The AIIM Blog
Keep your finger on the pulse of Intelligent Information Management with industry news, trends, and best practices.
Allow me to introduce you to Wendy McLain, Manager of Enterprise Content & Records Management at Valero. Valero is a publicly-traded international oil and gas company, with revenue in the billions of dollars. Wendy will be presenting at The AIIM Conference 2018. Her session is called "How We Learned to Love Event-Based Retention: A Valero Energy Case Study in Records Management." I thought this would be a great time to catch up with Wendy and ask her some questions.
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Electronic Records Management (ERM) | Retention
All too often, businesses discover the need for a document retention policy either when it is least convenient to implement or too late in the game. Particularly in today’s litigious environment where virtually any form of information (paper, electronic, or audio) can be used in litigation, being proactive in this regard can save an organization from headaches and high costs. An organizational retention policy provides for the systematic review, retention, and destruction of information and records received or created in the course of business. Below are eight items to consider when developing your company’s retention policy.
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Making an ECM implementation successful requires planning and attention to detail. The best way to create the right solution is to identify organizational goals and priorities. Learn how to manage a successful implementation in our free guide.
