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The National Conference on
Managing Electronic Records
Prerequisites for 2020 eRIM
MER 2015 SESSION S03
Jim Coulson, CRM, FAI, Partner CCIM Consulting LLC
May 18, 2015 12:00 – 1:00 PM
PersonalComputing
NetworkInternet
Globalization
EmailMobile Cloud
CollaborationSocial
Big Data
Cost and Risk
eRIM Macro Forces
2015
1985
PersonalHoarding
Cost / Risk Efficiency
What Management
Wants
Information
Governance
Identify your records, classify them, and put them somewhere other than where you are working
RIM
doesn’t like the planSenior managementITThe business
Cost / Risk Efficiency
LOBOwnership
Scalable Support
What Management
Wants
Information Governance
TechnologyIndependent
Practical Compliance
Prerequisites for 2020 eRIM
Shared Drives
HR, CRM & Finance ERP
Data
Email and IM
Social and Collaboration
LOB Application
Data
User
What is a “Record”?
Hard DrivesPersonal Drives
Email Archives (PSTs)
Unstructured Record
Repositories
Harvest and Copy
HR, CRM & Finance ERP
Data
LOB Application
Data
Will Users do it?Can IT do that?
Binary Actionsupported by
auto-categorizationtechnology
User Active Workspace
Structured Systems
Unstructured Systems
Identify your records, classify them, and put them somewhere other than where you are working
RIM
Identify your records, classify them, and put them somewhere other than where you are working
Identify your recordswhere you are working
Cost / Risk Efficiency
LOBOwnership
Scalable Support
What Management
Wants
Information Governance
Practical Compliance
TechnologyIndependent
Binary Action Records
Identification
Lock from deletion
System API Connector
Copy and Move
Auto-categorize Software
Classification by RRS Category
eRIM Repository
(prefer Cloud)
Retain/Dispose by RRS
Rights for Accessibility
(AD, SAP?)
Search and Retrieve
Identify Collect Classify Manage Provide
Behind the ScenesUser
Workspace Shared
Technology Independent
1. Endorsed active applications where Records can exist
2. Enterprise repositories suitable for business Records
3. Defined processes for moving active to enterprise
Technology Independent
Cost / Risk Efficiency
Scalable Support
What Management
Wants
Information Governance
Practical Compliance
TechnologyIndependent
LOBOwnership
Map courtesy of Bing Maps © Microsoft Corporation
HeadquartersSuppliersSales / Distribution
What is a “Record”?
Mobile
Cloud
Big Data
LOB Ownership
“Practical RIM compliance for the business”
“LOB Lead – is this different than a RIM Coordinator?”
“Practical / scalable approach to analyze / implement”
“Clear metrics for audit”
Cost / Risk Efficiency
What Management
Wants
Information Governance
Practical Compliance
TechnologyIndependent
LOBOwnership
Scalable Support
New Role for IT
Work directly with the business to identify and implement information management solutions
that meet eRIM Policy
Scalable Support
Retrofit RIM for Impact
Scalable Support
Centers of Practice:Governance, Technology, Business Alignment and Hard Copy Operations Criteria / Repository specs for official electronic Records
Communication/collaboration specs for user Record compliance
Uniform retention for non-record information
Self-service guidance to support change/premium consulting
Four
Hard Copy Operations
ThreeandGovernance, Technology, Business Alignment
Cost / Risk Efficiency
What Management
Wants
Information Governance
Practical Compliance
TechnologyIndependent
LOBOwnership
Scalable Support
Cost / RiskEfficiency
Cost/Risk Efficiency
LOBOwnership
Scalable Support
Information Governance
TechnologyIndependent
Practical Complianc
e
WhatManagement
Wants
Prerequisites for 2020 eRIM
Personal Hoarding
InternetFile Shares
Globalization
Mobile
Cloud
Big Data
Communicate
Socialize and
Collaborate
Risk, Rule
s and Cost
eRIMMacroForces
PracticalCompliance
TechnologyIndependent
LOBOwnership
ScalableSupport
Cost/RiskEfficiency
The National Conference on
Managing Electronic Records
Prerequisites for 2020 eRIM
MER 2015 SESSION S03
Jim Coulson, CRM, FAI, Partner CCIM Consulting LLC
May 18, 2015 12:00 – 1:00 PM
