Chapter Meeting:

May 8, 2018

How to Get Management Support for Your Next RIM Project

A Case Study on How San Jose Water Cleaned up 150 years of Hard-Copy Records AND Selected an ECM Program!

In this presentation Speaker Karen Albrecht will cover the process she went through to clean up 150 years of hard-copy records, while successfully selecting an Enterprise Content Management (ECM) software application to house electronic data. The study will cover the needs assessment, the vendor vetting process, and system configuration, and finish with implementation and road to modernization. This presentation will include strategies used to engage all levels of staff throughout the process to gain support and active participation.

What makes this presentation stand out:

  • The size of the task
  • How she formed her internal support teams
  • How she organized the task for success
  • Her unique use of external community resources
  • Her ability to gain timely approval of required technology improvements
  • Timely implementation of technology improvements

About our Speaker:

Karen A. Albrecht, CRM.
Karen leads the Records and Information Management and Information Governance Initiatives for San Jose Water Company. With more than 30 years of experience, Karen provides a broad range of expertise including oversight and support of the design and implementation of practical RIM programs to meet the specific needs of SJWC. She formerly served as Director of Records Management & IG for DTI (formerly Merrill Legal Solutions), and as Records Manager at Orrick, Herrington & Sutcliffe LLP.

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