I know that it is an article of faith that retention is driven by an
analysis of function, use, and content.  What if just to be contrary I
suggest that retention should be managed by exception.  First identify the
record series you are legally required to preserve add a few  more that you
want to keep as a part of your strategy  for your business model, tax
requirements, litigation, regulatory environment.  Then assign a relatively
short retention for the rest -- say 3 years.  And automate your system so
everything and I mean everything is gone in that period.  For hard copy
don't let anyone send anything to hard copy storage except for the
categories you have identified.

I am not sure that I agree with this 100% but I think there are time for
rethinking some of our basic assumptions.

Dave Gaynon,CRM

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