives of an AIS and methods for acquiring an AIS, such as through in-house development or purchasing commercial systems.
2011 Canadian Institute - Records Retention - The Indispensable Nitty Gritty ...Keith Atteck C.Tech. ERMm
This presentation covers the essential components that should be included in your operational program documents: Developing business rules to guide - All employees - who are creating and capturing documents, “Records Managers” involved in the records management process, the integration of the records management system into other programs, and the IT Department - who deploy and support the tools.
A presentation on document management system presented by Converse Solutions during the Global Executive Event in Colombo, Sri Lanka, 22nd August 2010.
This document discusses the foundation concepts of information systems in business. It defines an information system as any organized combination of people, hardware, communication networks, software, data resources, and policies/procedures that stores, retrieves, transforms and disseminates information in an organization. The document outlines the fundamental roles of information systems in business and how they support functions like supply chain management, accounting, marketing and more. It also discusses trends in information systems and the role of e-business.
Information System And Management FunctionJoshwin Jacob
An information system collects, stores, processes, and reports data from various sources to provide managers with necessary information for decision making. Management information systems help establish organizational structure, document procedures, simplify audits, and maintain large financial databases. They are also used for accounting, generating financial reports, budgeting, planning, and decision making. Human resource management systems deal with activities like attendance tracking and payroll as well as maintaining employee data. Information systems allow effective marketing by collecting, sharing, and using information to promote brands through coordinated communication across departments.
This document provides information about an Accounting Information Systems course being taught from February 3 to March 12, 2022. The course will introduce students to the core concepts of accounting information systems, including the relationship between accountants, information technology, and accounting information systems. Students will learn about databases, documenting business processes, and internal control systems. The course objectives, schedule, and learning outcomes are outlined.
11.conceptual overview of mis and its importance in an organizationAlexander Decker
This document provides an overview of management information systems (MIS) and their importance in organizations. It discusses key concepts including data, information, systems and definitions of management. It describes different types of information systems including transaction processing systems, management reporting systems, decision support systems, and executive support systems. It also outlines the basic steps to design and develop an effective MIS, including identifying information needs, developing data collection methods, and establishing quality control. The document emphasizes that MIS supports decision making at all levels of an organization and is important for economic factors like reducing transaction and agency costs.
This presentation provides you with an overview of Electronic Records Management (ERM). The slides are from the AIIM ERM Certificate Program covering technologies and global best practices for managing electronic records.
A management information system (MIS) is a system that collects, processes, stores, and disseminates data needed to carry out management functions. MIS systems include decision support systems, resource and people management applications, enterprise resource planning, supply chain management, and customer relationship management. MIS systems serve middle management, provide reports on a firm's current performance based on transaction processing system data, answer routine questions through predefined procedures, and typically have little analytic capability.
MIS 02 foundations of information systemsTushar B Kute
The series of presentations contains the information about "Management Information System" subject of SEIT for University of Pune.
Subject Teacher: Tushar B Kute (Sandip Institute of Technology and Research Centre, Nashik)
http://www.tusharkute.com
1. An information system is a set of interrelated components that collect, process, and disseminate data and information to meet organizational objectives.
2. There are two main types of information systems: informal systems which are not automated, and formal computer-based systems.
3. Information systems can be classified into operations support systems which process routine transactions, and management support systems which provide information for decision making like MIS, DSS, and EIS.
White Paper-1-AnalytiX Mapping Manager-Governance And Architecture In Data In...AnalytixDataServices
The document discusses starting a data governance program in an agile way using AnalytiXTM Mapping ManagerTM. It describes AnalytiXTM Mapping ManagerTM as a tool that can help address metadata management gaps, document data mappings and rules, and establish data stewardship to enable regulatory compliance. Implementing AnalytiXTM Mapping ManagerTM allows jumping starting a data governance program by providing standardized metadata management, version control, and data lineage tracing across data integration projects.
