1. how to make IG happen in the real world
From Theory to Reality
how to make IG happen in the real world

2. About Me: Courtney Stone, CRM, IGP
Records and Retention Manager for AMOCO FCU
Certified ECM Administrator
Certified ECM Workflow Administrator
VP of Communications – ARMA Houston
Advisory Board – Document Strategy Forum
Part 5 Writer ICRM

3. Common Obstacles Too busy Hoarding We’ve always done it this way
Necessary evil
You just file things, right?
Lack of money
Why do you need it?
I don’t have the staff
I’ve got other priorities
It’s end of month
It’s the beginning of the month
I’m dealing with fires
Crickets

4. I
DON’T
WANT TO !!

14. Contact me: cstone@amocofcu.org LinkedIn: Courtney Davis Stone