Have you been putting off offering or relying on Compliance Archiving to meet regulatory compliance requirements? If so, you’re among friends as most businesses tend to view it as a form of a backup until they receive a letter from a law firm. Recently we published a quick and informal techie-free post about business continuity and we wanted to do the same for archiving because the #1 thing that will keep you out of trouble is making sure your entire organization is on the same page.

With that in mind, here are three steps that your organization needs to follow to get started with Compliance Archiving:

  Step 1: Understand how your organization communicates

If you only knew what everyone did and what they had access to, things like security and compliance would be a non-issue. In the real world, organizations have a revolving door of staff, vendors, clients, laws, and projects that is constantly spinning. The notion that you can get something to manage it all, held together by IT staff and automation, is nothing short of a fantasy. Or rather, a nightmare, because you’ll get in trouble over one thing that was missed and went wrong not a million things that went right.
Our Compliance Archiving touches every message in your organization: doesn’t matter if it’s a message you sent to a client, a message you received from a vendor, or an interoffice email you sent to a coworker – we get them all. The important thing in step one is identifying the people and making sure that the way you communicate is set in stone: “We communicate with everyone through @ownwebnow.com email addresses, every ticket, every update, every inquiry, every quote, every bill pay – everything either comes from or is cc’d to an @ownwebnow.com address.”

 

  Step 2: Get a grip on your devices, apps, and processes

Convenience is the enemy of order. And if you’re going to run a business, you cannot have everyone do exactly what they want to do. Yes, Subway will make your sandwich any way you want them to, but if you walk in and order a key lime cheesecake you’re going to be hungry. Same method applies to all the devices, apps, processes, etc. The simplest, most common sense, most effortless thing to do is to just give everyone that works on your behalf an email address on your infrastructure and have them use that email for all company communications.
If they use something else, and for some reason you wish to permit that rule change in your business, request that everything is cc’d to a local shared mailbox where you can keep ownership of it. Don’t make a big deal out of it – we get our office beer and red solo cups from Costco – and believe me we don’t have a massive asset inventory tracking system around it with people signing off on stuff left and right. We just take a picture of the receipt/order form and email to a receipts@ address – done.

  Step 3: Get a regulatory compliance plan

The worst thing you can possibly do is start thinking about a plan when you’ve received a request for information or a legal hold. The good news is, step #3 is the simplest one because it’s just a matter of calling us at 877-546-0316 and talking to someone about implementing the Compliance Archiving solution. The complexity isn’t in the technology, it’s with the people and the constant sprawl of apps and devices that hold vital corporate information.

The great news about what we offer with our partners is that anything going in and out of your company can be screened, monitored, reported, and produced on demand or automatically for just a few bucks a month. The biggest challenge is knowing what to do – and you have to actually get started.

We look forward to serving you and making regulatory Compliance Archiving a breeze.