Governance and Architecture in Data IntegrationAnalytiX DS
This document discusses starting a data governance program in an agile way using AnalytiXTM Mapping ManagerTM. It describes AnalytiXTM Mapping ManagerTM as an enterprise mapping tool that can manage all metadata related to data integration projects, including documenting mappings, business rules, and providing traceability and auditability of data. Implementing AnalytiXTM Mapping ManagerTM can help satisfy regulatory compliance needs like those in the Sarbanes-Oxley Act by providing a centralized metadata repository and standardizing processes. Starting a data governance program with AnalytiXTM Mapping ManagerTM can help address metadata management gaps and jumpstart governance in a flexible manner.
A management information system (MIS) is an information system used to support decision-making, coordination, control, analysis, and visualization of information within an organization. An MIS provides up-to-date and accurate data through components like databases, intelligence systems for processing data, and research systems to identify problems and alternative decisions. Characteristics of an MIS include long-term planning, a top-down approach, and comprehensive integration of all organizational subsystems to provide easy access to information. Types of MIS include decision support systems, executive information systems, and systems for marketing, accounting, human resources, office automation, and customer relationship management.
Management involves designing and maintaining an environment where individuals work together in groups to efficiently achieve goals. Data consists of collected facts or statements that have not been organized, while information is organized data. An information system is a set of interrelated components that collect, process, and disseminate data and information with feedback to meet an objective. It includes hardware, software, databases, telecommunications, people, and procedures.
Information system in business functions unit ivlaiprabhakar
This document discusses different types of management information systems (MIS) used in business functions like accounting, finance, manufacturing, marketing, and human resources. It provides details on the purpose and components of accounting information systems, financial MIS, manufacturing MIS, marketing MIS, and human resource MIS. These systems collect internal transaction data and external data to generate reports that support decision making, routine activities, planning, and control within each business function.
ITS 833 – INFORMATION GOVERNANCEChapter 9IG AND RECORDS AN.docxvrickens
This chapter discusses records management and its relationship to information governance. It provides definitions for key concepts like records management, electronic records management, and information governance. Effective records management is important for regulatory compliance, litigation needs, and business continuity. However, implementing records management, particularly for electronic records, is challenging due to factors like changing regulations and platforms. Completing an inventory of electronic records is an important first step, though more difficult than for physical records. The inventory provides benefits like identifying record ownership and informing retention scheduling.
The document discusses effective records and information management. It defines key terms like document, record, file plan, retention and disposal. It explains that documents become records once finalized and must remain unaltered. There are two types of records - ephemeral which have no long-term value, and vital which are critical to operations. A file plan structures records in a logical hierarchy for easy storage and retrieval. Retention schedules provide guidance on how long to keep records before disposal based on legal and business needs. Proper records management promotes good business practices and compliance.
This document provides an overview and outline of a conference on developing project plans for pre-implementation of an electronic document and records management system (EDRMS). It discusses determining business needs, identifying risks, and communicating the benefits of EDRMS to senior management. Key topics covered include conducting a business needs analysis, managing risks, and developing strategic communication plans to gain support from leadership.
ARMS Inc. Information Management presentationYogican
This document discusses information management and how Automated Records Management Systems (ARMS) can help organizations properly manage their information. It highlights that proper information storage and backup is essential to mitigate risks like data loss from disk deterioration or disasters. ARMS provides customized records management, document imaging, media storage, destruction services, and disaster recovery to help organizations securely manage information throughout its lifecycle and comply with regulations.
The document discusses Pyramid's document management solution (DMS) called FineDocs. It provides an overview of FineDocs' key capabilities such as scanning, document management, workflow automation, search and retrieval, security, integration with other systems, and scalability. The solution aims to help organizations digitize paper documents, manage electronic documents, and automate business processes.
