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Underwritten by: Presented by:
#AIIMYour Digital Transformation Begins with
Intelligent Information Management
Webinar Title
Presented DATE
Best Practices to Creating and Managing a
Modern Records Management Program
An AIIM Webinar presented November 28, 2019
Underwritten by: Presented by:
Today’s Speakers
Mark Diamond
President & CEO
Contoural, Inc.
Jen Farnham
Information Governance Regional Executive
Access
Host: Theresa Resek, CIP
Director
AIIM
Underwritten by: Presented by:
Mark Diamond
President & CEO
Contoural, Inc.
Introducing our Featured Speaker
Underwritten by: Presented by:
Challenges with Traditional Records Schedules
Underwritten by: Presented by:
Underwritten by: Presented by:
Underwritten by: Presented by:
Looking a Records Maturity
Underwritten by: Presented by:
Is It Comprehensive?
Underwritten by: Presented by:
Have We Looked at All Media?
Underwritten by: Presented by:
Is There a Consensus on What to Save?
Underwritten by: Presented by:
Is It Integrated?
Underwritten by: Presented by:
Is it Defensible?
Underwritten by: Presented by:
More Information
Request Your Copy Today:
Info@Contoural.com
Underwritten by: Presented by:
Jen Farnham
Information Governance Regional Executive
Access
Introducing our Speaker
INFORMATION GOVERNANCE SOLUTIONS
Total governance marries a combination of consulting and a suite of integrated technology
solutions for complete visibility and control of information assets
Policies & Procedures Technology
A holistic solution will approach both Policy and Technology in tandem
Total Information
Governance
DEFENSIBLE CONTENT REDUCTION (ROT)
Source: RSD
Records
Duplicates
Near
Duplicates
Near
Duplicates
Non-Records
Duplicates Duplicates Duplicates Duplicates
Near
Duplicates
Near
Duplicates
Non-Records Non-Records
Expired
Records
Total Information
Assets
Information
Assets after
removal of
duplicates
Information
Assets after
removal of
near duplicates
Information
Assets after
removal of
non-records
Expired
Records
Information
Assets after
removal of
expired records
Information
Governance Platform
POLICIES AND PROCEDURES
Records Management Needs Assessment
Policy and Records Retention Schedule
Development
Vital Records and Disaster Planning
Audit Litigation Preparedness
Technology Gap Assessment
End to End Implementation: Physical & Electronic
Comprehensive Training
Legally sufficient policies & procedures are the
foundation of Information Governance!
IN SUMMARY
A good, robust partner
should supply the products,
services and expertise that
help customers design,
implement and enforce
modern, legally defensible
Information Governance
Programs
They should also offer
services and solutions to
assist with building a
roadmap and path to
transformational information
governance
Expertise with
consulting and records
retention policies is a
must
Scalable for any size
company or vertical to show
versatility and the ability to
grow with their customers
Access by Numbers
>30,000
VALUED CLIENTS
>2200
TEAM MEMBERS
2004
YEAR FOUNDED
INC. 5000 FASTEST GROWING
COMPANY 10 YEARS IN A ROW
10~200
FACILITIES WORLDWIDE
>60MCUBIC FEET UNDER
MANAGEMENT
Global Presence
UNITED STATES
CANADA
BRAZIL
COSTA RICA
PANAMA
TRINIDAD AND
TOBAGO
21 | Copyright © 2018 Access - Confidential
Lifecycle
Document
Management
About Access
Underwritten by: Presented by:
Resources from Access
 eBook: From Vendor to Partner: How the Right
Records and Information Management
Provider Can Transform Your Program
 Blog: Information Governance 101: How to
Create a Holistic Framework
Underwritten by: Presented by:
[Webinar Slides] Best Practices to Creating and Managing a Modern Records Management Program

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[Webinar Slides] Best Practices to Creating and Managing a Modern Records Management Program

  • 1. Underwritten by: Presented by: #AIIMYour Digital Transformation Begins with Intelligent Information Management Webinar Title Presented DATE Best Practices to Creating and Managing a Modern Records Management Program An AIIM Webinar presented November 28, 2019
  • 2. Underwritten by: Presented by: Today’s Speakers Mark Diamond President & CEO Contoural, Inc. Jen Farnham Information Governance Regional Executive Access Host: Theresa Resek, CIP Director AIIM
  • 3. Underwritten by: Presented by: Mark Diamond President & CEO Contoural, Inc. Introducing our Featured Speaker
  • 4. Underwritten by: Presented by: Challenges with Traditional Records Schedules
  • 7. Underwritten by: Presented by: Looking a Records Maturity
  • 8. Underwritten by: Presented by: Is It Comprehensive?
  • 9. Underwritten by: Presented by: Have We Looked at All Media?
  • 10. Underwritten by: Presented by: Is There a Consensus on What to Save?
  • 11. Underwritten by: Presented by: Is It Integrated?
  • 12. Underwritten by: Presented by: Is it Defensible?
  • 13. Underwritten by: Presented by: More Information Request Your Copy Today: Info@Contoural.com
  • 14. Underwritten by: Presented by: Jen Farnham Information Governance Regional Executive Access Introducing our Speaker
  • 15. INFORMATION GOVERNANCE SOLUTIONS Total governance marries a combination of consulting and a suite of integrated technology solutions for complete visibility and control of information assets Policies & Procedures Technology A holistic solution will approach both Policy and Technology in tandem Total Information Governance
  • 16. DEFENSIBLE CONTENT REDUCTION (ROT) Source: RSD Records Duplicates Near Duplicates Near Duplicates Non-Records Duplicates Duplicates Duplicates Duplicates Near Duplicates Near Duplicates Non-Records Non-Records Expired Records Total Information Assets Information Assets after removal of duplicates Information Assets after removal of near duplicates Information Assets after removal of non-records Expired Records Information Assets after removal of expired records Information Governance Platform
  • 17. POLICIES AND PROCEDURES Records Management Needs Assessment Policy and Records Retention Schedule Development Vital Records and Disaster Planning Audit Litigation Preparedness Technology Gap Assessment End to End Implementation: Physical & Electronic Comprehensive Training Legally sufficient policies & procedures are the foundation of Information Governance!
  • 18. IN SUMMARY A good, robust partner should supply the products, services and expertise that help customers design, implement and enforce modern, legally defensible Information Governance Programs They should also offer services and solutions to assist with building a roadmap and path to transformational information governance Expertise with consulting and records retention policies is a must Scalable for any size company or vertical to show versatility and the ability to grow with their customers
  • 19. Access by Numbers >30,000 VALUED CLIENTS >2200 TEAM MEMBERS 2004 YEAR FOUNDED INC. 5000 FASTEST GROWING COMPANY 10 YEARS IN A ROW 10~200 FACILITIES WORLDWIDE >60MCUBIC FEET UNDER MANAGEMENT
  • 20. Global Presence UNITED STATES CANADA BRAZIL COSTA RICA PANAMA TRINIDAD AND TOBAGO
  • 21. 21 | Copyright © 2018 Access - Confidential Lifecycle Document Management About Access
  • 22. Underwritten by: Presented by: Resources from Access  eBook: From Vendor to Partner: How the Right Records and Information Management Provider Can Transform Your Program  Blog: Information Governance 101: How to Create a Holistic Framework