Where Software Meets Recordkeeping 

EDRMS – Introduction and Overview
Essential elements of an EDRMS Project. Key objectives.
EDRMS Project Implementation Fundamentals
Real-world obstacles and barriers to success
Electronic Recordkeeping Fundamentals
What you need to understand about the science of electronic recordkeeping. Key concepts, principles, and measures
Repository Governance
Review and develop a basic governance model that establishes a strong, permanent foundation for EDRMS

Governance Council

High-level executive guidance needed to ensure needed priority, funding, strategic direction


Policies to backstop critical decisions such as auto-delete, valuation, etc.

Business Processes

New business processes that reflect policies, e.g. declaration processes and performance measurement

Roles and Responsibilities

Spells out the specific roles of key stakeholders including end users, IT, RIM, Legal, management, etc.

Performance Measurement

What key IM performance factors to measure and how, and acceptable targets


No special knowledge of recordkeeping or IT is required.

Who Will Benefit

All EDRMS project stakeholders will benefit from this workshop, including records management professionals, IT managers and specialists, project managers, executive management, and compliance officers.

Topic OutLine

The table below give a high-level topic outline:

•    Identify needed roles and responsibilities of key Information Management stakeholders 
•    Establish an effective governance council to manage the program
•    Define key policies needed to support governance
•    Create a detailed Information Governance Plan (IGP)
•    Identify key business processes that must be changed
•    Establish key IM performance measures and a means of monitoring them
•    Understand the role and impact of recordkeeping on the overall IM program
•    Establish lifecycle management and other key elements of a governance program

Information Governance, sometimes referred to as Information Management, comprises over two thirds of RIMtech’s electronic recordkeeping implementation methodology. This is the so-called “soft stuff”. This soft stuff matters – a lot. Too many organizations proceed with technology implementation before first tackling critical information governance. Many strategically important corporate-wide decisions must be taken before you’ll know how to properly implement the technology. In order for the technology to be successfully adopted and properly utilized to its full capability, the organization itself has to change. The business has to come to terms with the true value of its information, and how to handle it appropriately. Technology plays a significant role, but governance is largely an organizational effort.Upon completion of this workshop, participants will be able to:

Information Governance - Practical Principles & Techniques

A 2-Day Seminar