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RIM planning and design

Change equals opportunity – Part 2: How to manage change

In our last blog post, we looked at the benefits of embracing change and using it as an opportunity to improve your records management program. Unfortunately, not all change initiatives go according to plan. The failure rates can be unnervingly high with projects such as document conversions and the implementation of electronic records management systems. To help you avoid that fate, we’ll share tips to help you successfully navigate changes in your records management program.Read More

Change equals opportunity – Part 1

We’ve all been there. Just when you think your records management program is going relatively smoothly, a big change lands in your lap screaming, “Deal with me!!!” Whether the change originates outside the RM department, such as with corporate moves and mergers and acquisitions, or from within, such as migrating to a new records management system, […]Read More

How to create an effective records retention program – Part Two

In last week’s blog post, we imagined what would happen if the primary measure of RIM performance was the quantity of documents defensibly disposed of in a given year. As we pointed out, this would put a lot of pressure on records managers to polish up their records retention schedules. Without an up-to-date and accurate retention schedule, records would either be kept around too long, or they would end up being destroyed prematurely. However, a retention schedule is only one component of an effective records retention program. Without the proper processes and oversight in place, your retention schedule will end up as nothing more than a dusty volume taking up space on a shelf.Read More

How to create an effective records retention program – Part One

In a great blog post on the AIIM website, one of the regular contributors, Don Lueders, CRM, CDIA, made the case for a new measure of RIM performance. Why not simply base it on the quantity of content defensibly destroyed each year? In a business environment in which paper and electronic records are both on the rise, we think Don’s suggestion has a lot of merit. It also raises an interesting question. How would records management change if defensible disposition became the primary RIM performance metric?Read More

The year’s most popular records management resources so far – Part Two

Following up last week’s post in which we highlighted the most popular records management resources so far this year, this week’s post offers even more of our top content. This week, we cover the ins and outs of metadata; discuss best practices for managing the hybrid records environment; and offer space planning tips for physical records.Read More