Articles

Is Your Organization AI Ready?

Is Your Organization AI Ready?

By Cheryl Ahrens Young, IGP, CSM, CSPO, CTT+, ERMm, ECMp 
[email protected]

The more things change, the more they remain the same.  The graph below is from 2008, when learning servers were gaining hold in streamlining workflow processes, like accounts payable processing of invoices. 

At INFOCON this year, this point was driven home, again, by the keynote speakers.  An AI is only as good as the information in its LLM.  In every project I worked on in the following seventeen years, not one database was 100% accurate.  Errors ranged from using acronyms and abbreviations to fields missing entirely.  For one project, I was given an organization’s glossary of acronyms, the meanings of which were dependent on the division that entered the data.

 Why did this happen? Managing the database software was under the purview of IT and they left it up to the business units to ensure data accuracy.  How accurate are you when you are on deadline or it’s Friday afternoon before a 3-day weekend? Most non-manufacturing organizations do not follow either 6-Sigma or Lean guidelines to reduce defects and there are not any data checks in place beyond a 10% random sampling after a migration.

 So, the first set of tasks in one of my process improvement projects, which AI can definitely be, was to standardize and correct the data.

 Agentic AI assumes that the large language models built from existing databases and systems of record metadata are accurate, factual, reliable and have data integrity.  For those of us in the field of records and information management, information governance and project management, we know that an assumption leads to “ass: u & me”.   This is before you add in the comprehension of intent in unstructured documents and notes which have also been used to “teach” AIs, like ChatGPT and Grok.  

 For this reason, you will often see a disclaimer in content created by AI that the information provided may not be accurate.  There was preliminary study that it is taking, on average, two hours for a person to correct a document that AI has created because they have to verify the facts, like citations, before it can be released.

 What can we do?  Use Microsoft’s own recommendations for a file plan and retention labels to get a seat at the table of your AI team!  (Troubleshoot Copilot Tuning document generation | Microsoft Learn)

 If you didn’t attend InfoCon this year, the keynote speakers presentations can be found here: Troubleshoot Copilot Tuning document generation | Microsoft Learn

 And keep checking the OCARMA website for information on the upcoming 4^th Annual California Chapters Summer conference!

The More Things Change, The More They Remain The Same

The More Things Change, The More They Remain The Same

By Cheryl Ahrens Young, IGP, CSM, CSPO, CTT+, ERMm, ECMp

[email protected]

Of all the technology available today, email has been around the longest and yet companies are still struggling with managing email.  According to industry analysts, email volume in organizations is growing by more than 30% annually, and the average user receives 7MB of data per day via email. As a result of this growth, the handling of email has become a critical business, IT and regulatory issue - driving the need for intelligent management. Most organizations looking for an email solution are motivated by four reasons:

mailbox/server management

compliance/records retention

eDiscovery/litigation support

knowledge management/IP protection 

Unfortunately, technical management of mailbox or server size often overrides the three other business management concerns, resulting in non-compliance, adverse inference in litigation or loss of corporate knowledge because a critical email was automatically deleted without regard for its content.  Or, in the situation where email archiving is used, everything is accorded equal value and preserved indefinitely, adding to the mass of data that needs to be searched for responsive information, and increasing the likelihood of a “smoking gun” in a poorly written communication.   

In addition to email are other communication vehicles, such as instant/direct messages, social media posts, and web meeting transcripts, which are often officially banned from use in the workplace but are used by employees anyway because of ease of use and accessibility.  An auditor would then find the business in non-compliance. 

Way back in 2010, Basex, a leading knowledge economy research firm, estimated that information overload cost the U.S. economy a minimum of $900 billion per year in lowered employee productivity and reduced innovation. Further, Basex estimated that 25% of the knowledge worker's day is lost to information overload.  

Too often business units go their own way in trying to manage this flood of information by managing records in a manner that suits how they use them day to day without understanding the implications to the rest of the company.  Records may be stored for convenience in hard copy in a common area, in pdf on a shared drive, and, may also be on a laptop or on a thumbdrive, devices meant to be portable.  Questions arise about the authenticity of the business’ records where multiple copies exist if there are no guidelines and if resources don’t exist to effectively manage records.

An enterprise wide records management program addresses all records, regardless of format, and provides the rules and the tools by which a company can manage its records efficiently, effectively and compliantly.  Electronic content management applications are available which will allow the ascension of records to a repository in non-editable form with metadata, including audio and photographic formats.  These programs are not inexpensive to implement or maintain.  However, they will pay for themselves when litigation can be avoided because authentic, responsive documents that support a company’s position are provided in a timely manner, through a standard business process.