Archives for Document & records management

Planning your SharePoint intranet project.

Starting a SharePoint intranet project, whether creating a new intranet or redeveloping an existing one, can be daunting. Alongside strategy and design questions are now…

Recordkeeping’s hill to climb.

I’ve just spent the last two days helping an Australian government agency develop their web CMS requirements. As one might expect, the topic of recordkeeping…

Recordkeeping and Toastmasters.

Last week I met up with a former CIO of a local council in Queensland. We’ve done work together on-and-off over a number of years,…

Recordkeeping responsibilities on a single sheet of paper.

With the move from paper to electronic documents, responsibility for recordkeeping within organisations has shifted to individual staff and away from centralised records management specialists. Much is made of the need for all staff to understand their recordkeeping responsibilities. To this end, many training and communication programs are conducted within government agencies (and elsewhere). To a large extent, this training has failed. While staff gain a general awareness of recordkeeping, they are not provided with sufficiently concrete and detailed guidance to make their recordkeeping successful and consistent. This article explores ways to help staff meet their recordkeeping obligations by creating

Providing intranet access to records.

This briefing outlines a simple scenario in which the intranet helps staff find key corporate information, while the documents accessed are stored in the document/records…

Providing intranet access to records.

Many organisations are attempting to clarify the relationship between the corporate intranet, and their document/records management system. While this is a broader issue of information management with an organisation, there are some short-term activities that can be taken to create a working relationship between these two platforms. This briefing outlines a simple scenario in which the intranet helps staff find key corporate information, while the documents accessed are stored in the document/records management system. Usage scenario The following scenario outlines one of the typical ways an intranet is used: A staff member browses into the HR section, and then to

The challenge for records management vendors.

I recently finished an "information management and records management" review in a small public-sector agency. One of the findings was that while they needed a records management system (RMS), they couldn't proceed with the system they had due to its major usability problems. This accords my experiences in other organisations: notably that there has been a 100% failure rate of rolling out records management systems (with some exceptions, such as legal firms). In my earlier article, I identified three critical success factors: the system, classification scheme and message. Focusing on the system: records management systems are perfectly designed for their