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20110208 ARMA Cincinnati RM 2.0

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This presentation to the ARMA Cincinnati Chapter introduced Web 2.0 tools, provided some use cases for each tool, and then described strategies for managing the content created by these tools.
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Records Management 2.0: Compliance and the Cloud Jesse Wilkins, CRM AIIM International February 8, 2011
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Records Management 2.0:

Compliance and the Cloud

Jesse Wilkins, CRMAIIM InternationalFebruary 8, 2011

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About AIIM

International - Members in 146 countries

Independent - Unbiased and vendor neutral

Implementation Focused - Processes, not just technology

Industry Intermediary - users, suppliers, consultants, analysts, and the channel

http://www.aiim.org

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Jesse Wilkins, CRM

Director, Systems of Engagement, AIIM Background in electronic records

management, email management, ECM, and social technologies

Director, ARMA International Board of Directors (2007-2010)

Frequent industry speaker and author AIIM ERM and E2.0 Expert Blogger Instructor for AIIM Certificate Programs

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Session agenda

Blog this! Twitter in 140 characters or less Wiki-wiki Social networking Social sharing Records Management 2.0

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Blog this!

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Informata

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Use case: project management

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Use case: internal communications

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Twitter (in 140 characters or less)

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Ways to send updates

Through the website

Via text/SMS

Via desktop clients

Via web-based clients,

services, and widgets

Via email and IM

Via cellphone clients

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Announcements

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Links to resources

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Wiki-wiki

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Wikipedia

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Wikipedia RM article

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Wikis are more archival than email, less process than Word.

-- Mike Cannon-Brookes

Co-founder and CEO of Atlassian

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Process documentation

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Meeting agenda/minutes

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There are plenty of ways tocommit career suicide; wikis are just the newest one.

Eric M. Johnson

State Department

Office of eDiplomacy

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Social Networking

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Use cases: social networking

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Use cases: social networking

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Use cases: social networking

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Social Sharing

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Screenshot of social sharing

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Use cases: social sharing

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Use cases: social sharing

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Use cases: social sharing

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Records Management 2.0

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Is it a record?

Is the information unique and not available anywhere else?

Does it contain evidence of an agency’s policies, business, mission, etc.?

Is the tool being used in relation to an agency’s work?

Is there a business need for the information?

Does it document a transaction or decision?

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What is the record?

Individual social network status updates or Tweets?

The entire stream over a given period?

Many of these tools do not lend themselves to metadata….

Policy and consistency are key

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Address in policies

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Policy 2.0 – in 140 characters

Our Twitter policy: Be professional, kind, discreet, authentic. Represent us well. Remember that you can’t control it once you hit “update.”

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Secure the tools or set them to be private

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The good news

Many of the most commonly used 2.0 tools already track changes and versions Wikis Blogs

Track changes

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Monitor

Monitor the tools

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What’s the record?

Blog post Comments? Updates?

Individual Tweet Links and shortened URLS?

Wiki article The article? Its changes over time?

It depends….

Prepare for discovery

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Implement enterprise versions

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Implement a compliance solution

• And many others

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Questions?

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For more information

Jesse Wilkins, CRM, CDIA+, ecmm, emmm, ermm

Director, Systems of EngagementAIIM International

+1 (303) 574-0749 [email protected]://www.twitter.com/jessewilkinshttp://www.linkedin.com/in/jessewilkinshttp://www.facebook.com/jessewilkinshttp://www.slideshare.net/jessewilkins


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