This document discusses the evolving role of records and information management (RIM) in law firms and other legal organizations. It notes that while RIM was traditionally focused only on client files, the discipline has broadened in scope and importance. The document examines how to integrate the law library department into the organization's overall RIM program. Specifically, it recommends appointing a library staff member as the RIM liaison to coordinate records management activities within the department. It also discusses how reference work and legal research to support records retention can be RIM-related responsibilities for law librarians. Finally, it outlines the primary responsibilities of a library department RIM liaison, such as serving as the main point of contact for the RIM
Microsoft Dynamics xRM4Legal System Overview July 2011David Blumentals
This document provides an overview of a legal IT solution called "x"RM4Legal. It discusses how the solution can help different user groups within law firms, including partners/lawyers, support staff, marketing/business development, and IT. It also describes how the solution provides enterprise matter management capabilities like intellectual property/trademark management. The conclusion states that the solution can help firms achieve new levels of business development productivity, increase staff productivity, close more deals, improve client satisfaction, drive innovation, and reduce costs.
This 12-step checklist provides guidance for establishing an effective records management governance program. It outlines key elements including developing a records management policy, plan, and program. It also discusses conducting a records inventory, developing retention schedules, establishing a file plan, ensuring regulatory compliance, developing business continuity plans, implementing security and privacy protocols, managing metadata, establishing records center operations and defining IT obligations. The checklist also addresses preservation of records, developing disposition procedures, implementing training programs, conducting monitoring and audits, and continually improving the records management program. Effective records management governance is important for compliance, reducing costs and risks.
What Is Records Management?
Lots of people are asking 'What Is Records Management?'
Records management, frequently called 'RM', is a system of organizing, sorting, and retaining records from the moment they are generated up until the time they are destroyed or archived.
In this article we will look at what the term 'records management' encompasses and see how the processes of document shredding, document scanning, and document storage fit into the overall scheme of records management.
We will also discuss some ideas of how to apply solid RM practices in business.
----------------------------------------------------------------------
Art Green is a writer in the Document Management field.
For helpful information and price quotes for professional document shredding,
document scanning and imaging, or document storage services visit
http://www.document-shredding.org.
----------------------------------------------------------------------
February 2009 Working the IT/RIM Relationship Presentation by Helen StreckJohn Wang
This document discusses the importance of an effective working relationship between Records and Information Management (RIM) and Information Technology (IT) professionals within an organization. It notes that both groups need to work together and bring each other's perspectives to the table when designing and implementing systems that handle electronic records and information. The document outlines key areas where RIM and IT should collaborate, including developing policies and standards, designing records management systems, implementing technologies, and training staff members. It emphasizes that both groups must see each other as partners and champions for their mutual success in managing electronic information effectively.
The document discusses information lifecycle management and developing an information management lifecycle approach. It covers the stages of the lifecycle including create/capture, index/classify, process, store/manage, retrieve/publish, archive, and destroy. Standards, policies, document management, records management, classification systems, taxonomies, retention schedules, and developing a records management system are also summarized.
Ch01 The Information Sys (Accountant's Perspective).pptkhawlamuseabd
This document provides an overview of Accounting Information Systems by discussing key topics such as:
- The evolution of AIS models from manual to database to ERP systems.
- The objectives and characteristics of useful information in a business context.
- How internal and external information flows within an organization and the roles of various AIS subsystems.
- The importance of accounting independence and how the computer services function can be organized.
- The role of accountants in designing information systems that meet the needs of the accounting function.
Information Asset Registers: A Short GuideJanet Brimson
This document provides an introduction to information asset registers. It discusses how information asset registers can be used to understand an organization's most valuable information sources, their location and owners. Maintaining an information asset register helps organizations understand their financial value, opportunities for innovation, and how to improve processes. The document outlines different types of information that may have value, such as key documents, data sets, business processes, and metadata. It also discusses how to gather details about information assets and how the register can be used for planning, system redesign, and innovation discovery.
6. Bookeeping and Adminsitration Services.docxOffpageSeo6
Administrative services and bookkeeping services are the main constituents in managing the financial proceedings and administrative aspects of the business. Bookkeeping and administrative services are two closely related services that perform the core roles of effective management and operations of the business. By definition and key activities of these services are mainly distinguished
It 302 computerized accounting (week 1) - sharifahalish sha
This document provides an overview of an accounting information systems course. It defines accounting information systems and management information systems, and distinguishes between the two. It describes the primary business flows within a company and how different user groups require different types of information. The document outlines the data processing cycle, including data input, storage, processing, and output. It also discusses transaction processing systems and enterprise resource planning systems, outlining their advantages and disadvantages.
