In Defense of Destruction

A few years ago, I attended a discussion hosted by a federal regulatory agency. At the time, I was a litigation associate at a large international law firm, forehead-deep in discovery, preservation, and production for an expansive government investigation. During the discussion, a government attorney floated the idea that, with advances in technology and the…

The IGP—A Master Class in a Lot More Than Information Governance (and Why You Should Become an IGP, Too)

I recently sat for the Information Governance Professional (“IGP”) exam. The IGP certification is issued by ARMA, which bills it as the “premier certification focused exclusively on the high-level, strategic practice of information governance.”[1] As an in-house attorney, some of the most oft-repeated advice you’ll hear is ‘get to know the business.’ Working at a…

NAGARA Conference – July 13-16, 2022

We’re excited to travel to Salt Lake City, Utah in July to exhibit at this year’s annual NAGARA Conference, “Exploring the Information Wilds!” Visit us to learn about our records and retention management products and IG services. Warren Bean, CRM, CISM, Senior Sales Engineer, and Frank Fazzio, JD, IGP, CRM, CIPP/US, Sr. Analyst, and Licensed Attorney,…

Connecticut Becomes the Fifth State to Enact Comprehensive Consumer Data Privacy Legislation

State-enacted comprehensive consumer data privacy legislation is becoming more common across the United States. Connecticut is now the fifth state to enact such legislation, joining California, Colorado, Utah, and Virginia.[1]  Public Act No. 22-15—The “Act Concerning Personal Data Privacy and Online Monitoring” (also referred to as the “Connecticut Data Privacy Act” or “CTDPA”)—will go into…

Utah Becomes Newest State to Adopt Consumer Privacy Law

On March 24, 2022, the Utah Consumer Privacy Act (UCPA) was signed into law by Governor Spencer J. Cox, making Utah the fourth state, behind California, Virginia, and Colorado, to pass comprehensive consumer privacy legislation. The UCPA’s Applicability  The UCPA applies to entities that: conduct business in Utah or produce products and services that target…

Poking Holes in Big Buckets — The Impacts of Data Privacy and Security on Simplified Retention Schedules

Big buckets have been the trend in recent years, but if they are too big and designed without a sound strategy, unnecessary risks are created for your organization. While everyone wants a simple retention schedule, ignoring necessary exceptions leads to over-retention of records that effectively counteract the benefits of simplicity. The two areas impacting big…

Part 3: It’s a Marathon, Not a Sprint – Successfully Implementing Your Simplified RRS

It’s a common mistake in records and information management (RIM) to put all your focus on creating your records retention schedule (RRS) and neglect what comes next: implementation. Lax planning, poor preparation, and a lack of oversight will frustrate even the best efforts in creating an RRS and expose your organization to unnecessary risks. Don’t…

Part 2: Keep it Simple, Duh. – Developing a Simplified RRS

Long gone are the days of intricate departmental records retention schedules—often very long, with duplicative record categories scattered across multiple business areas. Today, a simplified functional (or Big Bucket) records retention schedule (RRS) is the way to go and is now considered industry best practice. A 2018 multi-sectoral survey of practitioners confirmed that a simplified…