The evolution of electronic Records Retention (aka Content Lifecycle Management) continues to challenge even the most seasoned Information Governance and Records Management professionals. As the volume of data continues to grow within our corporate data environments, it becomes increasingly more complex to navigate, locate, classify and manage content in common data silos such as email, fileshares, collaborative sites, cloud storage and other data repositories.
AutoClassification enables organizations to customize and automatically apply complex retention schedules based on file attributes, content and context – while respecting accountability to data privacy concerns and legal hold.
A good Information Governance strategy ensures files are kept only as long as required, per retention policy.
5 Steps to Manage Data Retention with AutoClassification:
1) Locate.
Scan or crawl all data stores for content.
Scan and locate content from disparate data sources across the entire organization; from emails and embedded attachments to shared drives and cloud storage environments, even legacy scanned paper repositories.
2) Identify.
Determine the kind, type and context of all content.
Identify files that can be immediately flagged as ROT (Redundant, Obsolete & Trivial), those that contain sensitive information (like personal data and confidential content) and those files that may fall under time or content parameters for your organization’s record retention policy.
3) Analyze.
Analyze, then customize your retention schedules.
Run consolidated searches, view reports, preview documents, and better understand your data and content populations against your retention policies.Create and implement new retention rules based on new or updated content, new regulations or other data management priorities. Plan content migrations and end-of-life activities well in advance.
4) Action.
Initiate and execute your retention policy across the enterprise.
Automatically classify files by content, source, location, custodian, or other attributes and automate rules for handling specific content over time. Apply custom retention schedules while incorporating other considerations related to retention such as privacy, access, legal hold, and content value.
5) Monitor.
Automate your retention policy processes and procedures.
Constantly monitor and audit data environments to automatically apply appropriate retention rules to all existing, emerging, newly acquired and retiring content to ensure tagging and disposition in a timely manner.
Case Studies
See how other Valora clients used AutoClassification for e-Records Retention:
Organizing Multiple Divestitures with AutoClassification
Valora was engaged by a large, multi-national pharmaceutical company seeking a sophisticated file analysis solution to help sort through…
Organization and Control for 30 Years of Electronic Documents
Seeking to streamline their work processes, including easy, on-demand search and retrieval of information…
Utilizing Software to AutoIndex Insurance Records
Valora installed a custom-configured PowerHouse system onsite at the client’s location in a Midwestern state…
Webinars
View our on-demand webinars on records retention best practices:
Managing ROT & Migration with AutoClassification
Examine the latest technologies available that can automate the tedious task of manually eliminating ROT and de-duping your enterprise’s data to prepare for clean migrations…
Valora AutoRedaction
At Valora, our goal is always to develop solutions that assist our clients with reducing the costs of manual labor…