A Two-Tiered Governance Structure for Records and Information Management (RIM) - Including Electronic Records Management (ERM)

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An Electronic Records Management (ERM) Program should typically form part of a broader enterprise-wide Records and Information Management (RIM) Program in an organization that includes management r... read more

Technology Vendors, RM and IT: Collaborate to Ensure that Electronic Records Management Requirements are Met

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I presented a session at the AIIM Conference in San Francisco  entitled “Having a Regulatory and Standards-Based Approach to ERM IS Possible.” (It was a great conference, by the way). I recall ... read more

With All of This Data, What Must Be Retained as a Record?

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Most records managers will tell you that the retention of information content must be determined by the company’s retention schedule – and this a correct. However, as we know, the same or similar c... read more

An ECM Perspective on ERM: Your Penchant for Over-Retaining is Costing You

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Guest Blog posting from my esteemed colleague Ed White, VP and Senior Architect at Bank of America There is a lot of truth to the saying that “you don’t own your possessions, your possessions o... read more

Disposing of Electronic Records with “Triggering Event” Based Retention Periods

BACKROUND One of the greatest challenges faced by firms when implementing retention rules is effectively managing records that have retention periods predicated upon “event based triggers.” The... read more

Retention Schedules Represent MORE than Legal Requirements – Even in ERM

Organizations often make the mistake of telling internal stakeholders that they need to follow all legal requirements for retention – rather than telling them that they must follow the organization... read more

The Records Creation Management Imperative

Records creation is an established and recognized part of the Records and Information Management's (RIM) records life-cycle model. It is covered in RIM text-books and included in RIM course curricu... read more

Increasing Confidence in Your ELECTRONIC RM Program

In several of my initial posts, I wrote about foundational laws and acts in the US that establish the equivalency of hard-copy and electronic records and record-keeping systems, unless specified ex... read more

Managing Electronic Records When there is a Divestiture

What the records requirements are related to a divestiture is a topic that frequently arises for Records Managers and their technology partners. Have you had to handle this? It involves records in ... read more

Going Digital

A short entry for this week: As a continuation of the “going digital” discussion – it is advantageous to work toward a scenario in which not only internal business processes are converted to di... read more

Reasons Why You May Need to Keep Some Paper Records After Digitization

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In my first blog post last week, I talked about foundational requirements that, in my opinion, support maintaining trustworthy electronic records in lieu of paper - unless there is a specific requi... read more

Is It OK To Maintain Records ONLY in Electronic Format?

I’m often asked if it is OK to eliminate paper entirely from a record-keeping process and JUST maintain electronic records. Don’t we still have to keep the paper as well as digital images? Must we ... read more

Getting to Know Me in a “Non-Bio” Way

Please see above for my professional background. We were asked to provide a more personal view: I’ve always been interested and involved in Records Management ("RM"). As electronic records/data... read more