Electronic Records Management (ERM) Software & System

If you are looking at this web page you likely are either charged with improving and automating your organization’s records management or you are researching how you can proactively drive improvements in this area of your organization. Much of our website and the associated educational content is dedicated to these pursuits.

ERM or Electronic Records Management refers to the systems and processes used to create capture and management your records. ISO 15489-1:2016 defines the concepts and principles from which the approaches to the creation, capture and management of records are developed. This part of ISO 15489 describes concepts and principles relating to the following:

  1. a) records, metadata for records and records (ERM) systems;
  2. b) policies, assigned responsibilities, monitoring and training supporting the effective management of records;
  3. c) recurrent analysis of business context and the identification of records requirements;
  4. d) records controls;
  5. e) processes for creating, capturing and managing records.

You will also hear people use Enterprise Content Management (ECM) and Document Management System (DMS) when they are discussing the principles of Electronic Records Management (ERM). ECM and DMS typically refer to electronic (ERM) systems. The ISO standard  defines the processes used for the capture and management of records regardless of structure or form, in all types of business and technological environments, over time.

If you are new to the concepts of ERM / Electronic Records Management and Document Management, one of the most important things to understand is that the word “document” and the word “record” are not interchangeable although many people use them as if they were. A document can be thought of as a work in progress. Once the document is complete, it provides evidence of what transpired and becomes a record. For example, when creating a Quote document, most companies do not consider the Quote a record until it has been delivered to the customer, because once it is delivered to the customer the definition is what is promised cannot be unilaterally changed. Consequently, the finished document is a record of what was promised to the customer.

CASNET specializes in helping companies digitize and manage their records. We have been in this business for over forty years and we have evolved our products and services as best practices in the industry have changed. If you would like to learn more about ERM or are ready to start defining a specific solution, please check out the Industry  or Department pages on our website  and select the pages that most closely apply to your situation. Our Blogs and e-books are full of both industry specific and general information on this topic and related topics. If you want to learn more about a very powerful ERM software tool that can used to effectively implement ERM, please check out our Onbase web page or click the Learn More button and we will contact you.

Call Us to Learn More at 1-800-968-8002