Seminar Overview

BUILDING INTELLECTUAL ARCHITECTURE

for

SUSTAINABLE RECORDS MANAGEMENT PERFORMANCE

Making or renewing a commitment to manage records properly is not the same thing as knowing how to do it. Without realizing the risks and hidden costs, many organizations are implementing systems that will prove to be deficient in intellectual architecture (IA) – the tools and rules that govern how records are managed over time and how users interact with information management and recordkeeping systems.

The consequences of poor intellectual architecture are varied and widespread. They can include the inability to locate records, inadvertent public disclosure, user resistance, failure to produce records required in discovery, as well as the retention of Records eligible for destruction and the destruction of records which should have been retained. Organizations need processes that are capable of creating quality rules and tools that take into account their mission and business requirements as well as the capabilities and constraints of the supporting technology infrastructure and applications.

The ARMA Madison spring seminar will feature an in-depth exploration of the architectural elements of a records management system:

Retention schedules to manage the “chain of custody” for records and define disposition rules;

Policies and procedures for the capture, creation, access, security, storage and preservation of records;

Classification schemes which provide controlled terminology for describing records;

Workflows for managing business processes and defining the flow of information.

Seminar facilitators will be Conni Christensen, Principal of Synercon Management Consulting of Sydney, Australia, and Lori Ashley, Senior Consultant, Cohasset Associates. Best practice examples and resources from a variety of international sources will be examined. Case studies of successful and not-so-successful records management system implementations from the southern and northern hemispheres will be shared and analyzed. Participants will learn a step-by-step road map for identifying and linking essential recordkeeping elements into an integrated and sustainable framework.

Representatives from leading ECM technology and system integration companies will be on hand throughout the day to demonstrate their product offerings and share insights on the best tools and rules for effective records management.