For a Records Management project/program to be successful, especially in a large global organization a multi-discipline team must be assembled. A program manager, venders, technical leads, records manager and legal counsel are all key to success. If your team is missing any one of these persons you are in trouble!
To help you through the weeds I have assembled some links to key documents that will help you prepare.
- EDRM and SharePoint: Designing and Building a Compliant Platform – http://www.windowsitpro.com/article/technology/edrm-and-sharepoint-designing-and-building-a-compliant-platform
- ISO 15489 Part 1 and 2 (www.archives.org.il/UserFiles/File/119894256812.pdf ) and Part 2 (www.tavanir.org.ir/tech-doc/Mosavab/other/iso_15489-2.pdf ) – a base framework for designing and planning your records management project / program.
- DOD 5015 – Read up on the DOD guidelines for records management (http://jitc.fhu.disa.mil/recmgt/p50152s2.doc )
- DIRKS – NAAs document and records management planning kit (http://www.naa.gov.au/records-management/publications/dirks-manual.aspx )
- MoReq – Model Requirements Specification for the Management of Electronic Records (http://www.moreq2.eu/ )
- NAA Checkup – the NAA checklist for assessing your document and records management project / program (http://www.naa.gov.au/records-management/check-up/index.aspx )
- Dublin Core – The Dublin Core Meta Data Standard (http://dublincore.org/metadata-basics/
Records management is about compliance and risk/cost containment. Social networking, SharePoint, EDRM tools, Enterprise systems and legacy sharing technologies have increased the complexity of management, administration and technology integration. Add mobile devices such as phone, tablets and iPads and the problem multiples. A solid well thought out and agreed upon program is required to be successful.