Retention Management Best Practices – Hard To Find

by Barry Murphy.

Last spring, Forrester introduced the concept of retention management, which extends records management to all content from creation through long-term retention and destruction (check out the Retention Management document).  Seems simple enough, but with so many repositories of information (hard drives, network file shares, SharePoint sites, email servers and archives, and any number of managed repositories) extending retention policies to all of it is all but impossible.

To get a sense of how organizations address retention management, I reached out to approximately 300 companies for a research interview, figuring maybe 10 would be willing to speak about what they are doing.  In an indication of how hot the topic is, over 30 companies wanted to speak further.  Having conducted about half the interviews so far, it’s clear we are at the very beginning of the learning curve for retention management. 

Some emerging hypotheses to date:

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