The document provides an overview of key concepts in accounting information systems, including:
1) Internal and external information flows in a business and how information needs vary by user/level.
2) The definition of an accounting information system and how it differs from a management information system.
3) The general model for an accounting information system including data sources, transformation of data into information, and distribution of information to users.
4) The roles of accountants in an information system as users, designers, and auditors.
An information system is a combination of hardware, software, infrastructure, and trained personnel that facilitates planning, control, coordination, and decision making within an organization. It turns raw data into useful information through organizing, processing, and analyzing the data stored in databases. Typical components of an information system include hardware, software, databases, networks, and procedures. Information systems support management activities like monitoring operations, achieving goals, and adapting to environmental trends to aid decision making.
The document provides an overview of information systems and their role in business. It discusses how information systems help businesses expand and compete by improving efficiency and facilitating decision making. It defines an information system as a combination of people, hardware, software, networks, and data resources that stores, retrieves, transforms and disseminates information in an organization. It also discusses the different types of information systems like operations support systems and management support systems and how they support business functions and decision making.
The document discusses the importance of proper information management for businesses to meet legal and accountability requirements as data grows exponentially. Management that fails to properly store, protect, distribute, and archive records faces potential fines, penalties, and legal issues as well as loss of business. Effective information management involves categorizing knowledge and information, capturing and maintaining metadata, and ensuring the right information is accessible to the right people.
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NewBase 20 June 2024 Energy News issue - 1731 by Khaled Al Awadi_compressed.pdfKhaled Al Awadi
Greetings,
Hawk Energy is pleased to present you with the latest energy news
NewBase 20 June 2024 Energy News issue - 1731 by Khaled Al Awadi
Regards.
Founder & S.Editor - NewBase Energy
Khaled M Al Awadi, Energy Consultant
MS & BS Mechanical Engineering (HON), USAGreetings,
Hawk Energy is pleased to present you with the latest energy news
NewBase 20 June 2024 Energy News issue - 1731 by Khaled Al Awadi
Regards.
Founder & S.Editor - NewBase Energy
Khaled M Al Awadi, Energy Consultant
MS & BS Mechanical Engineering (HON), USAGreetings,
Hawk Energy is pleased to present you with the latest energy news
NewBase 20 June 2024 Energy News issue - 1731 by Khaled Al Awadi
Regards.
Founder & S.Editor - NewBase Energy
Khaled M Al Awadi, Energy Consultant
MS & BS Mechanical Engineering (HON), USAGreetings,
Hawk Energy is pleased to present you with the latest energy news
NewBase 20 June 2024 Energy News issue - 1731 by Khaled Al Awadi
Regards.
Founder & S.Editor - NewBase Energy
Khaled M Al Awadi, Energy Consultant
MS & BS Mechanical Engineering (HON), USAGreetings,
Hawk Energy is pleased to present you with the latest energy news
NewBase 20 June 2024 Energy News issue - 1731 by Khaled Al Awadi
Regards.
Founder & S.Editor - NewBase Energy
Khaled M Al Awadi, Energy Consultant
MS & BS Mechanical Engineering (HON), USAGreetings,
Hawk Energy is pleased to present you with the latest energy news
NewBase 20 June 2024 Energy News issue - 1731 by Khaled Al Awadi
Regards.
Founder & S.Editor - NewBase Energy
Khaled M Al Awadi, Energy Consultant
MS & BS Mechanical Engineering (HON), USA
Enabling Digital Sustainability by Jutta EcksteinJutta Eckstein
This is a New Zealand wide meetup event with meetup groups from Auckland, Wellington and Christchurch attending and open to anyone with an interest in digital sustainability or agile. All welcome. Joke, this is how it started. Jutta is now also available in Germany, i.e. hosted by Berlin/Brandenburg
According to the World Economic Forum, digital technologies can help reduce global carbon emissions by up to 15%. However, digitalization also comes with some challenges. Thus, if we want to make a positive impact by increasing sustainability, we need to address challenges like the digital divide, energy consumption of IT, or the rise of electronic waste. In this talk, I want to explore how Agile can help to leverage Digital Sustainability.
