1. Brandon Botes #SPSJHB Records Management – Friend or Foe ???
8 October 2016
Johannesburg, SA
Brandon Botes
#SPSJHB

2. Sponsors

3. Principal SharePoint Consultant
Britehouse Digital a Dimension Data Company
Strengths : Dogs, 2 Cats & 3 Children
(includes my wife )
Weakness : SAP

4. Agenda What is records management How does it help with POPI
How to implement Records Management
Recommended Products
Questions – Forgot to mention I am also allergic to people who don’t ask questions!

5. Friend or
Foe

6. It can be both

7. Records Management Retention Policies eDiscovery Physical Files
Legal Holds
Electronic Files
Disposition of Records
Scanning
Audit Trail

8. Implementation of Records Management
Key Elements to a Successful Records Management Solution
Capture
Store
Manage
What we need to do
File Plan
Compliance
Legacy Data Analysis
Stakeholders
Legal Department
Records Manager/Information Manager
3rd Party Vendors

9. Implementation of Records Management
Scanning
Scan records
Extract Data
Push Data to Cloud
Push to Physical Storage

10. Implementation of Records Management
Electronic Records Management

11. Implementation of Records Management
Physical Records Management

12. What does this mean for POPI
Among a few examples of personal information that fits under this bracket are:
      
ID or Passports
Home, work or personal phone numbers
Physical addresses
Financial information
Employment and salary history

13. What does this mean for POPI ? Secure data Governance
Capturing of Accurate Data
What does this
mean for POPI ?
Legal Compliance
Risk Management
Traceable account of document lifecycle
Protection against dissolution of records

14. Recommended Products - Scanning
They accelerate business processes by collecting documents and forms, transforming them into accurate, actionable information, and delivering it into your line of business applications, workflows, repositories and databases. Whether information is on paper or in electronic files, in a central office or scattered on desktops and remote offices throughout the world — Kofax captures it all quickly and accurately, ensuring complete chain of custody of the content and accelerating core business processes and solutions.
More than 80% of corporate information is trapped in unstructured content—our goal is to make that data actionable. We initiate processes that add value to existing content and information management platforms. From automating mortgage applications, streamlining insurance claims, accelerating invoice payments and mailroom document processing, Ephesoft empowers our customers to put information to work and do business faster. We continue to expand our product lines, including desktop, mobile capture, big data and advanced analytics.

15. Recommended Products - Records Management
Collabware CLM empowers organizations by protecting critical content and enabling rapid, improved decision making. Using Collabware CLM's integrated case management, workflow, search, and records management capabilities, organizations can easily automate business processes and have peace of mind knowing that regulatory and legal compliance requirements are being met.
Content creation without ongoing management leads to information chaos. AvePoint RevIM brings order to the chaos and eliminates the burden of traditional records management tasks for end users.
Administrators can easily apply automated business rules that manage the end-to-end content lifecycle to provide organisations with effective and efficient information management.

16. Questions

17. Thank You