Records Mgmt & Archiving

Paper still prevails according to the latest study of AIIM: "We are at last in a situation where electronic archiving of records is efficient, effective and can save huge amounts of space, and yet most office staff seem to be hanging on to paper in the mistaken view that there is some legal reason to do so," said AIIM President John Mancini, in a statement.
The survey by AIIM, an industry association representing vendors of such products, found that 62% of important documents are still archived in paper form. Even when documents are sent off to be scanned for archiving, 25% are photocopied beforehand "just in case," the survey found.

go to article

Finally there comes a solution to manage retention schedules in a unprecedented
way:
The seamless integration and management of records series, underlying sources
(legal or other requirements) including a taxonomy based on a process oriented approach becomes true.
This metadata (above item level) can also be linked or propagated from a metalayer to corresponding instances in any system environment down to the item level. It allows an independent mgmt
of your records schedules but fits in every ERMS.

go to: http://www.fontisinternational.com/

In Switzerland the company "infocentric research" based in Baden (AG) acts as business
partner for Fontis.
Feel free to contact Felix Neukom.

Final Report of the „Blue Ribbon Task Force on Sustainable Digital Preservation and Access":

see:
http://brtf.sdsc.edu/biblio/BRTF_Final_Report.pdf

Dr. Krystyna W. Ohnesorge
Schweiz. Bundesarchiv, Bern

An interesting program:

Roche gives a presentation of their records mgmt strategy.

see flyer: http://www.sagroup.org.uk/pdfs/Switzerland2010Flyer.pdf

Registration: http://www.sagroup.org.uk/pdfs/Switzerland2010Registration.pdf

SGA: http://www.sagroup.org.uk

Information Governance is becoming a new generic term and notion to describe all corporate activities concerning information management compliance (IMC). However the challenge lies in the art of a consistent integration and consolidation of all related disciplines (strategy). This is tough and depends on each corp. culture and priorities of roadmaps. It's not easy to say here: "The whole must be more than the sum of its parts."(Aristotle)
... a lot of theory and noise in the big context of GRC (Governance Risk Mgmt and Compliance).
On the other hand there is a tendency to come down again to hard facts and first value and manage corporate data in the right way to serve the business and deliver the ROI.
like Tony Fisher's book Data Assets which is really interesting. The term "information" does merely appear here. But we can bill this story in a tangible way and the outcome is adding value and competitive strenght ....

Information Governance can encompass an endless list of topics:
- Enterprise Risk Mgmt
- IT Governance
- Cloud computing and data hosting, SOA
- Web and Enterprise 2.0, i.e., Twitter, Facebook, YouTube, Yammer, Portals/Intranets, Wikis,
- Blogs, Instant Messaging, etc
- Rules of Professional Conduct/Lawyer Ethics
- Email management
- Knowledge management
- Virtualization
- SharePoint
- Managing multiple jurisdictions
- ECM: Electronic records management/electronic document management
- ILM
- Emerging technologies and trends, (Web 3.0/Semantic Web, Unified Communications, etc.)
- Conflicts of Interest/new business intake.
- Point applications being deployed which affect information governance (digital dictation, litigation support software, tax document prep software, etc.)
- eDiscovery: implications for firms and their clients
- Information security
- Web Governance
- IT risk control, business continuitiy mgmt, disaster recovery
- Computerized System Validation (Pharma)
etc.

Information governance seems to become a new runner: the upcoming ARMA Legal Information Technology Conference in November 2010 (San Francisco) has put it on the Agenda: Call for papers - the range of topics is broad - The theme of this year's event is, "Mitigating Risk and Maximizing Revenues With Information Governance." - see:

http://www.arma.org/lit-con/call.cfm

PS:
Information Governance is becoming a new generic term and notion to describe all corporate activities concerning information management compliance (IMC). However the challenge lies in the art of a consistent integration and consolidation of all related disciplines. This is tough and depends on each corp. culture and priorities of roadmaps. It's not easy to say here: "The whole must be more than the sum of its parts."(Aristotle)
... a lot of theory and noise.
On the other hand there is tendency to come down again to hard facts and first value and manage corporate data in the right way to serve the business and deliver the ROI.
like Tony Fisher's book Data Assets which is really interesting. The term "information" does merely appear here. But we can bill this story in a tangible way and the outcome is adding value and competitive strenght ....

Sharepoint is nothing for bean counters in IT. ... the clash of content & technology!
(maybe this is the opportunity that IT is slowly going to understand the requirements
of RM in information mgmt)

"First, we must acknowledge that SharePoint doesn't really fit any of the standard categories used to manage IT applications. It's not an ECM system in the sense of being exclusively focused on that function alone, though it can be used to manage content. It's not a search engine, though it can search across many types of content. It manages web content, but it manages lots of other content too. And finally, the straw that we always grasp at, it's a "collaboration" platform which is fuzziness itself when bean counters try to measure its ROI."


go to AIIM Blog

... what we already know:
but the gospel has to be preached daily

from Burton group

An article in the Economist (31.1.2010) titled "Yammering away at the office" has fostered
some more positive aspects harnessing corporate usage of social media tools like Yammer.

