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Maria Antonieta Flores STC Summit 2014 [email protected]
The Data Doctor Is In
Best practices for making sure that your content management system remains robust.1
1. Have a Plan
2. Inventory and track content
3. Define retention
a. Schedule
b. Disposition rules
c. Exceptions
4. Define content categories
a. Where to file what
b. Disaster rules
c. Legal requirements
5. Define security policies
6. Define and use metadata
7. Have a migration plan; plan for media independence
8. Provide training:
a. The entire plan
b. Offer training regularly
c. Offer refresher courses
d. New team members
9. Monitor and audit compliance
a. Scheduled audits
b. Continuous process improvement
10. Get management buy-in
Healthy Data is your second most important asset.
1 Loosely based on: Get It Right! Records Management Governance in 12 Steps http://www.aiim.org
