Agenda
Judge Ronald Hedges & Christopher Olsen, CRM
Nixon Peabody, New York
Credible Evidence Means Trustworthy e-Records
Opening Session
Speaker Biography: Presented by U.S. Magistrate, Ronald Hedges, Counsel at Nixon Peabody, New York. Our special guest and nationwide expert has served 21 years as a U.S. Magistrate in the District of New Jersey. He is author of "Discovery of Electronically Stored Information: Surveying The Legal Landscape" and is a member of the Advisory Board of The Sedona Conference and Steering Committee of Working Group 2 on Protective Orders and Public Access to the Courts.
Session Description: Don’t wait until you are in the courtroom to ask if your electronic records (evidence) are trustworthy. Having your information declared inadmissible or heresay may jeopardize your legal position and worse, result in an adverse decision. This talk provides some valuable information and examples of how to “lock down” your e-records to ensure their authenticity, reliability and integrity. If you are concerned about protecting intellectual property, prosecuting a violator, or protecting your organization in litigation, you should have a records environment that guarantees the credibility of your e-records. Upon completion of this session/workshop, participants will be able to: Define what makes a “trustworthy” records Determine which records require special handling or treatment to assure their “trustworthiness” Cite examples of technologies that provide a degree of “trustworthiness” to records; How those technologies can be a part of your records management program
Linda Richards, CRM
Pitney Bowes Management Services
Classification System Development
T01 - Room 105
Speaker Biography: Linda is a native Texan, born in Nacogdoches. She has spent the past 31 years in records management and training. She joined ARMA in the early 80’s and became a Certified Records Manager in 1986. Linda is interested in organization, developing processes and enjoys helping others obtain their CRM designation
Session Description: Some Lecture with Audience participation and interaction, Lecture Topics: Objectives of Classification Systems, Development Strategies, Employee Reactions, Audience Participation. Illustrate a workable model. Take aways: General understanding of classification systems. Basic list of high level classification terms. Workable strategy for developing a classification system
David Partsch
Geisinger Health System
What Lies Ahead for Content and Records Management in Healthcare?
T02 - Room 105
Speaker Biography: David Partsch has been a leader and an innovator in working with Enterprise Content Management (ECM) technologies in the healthcare and federal government arenas over the past 12+ years. David is currently responsible for all ECM initiatives undertaken at the Geisinger Health System (GHS). Technologies employed at GHS include the best of breed in the areas of Document/Asset Management; Collaborative workspaces; BPM/workflow automation; High volume scan/capture; High volume forms processing; and Electronic report management in a healthcare and HMO environment. David is the architect and manager of systems responsible for winning multiple ECM industry awards (see above). David is a current member of AIIM ’s Professional Advisory Council. He maintains professional memberships with AIIM and the Healthcare Information Management and Systems Society (HIIMSS). Due to David’s extensive background, he has been asked to present at various ECM and RM industry conferences. Recent examples are: 2nd Annual LA AIIM/ARMA RM Conference (10/2007); Gartner BPM Summit (2006); AIIM Expo (2005); BPMI Summit (2006); HIMSS (2006); etc.
Session Description: The Geisinger Health System is a leader in the medical industry in utilizing ECM-based technologies. Geisinger has various ECM industry awards, including: multiple AIIM “Best Practices” awards (2004 & 2006), multiple Kinetic Information/Imerge Consulting “Process Innovation” awards (2003 & 2006); a Kinetic/Imgerge “Vision” award (2006); a DMReview “Innovative Solution” award (2007); etc. Geisinger was one of the first healthcare organizations to back its electronic medical record (EMR) with an enterprise document management system to aid in providing information to its clinical community in forms other than discrete information stored in its EMR. David Partsch, Program Director EI&CM, will discuss how Geisinger accomplished this task in early 2001 and then moved to implement a one repository content management environment for all of its mission critical digital assets. David will also discuss Geisinger’s move into HIE with its involvement in the Central Pennsylvania Health Information Collaborative (CPHIC) and how sharing digital assets across multiple organizations affects its retention and content management philosophies. Finally, David will discuss Geisinger’s thoughts on the movement towards a national health record (NHR) as well as supporting customer-centric personal health records (PHR). 1. How Geisinger has utilized ECM-based technologies to standardize its retention of mission critical digital assets.2. Understand how movement towards HIE and a NHR will affect records and content management for healthcare organizations.3. Examine how movement towards personal health records will affect records and content management for healthcare organizations.
