Welcome back to our series Tips for Cleaning Electronic Records.

Key Elements for Success with Cleaning Electronic Records

Congratulations! You’ve helped your organization recognize the importance of gaining control over the various repositories of records and information across the enterprise. The first question becomes: how do we effectively address this challenge?

Planning, executive sponsorship, department and office buy-in, change management, training, and expert support are all critical components for success.  But how does the Project Manager approach the task logistically.  Managing the initiative is no small feat. One of the first steps is to work with management to identify primary and secondary points of contact in each department or office. If you already have records coordinators and/or liaisons, great!  However, ensure your Points of Contact are technically comfortable with manipulating files on the network share drives, Microsoft 365 (if it’s part of your environment), and any other systems managing documents.

If your contacts are more comfortable with physical records operations, you may need to identify Electronic Records Coordinators. These coordinators can serve as primary contacts, while the old coordinators or liasons can take on secondary roles.

Implementing Effective Processes

It’s also essential to implement a process for managing and collaborating with your Points of Contact.  Join us this week as we explore effective Collaboration and continue the discussion on Tips for Cleaning Up Electronic Records.

About Cadence Group 

Cadence Group has over 30 years of contract experience servicing clients nationwide, with offices in Atlanta and Washington. Services to government and commercial sector clients include information governance, records and information management, library and archives, knowledge management, information architecture, software evaluation and implementation, training and support, web design and development, business process improvement, and project and program management. With the help of our Information Governance expertise, clients optimize information assets, maintain compliance, and acquire information experts through our consulting and placement services.

For more information, check out Cadence Group’s Records and Information Management and Information Governance Practice Page.

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