records management and it: bridging the gap
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Records Management and IT: Bridging the Gap
Betsy FanningDirector, Standards & Content, AIIM
Agenda
AIIM OverviewBusiness CaseRM vs ITFutureQuestions
About AIIM
The leading industry association representing professionals working in Enterprise Content Management (ECM) .. the technologies used to capture, manage, store, preserve, and deliver documents and content related to organization processes.
International - Members in 146 countries Independent - Unbiased and vendor neutral Implementation Focused - Processes, not just
technology Industry Intermediary - users, suppliers, consultants,
analysts, and the channel
Membership Value Program Focused On
Market Education:Events and information services that help users specify, select, and deploy ECM solutions to solve organizational problems.
Professional Development:Education and training for ECM professionals.
Peer Networking: Through chapters, networking groups, programs, partnerships and the web, create opportunities that allow users, suppliers, consultants and the channel to engage and connect with one another.
Industry Advocacy: The voice of the ECM industry in key standards organizations, with the media, and with government decision-makers.
Are we speaking the same language?
How important is the effective management of documents to your organization’s overall business goals?
Source: AIIM Industry Watch surveys, 2004-2005
61%
30%
77%
extremelyimportant
important more important inlast 2 years
Emergence of ERM into Popular Culture
Records Managers vs. IT
Take control of your information Manage your technology with policies,
procedures, and corporate directives Information is an organizational asset Key is consulting each other early
Does your organization retain e-mail messages according to their content?
AIIM Information Management Compliance Survey, 2004
Yes43%
No37%
Don't Know20%
What Expertise do Records Managers Have?
Then Principles of Records Management Managing records Conducting records inventories/audits
Now Understanding of technology basics Understanding of content, document and forms
management Regulatory and legal requirements
What do Records Managers Need to Know?
Justify the purchase of an RMA on the basis of an ROI or TCO
Advise on functional requirements Provide advice from policy perspective Assist in system configuration Promote compliance understanding in organization Share knowledge of business processes Stay current on information issues Train, train, train, and train
Does your organization deliver training on records & information management issues?
AIIM Information Management Compliance Survey, 2004
Yes38%No
62%
Team Approach to Records Management
Key stakeholders Records Manager IT Legal Line of business end users Purchasing
Team leader
Do the Perfect Team Members Exist?
Expertise in information management Knowledge of information technology Understanding of legal requirements Knowledge of records use Knowledge of key business processes
What Do You Need to Do?
Be aware of scope creep Plan the project Get executives inspired to help promote the project Promote RM as a service and deliver Take suggestions from internal customers seriously Help upper management gain a better
understanding of the value and role of information Communicate
Best Practices
Train IT on Records Management principles Collaborate with IT on test plan development Use system documentation as test plan basis Obtain clear understanding of server administration
requirements Ensure smooth hand-over from IT to RM Ensure IT and RM attend same vendor provided
training Educate the organization on retention practices Add functionality in a controlled manner
Conclusions
Build foot bridge – Gap between RM and IT does exist
Work together to manage information as an asset
Be proactive Promote sharing of
information
Contact Information
Betsy Fanning
Director, Standards & Content
AIIM
1100 Wayne Ave. Suite 1100
Silver Spring, MD 20910
Ph: 301-755-2682
Email: bfanning@aiim.org
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