Records Management Technology
BMC Software Technology Firm, Houston, TX
Assisted firm in final selection of records management software for enterprise, encompassing both paper and electronic records environments. Provided insights on software set up, functionality, integration with Documentum document management system and vendor future plans. Compared products based on experience with vendors.
Lancaster County, Nebraska Local Government, Lincoln, NE
Interviewed employees and reviewed current procedures for handling active and inactive records and documents. Surveyed records, developed classification scheme, and recommended policies and procedures to insure ease of access and control of files and documents. Designed file plan and retention schedule. Developed comprehensive model for how records management software would be expected to work at County. Developed functional and technical specifications based on model requirements and existing technical infrastructure. Wrote RFP for records management software encompassing active, inactive and web-based files. Identified qualified vendors. Participated in vendor selection.
Procter & Gamble Pharmaceuticals Ethical and Consumer Products, Cincinnatti, OH
Developed records management operating strategy to serve as a framework for addressing immediate decisions regarding how electronic document management system and records management initiatives must interact. Strategy encompassed defining user search needs, document type classifications, procedures, end user responsibilities and requirements, central records responsibilities, control mechanisms, workflows and conversion strategies. Provided workplan to serve as foundation for implementation issues and ongoing records management operations. Provided input to functional and technical specifications for records management software and its integration with existing document management system. Participated in evaluation of vendor responses and vendor selection.
Philadelphia Suburban Water Utility, Bryn Mawr, PA
Analyzed requirements for records management software purchase and implementation. Prepared short list of vendor products, featuring current offerings and future directions. Developed functional and technical comparison tables. Estimated implementation costs over three year period.
