Records Management

 

• Authored new, and reviewed and revised existing, protocols, procedures and corporate policies governing records management and records retention for more than 200 domestic and international legal entities relating to personally-identifiable information (PII), trade secrets, intellectual property (IP), patent, trademark, copyright, information technology (IT), data privacy, finance, compliance, human resources (HR), litigation, Sarbanes-Oxley (SOx) and other forms of propriety information.

 

• Continuously monitored domestic and international legal developments regarding  records management and retention.

 

• Managed internal and external legal counsel, consultants and support personnel for domestic and international records management and records retention projects.

 

• Authored and managed discovery, e-discovery and electronic document retention protocols, procedures and corporate policies in relation to Electronic Discovery Reference Model (EDRM) guidelines.

 

• Provided records management and records retention training and support to domestic and international personnel.

 

• Prepared reports, strategic plans, informational materials, guidelines and budgets for domestic and international records management and records retention efforts.

 

• Researched, evaluated, tested, recommended, procured and used many records management and records retention software platforms, such as DocStar, DocumentLocator, eFileCabinet, Fluix, GoCanvas, HotDocs, PinPoint, ViewCenter.

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    Last updated 200722_1347