Gartner Research

Seven Steps to a Records Management Program That Meets Your Compliance Requirements

Published: 12 July 2018

ID: G00354958

Analyst(s): Achint Aggarwal, Joe Mariano

Summary

Records management programs have to comply with regulations such as GDPR and Title 21 CFR Part 11. Application leaders supporting records management must work with legal and compliance officers to build a cross-organizational team to manage these programs and sustain them over the long term.

Table Of Contents
  • Key Challenges

Introduction

Analysis

  • 1. Create a Cross-Functional Committee With an Executive Sponsor
  • 2. Build a Business Case for Records Management
  • 3. Establish Records Retention Policies and Schedules as a Foundation
  • 4. Establish a Communication and Adoption Strategy for Records Management Policies and Processes
  • 5. Determine the Functional and Technical Requirements
  • 6. Select and Deploy Records Management Technology
  • 7. Establish Continuous Review and Audit Processes

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