A Practical Guide for Success in Managing Electronic Records

A Conference for Texas State Agencies and Universities

October 20, 2005

The Commons Center
J.J. Pickle Research Campus
10100 Burnet Rd.

Austin, Texas 78758


Conference Handouts

Handouts | PDF



This year's conference offers an in-depth tutorial that addresses four critical components for developing and implementing a successful electronic records management solution:

  • Organizational Change Management
  • Practical Organizational Standards
  • Appropriate Software Tools
  • Practical Deployment, Implementation and Ongoing Maintenance

8:00 - 8:30

Registration and Exhibit Area Open

8:30 - 8:45

Welcoming Remarks
Larry Olson, DIR
Peggy Rudd, TSLAC

8:45 - Noon

Morning Session

Jim Coulson, CRM, Records Improvement Institute

Noon - 1:00

Lunch (provided) and Exhibit Area Open

1:00 - 5:00

Afternoon Session

Jim Coulson, CRM, Records Improvement Institute

The exhibit area will be open during registration, the mid-session breaks, and lunch. Please visit the exhibits to learn more about related products and services.

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Featured Topic: A Practical Guide for Success in Managing Electronic Records

Organizational Change Management

This change requires senior management vision and support. It also requires strategy, policy, communication and decentralized responsibility that ensures buy-in and accountability at all levels of the organization. It must be balanced by sufficient professional resources and reporting lines to move the organization toward compliance within an explicit timetable. Learn how this is done.

Practical Organizational Standards

International, domestic and local governmental agencies and standards bodies have provided many model standards for the management of electronic records. However, it is the responsibility of every organization to adapt and adopt a documented version of these standards for their own use. Learn what this looks like and how to use it effectively to manage deployment in your organization.

Appropriate Software Tools

Is it naive to seek a single software deployment that will address all electronic systems in an organization where electronic records are found? In this part of the program, the various tools will be reviewed for the most popular electronic environments with a discussion of their relative strengths. The discussion will include how to select viable tool alternatives and prepare and evaluate an RFP.

Practical Deployment, Implementation and Ongoing Maintenance

Share lessons learned on how to integrate electronic records management with IT goals, objectives and infrastructure; how to persuade end users to not only use, but value, the new system; and how to set in place the new roles and responsibilities that will ensure the long term success of the program.

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