Creating and Implementing a Retention Schedule and File Plan
- 1. Creating and Implementing a Retention Schedule and File Plan
- 2. About Us IRCH & RECORDLION
- 3. INTRODUCTIONS About Us Chris Caplinger President / Founder Andre Cabral Director of Sales/Marketing
- 4. IT Departments Information Governance Teams Allows for one set of policies for the entire enterprise Corporate Executives Complying with regulations is crucial to executive staff Records Managers Corporate Counsel SharePoint Professionals Improve management of unorganized and unstructured file shares Apply File Plans and implement formal disposition processes Minimize risks by applying policies to all information, records and files Organizations in need of better information management for SharePoint WHO DO WE SERVE About Us
- 6. 16, 000 Citations Database of more than 16,000 recordkeeping citations for US Federal and States Legal Research Legal research includes Legal Considerations addressing statutes of limitations Record Categories Assign your records categories and retention requirements to departments or even countries using flexible options and productivity tools.. Export Easily export your authorized retention schedule to RecordLion Continuous Updates Update your legal research throughout the year. We research records retention laws daily so you can identify those changes in the laws that affect your organization. Searching Find laws by industry/subject or from a full text index Sophisticated, pre-configured reports provide total control over development, training, and maintenance of your Records Retention Schedule. Retention Manager includes the results of thousands of hours of legal research on records requirements already compiled, organized, and applied to an industry-standard list of records categories. MARKET POINT RETENTION MANAGER Solving the Problem
- 7. The Problem THE NEED FOR A SOLUTION
- 8. INFORMATION VALUE DECLINES OVER TIME 6 Months 1 Year 2 Years 3 Years 4 Years 5 Years > 7 Years > 10 Years > 15 Years > 20 Years IT COST RISK Risk-to- Value Gap Cost-to- Value Gap HR Office CRM Finance Email R&D The Problem
- 9. RISKS ASSOCIATED WITH OVER RETENTION The Problem Unauthorized Access Theft Non Compliance Reputational Injury Income Loss Remediation Costs Legal Action
- 10. Our Solution WHAT WE DO AND HOW WE DO IT
- 11. Use IRCH to determine the retention schedule Build Schedule Export your schedule from IRCH Export Import your schedule into RecordLion Import Create simple mapping from your file plan to your information Classification Proper disposition of information, based on the rules you created in IRCH. Disposition 5 STEPS TO INFORMATION MANAGEMENT Solving the Problem
- 12. Disposition Minimize risk with defensible disposition. Audit / Reporting Information Governance is only as good as its reporting capabilities. Legal Holds Place your legal holds on your information in place. Discovery & Classification Apply Policies to all Content, Anywhere in the Enterprise. File Plan Reduce the cost of policy management by using a single File Plan INFORMATION LIFECYCLE Solving the Problem Physical Records Manage Physical and Electronic Records side by side
- 13. RecordLion discovers and classifies information in cloud repositories and business systems. Cloud Platforms Unified management of physical records along with electronic records simplifies the disposition process. Physical Records Line of Business systems can be managed or used to start retention periods. Business Systems On premise systems such as SharePoint and Network File Shares are discovered and managed by RecordLion. On Premise Home Grown CLOUD, ON PREMISE, OR HYBRID Solving the Problem
- 14. Demonstration IRCH & RECORDLION IN ACTION
- 15. COMPLETE LIVE DEMO Join a live 60-minute demonstration of RecordLion Every Tuesday at 11:00AM U.S. CST http://www.recordlion.com/events/recordlion-weekly-demo/
- 16. Upcoming Events New Online Webinar Presented by Donald Skupsky “More Advanced Subjects on Making the Retention Decision” IRCH is pleased to announce that we will be presenting our next online webinar entitled "More Advanced Subjects on Making the Retention Decision." The online event will be held on October 20th, 2015 and will be free for all to attend. Topics to be discussed during the presentation are statue of limitations, legal requirements, user defined retention, and risk analysis. We will be sending out the registration information at the beginning of October.
- 17. How can we help? Chris: chris@recordlion.com Sales: sales@recordlion.com Office Phone: +1 (888) 400 6682 Sales: x1 Contact Info Telephone Andre: andre@irch.com Sales: sales@irch.com Office Phone: +1 (303) 721 7500 Contact Info Telephone