DESCRIPTION
Most organizations have retention policies. Fewer can execute them at scale.
Records are spread across file rooms, offsite storage, shared drives, and cloud systems. Even with policies in place, many organizations struggle to complete disposition cycles due to volume, limited reviewer engagement, and operational complexity.
In this session, Ember Krumwied, Director of Data Governance at Investco, shares her organization’s real-world experience managing physical records, running annual disposition reviews, and facing the practical challenges of moving from policy to action. From thousands of items requiring review to evolving organizational priorities and a shift toward digital, this session highlights what actually gets in the way.
She is joined by Derek Erickson, Product Value Engineer at Litera, who will share practical approaches to improving participation, structuring disposition workflows, and building processes that can scale across both physical and digital records.
You'll learn how organizations move from policy to action, why disposition efforts often stall, and how to build a more defensible, repeatable approach to retention and destruction.
LEARNING OBJECTIVES
Upon completing this session, attendees should be able to:
- Understand the common challenges organizations face when executing retention and disposition at scale
- Identify why disposition efforts often stall, including issues with volume, reviewer engagement, and operational complexity
- Explore real-world approaches to managing both physical and digital records across the information lifecycle
- Learn practical strategies to improve participation and streamline disposition review processes
- Discover how to build scalable, defensible workflows for retention and destruction
- Gain insight into how organizations successfully move from policy to action
ABOUT
Format
On Demand Webinar
Language
English
Year Published
2026