I agree completely with what Blake, Larry, and others have noted - as the
old saying goes, "don't pave the cowpath". The RM program, policy, schedule,
etc. needs to be in place before the technology can be successfully applied.
There are a number of consultants that can assist in assessing the state of
your RM program to ensure the pieces are in place - and help you with
selecting a vendor that meets your specific requirements as well as RM best
practices. Full disclosure: IMERGE is one such consulting firm, AND we are
finalizing a two-day workshop that identifies those best practices and
teaches organizations that DON'T have solid records programs what needs to
go in a policy, and how to research a schedule, and how to manage records
(when to destroy, how to implement and clear legal holds, etc.). But
engaging one of these firms may be a way to ensure that when you do purchase
and implement software that it is done efficiently, effectively, and
correctly.
Regards,
Jesse Wilkins
CDIA+, LIT, EDP, ICP
IMERGE Consulting
(303) 574-1455 office
(303) 484-4142 fax
[log in to unmask]
http://www.imergeconsult.com
Yahoo!: jessewilkins8511
MSN Messenger: [log in to unmask]
>From: Blake Richardson <[log in to unmask]>
>Reply-To: Records Management Program <[log in to unmask]>
>To: [log in to unmask]
>Subject: Re: Records management software help
>Date: Thu, 31 Mar 2005 16:18:00 -0600
>
>Chris,
>Several years back, as Records Manager for a large life insurance company,
>I
>was tasked with implementing a comprehensive records management program for
>the organization. As a records management newbie, I thought the first
>thing
>that the organization must purchase and implement was a records management
>software application. I was assigned an in-house project manager and spent
>many hours reviewing the packages.
>
>Then one day the light bulb went off - I realized that before I purchased a
>software application, I needed to ensure that the foundational blocks of a
>records management were first in place. Chris, I do not know the state of
>records management at your organization, but would recommend to everyone
>that the core issues be addressed prior to looking at a software
>application
>to manage your records. Good Luck!
>
>Blake Richardson, CRM
>
>-----Original Message-----
>From: Records Management Program [mailto:[log in to unmask]]On
>Behalf Of Tom Wilson
>Sent: Thursday, March 31, 2005 3:11 PM
>To: [log in to unmask]
>Subject: Re: Records management software help
>
>
>I would echo what the other responses have advised. I'm familiar with
>Zasio's Versatile. If I remember correctly Zasio makes a few levels so the
>more functionality or features you want, you might need a higher level of
>their product. We also evaluated MDY which one of the responses to your
>e-mail mentioned. We never used the product, but I was always impressed
>with the product.
>
>What factors are causing the immediate decision to purchase?
>
>-----Original Message-----
>From: Records Management Program [mailto:[log in to unmask]] On Behalf
>Of Chris Marchiafava
>Sent: Thursday, March 31, 2005 1:39 PM
>To: [log in to unmask]
>Subject: Records management software help
>
>I am new to records management and must make a software purchase almost
>immediately. I am looking at three vendors for records management
>software and would like to know if anyone has any advice or information
>that may be useful to me in making my selection. The vendors are Zasio,
>Smead and Tower.
>
>
>
>Please respond as soon as possible.
>
>
>
>Thank you in advance.
>
>
>
>Chris Marchiafava
>
>Administrative Services Coordinator
>
>[log in to unmask]
>
>Recreation and Park Commission
>
>for the Parish of East Baton Rouge
>
>3140 North Sherwood Forest Drive
>
>Baton Rouge, LA 70814
>
>Phone: (225) 226-7384
>
>Fax: (225) 273-6404
>
>
>
>List archives at http://lists.ufl.edu/archives/recmgmt-l.html
>Contact [log in to unmask] for assistance
>
>List archives at http://lists.ufl.edu/archives/recmgmt-l.html
>Contact [log in to unmask] for assistance
>
>List archives at http://lists.ufl.edu/archives/recmgmt-l.html
>Contact [log in to unmask] for assistance
List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance
|
