29 July, 2019

The Golden Rules of Data Migration

Last week I discussed three reasons that data migrations fail. You might be wondering to avoid some of these challenges. You can avoid a failed data […]
15 July, 2019

Switch to iManage Records Manager

I help with a lot of system migrations, moving clients from old data management programs into iManage Records Manager (IRM). Lately, I’ve noticed the importance of […]
4 June, 2019

6 Common Records Management Challenges

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 […]
9 April, 2019

A Fun Client Challenge

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 […]
4 April, 2019

iManage ConnectLive 2019

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 […]
25 March, 2019

3 Tips for Setting Records Retention Rules in IRM

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 […]
5 March, 2019

iManage Govern Records Courses

I will be teaching the iManage Govern Records Administration and Engineer classes the week of March 12th. These are public classes that iManage gives on the […]
25 February, 2019

What is iManage Records Manager?

iManage Records Manager (IRM) is a records management software used by many leading professional service firms in the United States. The software is used to manage […]
27 November, 2018

How to Create Disposition Notes in IRM

iManage Records Manager (IRM) is records management software utilized by many law firm and professional services organizations. As a consultant with many years experience in designing, […]
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