Brian Schulze
El Paso Energy
Records Management, Access & Delivery –
A Visual Approach Using GIS (Geographic Information Systems)
T03 - Room 105
Speaker Biography: Brian Schulze graduated from Texas A&M University with a degree in Geographic Information Systems. His approach to GIS involves using GIS tools and concepts to address E&P problems around data/document management, systems integration and analysis. Brian is the principal GIS architect at El Paso Exploration & Production Company.
Session Description: Geographic Information Systems (GIS) provides a new approach for searching and retrieving documents. GIS opens up a new perspective for document/records delivery by tying metadata to geographic features on a map. Why GIS and Record management make sense. The importance of location, Maps – a familiar starting place, Looking at how El Paso E&P has Integrated RIM technology with GIS. Where did we start? The missing link (Challenges with metadata) One size does not fit all What are the options? Scalability of Integration Know your customers Examples of GIS and RIMS. List 3 guaranteed audience takeaways from your session: The value of searching for records via a map Issues around incomplete metadata The scalability of GIS and how it applies to RIM Technology
Miles Cagney
Stonebridge
Strategies in Selling your RIM project
W01 - Room 105
Speaker Biography: Miles Cagney is a consultant in document and records management with 15 years of experience. He is currently the Service delivery manager for the Enterprise Content Management practice at Stonebridge. He received his BBA from the University of Houston. He has developed and implemented electronic RIM systems nation-wide with deep domain experience in the energy industry. He has implemented many different technology systems including being a certified specialist in four different technologies.
Session Description: One of the toughest parts associated with any electronic RIM initiative is getting user adoption. Either your co-worker hasn’t ever heard of Records Management or they have and they have a negative attitude. But that doesn’t have to be the final word! There are some tried and true approaches to getting RIM implemented with enthusiasm and generally positive attitudes. Come to this session and see if one of the strategies will work for you and your organization. Share Drive approach, Piggy back approach, Turnover approach.
Jesse Wilkins
Access Sciences Corporation
How to Manage Your Email Better – By Managing Less of It
W02 - Room 105
Speaker Biography: Jesse Wilkins is a Principal Consultant with Access Sciences Corporation and has worked in the document industry for twelve years. His areas of expertise include enterprise content and records management strategy, system design, and implementation oversight. Jesse serves on the ARMA International Board of Directors.
Session Description: This session will describe some of the reasons why so many of us are buried in email every day. We will identify a number of approaches for reducing the volume of email we send and receive every day and strategies for getting others in our organization to do the same. We will also describe briefly other alternatives to email and the role they can play in reducing the amount of email we receive, including instant messaging, blogs, RSS feeds, and wikis. 1. Identify the different types of information received as email2. Identify and describe different approaches for reducing the volume of email sent and received3. Identify alternative tools to use instead of email
Denise A. Heppler-Balkum, CRM, MSLS
Devon Energy
Record Security – Should You Be Concerned?
W03 - Room 105
Speaker Biography: Denise A. Heppler-Balkum has been involved in records and information management for over 25 years. She is currently a Records Management Advisor at Devon Energy. Ms. Heppler-Balkum received her Bachelor of Arts (BA) from Michigan State University. She also holds a Master of Science in Library Science (MSLS) from Wayne State University. She received her certified records manager (CRM) designation over ten years ago. Her professional career includes positions at the Ford Motor Company Archives, Exxon, and Burlington Resources. Most recently she was an independent consultant with DAB Services. Denise has been active in the Houston Chapter of ARMA as V. P. of the Chapter Meetings, Education and Conference. She has also served as Manager of the ICRM Committee. She was a speaker at the 2004 Houston Chapter Conference and presented at ARMA National Conferences.
