Compliant Public Disclosure Starts with Smart Records Retention

If there’s one message I consistently hear from customers today, it’s how big of a deal public disclosure is for the government and how we need better solutions around it. That being said, you would not believe how many of these organizations don’t feel that they have a good handle on their content.

In Washington State, public disclosure refers to the release of all documents and content to the person making the request. These documents at minimum need to be available for the requestor to view. There are some exemptions to this, such as sealed case files.

Good public disclosure practices really start with one thing: good record-keeping (and destruction). We hear time and time again from customers that they’ve never thrown anything away for fear that the document may be needed at a later date. While they may be thinking that this is the best way to avoid throwing anything away that should be kept, it also means keeping records that should have been destroyed.

Some aren’t aware of the fact that when a public disclosure request comes in, organizations are required by law to turn over any documentation pertaining to the request (as long as it is subject to disclosure). That means that if documents haven’t been destroyed and fall under the specific request, those documents need to be turned over as well, even though they are past the retention period. This poses a huge risk in regards to potential litigations.

Getting your records in order may seem like an overwhelming task, but here are some steps you can take to move toward better practices related to retention and disposition of records.

  1. Understand YOUR Organization’s Requirements for Record Retention and Disposition
    Every organization is different. Certain records have to be kept longer than others, some records might need to be sealed, others may need redaction before they can be turned over, etc. Each organization, each department, even each business process may have different requirements around records. Determine and document what the requirements are so that when you start to do an inventory of content, you have a definitive plan regarding what needs to be kept and for how long. Click here for a link to the Washington State Records Retention Schedules.
  2. Where are my Records?
    Identify where records are kept. Are they stored on a network share? In a file cabinet? In a content management system? Somewhere else? Are they in paper form? Electronic? Are there video files? Regardless of where the documents are kept, the regulations are around how you get the content organized, not the file format or how hard the collection process is. This will help ensure that there are not duplicate documents, and if there are, that only the pertinent copies are kept so as not to be a factor in a potential litigation.
  3. Perform an Analysis and Inventory of Your Records
    Some organizations choose to do this internally, some hire a contractor, and some take a hybrid approach. Regardless of which path you choose, determine what content you have, what needs to be kept, and what can be disposed of before evaluating any technology. This will keep you from bringing content into a solution that will need to be immediately disposed of after the initial analysis.
  4. Choose a Solution that is Flexible and Easy
    95% of organizations I work with are looking for a solution that is easy-to-use yet flexible enough to change with requirements. They want something that can easily set up to work with current retention and disposition schedules, yet can be updated without too much effort if laws or regulations change.
  5. Trust the System
    If you’ve done the prep work correctly, then what you need to do is trust what you’ve put in place is going to work. Choose a good partner with a track record of success to help you.

These are just a few ideas to get you thinking about what can be accomplished around public disclosure, records retention and your content. ImageSource has been assisting customer partners with these types of solutions for the last 20 years. We have done everything from initial consulting through implementation and support. Below is a short list of some of offerings:

  • Expert consulting to determine your “as is” state and develop a plan to get you to your “desired” state using industry best practices
  • Assessment of your current technology and how it can be leveraged
  • Solution evaluation to perfectly match technology with your requirements
  • Solution deployment, configuration, training and rollout
  • Document collection, conversion, scanning, taxonomy definition and automated classification and metadata extraction
  • Data Migration
  • Ongoing partnership for system/process tuning, growth and support
  • Managed applications services

The ILINX platform can assist any organization with getting a handle on their content.

11 Questions to Ask in Order to Buy the Correct Wide Format Scanner

At ImageSource, we have many customers who call in asking for information on Wide Format Scanners. Selecting the right Wide Format Scanner for your needs is imperative, as manufacturers do not normally provide evaluation scanners for you to test.

I always recommend that customers review a software webinar demo before buying these larger scanners. The software functionality and ease of use is an important differentiator between scanner manufacturers. The incorrect software combined with a scanner that does not meet all your needs can be a costly investment that cannot be returned to the manufacturer. In this category of scanner, the cheapest price tag does not necessarily mean the best fit!

There are some basic questions that we always ask our customers in order to qualify what scanner(s) is the most appropriate. I would like to share these to help you with any future selection processes/decisions.

  1. Do you need B&W, Grayscale, Color capabilities?
  2. If Color is required, is it Color critical (such as photos and art work), or simple color (such asline drawings or printed maps)?
  3. What is the largest size original you will be scanning?
  4. Is speed important? Will this be production scanning or just occasional scanning?
  5. Approximately how many scans per month?
  6. What condition are your originals in? Poor (folded with a lot of background), Medium or Good quality?
  7. What kinds of media will you be scanning? Paper, blueprints, Mylar, stitched linen (very old documents), maps, etc.
  8. Do you need thick document scanning capabilities?
  9. Do you need a stand and catch basket?
  10. Will this be a scan-to-file application or do you need scan-to-print (copy) functions as well?
  11. Will you need to edit, modify or convert any of the images into CAD or GIS file formats?

