Records Management

The Waterfall Method of Date Migration

The Waterfall Method of Data Migration

Data migrations typically come about when a firm implements new software. For example, every time I help a firm move from their old system to iManage Records Manager (IRM), we perform a data migration. At InfoCompass Business Solutions, we use the Waterfall method of data Migration. The Waterfall Method These implementations are linear. They go …

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Matter File Best Practices for Law Firms

Law Firm Matter File Best Practices for the 21st Century

Law firms face unique challenges when it comes to managing their client matter files. Firms have an ethical responsibility to safeguard client information, meaning data security needs to be a high priority, but at the same time, lawyers also need the ability to access information quickly and easily from a variety of locations. Think of …

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Data Migrations Fail

3 Reasons Data Migrations Fail

Three key things cause data migration failure. The book Practical Data Migration by Johnny Morris explains that the most common data migration failures have to do with technocentricity, specialist skills, and the blame game. Techocentricity The problem with tecnocentricity is that you’re thinking of a data migration as just a technical issue, and not thinking …

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Records Management Challenges

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 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. …

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Get Support for Less Paper Initiative

Getting Support to Use Less Paper

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 …

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How to Establish a Records Management Program

How to Establish a Records Management Program

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 …

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Record Keeping Definition

Record Keeping Definition – What is Records Management?

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 …

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iManage Govern Records Courses

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 IRM product. The iManage records user adoption program helps both technical and non-technical audience learn the iManage technology. If your business uses iManage Records Manager (IRM) or is planning …

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