content.gov 2014 - a new approach to achieving govenance and compliance, mike farman
DESCRIPTION
Getting wide spread adoption of corporate electronic record management solutions has always been difficult, if not impossible, to achieve. Learn how the next generation of ECM solution can blur the boundaries between content creation, document collaboration and longer-term information governance. See how easy it is to configure intelligent file plans that allow in-place records to be automatically filled and declared. So simple to use that any user from anywhere in the document management solution, from their email or from their desktop, can create records as part of their normal work procedure, allowing companies to finally get the complete adoption and compliance that they have been seeking.TRANSCRIPT
A New Approach to Achieving Governance and Compliance
Mike Farman, Director of Product Management
#contentgov
Presidential Memorandum on Managing Records
• “Records are the foundation of open government, supporting the principals of transparency, participating and collaboration. Well managed records can be used to assess the impact of programs, to improve business processes, and to share knowledge across the Government.” !
White House Presiden3al Direc3ve On Records Management, November 28, 2011
ü Freeze ü Disposition ü Schedule ü Cut off ü Transfer ü Hold ü MoReq ü Security ü Roles ü Events
ü File Plan ü PDF(a) ü Audit ü Archive ü Declare ü Delete ü Close ü Relationships ü Permissions ü In-Place
ü File ü Retention ü Accession ü Records ü Folders ü DoD ü Metadata ü User Rights ü Record ü Search
ü Freeze ü Disposition "
Schedule ü Cut off ü Transfer ü Hold ü MoReq ü Security ü Roles ü Events
ü File Plan ü PDF(a) ü Audit ü Archive ü Declare ü Delete ü Close ü Relationships ü Permissions ü In-Place
ü File ü Retention ü Accession ü Records"
Folders ü DoD ü Metadata ü User Rights ü Record "
Search
None Of This Matters!
#easyRM
People "are "
busy "trying "to get "work "done
ü Freeze ü Disposition "
Schedule ü Cut off ü Transfer ü Hold ü MoReq ü Security ü Roles ü Events
ü File Plan ü PDF(a) ü Audit ü Archive ü Declare ü Delete ü Close ü Relationships ü Permissions ü In-Place
ü File ü Retention ü Accession ü Records"
Folders ü DoD ü Metadata ü User Rights ü Record "
Search
“End user adop-on of RM applica-ons remains a significant challenge”
“Records Managers Must Focus On Business Needs, Budgets, And Technology To Succeed” Forrester Research. September 18, 2013. Analyst Cheryl McKinnon
Content Creators / Users
Crea-ng Content.. Finding Content..
Sharing and Collabora-ng…
‘GeDng Work Done’
Does RM Help Me?
The User Perspective
Content Creators / Users Exec Staff &
Record Managers
The Record Continuum
‘Get Work Done’ ‘Informa-on Governance & Compliance’
Alfresco Records Management
In Place Records Automatic Record Filing Dynamic File Plan
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In Place Records
• No need to understand complex File Plans
• File and Declare records anywhere"
• Easy access to files"
• No need to keep ‘private’ copies
Greater User Adoption
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Automated Record Filing
• File and Declare as part of business process
• Define automated business rules
• Hide RM from end users
• Never have content ‘slip through the gaps’"
Greater Content Coverage
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Dynamic"File Plan
• Record folders created when needed
• No need to constantly manage and update the file plan
• Records filed automatically in the correct record folder
Simplified Filing
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Demo…
In Place Automation File Plan
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The Benefits of "Alfresco Records Management
• Increased User Adop3on • Single Repository • Simplicity • Lower risk -‐ DoD 2015.02 cer3fied
open source solu3on
Questions?
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