"The Synergy of Records and Content Management" presented to Mile High Denver Chapter of ARMA, 17Mar09

1. It Takes Two To Tango The Synergy of RIM & ECM Gordon E.J. Hoke, CRM http://gejhoke.googlepages.com SM Mile High Denver ARMA 17 March, 2009

7. Records and Information Management – RIM Records: “ . . . information created, received, and maintained as evidence by an organization or person, in pursuance of legal obligations or in the transaction of business” – ISO 15489-1 Information and Documentation – Records Management Individual organizations must determine the definition of what a record is and, often more importantly, what it is not. Records and Records Life Cycle Creation Production Storage/disposal Use/Modification Conversion

19. For failing to preserve internal e-mail communications, five major financial services firms paid $1.65 million each Wall Street & Technology, February 2003

20. Bank of America Securities paid $10 million on record-keeping & access requirements violation claims Chicago Sun-Times, March 2004

21. Morgan Stanley recently suffered an adverse $1.45 billion court judgment…MS had acted in “bad faith” in failing to turn over relevant e-mails. COMPUTERWORLD , July 2005

24. “ How can I keep my CEO of jail?”

29. Understand the Complementary Differences

33. Differences between RIM and ECM (continued) 2. Perspective is based on experience

51. Questions?

52. Stay in touch: Gordon E.J. Hoke, CRM http://gejhoke.googlepages.com (507) 534-2293 [email_address]