Getting wide spread adoption of corporate electronic record management solutions has always been difficult, if not impossible, to achieve. Learn how the next generation of ECM solution can blur the boundaries between content creation, document collaboration and longer-term information governance. See how easy it is to configure intelligent file plans that allow in-place records to be automatically filled and declared. So simple to use that any user from anywhere in the document management solution, from their email or from their desktop, can create records as part of their normal work procedure, allowing companies to finally get the complete adoption and compliance that they have been seeking.

1. A New Approach to Achieving
Governance and Compliance
Mike Farman, Director of Product Management
#contentgov

2. Presidential Memorandum on
Managing Records
• “Records are the foundation of
open government, supporting
the principals of transparency,
participating and collaboration.
Well managed records can be
used to assess the impact of
programs, to improve business
processes, and to share
knowledge across the
Government.” !
White
House
Presiden3al
Direc3ve
On
Records
Management,
November
28,
2011

3. ü Freeze
ü File Plan
ü File
ü Disposition
ü PDF(a)
ü Retention
ü Schedule
ü Audit
ü Accession
ü Cut off
ü Archive
ü Records
ü Transfer
ü Declare
ü Folders
ü Hold
ü Delete
ü DoD
ü MoReq
ü Close
ü Metadata
ü Security
ü Relationships
ü User Rights
ü Roles
ü Permissions
ü Record
ü Events
ü In-Place
ü Search

4. ü Freeze
ü File Plan
ü File
ü Disposition "
ü PDF(a)
ü Retention
ü Audit
ü Accession
ü Cut off
ü Archive
ü Records"
ü Transfer
ü Declare
Folders
ü MoReq
ü Close
ü Security
ü Relationships
ü User Rights
ü Roles
ü Permissions
ü Record "
ü Events
ü In-Place
Schedule
None Ofü Delete
Matters!
This ü DoD
ü Hold
#easyRM
ü Metadata
Search

5. People "
are "
busy "
trying "
to get "
work "
done

6. ü Freeze
ü File Plan
ü File
ü Disposition "
ü PDF(a)
ü Retention
ü Audit
ü Accession
Schedule
ü Cut off
adop-on
of
RM
aü Records"
“End
user
ü Archive
pplica-ons
ü Transfer
Folders
remains
a
ü Declare
challenge”
significant
ü Hold
ü Delete
ü DoD
ü MoReq
ü Close
ü Security
ü Relationships
ü User Rights
ü Roles
ü Permissions
ü Record "
ü Events
ü In-Place
ü Metadata
Search
“Records
Managers
Must
Focus
On
Business
Needs,
Budgets,
And
Technology
To
Succeed”
Forrester
Research.
September
18,
2013.
Analyst
Cheryl
McKinnon

7. The User Perspective
Content
Creators
/
Users
Crea-ng
Content..
Finding
Content..
Sharing
and
Collabora-ng…
‘GeDng
Work
Done’
Does RM Help Me?

8. The Record Continuum
Content
Creators
/
Users
‘Get
Work
Done’
Exec
Staff
&
Record
Managers
‘Informa-on
Governance
&
Compliance’

9. Alfresco Records Management
In Place Records
Automatic Record Filing
Dynamic File Plan
#contentgov

10. In Place
Records
• No need to understand
complex File Plans
• File and Declare records
anywhere"
• Easy access to files"
• No need to keep
‘private’ copies
Greater User Adoption
#contentgov

11. Automated
Record Filing
• File and Declare as
part of business
process
• Define automated business
rules
• Hide RM from end users
• Never have content ‘slip
through the gaps’"
Greater Content Coverage
#contentgov

12. Dynamic"
File Plan
• Record folders created
when needed
• No need to constantly
manage and update the
file plan
• Records filed
automatically in the
correct record folder
Simplified Filing
#contentgov

13. Demo…
In Place
#contentgov
Automation
File Plan

14. The Benefits of "
Alfresco Records Management
•
•
•
•
Increased
User
Adop3on
Single
Repository
Simplicity
Lower
risk
-­‐
DoD
2015.02
cer3fied
open
source
solu3on

15. Questions?
#contentgov