Hi Earl,
Just a word of caution:  don't get too focused on the tools and methods.
Focus on your goals.

It doesn't matter if you are filing in a cabinet, email, sharepoint or
network servers; or using big buckets or little buckets.  The key is to
make sure you will achieve your goals.  You mention retention so I assume
that is one of your goals.  Will your chosen tools/methodologies allow you
to apply and implement your organization's retention policies effectively
and efficiently?  Will you be able to access and retrieve
data/documents/information as needed?  Will you be able to delete the
data/documents/information in compliance with your organization's
policies?  There are many more questions you need to ask.

I suggest that you make a list of questions that reflect your program and
organization goals.  If the tools/methodologies allow you to meet your
goals then go for it.  If not, you need to reassess these
tools/methodologies and make a different selection.  Let your advisory team
help answer the questions - they will see it through the eyes of the
business functions.  This is a great opportunity to discuss the business
needs as well as the records management needs.

Good luck,

Mary

Mary W. Haider, MBA, CRM
Records & Information Manager and Consultant
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865-983-1371

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