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Changing with the Times— The Odyssey of the Records Management Profession. Presented by: Mark S. Vitalie, CRM October 1, 2004. Agenda. A little bit of history Outside influences Professional goals Case study: K&L as an example. History – The job has changed. Evangelist Technologist
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Changing with the Times—The Odyssey of the Records Management Profession Presented by: Mark S. Vitalie, CRM October 1, 2004
Agenda • A little bit of history • Outside influences • Professional goals • Case study: K&L as an example
History – The job has changed • Evangelist • Technologist • Business Manager • Technologist • Specialist • Technologist • Legal researcher
AREA ARMA AIIM ICRM NIRMA PRISM ACRC PRISM EMA SAA ICA etc. History – Role of Associations
Outside Influences • Technology • Industry competition • Lawyers and judges • Regulators
Paper Microfilm Microfiche COM CAR Bar-coding Color-coding High-density shelving RFID LAN/WAN SAN etc. Technology
Technology Concepts • Databases • Metadata • Data storage methods • Structured and Unstructured searching
Challenge How do I learn about all of this?
Laws and Regulations • Jurisdictions • Federal • State • Local • Regulatory agencies • Industry-specific • IRS • SEC
Challenge How do I learn about all of these laws and regulations?
Reaching the top of the Profession • On the job training • Formal education • Accredited school • Professional associations • Certifications
Challenge How do I find time to do this?
Case Study: K&L as an example • 10 domestic offices • 740 attorneys • 36th largest firm in the US • In talks to merge with London-based law firm
Records Management at K&L • RM environment becoming more complex • Understanding of technology • Proactive not reactive • Monitor legal landscape • Sensitivity to issues • Experience
Organizational Structure • Traditional model • New model?
Contact Information Mark S. Vitalie, CRM Kirkpatrick & Lockhart LLP 1800 Massachusetts Avenue, NW Washington, DC 20036 202-778-9303 mvitalie@kl.com