Add and Subtract Technology in Legal and RIM-Friendly Ways

    Implementing new technologies and retiring old ones are regular parts of doing business today. Without proper planning, technology implementation and decommissioning can lead your organization to face RIM, litigation, and data security pitfalls. This panel discussion presents real-life lessons from the experiences of global and U.S. Fortune 500 companies, providing practical approaches for developing and implementing technology lifecycle governance practices to mitigate those risks.  

    Learning Objectives

    Upon completing this session, you will be able to:

    1. Identify baseline questions to ask when implementing or retiring technology to understand the resulting impact on organization data
    2. Proactively identify, address, and mitigate the RIM, legal, and data security risks posed by implementing and retiring technology
    3. Educate the IT team on a systematic and defensible approach for disposing of old technologies and their associated data

    Education Thread: Strategic Planning and Framework

    Skill Level: Management, Strategic

    CRM Credit: 1.0 hour pre-approved

    IGP Credit: 1.0 IT hour pre-approved

    View facilitator’s “Sneak Peek” video.

    Facilitators’ Biographies

    Lisa Lukaszewski, J.D., is a litigation and e-discovery attorney. She helps companies develop and implement information management processes tailored to their organizations. She also assists clients with their e-discovery obligations, providing counsel regarding the preservation, production, and protection of their information.

    Keith M. Angle, J.D., is an attorney and group head of information governance for UBS. Among other things, Keith manages the development of record retention policies, procedures, and retention schedules; policies that govern the communications archives; guidelines for the defensible disposition of inactive and legacy information; and development of company training. Before joining UBS, Keith had a similar role at AIG, which he joined after working for many years as an e-discovery attorney.

    Diana Fasching draws upon her Master of Science in Software Engineering to help organizations understand the impact of technology on proper information governance. Her background, along with her extensive experience in corporate and legal environments, give her a unique perspective on the intersection of technology, the law, and information governance.

    Cheryl Strom is the records information Sr. manager for McDonald’s Corporation. She leads the Corporate Information Management and Office Services Programs. She has worked with McDonald’s for 20 years. She received her MBA in Finance and BA in Business Administration and Political Science from Dominican University, IL. She has over 20 years combined experience in the legal, records, real estate, and banking industries. She is a current member of ARMA, AIIM and the Sedona Conference.


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