Understanding electronic records management systems: SharePoint, EDRMS and ECM

introduction:

We are witnessing a huge degree of change in the Enterprise Content Management (ECM) space. MoReq 2 has set up its testing regime but only one vendor has so far been certified as MoReq compliant. SharePoint 2007 has grabbed a massive slice of the ECM market despite having weak records management features. This year will see a flurry of activity as SharePoint 2010 launches with improved records management capabilities (but still not based on MoReq or similar standards).

Most of the ECM vendors are now trying to integrate into SharePoint rather than compete with it, and it may transpire that SharePoint faces its stiffest competition from Google Apps (which does not at present have any records management functionality).

In amongst all this change, organisations have choices to make on what collaborative environments they provide their staff, and how they capture records from those environments.

This course looks at the key issues involved in choosing and utilising the technologies available for records management systems. It reviews the pros and cons and looks at the implications of utilising the different technologies for records managers today.

outcomes:

This course will enable you to:

• understand the nature of electronic document and records management systems (EDRMS) and the experiences organisations have had implementing them
• understand collaborative environments (we will focus on SharePoint Team sites) and their implications for records management
• understand the records management features of SharePoint 2007 and 2010, and how they differ from the records management features of a standards-compliant EDRMS
• understand the change management implications of electronic records management systems, and enable you to assess whether or not your organisation is ready for an EDRMS
• understand the different strategies that different EDRMS vendors have adopted in attempting to integrate their systems with SharePoint

programme:

• A history of electronic records management systems, and the implementation experience of organisations that have implemented them
• Understanding the MoReq2 specification for electronic records management systems
• Records Management in SharePoint 2007, and in SharePoint 2010
• The operation of fileplans and retention schedules in EDRM systems
• ECM systems and SharePoint: deciding whether (and how!) to integrate them

speaker:

James Lappin , Consultant, TFPL

teaching style:

Interactive workshop

who should attend?

Of use to anyone who is implementing or thinking of implementing either an EDRMS or SharePoint, and who wants to think through the records management implications.

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