Everyone’s a Records Manager…
And Nobody Knows it!
• Cost
• Control
• Compliance
WHY EASY RM? THE 3 “C”s
• Paper
• Email
• Website/Portal
• Mobile
• Social Media
“90% of the world’s data has been
generated over the last two yea...
Challenge
• 100+ years of paper records
• How to efficiently/effectively
convert to electronic records
• How to make sure ...
Content Creators
THE TWO WORLDS OF ECM
Governance‘Get Work Done’
Records Managers
PUT ANOTHER WAY - THE RM CONTINUUM
Create
Edit
Find
Version
Workflow
Collaborate
Disposition
Audit
Security
Archive
Destru...
• Legacy RM Tools are Costly & Complex
• Content isn’t in ECM (“ECM Avoidance”)
• Email
• Shared Drive
• SharePoint
• Drop...
• Starts with Easy ECM
• Tools they Use Today
• SharePoint
• Email, Outlook, Office and more…
• In-Process Capture (IPC)
•...
Alfresco RM 2.2
• In-Place Records Management
• Intelligent File Plan
• Automated Declaration
• DoD 5015.2 Certification
•...
IN-PLACE RECORDS DECLARATIONS
Intelligent File Plan
• Dynamic Creation & Filing
• Rules for Filing Records
• Auto-Create Records Folders
Automated Filin...
IN-PLACE RECORDS DECLARATIONS
Retain Paper - Integrated ECM
• Combined View/Search
• Synchronized Case/File Plan
Digitization
• Ephesoft Intelligent Cap...
Challenge
• Manual Creation / Review /
Approval of All City Contracts
• “Wet” Signature Required
• Expensive, Slow, Error ...
Training & Assessment Package
• “Jump Start” Service Offering
• Customized for your RM Deployment
• 3-Day Onsite:
• Alfres...
RM NOW TRAINING AGENDA
Day One Day Two
Welcome Records Search
Introduction to Records Management References
Setting Up a F...
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Everyone' a Records Manager... And Nobody Knows It!

This presentation addresses solving information governance issues with: Solving Governance: "Everybody's a Records Manager, and nobody knows it" -Automated RM Process -Integrated with SharePoint -Solving the RM Paper Problem
Published on: Mar 4, 2016
Published in: Business      
Source: www.slideshare.net


Transcripts - Everyone' a Records Manager... And Nobody Knows It!

  • 1. Everyone’s a Records Manager… And Nobody Knows it!
  • 2. • Cost • Control • Compliance WHY EASY RM? THE 3 “C”s
  • 3. • Paper • Email • Website/Portal • Mobile • Social Media “90% of the world’s data has been generated over the last two years.” WHY EASY RM? CONTENT EVERYWHERE
  • 4. Challenge • 100+ years of paper records • How to efficiently/effectively convert to electronic records • How to make sure it never happens again! EASY RM CASE STUDY Solution • Digitization = ROI of over $5 million • Going Forward: Alfresco RM 2.1 with “Easy RM” • Ensuring Success: Zia 3- day “RMNow” training & assessment
  • 5. Content Creators THE TWO WORLDS OF ECM Governance‘Get Work Done’ Records Managers
  • 6. PUT ANOTHER WAY - THE RM CONTINUUM Create Edit Find Version Workflow Collaborate Disposition Audit Security Archive Destruction
  • 7. • Legacy RM Tools are Costly & Complex • Content isn’t in ECM (“ECM Avoidance”) • Email • Shared Drive • SharePoint • Dropbox (Cloud Shares) • How to Solve The Paper Problem SO WHY ISN’T IT WORKING TODAY
  • 8. • Starts with Easy ECM • Tools they Use Today • SharePoint • Email, Outlook, Office and more… • In-Process Capture (IPC) • Automated RM • Enterprise Integration – ERP/CRM • Adoption – RMNow, Glazr INTRODUCING EASY RM
  • 9. Alfresco RM 2.2 • In-Place Records Management • Intelligent File Plan • Automated Declaration • DoD 5015.2 Certification • Advanced Workflow • Retention, Disposal, Legal Holds… EASY RM WITH ALFRESCO RECORDS MANAGEMENT
  • 10. IN-PLACE RECORDS DECLARATIONS
  • 11. Intelligent File Plan • Dynamic Creation & Filing • Rules for Filing Records • Auto-Create Records Folders Automated Filing & Declaration • Location Change • Attribute Change ALFRESCO RM 2.2
  • 12. IN-PLACE RECORDS DECLARATIONS
  • 13. Retain Paper - Integrated ECM • Combined View/Search • Synchronized Case/File Plan Digitization • Ephesoft Intelligent Capture • Mailroom Automation Going Forward • In-Process Capture SOLVING THE PAPER PROBLEM PARTNER OF THE YEAR 2013 PARTNER OF THE YEAR 2012
  • 14. Challenge • Manual Creation / Review / Approval of All City Contracts • “Wet” Signature Required • Expensive, Slow, Error Prone • “Where’s my Contract EASY RM CASE STUDY Solution • Contracts Automation – Creation, Workflow, & Electronic Signature • Integrated – Oracle ESB, Peoplesoft Financials • Records Management
  • 15. Training & Assessment Package • “Jump Start” Service Offering • Customized for your RM Deployment • 3-Day Onsite: • Alfresco 2.2 RM Training • Zia RM Assessment Session http://www.ziaconsulting.com/RMNow INTRODUCING RMNOW
  • 16. RM NOW TRAINING AGENDA Day One Day Two Welcome Records Search Introduction to Records Management References Setting Up a File Plan Vital Records Disposition Schedules Disposition Reprised Filing Records Automating the File Plan Users and Security Auditing Filing Emails and Physical Records Export/Import and Installation

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