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Records Management For Dummies by Blake Richardson, CRM

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Chapter 10

Software Applications

In This Chapter

arrow Examining software

arrow Seeing what you actually need

arrow Checking out potential vendors

arrow Implementing guidelines

The sheer volume of information that companies have to deal with, in combination with legal requirements and regulatory compliance, has made the task of records and information management a daunting challenge. In today’s business environment, attempting to manage information without the help of technology makes the task even more difficult.

This chapter provides a comprehensive approach to assessing your need for software, as well as clues you in on how to evaluate vendors and their applications. (For good measure, I throw in some tips for a successful implementation.) Using software to manage your records and information will create efficiencies and help ensure that you are in compliance with laws and regulations by automating policies and many existing manual processes.

Examining Software Options

In the following sections, I first examine the fundamentals of Records and Information Management software so that you understand the ...

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