We have been working with the major Wide Format Scanner manufacturers for many years so we are here to help give our expertise for any questions you may have. ImageSource will make it easy for you and guide you towards the “best fit”.

We are here to help!

Megan Lane
Inside Sales Account Executive
ImageSource, Inc.

eCourts Blog Series: 3 Reasons Why You Should Integrate Your Courtroom Processes Today

Want to exponentially increase the value of existing and new technologies? Take an integrated rather than a one-application-can-do-it-all approach. Let each system, your case management (CMS), document management (DMS), and other line of business (LOB) applications do what they do best, and they will empower each other. Integrating these systems optimizes processes, allows for the exchange of data between systems and departments, and maximizes your technology investments.

As experienced integrators of DMS, ImageSource has taken the paperless courtroom to a whole new level that encompasses electronic form processing (real-time) during hearings, eFiling, public access, justice partners access and more—all through multi-system integration.

Example 1: Nightly and weekly audits can run against both your DMS and CMS systems. This allows the push and pull of information to update case information, and eliminates redundant, manual data entry.
Example 2: By accessing a common DMS, integrated with your CMS, your Courts, HR, Accounting, and any other departments share documentation that will streamline the collection of fines and accessibility of information.
Example 3: An integration between your DMS and Web Calendar, or other scheduling system, puts electronic documentation at the fingertips of Judges and Clerks in the courtroom, providing immediate updates and eliminating the shuffling of paper.

If you’d like to learn more about how ImageSource has successfully implemented and integrated the court systems, I invite you to explore what we’ve done for the Superior Court of California, County of Stanislaus.

April Gentry
Account Executive
ImageSource, Inc.

Transactional Content Management – a catalyst for business process improvement

Despite the massive amounts of investments made in information technology there is still a need for businesses and organizations to continually ask the following questions on four main strategic business drivers:

  1. Reduce Costs: How can we complete “X” process in less time and with less cost and less labor?
  2. Increase Revenue: What can be done to improve the customer experience while shortening the sales cycle and improving our gross margins?
  3. Risk & Compliance: What must be in place in order to prevent unauthorized access and/or actions to our systems and data? What ability do we have to audit and report on the activities within the system?
  4. Competitive Advantage: What can be done to give our customers a “WOW” experience? What can be done to reduce the time from sales order-to-cash to improve self-funding our growth?

The strategic business drivers listed above when reduced down to their basic elements often translate into some type of process that is driven by documents and data. There are many systems that help affect this change like Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM); however, they can often times fall short because they are great at processing data, they just aren’t equipped to deal with documents like an Enterprise Content Management (ECM) system.

What is Enterprise Content Management or ECM? The Association for Information and Image Management (AIIM) Continue reading

Moving Content Easily from Email to ECM Repository

Wouldn’t it be nice to contribute content to your Enterprise Content Management system right from Microsoft Outlook? Well, it is possible to accomplish just that with a simple right click of your mouse with ILINX® Capture Email Import.

With ILINX Capture Email Import you can submit single or multiple email messages as well as attachments and complete the indexing in a streamlined and simplified process.

ILINX Capture Email Import capabilities include:

  • Flexible content capture options:
  • Email body only
  • Attachments only
  • Both email body and attachments
  • Automate the capture of the index values:

Continue reading

Converging Mobility with Enterprise Content Management (ECM)

In a recent report, IDC predicts 87% of connected devices by 2017 will be tablets and smartphones.  In the same report, it is predicted that the purchase and use of PCs will drop from 28.7% to 13% by 2017.Worldwide-Smart-Connected-Device-Forecast-Market-Share-by-Product-Category-2012-2017-iCharts

What does this trend data really mean?  Well, for starters, it might mean that more people will be playing Angry Birds than ever before.  From a business point-of-view, tablets and smartphones are both disruptive and viewed like a Swiss Army Knife:  a single device that can do many things.  However, with these mobile devices, there is both the opportunity for rewards and the potential for risks.  It makes no difference if the mobile device is provided by your employer or is a BYOD situation.  On the whole, the same rules apply; however, there are some nuances about BYOD that invite additional risks to be mitigated. Continue reading

The ImageSource Customer Service Difference

I am a customer service specialist. Ninety percent of my job is customer service. It is my goal to offer effective solutions and products at a fair price and to do so above expectations. Which brings me to my most recent encounter regarding a lack of service – I cancelled my cable today. It felt as though they believed the customer needed them more than they needed the customer. Millions of dollars are spent on attracting customers, but how are companies treating the customers they have? When trying to reach the cable company to address my concerns, (my bill had increased by 50 percent), it took 10 minutes just to get to a live person on the phone. And when that person could not help, I was transferred to a different department where I was on hold for another 10 minutes. Shortly after I hung up. The next day I dropped off all my equipment at the local office and cancelled the service without ever being asked why I was cancelling. Continue reading