Julie,
Thank you for helping me focus the goal on this task. I provide RM support to this customer on anything RIM related. The requirements document that I provide to my customer will then be provided to the IT group to use in selecting an application to manage email. They don't currently have an easy system to manage email, they save each message as needed and store the messages in the electronic records system. It isn't easy so nobody does it. We do have retention schedules for the records, so that's not part of this request. The concern is to implement a system to store email for the required amount of time, enable destruction at the end of the retention period, and make the records easily retrievable by appropriate personnel (so security will need to be applied to various people/groups).
We are using Microsoft Outlook for email and our electronic records are stored in Livelink.
Deb
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Julie Colgan
Sent: Wednesday, August 22, 2012 7:49 AM
To: [log in to unmask]
Subject: Re: Email Requirements Document
Hi Deb,
I think before anyone can give you any kind of precise direction, we'd need a little more information.
What is your relationship to the "customer"? Are you a consultant? Why is this on your to-do list?
Is this a policy/procedure exercise, or to develop requirements and specs for a piece of software?
What problem(s) is the customer trying to solve re: email? Develop a retention/disposition policy? Implement an archive to facilitate search, preservation and collection in response to investigation/litigation? Implement sensitive content filters to catch private/confidential info leaks to comply with a law/reg such as HITECH or PCI rules?
Also, knowing what email platform(s) are in use would be helpful.
Regards,
Julie
Julie J. Colgan, CRM
[log in to unmask]
803-931-6626
Columbia, SC
**All comments are my own and are not on behalf of any entity with which I may associate**
Sent from my iPad
On Aug 22, 2012, at 10:26 AM, "Martin, Deborah L" <[log in to unmask]> wrote:
> I've just been asked to write up an email management requirements document for a customer, and I don't know where to start. So I would greatly appreciate any suggestions, references, plans, etc that anyone can pass on to me.
>
> Deb Martin
> Lockheed Martin
> 825 Jadwin, Room 454
> Richland, WA 99352
> 509-376-3771
> [log in to unmask]
>
>
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