Maureen:

Yes, many records managers in many different sizes of organization and
industries are doing something similar. Good management of information also
includes IT and they are not only like Switzerland, but also like glaciers
in Switzerland: they move slowly and only in one direction. I believe your
solutions: mandates and phases is the most effective because it addresses
the culture of IT. They are tasked to protect information, so destroying it
is anathema to the basis for their perceived existence. By introducing
mandates on machine-created ESI you have given them something they can point
to for demonstrating they are doing what they are told. Phases are important
as well, because you must introduce another change to their perceived set of
duties, destroying content and documents. 

Do you have a third phase? May I suggest helping them to understand that the
enterprise information architecture they are supporting is making their work
much harder than it needs to be? By helping to create organization-wide
standards that will support the records life-cycle (or even continuum!),
which is really just good management, you create an environment your
organization can migrate to. It can take about five years to get to a
desired state because of all the changes that must take place, but with the
normal replacement of equipment and software, it can happen.

Best wishes,
Carol

Carol E.B. Choksy, Ph.D., CRM, PMP

CEO

IRAD Strategic Consulting, Inc.
(317) 294-8329

Adjunct Lecturer
School of Library and Information Science
Indiana University, Bloomington

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