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


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



  • 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

Gartner Recommended Reading

©2021 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and its affiliates. This publication may not be reproduced or distributed in any form without Gartner’s prior written permission. It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by Gartner’s Usage Policy. Gartner prides itself on its reputation for independence and objectivity. Its research is produced independently by its research organization without input or influence from any third party. For further information, see Guiding Principles on Independence and Objectivity.

Already have a Gartner Account?

Purchase this Document

To purchase this document, you will need to register or sign in above

Become a client

Learn how to access this content as a Gartner client.