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April 7, 2015 | 2:00PM ET | 11:00AM PT
RMA 501: Are You Spinning Your RM Wheels or Heading Down the Road to RM Success?
Mitch Farbstein
[email protected] of RM-U
Today: Does My RM Car Come with anAwesome GPS and Automated Driving Pilot?
RM-U Course Syllabus1. Did I Plan My Trip Route Wisely, or Is My Roadmap Out Of Date?
2. So Many Dealers to Choose From; Do I Need a Car, Truck, Bus, or Transformer?
3. What Are the Standard and Optional Features I Should Shop For?
4. Have I Avoided the RMA Road Hazards… or Will the Wheels Come Off?
5. Is My Car Certified and Warranted for High Speed and Extended Miles?
6. Will the Car Come With an Awesome GPS and Automated Driving Pilot?
7. Transparency vs. Privacy: The Great RMA Collision
Today’s Course Goals
Looking Under the RMA Hood at:
Enhancing your vehicle Auto-Categorization Application Integration Physical Record Management Management Dashboards e-Discovery and Case Management
Often two or more retention criteria exist for the same Records Series. When it happens, the Records Series is retained for the period specified in the longest requirement.
To sum up, if one Category required destruction after 5 years and the other required destruction after 7 years, we must keep the Record for the longer period of retention.
In this case, it must be 7 years.
Last Class’ Homework Assignment
What if a document could fall into two Categories such asEthics and Human Resources. Which Category would apply?
And, if one Category required destruction after 5 yearsand the other required destruction after 7 years,how long must you keep the Record prior to destruction?
Course Word of the Day
Expanded Technology Stack
How Do I Decide?
Depends on the User for Integration
Multiple Interfaces
Upgrade Version Incompatibility
Limited Organizational Experience
Force-fit Incompatible Products
Multiple Sources for Support
Vendor Long-Term Survival Risk
Product Cost vs. Resource Cost
User Cobbling✓
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Limited Control of the Product
Multiple Interfaces
Frequent Swapping of Products
Increased Costs to User
Increased Finger-Pointing
Limited Knowledge of the Product
Limited Degree of Integration
Multi-Product Certification
Challenges
Acquired Product Survival
Territorial Disputes
Vendor Cobbling✓
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Consistent Interface
Upgrade Compatibility
Product Experience
One Source for Support
Continual Enhancements
Lower Long-Term Cost-of-Ownership
Platform Consistency
Vendor Developed✓
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GET YOUR SEATBELTS ON…WERE PUTTING THE PEDAL
TO THE METAL!
Enhanced Functionality
ERP Integration
Email Management
• Receive• Accept / Change Category• Archive / Categorize• Search
TIME TO STARTSUBMITTINGQUESTIONS
Questions So Far?
In Two Weeks! Register for FREE Now at .com
April 21, 2015 | Capitol Hilton Washington | FREE5015.2 Records Management • Auto-Categorization • BPM & Workflow
Capstone • SharePoint Integration • Case Management • FOIAe-Discovery • e-Content • Information Lifecycle Governance • and More!
Today’s Homework Assignment
By Popular Demand…
Spring Break Survey
Take Our Survey, Be Entered To Be One of Ten To Win a Special Prize!
• Business Process Management and Workflow • e-Content, Email, and Message Capture• DoD 5015.2-Certified Records Management • Privacy Act & Freedom of Information Act• Document Management and Imaging• Management Dashboards and Reporting • Line of Business Application Integration• e-Discovery & e-Governance• Case Management
Where Does Feith Fit In?
QUESTIONS &ANSWERS
Let’s Hear From The Class
Traveling “RMA” Eternity Road
Searching to Find a Piece of Mind
50-Year Record Retention Period
Coming This Fall…WRMU is On-the-
Air!
There is No End To the RMA Road!
Michael [email protected]
Thomas [email protected]
Mitch [email protected]
April 21 | DC Live Business Process & Records Management Conference & Expo
May 5 | Transparency vs. Privacy: The Great RMA Collision
