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Records Management – Friend or Foe ???Brandon Botes
8 October 2016Johannesburg, SA
#SPSJHB
Sponsors
Principal SharePoint ConsultantBritehouse Digital a Dimension Data Company
Strengths : 2 Dogs, 2 Cats & 3 Children (includes my wife )
Weakness : SAP
Agenda• What is records management
• How does it help with POPI
• How to implement Records Management
• Recommended Products
• Questions – Forgot to mention I am also allergic to people who don’t ask questions!
Foeor
Friend
It can be both
Records Management
Scanning
Electronic Files
Physical Files
Retention Policies eDiscovery
Legal Holds
Disposition of Records
Audit Trail
Implementation of Records Management
Key Elements to a Successful Records
Management Solution
Capture Store Manage
What we need to do
File Plan Compliance Legacy Data Analysis
Stakeholders Legal DepartmentRecords
Manager/Information Manager
3rd Party Vendors
Scan records
Extract Data
Push Data to Cloud
Push to Physical Storage
Implementation of Records ManagementScanning
Implementation of Records ManagementElectronic Records Management
Implementation of Records ManagementPhysical Records Management
What does this mean for POPIAmong a few examples of personal information that fits under this
bracket are:
ID or Passports
Home, work or personal phone
numbers
Physical addresses
Financial informatio
n
Employment and salary history
What does this mean for POPI ?
Secure data Governance
Legal Compliance
Traceable account of document lifecycle Protection against dissolution of records
Capturing of Accurate Data
Risk Management
Recommended Products - Scanning
They accelerate business processes by collecting documents and forms, transforming them into accurate, actionable information, and delivering it into your line of business
applications, workflows, repositories and databases. Whether information is on paper or in electronic files, in a central office or scattered on desktops and remote offices throughout the world — Kofax captures it all quickly and accurately, ensuring
complete chain of custody of the content and accelerating core business processes and solutions.
More than 80% of corporate information is trapped in unstructured content—our goal is to make that data
actionable. We initiate processes that add value to existing content and information management platforms. From
automating mortgage applications, streamlining insurance claims, accelerating invoice payments and mailroom
document processing, Ephesoft empowers our customers to put information to work and do business faster. We continue
to expand our product lines, including desktop, mobile capture, big data and advanced analytics.
Recommended Products - Records Management
Collabware CLM empowers organizations by protecting critical content and enabling rapid, improved decision making. Using
Collabware CLM's integrated case management, workflow, search, and records management capabilities, organizations can easily automate business processes and have peace of
mind knowing that regulatory and legal compliance requirements are being met.
Content creation without ongoing management leads to information chaos. AvePoint RevIM brings order to the chaos and eliminates the burden of traditional records management
tasks for end users.Administrators can easily apply automated business rules that
manage the end-to-end content lifecycle to provide organisations with effective and efficient information
management.
Questions
Thank You