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Case Studies / White Papers

  • With the increase in legislation and standards concerning the implementation of document and records management solutions, your organization faces a real challenge. When selecting a document and records management system, should you focus on how well it addresses your corporate requirements or how easily you can adopt and use it?
  • The number one driver for replacing fax machines with fax server software is most often regulatory compliance. Cost savings efforts and productivity gains run a close second with environmental awareness gaining in the standings. Regardless of the space your organization plays, the need to become regulatory compliant remains top priority.
  • Retention Management – retaining records for the appropriate length of time not only helps to ensure business continuity, but also reduces storage costs associated with “keeping everything.” Strict retention management also minimizes the risk of inappropriately destroying records that could cause irreparable damage. Check out this technology paper by Frost & Sullivan, and take control of your records.
  • In the wake of new regulations, credit crisis, and highly publicized internal fraud cases, it has become essential for organizations to consistently implement information policies for finding, holding and disposing of content in a timely manner. However, since SharePoint is so easy to deploy, many SharePoint sites are created without the company’s knowledge and lie outside its information governance plan, oftentimes leading to confusion and, worse, litigation woes resulting from compliance violations.


News & Information

  • #1. Have a Governance Model to control the eDiscovery process centrally. Without an approved governance model, eDiscovery will be prone to failures. #2. eDiscovery is risky and costs money.
  • Recording evidence of business activities is an imperative, and failure to apply good records management practices lowers operational efficiency, and may result in your organization being exposed to financial and legal risk.

    Take our quick, easy online assessment to find out what stage of records management competency your organization is in, then learn more about that stage, its risks and the benefits of progressing to the next. Finally, download the whitepaper to learn more about the role of good records management and the value it brings.
  • 1. Regulations are complex and can’t be ignored. One of the challenges of being regulated is understanding exactly which regulations apply to your business. You may face “horizontal” reporting regulations, such as those contained in Sarbanes-Oxley that apply to all publicly-held companies. Or, you may be subject to vertical market specific regulations such as HIPAA in health care or the FDA’s 21 CFR 11 rules. Or, you may face a raft of regulations from different governments and agencies. One thing is for sure, you can’t pretend these regulations don’t exist or hope they go away. Non-compliance may present a very real legal and financial risk to your organization.
  • This presentation provides you with an overview of how to implement Electronic Records Management (ERM) according to ISO15489. The slides are from AIIM's ERM Specialist and Master Certificate Programs. For more information visit www.aiim.org/training

Industry Research

  • In most organizations, electronic records are still taken less seriously than paper records. Responsibility for applying good records management practice to electronic records would seem to reside in the IT Department rather than in the Records Department, and even where good policies exist, they are often not monitored or enforced. In this report we have compared volumes, policies and effectiveness between the management of electronic records and that of traditional paper. Legal-discovery and litigation-hold have created a demand for specific e-discovery tools, so we looked at their take up. We have also looked at the integration issues across multiple records repositories and measured long-term archive strategies.
  • AIIM has found that a third of organizations have no policy to deal with legal discovery and 40% might need to search back-up tapes to find emails that could be relevant to litigation. The AIIM survey also found that 84% would have no way to justify why emails of a certain age or type had been deleted. Only 19% have the facility to move important emails into a document or records management system, or a dedicated email management system, and 45% of respondents are still filing their important emails in personal Outlook folders.
  • AIIM's annual State of the ECM Industry research found that compared to recent years, cost saving has taken a clear lead over compliance as the main business driver for investments in document and records management. Email is still out of control, with 55% of organizations having little or no confidence that important emails are recorded, complete and retrievable. Management of content types like SMS/text messages, blogs and wikis are largely off the corporate radar in 75% of organizations and their lack of inclusion in the corporate archive is a major risk.
  • A new AIIM survey among 400+ IT decision makers and influencers found that 89% of respondents think effective management of electronic information is “very important” or “important” to the long-term success of their organizations. The respondents claimed a surprising confidence in their information management systems with 63% indicating they were “very confident” or “quote confident” that they could prove their electronic information is “accurate, accessible, and trustworthy.” Only 9% of those surveyed expressed a lack of confidence in their information management systems.



Preferred Solution Providers


  • Autonomy
  • Hewlett Packard
  • Iron Mountain
  • Kodak
  • Open Text
  • Oracle



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