Agenda

Re

cord

s A

nyw

he

re• Introduction

• Why the future of recordkeeping?

• Why RecordPoint?

• Challenges

• Questions Re

cord

s in

a P

ub

lic C

lou

d • Announcing Records365

• Records365 Overview

• Demonstration

• Questions

www.recordpoint.com/products/

Why the Future of Records?

Because 2015 won’t have hover-boards and flying cars!

At least we can have better Records, when Marty McFly arrives…

The Future is driven by Productivity solutions

Interoperability

Documents Sites Social

VoiceEmail Apps

Insights

How do I gain insights into my business performance?

How can I provide my employees the best productivity tools?

How can I enable greater teamwork, even if across the globe?

How do I ensure compliance?

The Future is driven by Productivity solutions

Records are created in these productivity solutions

Platform

Productivity

Records

Records Management is Changing – Key Trends

Trend #1: Records management shifts to information governance.

Trend #2: Collaboration and social platforms render “File and Declare Friday" ineffective.

Trend #3: Digital preservation forces itself onto the governance agenda.

Trend #4: Open standards and the Cloud change the sourcing landscape.

Trend #5: Automated Records becomes widely in use.

5 Key trends from Forrester

Source: Forrester Research - https://solutions.forrester.com/disruption

Global Themes

US• DOD 5015.2 being

reviewed

• Obama administration has a ‘cloud first’ strategy

• All Government agencies in the to have a digital records system by 2016

Europe• MoReq 2010 under

review

• Cloud Readiness is a challenge as EU is looking for ‘cloud’ solutions.

• ‘Cloud first’ buying groups in UK “G-Cloud”

Local Themes

• Cost pressures and doing more with less

• Turnbull commits to Cloud First

• Digital Transition by 2015

• VERS revisions to simplify process for agencies

• Microsoft local Azure Cloud in Australia

How does RecordPoint align with these themes?

www.recordpoint.com/products/

Automated Records is the key

BUSINESS PROCESSES

RECORDS SYSTEM

RULES

BUSINESS USER VIEW RECORDS MANAGEMENT VIEW

CLOUD HYBRID ON PREMISE

Records are being created and stored everywhere…

And managed from everywhere…

There are Challenges!

Common Challenge #1: But setting up a New Records System is hard! & Time Consuming…

Common Challenge #2: I already have a system how will I migrate?...

Common Challenge #3: But my users still want to use a files share/ one drive– make it easy.

Common Challenge #4: But I still have paper records – you’ve not mentioned that!

Source: RecordPoint Survey

Challenge 1: But setting up a New Records System is hard!

Demo Challenge

Have a fully functional RecordPoint Setup & Classifying Records

in 5 mins

Rules of the Challenge:

• RecordPoint must not have Classification/ Term Store or the approved Disposal authorities setup

• No Rules are setup in RecordPoint

• Content (Active Sites) can have already be setup

• RecordPoint installed

Challenge 2: I already have a system, how will I migrate?

Extract From Legacy

RecordPoint Safe Passage Migration Process

Transform and De-duplicate Load into RecordPoint/ SharePoint

RecordPoint Safe Passage Migration Process

• RecordPoint built and endorsed migrations process

• RecordPoint investment in cloud migration*

• Making migrations run faster, reducing risks, and End-to-end support with RecordPoint’s & Microsoft’s Cloud Modernization team

• The program provides Migration support for FileShares, TRIM/ RM8, Objective, OpenText etc

• Is Office365/ Records365 certified and allows direct migrations to the cloud from legacy systems.

• Maps to Microsoft Program

• RecordPoint Partners

• Contact RecordPoint directly for Investment

• Taking advantage of the Classification and records system you might already have or building

Why migrate directly to the cloud?

Your on Old version of TRIM – Captura etc

Looking for Hybrid solutions

Customers with multiples Systems looking to consolidate

Dissatisfied with current vendor and in licensing Renewal

Want to Migrate on Premise?

Need to get off legacy Records Solution

Looking to use Modern applications – Office etc

Reduce risk and provide auditable migration

Looking to reduce application and management costs (and consolidate management tools to Microsoft toolset)

Who Should I work with?What is RecordPoint’s Safe Passage Process

Transition On-PremiseMove to the Cloud – Office 365 & Record 365

Common Challenge #3: But my users still want to use a files share/

one drive/ drop box – Something to make it easy!

Demo Challenge

Setup RecordPoint to Records Manage a Fileshare

(network drive) and OneDrive Documents in 5mins

Rules of the Challenge:

• No Documents uploaded to SharePoint

• Rules are setup in RecordPoint to capture and manage items

• File share and one-drive locations are setup

• RecordPoint installed

Challenge #4: But I still have paper records – you’ve not mentioned that?

Demo Challenge

Create a Paper Files and move it to a new location

Rules of the Challenge:

• Locations are already setup in RecordPoint

• Manage the change direct into RecordPoint

• RecordPoint installed

First in the World with Public Cloud Records!

What is Records365?

Record 365 or Records 365 “D”

• Can be deployed to Australian data centres but at a public cloud price

• Manages key end points e.g. One Drive for Business

• Can be deployed in your data centre in 'hybrid’ mode

• Functional parity and compliance certification

• Manages records where they are created

• Deals with data sovereignty

CLOUD HYBRID ON PREMISE

Records365 Data Center options

Records 365 – the newway to Manage Records

Records 365 is connected for you

Built to meet the cloud checklist:

Records in the cloud are to be governed by the Archives Act 1983, State Records Act XXX (insert yours here)…

Records in the cloud should be authentic, accurate and trusted

Records in the cloud should be complete and unaltered

Records in the cloud should be secure from unauthorised access, alteration and deletion

Records in the cloud should be findable and readable

Records in the cloud should be related to other relevant records

Source: NAA - http://www.naa.gov.au/records-management/publications/cloud-checklist.aspx

Records365 – Records Management for the Microsoft Cloud

Records Platform

Bu

siness A

pp

s

Productivity Tools

Records365 DemonstrationSeamlessly Managing Records in the Cloud

“The future is here –just unevenly distributed”

WILLIAM GIBSON

Thank youFor more information visit our website or contact the presenters

Director Consulting & Engagement

www.recordpoint.com/products/