Archives for Document & records management

Intranets can mitigate business risks

By: James Robertson Posted: December 18, 2014

While intranets can’t prevent disasters, they can mitigate a wide range of business risks.

Planning your SharePoint intranet project

By: James Robertson Posted: April 28, 2011

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 a myriad of technology decisions, …

Recordkeeping’s hill to climb

By: James Robertson Posted: January 22, 2010

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 came up, and how it …

Recordkeeping and Toastmasters

By: James Robertson Posted: June 9, 2009

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, and he’d recently moved into …

Apply IA techniques when creating taxonomies

By: James Robertson Posted: August 9, 2007

The field of information architecture (IA) has much to offer those creating taxonomies, including a range of structured techniques for testing their effectiveness.

Recordkeeping responsibilities on a single sheet of paper

By: James Robertson Posted: May 7, 2007
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

Recordkeeping responsibilities on a single sheet of paper

By: James Robertson Posted: May 4, 2007

Provide every staff member with a tailored and personalised single sheet of paper that covers what they need to file, and how.

Providing intranet access to records

By: James Robertson Posted: October 5, 2005

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.

Providing intranet access to records

By: James Robertson Posted: October 5, 2005
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

By: James Robertson Posted: August 10, 2005
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