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ARMA San Antonio Chapter




Pushing the Business Case for Records Management

  • Tuesday, March 21, 2023
  • 11:30 AM - 1:00 PM
  • Online - Virtual Meeting via Zoom


  • A WebEx link will be sent following successful registration.

Registration is closed

Monthly Educational Luncheon

When: Tuesday, March 21, 2023 at 11:30 AM CST

Where: This will be a virtual meeting via Zoom - Registration Fee: $5

Pushing the Business Case

for Records Management

Presented by

David Garzon

Key Points: 

  • Current goals and KPIs of Executive, IT, Legal and Records departments
  • Legal & Regulatory mandates for each
  • Respective risks and budget considerations
  • Resources to back up your research
  • Identifying a cohesive solution that addresses collective needs
  • How to present your business case
This session will walk through the current needs of Executives, Legal, IT, and RM, and will show how to build a business case for a program that aligns all parties on achieving a mutually beneficial outcome. The session will address strategic and practical needs of each party, as well as the cultural needs of the employees who will be affected. Understanding the KPIs of each group will open channels for improved communication and identify common goals that can be streamlined with better collaboration. Whether you work in a small corporation, or a large government body, this session will help you to build a better business case that resonates with all parties. 


David Garzon is a seasoned professional with over 15 years of experience in Records Management. Drawing on his extensive experience with multiple technologies, David offers Thought Leadership to the market, helping IT and Records Management professionals navigate the challenge of information sprawl in a way that is both efficient and secure. By providing valuable insights and perspectives, David enables his clients to develop a comprehensive understanding of their data assets and the risks associated with managing them. With David's guidance, professionals are empowered to implement best practices and cutting-edge solutions to effectively tackle the complexities of modern data management, optimizing their operations while minimizing risk.

This will be a virtual meeting and presentation!

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