
The session will be a case study examination of an implementation of AutoClassification technology in a complex energy-sector data environment. A key concern of this organization was to manage and monitor evidentiary content related to insurance, performance, liability, and billing claims over a ten-year construction and implementation timeframe. Content consisted of construction design documents, contracts and change orders, invoices and claims – some with thousands of pages of detailed clauses, sub-agreements, modifications and amendments – all requiring ongoing tagging and classification. Compounding the subject-matter complexity is the fact that the information lived in several special-purpose repositories and systems. Like many organizations, this organization needed a centralized, “single pane of glass” to identify, tag and be cognizant of this evolving content, while leaving it in its respective locations for active day-to-day use. Attend this session to learn how this organization’s Records Management team: mapped the implementation and roll-out to break an enormous project into bite-sized, manageable steps. leveraged AutoClassification technology to automate tagging and workflows. successfully got buy-in from multiple internal stakeholders and departments.