Blogs

I presented at the AIIM-Wisconsin/ Milwaukee Bar Association 6th Annual Electronic Discovery Conference. My talk is "Information Governance: Planning for the Next 3 Years". Here are the resources -- articles that pertain to the topics I discuss.

1. Introduction and Background to the Issues
   • Planning the Next 3 Years (2011 to 2014)
   • Planning the Next 3 Years (2014 to 2017)
     • How to Get from 1998-Style Records Management to Information Governance for 2018
     • How to Calculate ROI for E-Discovery (with Calculator)
     • A Reference Model for Systems of Engagement and Systems of Record
     • A Content Technology Roadmap
     • How to Succeed at Mobile Content Management
     • 6 Key Considerations to Going Mobile
     • Two AIIM Webinars and a Survey on Mobile Content Management
2. Program Framework, Roadmap, and Recommendations
   • Overall Program Strategy
     • How to Develop and Implement your Discovery Readiness Program
     • Which part of E-Discovery Should You Fix First?
     • How Should Large Companies Manage the Lifecycle of their Dynamic Content?
     • How to Succeed at Email Management if You’re a Midsized Organization
   • Governance and Operations
     • Are You Hiring a Records Manager?
     • E-Discovery Roles and Responsibilities in a Successful Litigation Readiness Program
     • Records Management Roles and Responsibilities in a Successful RM Program
     • The ECM Governance Model
   • Information Organization
     • You GottaKnow the Territory: How to Segment your ESI
     • A Manageable Taxonomy of Taxonomy Management Tools
3. Program Framework, Roadmap, and Recommendations
   • Process Design and Implementation
     • E-D Process Flow Diagrams for your Current and Target Future State
     • 3 Best Practices for Developing Records Management Policies and Procedures
     • The Difference between Records Management Policies, Procedures, and Guidelines
     • The Processes for Managing your RM Rules
     • Here’s the First Draft of your Social Media Policy
   • Architecture and Technology
     • How Different is Legal Document Management?
     • How to Start your Company ECM Program with Legal Document Management
     • Immediately Stop Using Tape for Archiving
   • Communications and Training
     • (nothing yet)
   • Example Problem:  Defensible Disposition
     • A 4-Step Methodology for Defensible Disposition
     • Developing your Assessment Plan for Defensible Disposition
     • Defensible Disposition in a Nutshell: My AIIM Talk