Managing Electronic Records: Methods, Best Practices, and Technologies
The role and even the meaning of business records have vastly changed in the past decade. Electronic records have grown from relatively simple items like word processing documents to encompass email, web content, blogs, and social media (including identifying metadata), and are delivered across new platforms such as mobile or cloud computing. Even paper records are now tracked electronically. Along with this myriad of changes, the advent of Big Data brought an exponential increase in the volume of records, which have to be managed in an increasingly regulated environment. Many businesses are woefully unprepared to meet today's electronic records management (ERM) challenges and, as a result, remain exposed to significant legal and competitive risks.Managing Electronic Recordsgives professionals the tools to not only mitigate risk, but also position their organizations to leverage the many benefits that flow from effective records management. This comprehensive guide offers users both a strategic overview of current ERM issues and a practical road map for implementing specific ERM solutions. Written by Robert Smallwood, Executive Director of the E-Records Institute at IMERGE Consulting, in collaboration with a slate of noted subject matter experts, this authoritative resource will appeal to a wide range of managers and practitioners, including those performing legal, compliance, records management, risk management, IT, operations, and information governance (IG) functions.Managing Electronic Recordsprovides hard-hitting advice on e-records management methods, best practices, and technologies, including:Choosing which records to archiveDeciding how to organize recordsCritical standards considerationsInformation governance policiesTaxonomy development and metadata strategiesE-record considerations for email, IM, social media, and cloud computingMS SharePoint® governanceE-document security measuresInternational standards and frameworksLong-term digital preservation of recordsBusiness process management considerationsE-record storage and hardware considerationsMaking the business case for ERMProject managementAnd moreWith appendices laying out relevant laws and regulations, viable service providers, and a discussion of electronic medical records,Managing Electronic Recordsoffers key players a one-stop reference to creating a robust and successful e-records management program under the umbrella of IG.