1 May, 2019

Elements of a Good Records Management Policy

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 […]
18 April, 2019

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 […]
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 […]
18 March, 2019

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 […]
11 March, 2019

The Elk Grove Chamber of Commerce

At the start of this year, I accepted a nomination for a three-year term on the Elk Grove Chamber of Commerce Board of Directors. I was […]
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 […]
8 January, 2019

National Clean Up Your Desk Day

Did you know that National Clean Up Your Desk day is Monday, January 14th this year? Every second Monday of January professionals around the country finally […]

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