The MER Experience
The 25th Year of Delivering Premier Electronic Records Management Education

Session 05: Users Not Needed: Electronic Recordkeeping Automation That Works!

Imagine not having to depend on users to decide which documents are records, when to declare them, how to classify them, or where to store them. It’s now possible. Attend this session to understand and apply new Rules-Based Recordkeeping (RBR) technology and methods. The outcome of your electronic document/records project may well depend on it.

To date, recordkeeping automation solutions have been too complicated, costly, or burdensome. We have turned the corner however with Rules-Based Recordkeeping, a combination of technology and technique that requires no exotic technology, is easy to learn, and works for most records! RBR can determine which documents are records, declare documents as records, classify them against the retention schedule, and move them to records storage, all with little or no reliance on end users. Attend this session to learn the technology, the techniques, and how to apply them in your project.

Topic outline:

  • The RBR model – how it works
  • Case versus Administrative records – different records, different approaches
  • Using RBR to eliminate reliance on end users
  • Harvesting records via RBR – dealing with massive quantities of records
  • The role of RBR within a content management environment

Following this session, participants will be able to:

  • Understand RBR capability and how to leverage it in an EDRMS (Electronic Document and Records Management System) setting to automate most end user recordkeeping activities.
  • Identify the most important RBR capabilities needed from software vendors.
  • Understand how the Content Management platform must be configured to support RBR.
  • Understand the contributing project roles of the RIM and IT professionals

Speakers: Bruce Miller

Bruce Miller is a world leading expert on electronic recordkeeping. He is an independent consultant, an author, and an educator. Widely regarded as the inventor of modern electronic recordkeeping software, he pioneered the world’s first commercial electronic recordkeeping software, and later achieved the first e-Records software certification against the US DoD 5015.2 standard. Miller consults on electronic recordkeeping issues such as product selection and evaluation, implementation readiness and planning, and technology assessment. He is President of RIMtech Consulting, a vendor-neutral consulting firm. Prior to RIMtech, IBM acquired his electronic recordkeeping software firm Tarian Software. Bruce served as Electronic Recordkeeping Strategy Executive with IBM for 3 years.