[Video] 5 Steps to Building an Effective File Plan

February 21, 2017 by Andrew Borgschulte

Tags: File Plan, Retention Schedule, Disposition

Information governance is more than having policies and plans. There are pieces that need to work together to ensure your records are managed effectively.

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3 Achievable Information Governance New Year's Resolutions

January 5, 2017 by Andrew Borgschulte

Tags: File Plan, CRM

As we begin this new year, everyone is making their New Year's resolutions: losing weight, eating healthier and maybe saving some money. A new year is a fresh start and a chance to look ahead and set goals. Aside from putting the cookies down, let's discuss some New Year's resolutions we can achieve in 2017.

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What the C-Level Wants to Know About Information Governance

October 24, 2016 by Julie Lintner

Tags: File Plan, Records Management

1. We already have a File Plan and our policies and disposition are well defined.  Why do we need Information Governance?

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6 Mistakes to Avoid When Implementing a Records Management Solution

October 18, 2016 by Julie Lintner

Tags: File Plan, Records Management, Retention Schedule

Here is a list of common mistakes when implementing a Records Management solution. This list assumes that you have taken care of the necessary requirements such as having a File Plan and a Retention Schedule.

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5 Things Your Boss Wants to Know About Information Governance

September 7, 2016 by Julie Lintner

Tags: File Plan, Records Management

1. We already have a File Plan and our policies and disposition are well defined.  Why do we need Information Governance?

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4 reasons why a File Plan must be part of your ECM implementation

August 30, 2016 by Julie Lintner

Tags: File Plan

I have been involved in a lot of ECM implementations and guess how many have included a File Plan?

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Why a File Plan Must be Part of Your ECM Implementation

August 11, 2016 by Julie Lintner

Tags: File Plan

I have been involved in a lot of ECM implementations and guess how many have included a File Plan?

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7 Steps to Be a Data Governance Superhero

May 6, 2016 by Andrew Borgschulte

Tags: File Plan, Information Governance Program

What does it take to become a true data governance superhero within your organization? Records and information manager roles are adapting to adjust to the ever-changing business environment. This post lays out seven ways to become a data governance leader at the core of your organization's information governance strategy.

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7 Strategies for Incorporating a File Plan into your ECM Implementation

April 22, 2016 by Julie Lintner

Tags: File Plan, ecm

As a follow-up to my post Why a File Plan should be part of your ECM Implementation, I would like to address two additional questions based on the tremendous amount of feedback and discussion that post generated.

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Is a File Plan and a Taxonomy the Same Thing?

March 4, 2016 by Julie Lintner

Tags: File Plan, Document Imaging, Taxonomy

Of course a File Plan and a Taxonomy are not the same thing, but I bet that title got your attention!  Although, I would bet that many folks from the Document Imaging industry do not really understand what a File Plan is, because most of the time Records Management is outside the bounds of what they are implementing.

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