Earlier this month, I presented at iManage Connect Live in New York City. I was invited to co-present with Ian Raine, the product manager for the iManage Records Manager Software. We talked about what is currently available in IRM, Version 10. I presented some of the common records management problems and how IRM can help. …
If you have been following along with my posts this month, you understand the value of reducing paper in records systems and what it will look like once you are done. The last step in this process is getting support from your colleagues. Change always requires executive support. Getting your executive team to support your …
In my last post, I discussed how switching to an electronic records system can save your firm thousands of dollars. Now you might be wondering, what does switching to electronic records look like? It does take some work up front to make the transition, and you will need to get support from your colleagues for …
Have you ever considered the value of using less paper in your business? It’s probably a lot bigger than you think. There are many hard costs and soft costs to reducing your paper use. Here are 8 ways that using less paper can save your business money. Less money spent on housing and managing paper: …
Having a documented records management policy is essential. This way, the expectations for each person in your organization are clear, and if you are ever subject to a file audit, you can show the auditors exactly how your files are handled and why. I touched on this briefly last week when I defined what a …
If you don’t have a documented records management program in place for your organization, you should make establishing one a priority. A good records management program is systematic. Each record goes through a documented process that is easy for everyone in the company to follow. Your records management program should be published so your employees …
Last week I was helping a customer migrate her organization from Autonomy Records Manager, also known as FileSurf, to iManage Records Manager (IRM). We had finished designing her system and were ready to wrap up the project when one of her offices requested that we build in a way for them to use IRM to …
I am so excited for iManage Connect Live 2019! I booked my tickets for the event last week. It is the annual user conference for all iManage software users. The conference is taking place at the New York Marriott Marquis in Times Square May 7th and 8th. I am arriving the weekend before it starts …
Retention rules tell you how long you need to keep your business documents or records per your organization’s policies or laws within your industry. Maybe you have some files that you need to save for seven years and others you need to keep for 60 years or longer. You can set retention rules in the …
3 Tips for Setting Records Retention Rules in IRM Read More »
As a certified records manager, I often get asked, what is the definition of record keeping? The official glossary of records management by ARMA International states the record keeping definition. “The field of management responsible for establishing and implementing policies, systems, and procedures to capture, create, access, distribute, use, store, secure, retrieve, and ensure disposition …
Record Keeping Definition – What is Records Management? Read More »
