10 edrms change tips - for records and information managers

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A collection of 10 tips for managing change and adoption with your electronic documents and records management system (EDRMS).

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Page 1: 10 EDRMS Change Tips - For Records and Information Managers
Page 2: 10 EDRMS Change Tips - For Records and Information Managers

The level of EDRMS adoption achieved is dependent on

having people’s behaviours and knowledge be the focus

of the change.

Page 3: 10 EDRMS Change Tips - For Records and Information Managers

The level of EDRMS adoption achieved is dependent on

promoting a proactive rather

than reactive approach to

recordkeeping.

Page 4: 10 EDRMS Change Tips - For Records and Information Managers

The level of EDRMS adoption achieved is dependent on the level of engagement with the business and the integration with business

processes of the EDRMS.

Page 5: 10 EDRMS Change Tips - For Records and Information Managers

Let the business needs drive your records management

processes within a recordkeeping framework,

rather than adapting business process to

recordkeeping requirements.

Page 6: 10 EDRMS Change Tips - For Records and Information Managers

If EDRMS project

sponsors disbelieve the

notion that high levels of

EDRMS adoption will

increase productivity, the project

will fail.

Page 7: 10 EDRMS Change Tips - For Records and Information Managers

Focusing on removing blockers and strengthening motivators to change and

improving the capability of users and supporting teams dramatically increases

user adoption rates.

Page 8: 10 EDRMS Change Tips - For Records and Information Managers

Resistance to change in EDRMS projects often stems

from lack of executive support…

…and myths and stories about the EDRMS and lack of capability within individuals and teams.

Page 9: 10 EDRMS Change Tips - For Records and Information Managers

The level of EDRMS adoption achieved is dependent on using experiential learning methods rather than

just telling people what to do.

Adoption target

Page 10: 10 EDRMS Change Tips - For Records and Information Managers

An EDRMS is different from IT projects.

Users can, and will, avoid using the

EDRMS where possible.

You have to create an environment where they decide to use it

in preference.

Page 11: 10 EDRMS Change Tips - For Records and Information Managers

Protect your

information assets with an

information governance framework.

Page 12: 10 EDRMS Change Tips - For Records and Information Managers

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