Most organizations have one retention schedule. Enterprise information, however, is spread across hundreds if not thousands of systems including Microsoft 365, ERP and HR systems, email, shared drives, cloud applications, and legacy repositories—each with its own capabilities, limitations, and governance requirements.
Can one retention schedule truly be operationalized across this fragmented landscape?
Can records management ever be fully automated? And what does it actually take to achieve consistent execution across the enterprise?
Join filerskeepers as we dive into the realities of enterprise retention across complex technology ecosystems, examine where automation delivers measurable value, and explore practical approaches to building scalable, defensible records management programs.
Key Takeaways
· Evaluate whether a single retention schedule can be effectively operationalized and automated across multiple enterprise systems.
· Assess the opportunities and limitations of automating records management.
· Identify the technical, governance, and operational considerations for implementing retention across diverse platforms.
· Explore practical approaches for managing exceptions, conflicting retention requirements, and system limitations.
· Develop a framework for scaling enterprise retention while maintaining consistency, defensibility, and compliance.


