Tuesday, 22 April 2008

EDRMS: The case against

I've just finished playing my part in the mock trial at the RMS Conference: 'Has EDRMS been a success?' with me playing the part of the prosecution and David Bowen from Audata Ltd acting for the defense. My opening statement pointing out the failings of EDRMS are now available via GoogleDocs (its a 10 minute read).

I should, of course, point out that this is not intended to be a balanced, reasoned piece, but as forceful and convincing an argument as possible (after all, this was my Rumpole of the Bailey moment) - though that's not to say that I wouldn't stand by these comments....

Monday, 21 April 2008

From YouTube to YouManage: The need to democratise information management

I thought I would make available the text of the keynote presentation that I have just given at the RMS Conference in Edinburgh. The paper explores themes which will be familiar to readers of this blog, namely the challenges posed by the move to Web/Office2.0 and the way in which records management will need to radically change its methodology in order to remain relevant.

The only way I can see to achieve this is for us to control less and trust more: that is to trust the collective wisdom of our users to assist us in the management process. As ever, all thoughts and comments gratefully received and I look foward to continuing the discussion in Edinburgh with delegates over a beer in the bar this evening...

In fact the first feedback is now available via Keith Gregory's live blogging from the conference, worth a look for his take on all the sessions coming up over the next couple of days

Wednesday, 2 April 2008

Sharepoint: new technology; same issues?

The TFPL workshop on Microsoft Office Sharepoint 2007 (MOSS) I attended yesterday provided some interesting food for thought at a time when MOSS is increasingly being mentioned as ‘the next big thing’ in records and information management.

I thought I would share a few of the observations which occurred to me at various times throughout the day. Some – or indeed all – may just display my own ignorance of MOSS and its capabilities. If so, I’d appreciate any enlightenment from those who may have more knowledge than I.

Firstly, there seemed a sense of déjà vu about some of the proceedings. Many of the claims now being made of MOSS (a single point of access and management control for all corporate information, integration of structured and unstructured data, reduction of duplication, breaking down of silos etc) seem very similar to the claims which were being made about EDRM systems 6 or 7 years ago - but which rarely seem to have been achieved in practice. Many of the case studies made the point that, though linking to line of business applications and other systems is possible with MOSS, few had actually gone down this route due to the technical complexities and resulting costs (sound familiar?). This begs the question of whether, despite its theoretical potential, will the reality of implementing MOSS, as with EDRMS, actually fall far short of this mark for most organisations, leaving it as a partial solution for unstructured data only?

Secondly, none of the presenters really broached the topic of how MOSS handles external content. Does it allow the user to integrate information they have found useful or have used which it held on external websites or within external services (such as YouTube or Flickr) with the other internal information that it relates to – for example as part of their Mysite or a Teamsite, and if so, how is this achieved?

Thirdly, and on a related theme: there was little real mention of Web2.0 throughout the day and where it was mentioned it was mainly in the context of barring its use or turning it off. Some did mention that they provide their users with their own MOSS-provided, approved versions of blogs and wikis. Though this might seem a sensible compromise I have long had doubts about the sustainability of this approach. Not only will we always struggle to keep pace with the functionality and user experience offered by external providers but also, it seems to me, it risks cutting the technology adrift from most of the underlying movements which make it attractive in the first place (taking advantage of the ‘wisdom of the crowd’, ubiquity of access and reuse, the ability for a user to record the ‘totality of their life, free from the rapidly disappearing borders between their work, domestic and professional lives). All themes explored in further detail in my book…

Fourthly, many people still seem to be tying themselves in knots trying to square the circle of which pieces of information represents records and which do not and, as a consequence, some organisations see MOSS as an acceptable vehicle for managing their corporate records (such as DEFRA) where as others do not (such as KPMG). This again touches on issues discussed in my book where I argue that as even the most basic and unofficial piece of information has the power to hurt or help an organisation just as much as the most formal of records –why worry about the distinction?

Lastly, to something that was conspicuous by its absence from any of the presentations – email. There was some talk about the collaborative elements of MOSS reducing reliance on email, but nothing to quantify this – nor to explain how those emails which inevitable must remain are managed within a MOSS environment. I’ve no doubt it is possible, it would just be good to hear how.

So plenty of food for thought and more questions than answers, but, then again, isn’t that always the way??