Records Management and Your Company - 2

Marketing Team - Thursday, September 11, 2014

Why should your company be concerned with records management?

In the last blog, I spoke about the state of records management as surveyed by AIIM in 2010, and how it hasn’t materially improved since.  Why?

Successfully implementing and deploying effective records and information management policies requires well thought out governance, people, process, and technology components. The focus must be on integrating the policies within the processes being performed by people and systems for transparent compliance.

Identifying a problem: managing records and information

The first step is recognizing a problem exists. Ask a few simple questions within your organization:

  1. Are records, regardless of where they reside, being managed in accordance with a records management policy and records retention schedule consistently across the organization?
  2. Are legacy systems and legacy media types present within the organization? Are we able to access and retrieve records from these systems?
  3. Do we have a preservation plan for electronic records that will enable necessary data to be retained and accessible for 5 years or more?
  4. Does governance for our records and information include executive commitment by legal, IT, and business area representation?
  5. Is compliance with records and information management policies monitored on a regular basis?

If the answer  is "No" to any of these questions, then there may be an opportunity for improvement and to partner with Western Integrated Systems to identify next steps. 

Cheryl Ahrens Young, CIP, CDIA+, CTT+, APMD

Western Integrated Systems

Southern California Office

Direct:  (714) 997-3700 ext 31

Mobile:  (626) 824-1628


Source: Strait & Associates, LLC (2011).  Why Should Insurance Companies be Concerned with Records Management   <>

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