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Creating and Implementing
a Retention Schedule
and File Plan
About Us
IRCH & RECORDLION
INTRODUCTIONS
About Us
Chris Caplinger
President / Founder
Andre Cabral
Director of Sales/Marketing
IT Departments
Information Governance Teams
Allows for one set of policies
for the entire enterprise
Corporate Executives
Complying with regulations is crucial
to executive staff
Records Managers
Corporate Counsel
SharePoint
Professionals
Improve management of unorganized
and unstructured file shares
Apply File Plans and implement
formal disposition processes
Minimize risks by applying policies to
all information, records and files
Organizations in need of better
information management for
SharePoint
WHO DO WE SERVE
About Us
IRCH Timeline
16, 000 Citations
Database of more than 16,000
recordkeeping citations for US
Federal and States
Legal Research
Legal research includes Legal
Considerations addressing
statutes of limitations
Record Categories
Assign your records categories and retention
requirements to departments or even countries using
flexible options and productivity tools..
Export
Easily export your
authorized retention
schedule to RecordLion
Continuous Updates
Update 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.
Searching
Find 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.
MARKET
POINT
RETENTION MANAGER
Solving the Problem
The Problem
THE NEED FOR A SOLUTION
INFORMATION VALUE DECLINES OVER TIME
6 Months 1 Year 2 Years 3 Years 4 Years 5 Years > 7 Years > 10 Years > 15 Years > 20 Years
IT COST
RISK
Risk-to-
Value Gap
Cost-to-
Value Gap
HR
Office
CRM
Finance
Email
R&D
The Problem
RISKS ASSOCIATED WITH OVER RETENTION
The Problem
Unauthorized
Access
Theft
Non
Compliance
Reputational
Injury
Income Loss
Remediation
Costs
Legal Action
Our Solution
WHAT WE DO AND HOW WE DO IT
Use IRCH to
determine the
retention schedule
Build Schedule
Export your schedule
from IRCH
Export
Import your schedule
into RecordLion
Import
Create simple
mapping from your file
plan to your
information
Classification
Proper disposition of
information, based on
the rules you created
in IRCH.
Disposition
5 STEPS TO INFORMATION MANAGEMENT
Solving the Problem
Disposition
Minimize risk with defensible
disposition.
Audit / Reporting
Information Governance is only
as good as its reporting
capabilities.
Legal Holds
Place your legal holds on your
information in place.
Discovery &
Classification
Apply Policies to all
Content, Anywhere in the
Enterprise.
File Plan
Reduce the cost of policy
management by using a single
File Plan
INFORMATION LIFECYCLE
Solving the Problem
Physical Records
Manage Physical and Electronic
Records side by side
RecordLion discovers
and classifies information
in cloud repositories and
business systems.
Cloud Platforms
Unified management of physical
records along with electronic records
simplifies the disposition process.
Physical Records
Line of Business systems can
be managed or used to start
retention periods.
Business Systems
On premise systems such
as SharePoint and
Network File Shares are
discovered and managed
by RecordLion.
On Premise
Home
Grown
CLOUD, ON PREMISE, OR HYBRID
Solving the Problem
Demonstration
IRCH & RECORDLION IN ACTION
COMPLETE LIVE DEMO
Join a live 60-minute demonstration of RecordLion
Every Tuesday at 11:00AM U.S. CST
http://www.recordlion.com/events/recordlion-weekly-demo/
Upcoming Events
New Online Webinar Presented by
Donald Skupsky
“More Advanced Subjects on Making the
Retention Decision”
IRCH 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: chris@recordlion.com
Sales: sales@recordlion.com
Office Phone: +1 (888) 400 6682
Sales: x1
Contact Info
Telephone
Andre: andre@irch.com
Sales: sales@irch.com
Office Phone: +1 (303) 721 7500
Contact Info
Telephone

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Creating and Implementing a Retention Schedule and File Plan

  • 1. Creating and Implementing a Retention Schedule and File Plan
  • 2. About Us IRCH & RECORDLION
  • 3. INTRODUCTIONS About Us Chris Caplinger President / Founder Andre Cabral Director of Sales/Marketing
  • 4. IT Departments Information Governance Teams Allows for one set of policies for the entire enterprise Corporate Executives Complying with regulations is crucial to executive staff Records Managers Corporate Counsel SharePoint Professionals Improve management of unorganized and unstructured file shares Apply File Plans and implement formal disposition processes Minimize risks by applying policies to all information, records and files Organizations in need of better information management for SharePoint WHO DO WE SERVE About Us
  • 6. 16, 000 Citations Database of more than 16,000 recordkeeping citations for US Federal and States Legal Research Legal research includes Legal Considerations addressing statutes of limitations Record Categories Assign your records categories and retention requirements to departments or even countries using flexible options and productivity tools.. Export Easily export your authorized retention schedule to RecordLion Continuous Updates Update 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. Searching Find 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. MARKET POINT RETENTION MANAGER Solving the Problem
  • 7. The Problem THE NEED FOR A SOLUTION
  • 8. INFORMATION VALUE DECLINES OVER TIME 6 Months 1 Year 2 Years 3 Years 4 Years 5 Years > 7 Years > 10 Years > 15 Years > 20 Years IT COST RISK Risk-to- Value Gap Cost-to- Value Gap HR Office CRM Finance Email R&D The Problem
  • 9. RISKS ASSOCIATED WITH OVER RETENTION The Problem Unauthorized Access Theft Non Compliance Reputational Injury Income Loss Remediation Costs Legal Action
  • 10. Our Solution WHAT WE DO AND HOW WE DO IT
  • 11. Use IRCH to determine the retention schedule Build Schedule Export your schedule from IRCH Export Import your schedule into RecordLion Import Create simple mapping from your file plan to your information Classification Proper disposition of information, based on the rules you created in IRCH. Disposition 5 STEPS TO INFORMATION MANAGEMENT Solving the Problem
  • 12. Disposition Minimize risk with defensible disposition. Audit / Reporting Information Governance is only as good as its reporting capabilities. Legal Holds Place your legal holds on your information in place. Discovery & Classification Apply Policies to all Content, Anywhere in the Enterprise. File Plan Reduce the cost of policy management by using a single File Plan INFORMATION LIFECYCLE Solving the Problem Physical Records Manage Physical and Electronic Records side by side
  • 13. RecordLion discovers and classifies information in cloud repositories and business systems. Cloud Platforms Unified management of physical records along with electronic records simplifies the disposition process. Physical Records Line of Business systems can be managed or used to start retention periods. Business Systems On premise systems such as SharePoint and Network File Shares are discovered and managed by RecordLion. On Premise Home Grown CLOUD, ON PREMISE, OR HYBRID Solving the Problem
  • 15. COMPLETE LIVE DEMO Join a live 60-minute demonstration of RecordLion Every Tuesday at 11:00AM U.S. CST http://www.recordlion.com/events/recordlion-weekly-demo/
  • 16. Upcoming Events New Online Webinar Presented by Donald Skupsky “More Advanced Subjects on Making the Retention Decision” IRCH 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.
  • 17. How can we help? Chris: chris@recordlion.com Sales: sales@recordlion.com Office Phone: +1 (888) 400 6682 Sales: x1 Contact Info Telephone Andre: andre@irch.com Sales: sales@irch.com Office Phone: +1 (303) 721 7500 Contact Info Telephone