Over the last couple of days I’ve seen/heard some comments that Big Buckets don’t work well in Records Management. Uhm, you’re doing it wrong.
I suspect that a large part of the issue is that classification models are too granular and too tightly coupled to the retention schedule. I’ve been involved in a couple of projects where this was the case. One client understood this, made the necessary adjustments, and achieved success. The other client … held steadfastly to granular, overly complex schedules and models, and is only now (4+ years later) re-examining their original plan.
You wanna make big buckets work? Here’s some simple stuff you need to do:
- Simple, function based classification models;
- Uncouple classification from retention;
- Automate & hide RM tasks from users (they know what they’re working on and don’t give a rat’s ass about RM – I know, hard to believe);
- Classify on capture/creation;
- Check out the cool diagram;
- Review periodically.
Note: During a Google Hangout yesterday (featuring @cawprhyd, @tchernik, @lllivingston, and some others whose twitter id’s I don’t have handy) the subject of disposition reviews for automated disposition came up. My position is pretty simple – you don’t need them. Sort of. If you assume that classification and retention have been agreed prior to implementation, and that content is classified up front, there is no need to review. Of course, this works only on a day forward basis and requires that whatever tools you have in place can do the legal hold and suspend disposition processing / time clock when needed. You really should follow the twitterers that I’ve id’d here – they’re pretty smart.