MER 2010: Sessions Details

S14 - CASE STUDY: Preventing Legal, Compliance and IT "Concerns" From Impeding New Business Records Technology

10:00 AM to 11:00 AM Tue, May 18, 2010
Wellington II

Jennifer Baker [View Bio]
JUB LLC, Consultant to Cohasset Associates, Inc.

Martha Mazzone , Esq. [View Bio]
Fidelity Investments

Records Managers: Have you ever been part of a technology development and implementation in your company that is stopped just before launch because of “Legal” concerns?

IT: Do you secretly think your company is miles behind in technology because “Legal” and “Compliance” just won’t allow progress?

Business: Does it take forever to get the technology you need?

Sales: Can you communicate with your customers on Facebook or Twitter or is there some “Legal” obstacle you can’t understand?

Every company is or should be developing and implementing technology that creates, stores and manages the all-important information assets of the company. However…

  • As a Records Manager, do you instead painstakingly work to establish records management policy and procedures that never get fully implemented?
  • As an IT Manager, are you asked to solve “long-term” electronic control issues at the same time your business operations clients demand solutions yesterday?

Is your company effectively aligned to develop new technology with as little risk, as much efficiency, and as little conflict as possible? Can’t we all just get along?

Although a new decade begins, corporations remain “handcuffed” by many other external roadblocks to success. They include:

  • A technology marketplace with few vendors offering complete and functional information lifecycle management solutions,
  • IT organizations that remain silo’d, supporting business units often running parallel and duplicative technology projects,
  • Immediate demands to implement discovery/preservation software without solving the broader problem of efficiently locating and retrieving electronic data,
  • No central decision-making authority and budget to develop a short-term and long-term strategy to implement change,
  • Overcoming a culture of bad information management habits.

Failure to have a long-term plan to implement technology solutions that control electronic data consistent with fundamental records management principles

The objective of this session is to provide participants with real life guidance that will empower them to manage information with an end-game in mind. Using a “grounded” methodology, participants will be provided with information and tools that:

  • Allow them to perform a self-assessment to determine where their organization stands in meeting their technology vision,
  • Provide an understanding of the organizational structure necessary to manage through the evolving information landscape,
  • Allow them to manage with a documented implementation plan that seeks to achieve technology milestones necessary in the transformation process, and
  • Help them prioritize and manage through common challenges.

Hear from a corporate counsel and a long-time information management consultant about some practical ways to incorporate legal and compliance perspectives in building or buying new technology. Learn about a methodology that can get you through the transformation process of the digital revolution.