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Unclassified
Unclassified
USJFCOM
J9
1
Joint Concept Development
& Experimentation
ECM & ERM
7 Dec 2010
Jill Willmann
Know...
Unclassified
Unclassified
USJFCOM
J9
2
JFCOM and JCD&E/J9 Overviews
Background Triggers
Records Management Processes
Chall...
Unclassified
Unclassified
USJFCOM
J9
33
The United States Joint Forces Command provides mission-ready
Joint capable forces...
Unclassified
Unclassified
USJFCOM
J9
4
USJFCOM JCD&E Records
Unclassified
Unclassified
USJFCOM
J9
5
Background Triggers
Problem Statements
•
Policy Compliancy
Ø
DoDD 5015.2, DOD Recor...
Unclassified
Unclassified
USJFCOM
J9
6
Records Management Plan
Jul
2010
May
2010
Apr
2010
Sep
2010
10-June-2010
Apr
2011
M...
Unclassified
Unclassified
USJFCOM
J9
7
Records Management Plan Phases
q
Create Records Management (RM) Plan
q
Prepare Cont...
Unclassified
Unclassified
USJFCOM
J9
8
Way Ahead
•
Enterprise Content Management & eRM on-
boarding, training & adoption
•...
Unclassified
Unclassified
USJFCOM
J9
9
Unclassified
Unclassified
USJFCOM
J9
10
Challenges & Lessons Learned
Gain Command RM sponsorship & stakeholder buy-in. Est...
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JCD&E Records Management Prcoesses

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JCD&E Enterprise Content Management & Electronic Records Management Processes

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JCD&E Records Management Prcoesses

  1. 1. Unclassified Unclassified USJFCOM J9 1 Joint Concept Development & Experimentation ECM & ERM 7 Dec 2010 Jill Willmann Knowledge Management Joint Concept Development & Experimentation USJFCOM
  2. 2. Unclassified Unclassified USJFCOM J9 2 JFCOM and JCD&E/J9 Overviews Background Triggers Records Management Processes Challenges and Lessons Learned Way Ahead: ECM & ERM with Open Text Livelink Agenda
  3. 3. Unclassified Unclassified USJFCOM J9 33 The United States Joint Forces Command provides mission-ready Joint capable forces and supports the development and integration of Joint, Interagency, and Multinational capabilities to meet the present and future operational needs of the Joint Force. Joint Forces Command Mission
  4. 4. Unclassified Unclassified USJFCOM J9 4 USJFCOM JCD&E Records
  5. 5. Unclassified Unclassified USJFCOM J9 5 Background Triggers Problem Statements • Policy Compliancy Ø DoDD 5015.2, DOD Records Management Program Ø CJCSI 5760.01A Records Management Program for Joint Staff & Combatant Commands • Information Overload & Information Retrieval • Storage costs Impacts more than just RM – Enterprise Content Management, Knowledge & Information Management – Information Security & Information Sharing – FOIA requests & Privacy Act info protection – Email & SharePoint – Library & Historical Collections – Training & Learning Management Systems
  6. 6. Unclassified Unclassified USJFCOM J9 6 Records Management Plan Jul 2010 May 2010 Apr 2010 Sep 2010 10-June-2010 Apr 2011 Mar 2011 Feb 2011Jan 2011 Dec 2010 Nov 2010 Oct 2010 May 2011 1 Jun 2011 2 Jul 2011 31 2 4 3 4 5 6 7 Dec 2009 Aug 2011 Sep 2011 Oct 2011 Phase III eRM DevelopmentPhase II: AuditPhase I: Project Prep 98 Phase IV 5 Jun 2010 Aug 2010 Inspection General inspection announced: Sep 2010 Personnel Transition: Contract Turnovers Aug & Dec ? ? ? ? ??? ?? ?
  7. 7. Unclassified Unclassified USJFCOM J9 7 Records Management Plan Phases q Create Records Management (RM) Plan q Prepare Content Owners, RM & Systems for Records Audit q Perform Records Audit q Identify & Organize Records q Develop RM taxonomy using CJCSM 5760.01 Chg 2 Bucket List q Develop JS Form 31 File Plans q Develop metadata iaw DoD 5015.2 q Develop eRM policies & procedures q Train Content Owners & Records Managers on RM & eRM q Migrate Records from portals & drives to eRM q Implement eRM policies & procedures q Provide Refresher Training & Support Phase II: Audit,& Organize Phase III: Develop eRM Phase IV: Impl eRM Phase I: Project Prep
  8. 8. Unclassified Unclassified USJFCOM J9 8 Way Ahead • Enterprise Content Management & eRM on- boarding, training & adoption • Identity Management/Access Control • SharePoint Integration/Email Archiving • Library and Collection Management • Training, Learning Management Systems & Digital Asset Management • Social Media (SM), Mobile Application Development & Centralized SM Data Repositories
  9. 9. Unclassified Unclassified USJFCOM J9 9
  10. 10. Unclassified Unclassified USJFCOM J9 10 Challenges & Lessons Learned Gain Command RM sponsorship & stakeholder buy-in. Establish policy & processes. Identify resources & sponsor training. Requirements documentation & Scope definition Resources: Leverage KM & those who've had previous RM expertise. Prototype ECM/ERM & implement “Train the trainer” practices at lower levels before implementing enterprise-wide. Standards: Leverage industry standards (e.g., DoD 5015.02, MoReq2, ISO 15489 (RM ), ISO 23081 (RM Metadata), ISO 15836 (Dublin Core Metadata). Build Local Partnerships: RM, Engineering, Information Assurance, Information Security, Business Process Management & ECM. Front office support, Librarians, Archivists, Historians & Knowledge Management advocates. Network outside your agency: NARA, Joint Staff, DoD, state & local government agencies, CIOs, CTOs, CKOs, Chief Integration Officers, Special Libraries Association (SLA), Library of Congress, British Library & conferences like Open Text Content World, MoReq 2010, Information & Records Management Society & ARMA 2010. Continuous Learning: NARA, ARMA, SLA, Service Records Management training & certification. Economics drive integration: Adapt or die.

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