The presentation will discuss lessons learned to align system development processes with RIM requirements...Please use the CEU submission process at this link: CIP Renewal
10-28-2021 | 13:00 - 14:00 ET
” Holistic management of all information across the enterprise Managing access, security and use of information Policies that regulate how information is managed Compliance Ownership and responsibility for data management Oversight of data, records, information to comply with organizational policy The management of all data across the enterprise involving all content and transactional data in the conduct of business Records retention and preservation but also IT overview and connection to information data Policies, procedures implemented to manage information at an enterprise level, supporting an organization's immediate and future regulatory, legal, risk, environmental and operational requirements Governing data What information is stored, how it's identified (tagged ... metadata), how long it's stored, where it's stored, who owns it, how is it disposed of The organization, storage and management of information/data Standards & processes to control documents & data Guidelines / standards for managing and sharing information within the enterprise We don't The exercise to enforce policies, procedures, and compliance around enterprise data, technology and processes Set of policies, procedures and processes and controls implemented to manage information at an enterprise level Managing Content Full cycle data management including ERCS retention The guidelines, procedures or policies to manage records and information Derivative of Enterprise level Information Strategy that enables increasing information's value and reducing risk and compliance Oversight to create, standardize on data, documents, and digital media Communication and cooperation with IT Keep the info you need for as long as you need it Managing information based on guidelines and policy, including the regulation of information disseminated by the organization A coordinated and cohesive strategy to manage organizational information in its many forms Controlling information resources Managing data from cradle to grave Policies to manage information How you control information and how you can retrieve it when needed Providing access to info so people can do their jobs; archiving and maintaining docs in multiple formats Records Management The accountability framework and decision rights to achieve enterprise information management (EIM)
The reality is that there is a lot of dysfunction in information processing and in communication both internally and externally to the organization (customer service, customer relations, claims management, HR services.. etc.,). Today, we all expect high quality and timely response , but it seems that due to the volume the treatment is lengthened anyway (despite business process automation attempts)!
As RIM professionals, we need to develop programs that are inclusive of issues, characteristics, mediums, processes, controls, etc. or we are only doing a portion of what needs to be done – half the picture
We’ve discussed the pros and cons for years: Pros – Retaining enterprise information indefinitely Easy to implement and train Organizations can be assured they have retained any requested information Simplifies legal hold process because essentially everything is on legal hold all the time Cons – As the volume of stored information increases Searching takes longer, and more hits are returned Identifying the latest version of a file takes longer and increases risk of using obsolete or amended versions of information Storage costs increase Backup and recovery windows increase Some information is retained longer than legally required
We can help employees, based on our understanding of their business processes, determine optimal paper filing methods, how to create electronic folder structures and the proper way to discard information
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He has a business process improvement mindset and he’s one of the most successful Records Directors I’ve seen in action
The following checklist of questions will help during this process: Current systems: What existing EDRMS tools are in place?
If we as a profession are ultimately successful in implementing RIM programs that identify the information our organizations create and receive, and devise quality processes to dispose of information as soon as it has met its legal, fiscal and/or operational value but neglect to spend time and effort to preserve both records and non-records that may hold historical value to the organization itself or the community it operates in, are we in the end threatening future generations' ability to really understand our organizations?