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Tired of chasing down expiring contracts and drowning in paperwork? Mastering contract management can significantly enhance your business efficiency and productivity. This guide unveils expert secrets to streamline your contract management process. Learn how to save time, minimize risk, and achieve effortless contract management.
Unlocking WhatsApp Marketing with HubSpot: Integrating Messaging into Your Ma...Niswey
50 million companies worldwide leverage WhatsApp as a key marketing channel. You may have considered adding it to your marketing mix, or probably already driving impressive conversions with WhatsApp.
But wait. What happens when you fully integrate your WhatsApp campaigns with HubSpot?
That's exactly what we explored in this session.
We take a look at everything that you need to know in order to deploy effective WhatsApp marketing strategies, and integrate it with your buyer journey in HubSpot. From technical requirements to innovative campaign strategies, to advanced campaign reporting - we discuss all that and more, to leverage WhatsApp for maximum impact. Check out more details about the event here https://events.hubspot.com/events/details/hubspot-new-delhi-presents-unlocking-whatsapp-marketing-with-hubspot-integrating-messaging-into-your-marketing-strategy/
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[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Unlock the full potential of the MECE (Mutually Exclusive, Collectively Exhaustive) Principle with this comprehensive PowerPoint deck. Designed to enhance your analytical skills and strategic decision-making, this presentation guides you through the fundamental concepts, advanced techniques, and practical applications of the MECE framework, ensuring you can apply it effectively in various business contexts.
The MECE Principle, developed by Barbara Minto, an ex-consultant at McKinsey, is a foundational tool for structured thinking. Minto is also renowned for the Minto Pyramid Principle, which emphasizes the importance of logical structuring in writing and presenting ideas. This presentation includes a clear explanation of the MECE principle and its significance. It offers a detailed exploration of MECE concepts and categories, highlighting how to create mutually exclusive and collectively exhaustive segments. You will learn to combine MECE with other powerful business frameworks like SWOT, Porter's Five Forces, and BCG Matrix. Discover sophisticated methods for applying MECE in complex scenarios and enhancing your problem-solving abilities. The deck also provides a step-by-step guide to performing thorough and structured MECE analyses, ensuring no aspect is overlooked. Insider tips are included to help you avoid common mistakes and optimize your MECE applications.
The presentation features illustrative examples from various industries to show MECE in action, providing practical insights and inspiration. It includes engaging group activities designed for the practice of the MECE principle, fostering collaborative learning and application. Key takeaways and success factors for mastering the MECE principle and applying it in your professional work are also covered.
The MECE Principle presentation is meticulously designed to provide you with all the tools and knowledge you need to master the MECE principle. Whether you're a business analyst, manager, or strategist, this presentation will empower you to deliver insightful and actionable analysis, drive better decision-making, and achieve outstanding results.
LEARNING OBJECTIVES:
1. Understand the MECE Principle
2. Improve Analytical Skills
3. Apply MECE Framework
4. Enhance Decision-Making
5. Optimize Resource Allocation
6. Facilitate Strategic Planning
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The Enigmatic Gemini: Unveiling the Dual Personalitiesmy Pandit
Explore the fascinating world of the Gemini Zodiac Sign, where duality reigns supreme. Discover the personality traits, important dates, and horoscope insights that define the ever-curious and communicative Gemini.
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2. What is a record?
We deal with records everywhere in our
daily life. A shopping receipt, school report
card or doctors prescriptions and many
more all is a record.
Record can be defined as information
created, received or sent in the process of a
routine transaction being made by an
organization. A record can be a piece of
information in digital, printed or any other
form.
For various reasons organizations keep
information documented in form of
records.