Session Description: This session will present a discussion of current security issues regarding both paper-based and electronic records. Emphasis will be placed on managing security for electronic records. It will include existing security models being utilized in enterprises. Raise awareness of RIM security management. Scope of records security management – paper, electronic and data bases including official and unofficial records. Establishing policy, objectives and procedures. Identify roles and responsibilities for records security.
Everis Mollon & Brenda Clements
Winstead - Andrews Kurth, LLP
Round Table – Issues in Law Firms
W04 - Room 105
Speaker Biography: Everis Mollon has been a member of ARMA for 11 years and has served on the Houston Chapter Board of Directors from 2003-2007. She is also a region Coordinator for the SW Region. Ms. Mollon has been employed by Winstead Law Firm for 22 years, the last 13 years as the Records and File Clerks Supervisor. Her experience in RIM allows her to operate and maintain all activities of the Records Center. Brenda Clements has been employed with the same company for over 30 years, has been on every committee in ARMA Houston Chapter, has been manager of almost every committee in Houston Chapter, held the office of Secretary, Treasurer, VP, Executive VP and President of ARMA Houston Chapter. She is now an Honorary member of the Houston Chapter of ARMA.
Session Description: To lead a roundtable discussion listing the following topics: 1. Exit Procedures for departing attorneys 2. Releasing files to other counsel or client 3. Closing file process 4. Forms 5. Conflicts 6. E-mail 7. Electronic Documents 8. New Business Intake Procedures 9. Work flow 10. Any items not listed above that the audience wants to discuss. Learn hot issoes in a Law Firm, Understand how to resolve some of these issues, and Gain valuable networking contacts.
Brian Foster
Access Sciences Corporation
Preparing for Litigation – What you don’t know could hurt y
T04 - Room 103
Speaker Biography: Brian is the Director of Legal Business Consulting for Access Sciences Corporation. Brian has over twenty years experience in IT services, project management, application delivery, infrastructure management, and litigation support. He managed all US based eDiscovery events for a Fortune 25 Oil Company including the design and execution of their process improvement initiatives in the discovery space. Brian led the design and deployment of the first global distributed messaging system within a Fortune 25 Oil Company. Brian has also developed group business plans, service level agreements, and staffing requirements.
Session Description: With all the recent publicity of the impact of the new Federal Rules of Civil Procedure, companies today are increasingly aware of their exposure due to litigation issues related to Electronically Stored Information (ESI). This session is designed to help you determine the steps you should take to better prepare your organization to respond to discovery requests. The format of the session will be presentation with audience participation. The material will be an integration of best practice recommendation from organizations such as The Sedona Conference© with current case law to provide guidance to organizations on how to better manage their litigation risk. Understand who to engage in developing a teamUnderstand the components necessary to manage discoveryKnow what elements to consider when building a business caseHear strategies for managing cost
Tracy Caughell
Open Text
Enterprise Records Management: It Might Start with Email but it Doesn’t End There!
T05 - Room 103
Speaker Biography: Tracy Caughell is the Product Manager for Enterprise Records Management solutions at Open Text, responsible for the roadmap and product development. Tracy holds a Bachelor of Mathematics from the University of Waterloo. She has spent 15 years in Information Technology, specializing in Records Management. In November 2007 Tracy spoke at the IDC: Enterprise Content Management & Data Protection event. The conference Senior Manager was Sergio Domingues, sdomingues@idc.com. Tracy also was featured as a guest speaker at several recent Open Text events including our annual LinkUp user conference hosted in Orlando and featuring over 1,000 attendees, as well as our first annual Canadian Public Sector Days event which invited representatives from all departments and agencies of the Canadian government to join us for a two day session about the future of enterprise content management and information governance.
