1. Electronic Records Require Governance
Peggy Meinhardt, CRM

2. The Changing Face of Records Management
Paper?
Maybe some old reel-to-reel tapes?
And in really advanced organizations, maybe some caches of data on 3.5 “ or “floppy” drives?
Microfilm?

3. Data Proliferation…..
Electronic Record – information recorded in a form that requires a computer or other machine to process it, and that satisfies the definition of a record.

4. Content Chaos…..
Source: AIIM 2011 Survey

5. Why governance?

6. Source: AIIM

7. Governance, Retention, Compliance & Records Management
Creation
Classification
Storage
Access Control
Review and Approval

8. Governance, Retention, Compliance & Records Management
Internal Rules and Procedures
Unauthorized (or unintentional) Access
Overlapping Legal & Regulatory Requirements

9. Governance, Retention, Compliance & Records Management
Records Management Team
Communication
Policies and Procedures
Identify Content Formats
Retention Schedule
Content Architecture
Audits
Disposal

10. Content Architecture Standardized Customizable Controlled Manage
Retrieve
Share

11. Selecting an ECM System
Use technology to achieve efficiency
Full RM Capabilities
Able to span multiple repositories
CMIS – Content Management Interoperability Service Standard [Available from the Organization for the Advancement of Structured Information Standards (OASIS)] Integration
Advanced Processing Technologies
Affordability

12. Final Thoughts….. Long-term process Periodically refresh & migrate
It’s not just technology
The human factor

13. ???Questions???

14. Sources
Association for Imaging and Information Management – AIIM
Computer Sciences Corporation data universe beginning to explode
Content Management Interoperability Services (CMIS) Version May OASIS Standard.
Organization for the Advancement of Structured Information Standards (OASIS)

15. Peggy (Meinhardt) Bohrer, CRM
Thank you!!!
Peggy (Meinhardt) Bohrer, CRM