Controlling the formal release of project, sales, and engineering documents to customers and clients is often done with transmittal letters. The transmittal serves as a record describing the sender, the recipient, and any special instructions or information related to the included documents. Before the controlled release of a transmittal, the letter and included documents are […]
In a post back in January, we described implementing a simple Records Management solution. Often times we have seen clients struggle with the large footprint of the Documentum Retention Policy Services (RPS), Records Manager (RM), and Physical Records Manager (PRM) products, and a limited budget to implement a records management solution. This post describes how […]
When first starting a records management (RM) program it can seem daunting and insurmountable, but once the decision is made to not keep everything forever the real work begins. At its most basic, there are three activities in an RM program: retention, disposition, and holds. This post will present a solution approach that leverages minor […]
I attended the January ARMA meeting as a panelist to discuss the trends TSG sees emerging in the ECM space and how they relate to the records and information (RIM) practice. This post will recap and highlight the discussion.
The Greater Kansas City ARMA chapter is hosting a panel event on January 8th in Leawood, Kansas. Panelists include Christine Adcock from TSG, Denise Pickett from Black & Veatch who is also a member of the ARMA Board of Directors, and Karen Shaw a Senior Records Analyst from the National Archives and Records Administration. We […]
Implementing a solution for records retention and disposition on an existing system is often significantly different than implementing one for a new repository. Here are some actions that can be taken today, to help ease into an RM implementation in 2013.
While working with a couple of clients recently the question of how best to organize documents in their ECM systems came up. Both had started organizing documents by department but then realized for the long-term that organizing by document type worked better. While no one-way of organizing information may fit every ECM implementation this post […]
Last month at our client briefing, electronic records management systems were a common point of interest, but interestingly, not a common practice. Even though everyone knew they needed to be smarter about using electronic records management only a few companies had taken the plunge. The others, like many of the companies we talk to every […]
TSG recently worked with a client evaluating EMC’s Retention Policy Services (RPS) product. For those unfamiliar with RPS, RPS is used for automating content retention and disposition, while also allowing for holds that prevent disposition. Additional information can be found on the EMC website here: http://www.emc.com/products/detail/software2/retention-policy-services.htm The client liked many of the features of the […]