Customer Experience Management (CXM), Information Management, Social Business
 
 
 

Interview: Top SharePoint Records Management Blogger, Don Lueders, Has Some Choice Words For You

SharePointRecordsManagement.com, Don Lueders' blog, is one of the top resources on — you guessed it — Records and Information Management functionality in SharePoint. His tenure with the product extends back several years. I cajoled Don into sharing a few comments on his work for this audience.

Work Experience Prior to Joining Gimmal

Mimi Dionne: Tell us about your work experience leading up to your tenure with Gimmal.

Don Lueders: I've been in information technology for about 20 years, but I got into enterprise content and records management when I started working for an electronic records management application vendor called TrueArc in the late 90's. My official title there was Sales Engineer, but like with most small companies at the time, I actually held a number of different positions. I was a Records Management SME and consultant; I consulted internally on the product. I was even Lead Trainer for a time. It was a lot of fun.

That was back before anyone was doing real cradle-to-the-grave information lifecycle management. A number of the big vendors had Document Management applications and were looking to partner with companies that had Records Management solutions. TrueArc was eventually acquired by Documentum, so I worked for them for a while.

While I was at Documentum I started paying more attention to SharePoint and quickly realized that it was likely to be the real future of eCRM. I eventually joined a solution integrator who developed the MOSS 07 DoD 5015.2certified Resource Kit for Microsoft.

I knew a number of folks at Gimmal through industry connections and I knew Gimmal had started a SharePoint eCRM practice, so I contacted them about possibly joining the team. That was a little over three years ago.

His Involvement with SharePoint Records Management

MD: Two and a half years of investment into “SharePoint Records Management” — what have you enjoyed the most? What are your lessons learned?

DL: Well, SharePointRecordManagement.com has been around for two and a half years, but technically speaking, I've been involved in SharePoint records management since before Microsoft released MOSS 07. And it's been a lot of fun. I've really enjoyed seeing the records management functionality in SharePoint evolve over the years. I'm particularly excited about the records management features in SharePoint 2010.

I can honestly tell you that, with the exception of a few missing pieces of records management functionality, SharePoint 2010 is a true enterprise-level solution for managing all of an organization's content throughout its entire lifecycle. That's pretty exciting.

MD: What are the missing pieces?

DL: Things like global events to trigger event-based records retention and parallel disposition processing. Unrecoverable electronic record shredding, records transfer functionality, Vital Records management, and record-level security. And, of course, true content-based email records management, as opposed to simple email archiving, which is good for short-term discovery requirements, but doesn't serve an organization's long-term compliance needs.

To be clear, Microsoft knew there would be a demand for these features, but felt they could rely on their partners to fill the gaps which is turning out to be the case.

 

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