You have a retention policy. You train your employees on the policy. You have annual audits. You can rest easy, right? Not necessarily, if your data retention policy is not squared with your IT department’s data management system.

How could this be? You included your IT team in planning the retention policy, thinking that you were taking an interdisciplinary approach. If, however, you were speaking a different language, you may not be on the same page. Your IT department is concerned about storage, security, speed, and server space (that is, data management). You may also have a records management team concerned about storage, organization, and the ability to access information quickly (information management).