Overview (Program Summary)
Developing your organization's records retention policy and schedule may have seemed challenging, but that's only the beginning. The real work begins now: implementing and enforcing these guidelines across your organization (particularly with the surge of electronic records) including documents, emails and structured data.
Organizations often struggle with records overload, raising important questions: How can automation ease the burden on employees while ensuring compliance? Once policies, procedures, and technology are established, how do we successfully engage business units and individual employees to abandon document-hoarding behaviors? And critically, how can we maintain consistency and compliance across the enterprise—especially when resources are limited?
Join us as we explore:
- The five-second rule – Why the entire process for employees classifying emails and files can’t take longer than five seconds.
- Automating implementation using technology you already own – Nearly all of implementation – including the five-second rule – can be accomplished without buying any new technology.
- What does rollout look like? – From configuration to pilots to rollout to training, the practical, steps to implement your schedule across the organization.
- Getting IT and other stakeholders to own their part of the implementation – The art of partnering with IT and other groups to support and co-own these initiatives.
- Playing well with others – Avoiding conflicts with eDiscovery, privacy and AI initiatives.
- Ensuring compliance and defensibility – Ensuring imperfect processes can withstand legal and regulatory scrutiny.
- Engaging business units – Happily, not begrudgingly – How to change the perception of implementing a records program as a “win” for business units and employees.
With the right approach, executing your records policy and schedule and only doable, it brings new value to the organization. Join us for a lively discussion.
Generously Sponsored by Contoural and The Information Governance Network
