How to Build a Software Ready Retention Schedule
Bruce Miller, MBA, IGP
No, your retention schedule is NOT ready for use in modern recordkeeping software. Not even close!
Learn how to adapt it such that any modern recordkeeping software can successfully load and apply your retention schedule. Understand the structure and characteristics the software needs to see in your schedule, and leverage exciting new software capabilities to make your retention schedule more flexible and powerful than you ever thought possible.
This is a highly interactive workshop based on a hypothetical 1000-person organization. Participants work in teams of 3 to make critical project decisions at various points, each of which are then evaluated. You complete several rounds of team exercises, where you apply your new skills to complete prescribed exercises to build the elements of the retention schedule.
Mr. Miller is a world leading expert on electronic recordkeeping. He is an independent consultant, author, and an educator. Widely regarded as the inventor of modern electronic recordkeeping software, he has authored two books on recordkeeping for Microsoft SharePoint, holds an award of distinction from IBM, and is an Emmett Leahy Award winner. He assists organizations in the design, development, acquisition, and implementation of electronic document and records management solutions.