Some examples are:
Emails
Reports
Text messages
Faxes
Photographs
Maps and plans
Samples and objects
Letters
Spreadsheets
Research data
Databases
Minutes
Social media sites
Information in business systems
Policy and briefing papers
4. Records Classification
Records classification assist in various functions from creation to destruction of records.
The highest level of classification is physical or electronic records.
Physical records that can be touched and which take up physical space, such as paper.
Electronic records, are generated with and used by information technology devices called
electronic or digital records.
5. Another classification of records based on functions, or grouping of records according to
various traits:
Enterprise records, revolve around the day-to-day operations of an enterprise and cover areas
areas such as but not limited litigation, employee management, consultant or contractor
management, customer engagements, purchases, sales, and contracts. These are common to
most enterprises, regardless of their function, purpose, or sector.
Industry records are specific to industry type. Examples are medical industry records (e.g., the
Health Insurance Portability and Accountability Act), pharmaceutical industry records, and food
industry records.
Legal hold records are mandated, usually by legal counsel or compliance personnel, to be held
held for a period of time, either by a government or by an enterprise. The purposes of
addressing potential issues associated with compliance audits and litigation. Such records are
assigned Legal Hold traits that are in addition to classifications which are as a result of
enterprise or industry classifications.
6. What is Records Management?
Records management, or sometimes called records information management (RIM), is
an essential part of any organization. Record management supervises, administers
information created, received, maintained, stored and disposed of, in any form of
medium or format. In other words RM manages data and information of an organization,
throughout its lifecycle. Companies and organizations make and follow approved
process and policies to successfully manage the record management.
9. RMS and DMS terms are confused with each other because they solve similar
reasons. Let’s see how they differ from each other.
The reasons companies implement DMS is to reduce paper and track, manage
and store documents. Mostly these systems have features like record tracking
that saves all versions of a document and notes (including when, why, and by
whom the document(s) were changed).
RMS is more closely associated with compliance, governance, and risk policies. A
typical RMS software solution supports identifying, classifying, storing, securing,
retrieving, tracking, and destroying business records. An RMS often works with
only structured data. There are specific compliance requirements for records
regarding how they’re saved, how they’re accessed, and how they’re destroyed.
Records Management System (RMS)
Vs.
Document Management System (DMS)
10. Why Records Management is important
for Businesses?
Reduces records volume and storage costs
Businesses retrieve records effectively
Enables legal and regulatory compliance
Reduce litigation risk
Enables business continuity in any disastrous situation
RM allows to automate workflow
For any Business or Professional, it is essential to manage their records. Having a
good record management system helps in maintaining the costs, the legal
purposes, the regulatory purposes, the tax related issues, or it can be to
manage and improve business. It is vital to effectively collect, store and analyze
data to use the information effectively.
11. Thus, the importance of Records Management is the ability to fully control and
administer the records of your organization. By allowing records to flow within
your organization, vital information can be accessed. By limiting access to
information records are kept secure. Compliance and risk mitigation are also
increased.
In short, Records Management can help your organization be more
productive, more secure and can even help you reduce operational costs.
12. References
“University of Northern British Columbia.” Why Is Records Management Important? | University
of Northern British Columbia, www.unbc.ca/records-management/why-records-management-
important.
“Records Management 101: Why Is It Important?: Vital Records Control.” Records Management
101 Why Is It Important Comments, 5 Apr. 2019, vitalrecordscontrol.com/records-management-
why-is-it-important/.
Chen, Yu. “Enterprise Information Management Systems: ECM, DAM, CMS, DMS, and RMS
Solutions-A Guide and Checkli.” TEC, 7 Jan. 2019,
www3.technologyevaluation.com/research/article/enterprise-information-management-
systems-ecm-dam-cms-dms-and-rms-solutions-a-guide-and-checklist.html.
“What's the Difference Between DMS and RMS?” EFileCabinet, 13 Apr. 2018,
www.efilecabinet.com/whats-the-difference-between-dms-and-rms/.
Montana, Rikki. “Records Management.” Welcome to the Open Gov Guide, 11 July 2019,
www.opengovguide.com/topics/records-management/.