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Electronic records

Reader Favorites, October 2015: Our most popular records management resources

This month’s popular RM resources tackle challenges new and old. Many of our colleagues are interested in learning more about the relatively recent practice of storing records in the cloud. Our first resource provides an overview of all the things you need to know in order to make cloud storage work. Next up, we have a tool to help with the age-old challenge of how to training staff so that they will comply with your records management program. Finally, we offer an action plan to help kick-start your records retention program.Read More

How to prepare your paper records before going electronic – Part 2

In last week’s blog post we began a discussion of how to prepare for the move to electronic records. We learned that a key ingredient of a successful electronic migration is a foundation of records management best practices. With such a foundation in place, you can then focus on the steps required to prepare your physical collection for the move.Read More

How to prepare your paper records before going electronic – Part 1

We recently outlined several key planning steps before making the move to electronic records. These steps included understanding your business drivers, setting realistic expectations and laying a solid records management foundation. In a two part blog post, we will dive into more detail on what that RM foundation should consist of, and look how to prepare your paper records for the move.Read More

Five keys to success when making the move to electronic records

Whether you are imaging paper documents or adopting an electronic content solution, “going electronic” requires careful planning. Organizations don’t publish statistics of this sort, but in our experience, somewhere around 50 percent of all imaging projects fail. And the failure rate when implementing electronic content management systems? It’s just as bad. A five-point checklist for […]Read More