Can You Prove Electronic Recordkeeping Compliance?

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Description

Deploying an eDRMS is not a software problem—it’s a math problem. In this no-nonsense session, records expert Bruce Miller breaks down the three core metrics every IG leader must track: qualification rate, declaration rate, and classification accuracy. Attendees learn how to define and manage case records, calculate compliance rates, sample for classification accuracy, and prepare for defensible disposition. Drawing from decades of vendor-neutral experience, Miller delivers practical advice to ensure your system is not just running—but truly compliant.

NOTE:

This session applies to Microsoft Purview, Laserfiche, Collabware, and RecordPoint features as of 2024. Future users should confirm availability of discussed tools and interface.

  

Learning Objectives

Upon completing this session, learners will be able to:

  1. Define the three core compliance metrics: qualification rate, declaration rate, and classification accuracy.
  2. Distinguish between case and non-case records and apply structured retention triggers based on business events.
  3. Implement scalable, vendor-neutral compliance measurements using sampling techniques.
  4. Identify fatal implementation mistakes that compromise classification and disposition integrity.
  5. Justify eDRMS effectiveness to auditors or legal teams with clear, defensible metrics.

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Format
On Demand Conference Recording

Language
English

Year Published
2024

Credits
1.0 IGP-INFO SECURITY

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Software
Microsoft Purview, Laserfiche, Collabware, and RecordPoint, 2024

  

This session is an On Demand Conference Recording from 2024.