Joyce, welcome to the list!
My two cents are that I prefer functional classification. It allows for
more flexibility over time as your company may make changes to its corporate
structure due to any variety of reasons (mergers, key leadership changes,
restructuring, etc.). Functions typically remain constant (barring a
signficant shift in your core business), while business units are more apt
to dissolve, merge with another, get renamed, etc.
Here's an example from my world ... our HR director is also responsible for
Facilities (because his personal prior experience suits him to manage that
in addition to HR).
So, if I was classifiying records associated with facilities maintenance
according to the business unit, it would fall under Human Resources. An
outside person looking in, without first consulting our org chart, might be
hard pressed to find maintenance records. (I certainly wouldn't look under
HR, would you?) However, under a functional classification, it would be
given its own class.
The benefit is two fold: 1) finding what we need by commonly understood
function, without special knowledge of the corporate structure, and 2) in
the event our HR director choses to leave the firm, we are free to re-assign
the facilities function to another department head without having to re-do
our classification structure.
Good luck with your Documentum implementation!
Julie
--
Julie J. Colgan, CRM
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