Document Management - White Paper (ID 5277).pdf Jul. 2014 | Page 45

In some cases, software developers employ experienced RM
representatives that can work directly with the compliance
officer of the governing organization to better understand their
specific records management procedures, and determine
the nature and extent of configurations necessary to achieve
their RM objectives. An experienced and knowledgeable RM
representative can also assist in the set-up and deployment
phases.
When evaluating RM solutions, organizations should take
same preparatory steps outlined in Section C of this guide:
needs assessment, process maps, and plan of implementation.
Similarly, one should follow an inclusive process that allows
others in the company to provide their perspective on the

solutions under consideration. As with document management
solution adoption, usability remains an important issue in a
regulatory environment as well.
Today it is possible for systems to achieve the objectives of
a corporate records manager with minimal interference with
how employees already work. In this “transparent records
management” environment, employees simply “check-in” or
“check-out” the files they need, and never have to deal with record
matters concerning series codes, retention dates, transfers, and
so on. RM solutions that deliver this level of power, flexibility and
ease-of-use can improve productivity while meeting critical RM
mandates and requirements.

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EASY DOCUMENT MANAGEMENT