Session Description: For organizations that are developing a long-term information governance strategy, email is but the tip of the compliance and discovery iceberg. Its massive volume captures the imaginations of the media and fuels the schemes of legal adversaries—and with all that fanfare, it’s easy to limit your strategy and plans to confronting this one system alone. However, the fact of the matter is there are numerous record-generating systems within the company and targeting each individually is only going to drive costs up and efficiency down. Learn how extending a records strategy across the enterprise has helped companies. Identify key strategies for reducing the volume of potentially discoverable content in your company· Determine the record systems posing the greatest risk within your organization· Recognize how to align content value with cost, and make sure you’re getting the most out of IT investments while addressing compliance concerns
Russell Raff, Martin Trevino, Donna Rose and Jim Fields Apache Corporation
ECMG
So How Do We Get All This Stuff Into Our ECM System?
T06 - Room 103
Speaker Biography:
Session Description: Background to the Apache Corporation and Hess Corporation Engineering Document Management Projects Gathering Engineering documents in an international context The EIM/ECM platform selected The data mire Taking the Tech out and putting the RM in (Emphasizing data and records instead of technology)
Art Bellis
OmniRIM Solutions
Prioritizing Records Management in your ECM initiatives
W05 - Room 103
Speaker Biography: Art brings 17 years of experience marketing technology solutions, to his role as Director, Sales & Marketing at OmniRIM Solutions Inc. Art has extensive records management domain experience and is regularly called upon by ARMA, AIIM and CIPS to speak on issues related to technology and information management. Various academic programs including the University of British Columbia, University of Washington and Vancouver Community College call on Art to lecture on records management issues and trends. Art possesses an extensive working knowledge of records management principles and is regularly retained by clients to consult on “best practices” and to provide program analytic services. In his role as Director of Sales & Marketing, Art oversees direct sales and business development activities at OmniRIM. Art has worked closely with OmniRIM's ECM partners to design and integrate OmniRIM's functionality into the partners’ solution software offerings. Through his work on the company’s product development committee, he has amassed an extensive knowledge of application architecture design and data modeling. Art works closely with OmniRIM’s development team on the OmniRIM Suite’s features and design, and integration strategy and with the company’s on-staff legal advisors to help assess the impact of the new compliance environment on client records management needs.
Session Description: With the value of business-critical information increasing exponentially and the ability to sort it, store it, find it and manage it becoming more and more complicated and cumbersome daily, companies are seeking better, more efficient enterprise content management systems. However, increasing government regulation, compliance and liability issues and the realities of personal and corporate accountability are forcing companies to recognize the critical role records management must play within their overall ECM solution. Enterprise Content Management (ECM) companies have built or bought their way into the records management market. Traditional ECM systems have considered records management secondary. They offer limited peace of mind and were sold on the basis of "better, faster, cheaper". Content management priorities within ECM development have meant that records management capabilities are not adjusting to the new, more policy-driven records management environment dominated by legal requirements, 9/11, risk mitigation and high profile news stories. With the intense pressure on compliance, privacy and other information management challenges as well as 9/11 related issues, records management needs should be an “essential" driver of your choice of ECM products The OmniRIM Solutions presentation will take a high-level category view, challenging the audience to understand the central role that their compliance and liability environments have on their records management needs and therefore the fundamental role, records management needs should play in evaluating content management requirements and defining potential ECM solutions. This session will focus on de-mystifying records management. By the end of the discussion, attendee's should expect to better understand how content management and records management must work together to help their organizations and the critical role the records manager should play in any ECM decision making process.
Juan J. Celaya
COMPU-DATA International, LLC
Finding What You Have First
W06 - Room 103
Speaker Biography: Juan Celaya has been a leader and innovator in the world of electronic content management system applications for over two decades. He is the founder, President and CEO of COMPU-DATA International, LLC, a company successfully delivering content & data integration solutions through the use of capture, administration, collaboration and retrieval technologies and services. Juan has a Bachelor of Science in Computer Science from Sam Houston State University and a Master of Science in Management and Computer Science from Houston Baptist University.