"A third hurdle is that bosses are worried about allowing informal groups of workers
to spring up that managers cannot control. Yet this is precisely why the systems
are so valuable. Often new ideas and insights—as well as warnings about potential
threats—come from informal contacts rather than from formal meetings. The
trouble is that existing IT systems are geared towards reinforcing separate silos
rather than building bridges between them."

Knowledge mgmt is not about command and control but understanding the dynamics of trust ...

Leadership is needed:
Swimming against the information clutter

The book "Payback" by Frank Schirrmacher not only raised a lot of interest and discussions in Germany: EDGE published an interview plus comments by the "Reality Club". The video and the text is available at
http://www.edge.org/3rd_culture/schirrmacher09/schirrmacher09_index.html

book orders:
http://www.randomhouse.de/book/edition.jsp?edi=228696&frm=false

ECM in der Schweiz - Parallelen zum deutschen Markt. Wie ist der Status Quo und die Marktentwicklung eigentlich speziell auf dem schweizerischen ECM-Markt ? Wie sehen Projektpläne und Entscheidungsprozesse aus?

s. Link

Fünf Trends von der SharePoint Connections 2010 in Amsterdam:

s. Link

Der VOI - Verband Organisations- und Informationssysteme veranstaltet auf der CeBIT 2010 in Halle 3, Stand D19 ein mehrtägiges Forum rund um Enterprise Content Management. Von Dienstag (2. März) bis Samstag (6. März) informieren Branchenvertreter und Experten aus der Praxis über Themen wie Wirtschaftlichkeit, Compliance, E-Mail-Management, Posteingangslösungen oder die Kombination von Dokumenten- und Kundenbeziehungsmanagement.

s. Link Pressemeldung

als pdf

Der internationale Anwender-Fachverband AIIM Europe führt in Kooperation mit der Unternehmensberatung PROJECT CONSULT sein erfolgreiches ECM-Zertifizierungsprogramm jetzt auch in deutscher Sprache durch. Damit macht die AIIM Europe ihr Schulungsangebot noch attraktiver. Teilnehmer des deutschsprachigen ECM-Zertifizierungsprogramms können sich als Practitioner oder Specialist qualifizieren. Referent ist Hanns Köhler-Krüner, der zuletzt bei AIIM als Direktor Global Education Services tätig war und nun als freier Berater agiert.

s. Link

Das KRM, das IT-Governance Network und Wildhaber Consulting starten eine Umfrage zum Thema "Ausbildung im Bereich RM/ECM/Information-Governance".
Dieser Link bringt Sie zur Doodle Umfrage:

http://www.doodle.com/cfbfwfkmbraq6zkd

Ankündigung: Wir werden die 4. RM Konferenz 2010 voraussichtlich am 22.11 durchführen, geplant ist anschliessend eine eintägige Schulungsveranstaltung am 23.11.2010!

Gerne nehmen wir Ihre Anregungen und Wünsche bis Mitte Februar entgegen.

Besten Dank für Ihre Mithilfe!

Mit bestem Gruss

---------------

Ladies and Gentlemen

the IT-Governance Network, the competence Centre Records Management and Wildhaber Consulting are organizing a RM/ECM/Information-Governance training session one day after the 4th Swiss national Records Management Conference which will take place in November in Zurich (Nov 22nd), Switzerland. You are invited to participate in a survey about potential training topics:

http://www.doodle.com/cfbfwfkmbraq6zkd

This survey will be open until february 15th.

Thank you for your support!

Kind regards

Bruno Wildhaber

Wildhaber Consulting/ IT Governance Network
Dr. Bruno Wildhaber, CISA/CISM/CGEIT
Postfach 115
8603 Schwerzenbach
Switzerland
Tel. +41 44 826 21 21
Fax. +41 44 825 31 60
info@wildhaber.com


Bruno Wildhaber

MSM Research hat im dritten Quartal 2009 eine Umfrage bei 122 Schweizer Unternehmen zum Stand der Dinge im Markt für Enterprise Content Management (ECM) durchgeführt.
Die Resultate dieser Untersuchung liegen jetzt in Form einer neuen Studie vor.

http://www.msmag.ch/

s. auch: http://www.computerworld.ch/aktuell/news/50138/

jh

Kommentar s. Link

Nachricht aus dem Project Consult Newsletter 20091203:

Auf der SharePoint 2009 Konferenz in Las Vegas hat Microsoft Details zur neuen Sharepoint Version 2010 bekanntgegeben. Im Umfeld von ECM sind besonders Records Management-Funktionalitäten, wie Klassifizierung, Einhaltung der Aufbewahrungsregeln als auch Zugriffsrechte interessant.

"Wesentlich ist der Ansatz, die Informationsobjekte dort zu belassen, wo sie lagern, und nicht in Sharepoint-Repositories zu migieren. Dies bezeichnet man als “In-Place-Management”. Schwerpunkt ist die zentrale Kontrolle der Records, nicht deren Speicherung."
(U. Kampffmeyer)

Es ist richtig Sharepoint nicht als ECM Strategie zu definieren, sondern entweder als Frontend zu robusten repositories oder als reines Collaboration tool.

s. auch: ECM erwacht aus dem Schlaf - dank Sharepoint?
JH