The Importance of Electronic Document and Records Management. Starting the Project. Working within a Defined Project Methodology. Selecting Hardware and Software Platforms. Creating Document Types. Defining Meta-Data for Document Types. Complying with Standards. Archiving, Security, Retention, and Deletion Guidelines. Making the Switch by Managing Cultural Change. Integrating Workflow using Business Process Re-engineering Methods. Archiving Historical Documents and Records. Recognizing the Ongoing Nature of the Project.