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Records Management 2.0:
Compliance and the Cloud
Jesse Wilkins, CRMAIIM InternationalFebruary 8, 2011
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
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
3
Session agenda
Blog this! Twitter in 140 characters or less Wiki-wiki Social networking Social sharing Records Management 2.0
Blog this!
Informata
6
Use case: project management
Use case: internal communications
Twitter (in 140 characters or less)
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
Announcements
Links to resources
Wiki-wiki
Wikipedia
15
Wikipedia RM article
16
Wikis are more archival than email, less process than Word.
-- Mike Cannon-Brookes
Co-founder and CEO of Atlassian
Process documentation
Meeting agenda/minutes
There are plenty of ways tocommit career suicide; wikis are just the newest one.
Eric M. Johnson
State Department
Office of eDiplomacy
Social Networking
Use cases: social networking
Use cases: social networking
Use cases: social networking
Social Sharing
Screenshot of social sharing
Use cases: social sharing
Use cases: social sharing
Use cases: social sharing
Records Management 2.0
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?
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
Address in policies
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.”
Secure the tools or set them to be private
The good news
Many of the most commonly used 2.0 tools already track changes and versions Wikis Blogs
Track changes
Monitor
Monitor the tools
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
Implement enterprise versions
Implement a compliance solution
• And many others
Questions?
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