1. The National Conference on Managing Electronic Records Prerequisites for 2020 eRIM Jim Coulson, CRM, FAI, Partner CCIM Consulting LLC jcoulson@ccimconsulting.com May 18, 2015 12:00 – 1:00 PM

2. Personal Computing Network Internet Globalization Email Mobile Cloud Collaboration Social Big Data Cost and Risk 2015 1985 Personal Hoarding

4. Identify your records, classify them, and put them somewhere other than where you are working

5. doesn’t like the plan

6. Information Governance Technology Independent Prerequisites for 2020 eRIM

7. Shared Drives HR, CRM & Finance ERP Data HR, CRM & Finance ERP Data Email and IM Social and Collaboration LOB Application Data User Hard Drives Personal Drives Email Archives (PSTs) Unstructured Record Repositories Harvest and Copy HR, CRM & Finance ERP Data HR, CRM & Finance ERP Data LOB Application Data

8. Identify your records, classify them, and put them somewhere other than where you are working Identify your records where you are working

9. Information Governance Technology Independent

10. Binary Action Records Identification Lock from deletion System API Connector Copy and Move Auto-categorize Software Classification by RRS Category eRIM Repository (prefer Cloud) Retain/Dispose by RRS Rights for Accessibility (AD, SAP?) Search and Retrieve IdentifyCollectClassifyManageProvide Behind the Scenes User Workspace Shared Technology Independent

11. 1.Endorsed active applications where Records can exist 2.Enterprise repositories suitable for business Records 3.Defined processes for moving active to enterprise Technology Independent

12. Information Governance

13. Map courtesy of Bing Maps © Microsoft Corporation Headquarters Suppliers Sales / Distribution What is a “Record”? Mobile Cloud Big Data

14. LOB Ownership “Practical RIM compliance for the business” “LOB Lead – is this different than a RIM Coordinator?” “Practical / scalable approach to analyze / implement” “Clear metrics for audit”

15. Information Governance

16. New Role for IT Work directly with the business to identify and implement information management solutions that meet eRIM Policy Scalable Support

17. Retrofit RIM for Impact Scalable Support Centers of Practice: Governance, Technology, Business Alignment and Hard Copy Operations Criteria / Repository specs for official electronic Records Communication/collaboration specs for user Record compliance Uniform retention for non-record information Self-service guidance to support change/premium consulting Four Hard Copy Operations Three and

18. Information Governance

19. Technology Independent What Management Wants eRIM Macro Forces Practical Compliance Technology Independent LOB Ownership Scalable Support Cost/Risk Efficiency

20. The National Conference on Managing Electronic Records Prerequisites for 2020 eRIM Jim Coulson, CRM, FAI, Partner CCIM Consulting LLC jcoulson@ccimconsulting.com May 18, 2015 12:00 – 1:00 PM