Records Management University: "Does My RM Car Come with an Awesome GPS and Automated Driving Pilot?"

Class is now in session, and we want you to matriculate at Records Management University! So, come to our virtual campus, get set up in your virtual dorm room, and take a seat in the virtual classroom for some very real education! (Just stay away from the virtual dining hall, trust us.)

Who Should Register?

Topics of Discussion

Class Schedule & Syllabus for "Are You Spinning Your RM Wheels or Heading Down the Road to RM Success?"

Did I Plan My Route Wisely or Is My RM Roadmap Out-of-Date?

If you're just starting to look at a real Records Management system - or upgrading/updating the platform you have now - find out how to plan out a RM implementation and upgrade schedule and how to make your vision a reality. We'll discuss how to assess your current needs, and how to gauge your needs next year, and for years down the line concerning size, inventory, what your timeline is, where to find the money, and how to get your necessary approvals to get this puppy rolling.

Class 2: Tuesday February 10, 2p ET

How Do I Choose From So Many RM Car Dealers? Should I Buy an RM Car, Truck, Bus... or Transformer?

If you've been looking at RMA solutions - especially if you fall under the Presidential Mandate for Managing Records - you're aware that there a ton of options for Records Management suppliers. We'll give you some direction as to what you should be looking for (and it's not necessarily always us), and what level of comprehensive solution is right for your organization... tiny compact car, bruting SUV, a mulit-vehicle transport, or your own Optimus Prime that can transform as you need it to.

Class 3: MONDAY February 23, 2p ET

What Are the Base & Optional RM Features I Should Shop For?

Anyone can provide you with a Records Management solution, just like anyone can sell you a car. But when you're looking at that car, it's not just about body style and reputation. It's critical what comes with the car and what value you're getting for extras. Does the RM solution you're evaluating or using have a variety of cool and important features that come standard (like auto-categorization), or are they all options that keep the price going up and the value going down? We'll discuss what features you should expect to come with your RM car, and what additional options are useful.

Class 4: Tuesday March 10, 2p ET

Have I Avoided the RM Road Hazards or Will My Wheels Come Off?

To paraphrase Jerry Seinfeld, anyone can buy an RMA platform, but not everyone can implement an RMA platform. After ages of trying to convince Senior Management of the value of Records Management, they’ve finally seen the light. Congratulations, but beware… enlightenment has its price. But now you’re facing the monumental and complex task of implementation, especially for electronic records. Getting IT, security, business owners, records consultants, users, and a myriad of other resources on board is hardest part. We'll discuss all the new obstacles you may not have considered, and how to overcome institutional fears facilitate culture change.

Class 5: Tuesday March 24, 2p ET

Is My RM Car Factory-Certified and Under Warranty for High Speed and Extended Miles?

When an Records Management solution is DoD 5015.2 certified, that means you can trust the security of the RMA application thoroughly... to the level the US Department of Defense does. But what critical security are you missing if the solution you're reviewing - or even using - isn't certified... and why is that important to you even if you're not in Government? And on the other end, is the RMA vendor you choose letting you drive off the lot and wishing you luck, or are they alongside you as you and your organization move forward? We'll talk about the importance of not just sustainability of the product, but of the vendor itself. Is the solution cobbled together from third party parts? Is it dynamic enough to grow along with you? Will you be privy to new versions as they're available? We'll discuss critical issues in certification, sustainability, and maintaining your RMA application for the long road ahead.

Class 6: Tuesday April 7, 2p ET

Does My RM Car Come with an Awesome GPS and Automated Driving Pilot?

If you don't input gas into your car, you won't go anywhere. If you don't input every object, document, file, and transaction that needs to be records managed into your Records Management application, it won't work either. And just like your car automatically knows how to take that gas and make the car run, your RMA system also needs to automatically know what to do with records when they're ingested. Automating input may be the most important part of records management, especially when you're talking about hundreds or thousands or possibly millions of documents coming in, especially through email. We'll discuss how to manage and automate all of your records input processes without exerting unnecessary energy, the critical importance of auto-categorization (and why Capstone isn't the answer to all your problems), integrating with SharePoint and your legacy applications, and the transitional vs. transparent problem in automating input.