MER 2010: Sessions Details

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S22 - CASE STUDY: Converting Enterprise-wide to Digital Records - Bank of America’s Experience

3:30 PM to 4:30 PM Tue, May 18, 2010
Wellington II

Dawn Davis [View Bio]
Bank of America

Bryan Ford [View Bio]
Bank of America

Susan Goodman [View Bio]
Bank of America

Carl Rice [View Bio]
Bank of America

Dave Uitermarkt [View Bio]
Bank of America

Bank of America has mandated an enterprise-wide conversion to a digital records environment starting with unstructured records – unless prohibited by law or other allowed exception.

To accomplish this, Bank of America developed a unique, comprehensive program to ensure trustworthy records and record-keeping systems and greatly reducing costs and risks.

Benefit from the strategies, challenges and lessons the bank has learned regarding:

Developing its business case and policy,
Securing executive support and funding,
Incorporating the business unit perspective,
Forming core working teams,
Establishing critical IT and other partnerships,
Developing a governance structure,
Incorporating legal, RM and business requirements,
Generating and administered assessment and certification processes,
Incorporating support for the e-discovery function,
Recommending/providing technology and business process solutions, and
Providing developed communication and training tools.

MER Success

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