July 7, 2014

Skip Records Management and Start Governing Your Information

Are Your Information Governance  Policies Still Based On This?
2014 © Cary J. Calderone

Since 2007, in spite of my best efforts, I have watched as organizations lost control of their electronic data and struggled to implement classification systems and other good information governance protocols. And yet, it might not be entirely their fault.  I routinely see advertisements from "expert" consulting groups that offer a “solution” for records and information management based on the ancient approach of retention policies and schedules. This is like having a modern steel and glass building and hiring a carpenter with wood and nails to help you expand. The usual advice starts with “the foundation” that includes a records plan or policy and then attempts to expand it to cover electronically stored information (ESI).   Why?  Is it because existing records programs have been performing so well?  I doubt it.  Ask employees at most organizations about the adequacy of their current records policy and you will receive the same response, “what records policy?”   So, if it really was not working for paper, why would consultants suggest that you just update it to handle ESI? Classification and retention programs that achieved barely adequate to horrendous results historically with paper, are not going to work with your expanding email, instant messaging, social media, and new media applications.    How about an approach that will work?