Creating and Implementin a Retention Schedule and File Plan
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Creating and Implementing a Retention Schedule and File Plan
Creating and Implementinga Retention Scheduleand File Plan
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About UsIRCH & RECORDLION
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INTRODUCTIONSAbout Us
Chris Caplinger
President / Founder
Andre Cabral
Director of Sales/Marketing
IT Departments
Information Governance TeamsAllows for one set of policies for the entire enterpriseCorporate ExecutivesComplying with regulations is crucial to executive staff
Records Managers
Corporate CounselSharePoint Professionals
Improve management of unorganized and unstructured file sharesApply File Plans and implement formal disposition processesMinimize risks by applying policies to all information, records and filesOrganizations in need of better information management for SharePoint
WHO DO WE SERVEAbout Us
IRCH Timeline
16, 000 CitationsDatabase of more than 16,000 recordkeeping citations for US Federal and StatesLegal ResearchLegal research includes Legal Considerations addressing statutes of limitationsRecord CategoriesAssign your records categories and retention requirements to departments or even countries using flexible options and productivity tools..ExportEasily export your authorized retention schedule to RecordLionContinuous UpdatesUpdate your legal research throughout the year. We research records retention laws daily so you can identify those changes in the laws that affect your organization.SearchingFind laws by industry/subject or from a full text index
Sophisticated, pre-configured reports provide total control over development, training, and maintenance of your Records Retention Schedule.
Retention Manager includes the results of thousands of hours of legal research on records requirements already compiled, organized, and applied to an industry-standard list of records categories.MARKETPOINTRETENTION MANAGERSolving the Problem
The ProblemTHE NEED FOR A SOLUTION
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INFORMATION VALUE DECLINES OVER TIME
IT COSTRISKRisk-to-Value GapCost-to-Value Gap
HR
OfficeCRM
Finance
R&D
The Problem
RISKS ASSOCIATED WITH OVER RETENTIONThe ProblemUnauthorizedAccessTheftNonComplianceReputationalInjuryIncome Loss
RemediationCosts
Legal Action
Our SolutionWHAT WE DO AND HOW WE DO IT
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Use IRCH to determine the retention schedule Build ScheduleExport your schedule from IRCHExportImport your schedule into RecordLionImportCreate simple mapping from your file plan to your informationClassificationProper disposition of information, based on the rules you created in IRCH.Disposition5 STEPS TO INFORMATION MANAGEMENTSolving the Problem
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DispositionMinimize risk with defensible disposition.
Audit / ReportingInformation Governance is only as good as its reporting capabilities.
Legal HoldsPlace your legal holds on your information in place.
Discovery & ClassificationApply Policies to all Content,Anywhere in the Enterprise.
File PlanReduce the cost of policy management by using a single File Plan
INFORMATION LIFECYCLESolving the ProblemPhysical RecordsManage Physical and Electronic Records side by side
RecordLion discovers and classifies information in cloud repositories and business systems.Cloud PlatformsUnified management of physical records along with electronic records simplifies the disposition process.Physical RecordsLine of Business systems can be managed or used to start retention periods.Business SystemsOn premise systems such as SharePoint and Network File Shares are discovered and managed by RecordLion. On Premise
Home Grown
CLOUD, ON PREMISE, OR HYBRIDSolving the Problem
DemonstrationIRCH & RECORDLION IN ACTION
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COMPLETE LIVE DEMO
Join a live 60-minute demonstration of RecordLionEvery Tuesday at 11:00AM U.S. CSThttp://www.recordlion.com/events/recordlion-weekly-demo/
Upcoming Events
New Online Webinar Presented by Donald SkupskyMore Advanced Subjects on Making the Retention DecisionIRCH is pleased to announce that we will be presenting our next online webinar entitled "More Advanced Subjects on Making the Retention Decision." The online event will be held on October 20th, 2015 and will be free for all to attend.
Topics to be discussed during the presentation are statue of limitations, legal requirements, user defined retention, and risk analysis. We will be sending out the registration information at the beginning of October.
How can we help?Chris: [email protected] Sales: [email protected] Phone: +1 (888) 400 6682Sales: x1Contact InfoTelephone
Andre: [email protected] Sales: [email protected] Office Phone: +1 (303) 721 7500Contact InfoTelephone
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