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Request WhitepaperThe perfect file plan for SharePoint incorporates industry record naming and retention standards, but also reflects the business practices so it can be applied and employees will embrace it.
In this session we review the components of a perfect file plan for SharePoint and the Records Analytics™ process that gets you there in 45 days.
A File Plan that Works
To develop a file plan that works you first have to know:
- What records you have
- Where they exist
- What media they reside on
- How long to keep them
A Process that Works
The first step in developing a file plan is talking with the business. After all, they are really the ones that know what records and information they have and use. The Records Analytics™ process enables you to rapidly and cost-effectively engage the business, compile the information, and create a file plan that can be easily integrated into SharePoint. The process includes:
- Identification of business areas to include
- Records profiling questions
- Automated records profiling interviews
- Record naming standards
- Best practice retention standards
Actionable Deliverables
Records Analytics™ File Plan for SharePoint makes it easy for IT and legal to work together to create a file plan with all the benchmarking and best practices you need. The primary deliverables include:
- Datamaps that connect the dots between your areas and their records practices
- A customized file plan with industry record naming standards and best practice retention
- A highlights report of key findings and recommendations for next steps
Implementing a SharePoint File Plan with retention rules enables your company to cut costs, reduce risks and improve efficiencies.
About the Experts
Marty Hansen is the Executive Vice President at Jordan Lawrence and oversees the Records Analytics File Plan for SharePoint services that provide complete, benchmarked file plans within 45 days for major corporations. He can be reached at 636.821.2243 or mhansen@jordanlawrence.com.