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Electronic Records Management (ERM) Initiative March, 2006 Recommended Practice: Developing and Implementing an Enterprise-wide Electronic Records Management (ERM) Proof of Concept Pilot A proof of concept pilot project is an opportunity to demonstrate the capabilities of Electronic Records Management (ERM) software on a small area and in a controlled manner. A pilot project is an excellent risk mitigation strategy for an agency planning to implement a ERM system. It can also serve to inform or resolve an alternatives analysis for an agency during the investment planning phase. The pilot helps determine whether the software is appropriate for use by the agency and how easily it can be configured, providing hands-on experience for records managers, information technology (IT) personnel, and users. This document applies the principles and 'best practices' of IT project management to a proof of concept demonstration pilot for ERM whose purpose is to assess whether the solution should be deployed agency-wide.

Based on the experiences of ERM pilot projects at the state and federal level, this document can be used by agencies as a reference when they assemble pilot project teams, develop work plans, and solicit participants for an ERM pilot project. It is composed of six sections, followed by an Appendix of Resources for Conducting a Pilot Project. 3.1 3.1.1 3.1.2 3.1.3 3.1.4 3.1.5 3.1.6 3.2 3.3 4. Introduction The strategic focus of the President's Management Agenda Electronic Government (E-Gov) initiatives is to transform federal programs and services into high-quality and well-managed cross-agency solutions to deliver services across the Federal government. The National Archives and Records Administration (NARA) is the managing partner for the ERM E-Gov Initiative. The ERM Initiative provides a policy framework and guidance for electronic records management applicable government-wide.

The Initiative is intended to promote effective management and access to federal agency information in support of accelerated decision making. The project will provide federal agencies guidance in managing their electronic records and enable agencies to transfer electronic records to NARA. This guidance document is one of a suite of documents to be produced under NARA's ERM Initiative that, when taken together, form the structural support for ensuring a level of uniform maturity in both the federal government's management of its electronic records and its ability to transfer electronic records to NARA. M-phazes - The Vault Drum Library. This is the fifth of six documents to be produced under the Enterprise-wide ERM Issue Area, providing guidance on developing agency-specific functional requirements for ERM systems to aid in the evaluation of Commercial Off-the-Shelf (COTS) products.

• The first document provides guidance for Coordinating the Evaluation of Capital Planning and Investment Control (CPIC) Proposals for ERM Applications ( ). • Electronic Records Management Guidance on Methodology for Determining Agency-unique Requirements ( ) offers a process for identifying potential ERM system requirements that are not included in the Design Criteria Standard for Electronic Records Management Applications, DOD 5015.2-STD (v.2). Downgrade Windows Vista Home Basic To Windows Xp Sp2.