AFMA Automates Records Management Using Castlepoint as the EDRMS

In 2020, we implemented Castlepoint to manage the AFMA SharePoint system, so that it could be used as the official agency EDRMS. AFMA subsequently migrated their content into the new system, decommissioned their Content Manager (Trim) EDRMS, and made their shared drives read-only.

Castlepoint is used by AFMA to records-manage all of the content in SharePoint, Teams, and Exchange, invisibly to users, and with no connectors or agents on the source system. The AI classification and sentencing does not require user or records manager effort to assign metadata or manage file plans, which has significantly improved the coverage, accuracy, and efficiency of enterprise records management.

The original EDRMS had not seen wide uptake across the business, despite investment in training and communications activities, and was no longer seen as providing sufficient compliance coverage. Most important records of business were saved outside the EDRMS. AFMA recognised the need to know and control all of their records, including those in ‘unmanaged’ systems. As well as records-management, AFMA recognised its obligations for audit, risk, and discovery, and wanted a whole-of-lifecycle tool.

Read the full case study on castlepoint.systems

Originally published at castlepoint.systems.