Assess Before You Progress: Enterprise Content and Records Management Strategies

Overview

In today’s fast-paced digital environment, records managers face increasing pressure to ensure efficient, compliant, and cost-effective management of their organization’s records. Implementing an Enterprise Content and Records Management (ECRM) system can be a game-changer, but diving straight into deployment without a thorough assessment can lead to costly pitfalls and missed opportunities, including:

• Poor User Adoption: A system not aligned with existing workflows or user needs may face resistance or underutilization from staff, reducing the return on investment.
• Data Security Vulnerabilities: Not assessing current security protocols and requirements can result in inadequate security measures, exposing sensitive information to potential breaches.
• Data Migration Challenges: Without assessing the current state of records, data migration can become complex and error-prone, resulting in lost or corrupted data.
• Inefficient Record Retrieval: Without understanding current retrieval practices and pain points, the ECRM system might not improve or could even worsen record search and retrieval efficiency.

A ECRM system may be implemented without fully understanding the specific needs and requirements of the organization, leading to features that are not useful or missing critical functionalities. Hear our industry experts explore how strategic assessment not only sets the stage for a smoother deployment but also enhances overall records management effectiveness and compliance.

About Our Presenters:

Shermaine Haymer
With over 20 years of experience in Technical Delivery Management roles, Shermaine is no newcomer to the world of Enterprise Content Management. She has extensive expertise in ECM, software development and systems implementations. As a Technical Project Manager with Access Sciences, her goal is to drive efficient delivery of right outcomes for the customer and organization using proven methodologies. Shermaine has delivered solutions for State Farm, Lockheed Martin at NASA’s Michoud Assembly Facility, the Louisiana Legislative Auditor’s office and LASERS. Most recently, Shermaine’s Access Sciences team worked with Louisiana OTS & DOTD to replace Content Manager with the FileNet Enterprise Architecture platform. She enjoys the challenge of solving complex, recurring problems that are rooted in organizational culture and ways of working.

Tina Gibeson, PhD, CRM, IGP
Tina has worked with state agencies and government records through various roles (from records analyst to project manager) for over 10 years. She has demonstrated expertise in records lifecycle management, procedure and retention schedule development, as well as training and change management.She now serves as the Director of Consulting Services at Access Sciences Corporation, working with organizations across a variety of industries to develop sound records and information management programs and implement information governance initiatives. Tina gives back to her local community as a student mentor and adjunct faculty for the LSU School of Information Science, as well as serving on her local ARMA chapter board.