This stage is designed to help the project team agree exactly what they mean by an EDRM system. It is also designed to help the team see how the new system will integrate with their existing IT systems and applications. Finally, step three is also designed to show how an EDRM system procurement should be seen as part of an overall information and records management programme within the education organisation.

Definition of stage

Stage 1 comprises three steps.

Step one defines what an EDRM system is - what it is designed to do and what variations of system exist with different acronyms and how they vary in scope and function.
Step two positions EDRM systems alongside other IT systems and applications within your education organisation.
Step three reviews best practice guides for operating an information and records management programme.

Objectives of stage

Reading this stage an experienced EDRM project team should be able to decide whether or not they fully understand the type of system they want to implement and how it will integrate with their existing IT systems and applications.

This stage can help a novice project team appreciate exactly what an EDRM system is - what it is designed to do - what variations of system exist with different acronyms and how they vary in scope and function. It also helps to position EDRM systems alongside your other existing IT systems and applications. Finally it reviews best practice guidelines for information and records management so the team can assess their current policies and procedures and systems prior to planning their EDRM project.