Session Description: With exponential growth in the size, types and sources of Digital Assets (electronic files and electronic paper records) that companies are obligated to manage and preserve, enterprise search and categorization technologies offer a powerful and practical foundation to enhance and empower Records Managers to be successful in the demands of the new roles they are being asked to undertake. This presentation will focus on the new responsibilities of the Records Manager and how the technology, which some or all may already exist within the organization, can be used in conjunction with existing business practices to achieve success in electronic records management.
Linda Mercer
Information Network International
Making Srides With New Technology
W07 - Room 103
Speaker Biography:
Session Description: This session will discuss how to implement records management practices and applications. Whether it be with policy or with technology or both, agencies and businesses can manage to keep records for the right amount of time. This session will present tried and true techniques to keep the right information for the right amount of time, along the way making it available to systems or people who have rightful access. Information about electronically stored files Comparisons of file structure and database storage techniques Policy examples regarding email and attachments
Jerlyn Mardis
Applied Cognitive Solutions
What’s In Your Computer? Active & Other Data
W08 - Room 103
Speaker Biography: Jerlyn Mardis is President of Applied Cognitive Solutions, an IT firm focusing on computer forensics, eDiscovery consulting, and data recovery. Jerlyn is also a Lecturer at Rice University Jones Graduate School of Management and First Vice President of the Texas Gulf Coast Chapter of the High Technology Crime Investigation
Session Description: In eDiscovery, the focus is often on active data—the information on drives that is readily accessible to users. Those include the documents we create and save, the email messages we send, receive, and store. But what about everything else that’s on a drive? Does it matter? Yes. Using examples drawn from cases, I’ll discuss why this other data may be valuable in civil matters—when it can be relevant, under what circumstances, and how it can be accessed. You’ll go on a quick, non-technical tour of some of the more interesting types of not-readily-accessible data. I’ll review affordable ways to preserve the data in case it’s needed. Finally, we’ll examine how the existence of this data affects retention and disposal policies and procedures. An understanding of: The difference between active data and other types of data, the usefulness of data other than active data and how to preserve it, and the relevance of data other than active data in retention and disposal policies and procedures.
Tom Reding, CRM & Jeff Jacobs
IBM
Wooing Executives
T07 - Room 104
Speaker Biography: Mr. Tom Reding is an Executive Consultant: Governance, Risk and Compliance Solutions with IBM Software Group, Information Management. Mr. Reding has over 30 years of experience in highly regulated industries, specializing in business transformation, solving client information integration, content/document management, electronic records management, knowledge management, and litigation support issues, targeted at enhancing organizational productivity. Mr. Reding's goal has been to achieve maximum process efficiencies and control, while ensuring regulatory compliance, trustworthy electronic records and minimizing the use of valuable human resources, complemented by the appropriate automated solutions for his clients. This approach has won him industry-wide recognition as an author, presenter and contributor to industry standards and guidelines. In addition, Mr. Reding is a Certified Records Manager. Jeff Jacobs, Senior Consultant at Electronic Evidence Discovery, Inc., Biography of Jeffrey Jacobs Jeffrey Jacobs, a University of Chicago Law School graduate, is a Senior Consultant at Electronic Evidence Discovery, Inc., focusing on electronic discovery process design and records management issues. He was an Associate Counsel at MCI (now known as Verizon Business), where he advised the company’s RIM group on records storage, retention and destruction issues, and managed electronic discovery in connection with the WorldCom accounting fraud and bankruptcy investigations and related litigation.
Session Description: The co-presenters, drawing on their experience as corporate records manager and records management counsel, respectively, will provide insight regarding the role of the Records Manager as part of the corporate executive advisory team. The session will focus on how C-level strategic thinking approaches, especially regarding risk and return on investment (ROI) analyses, can be used to achieve Records Management resource and compliance objectives. Objective Upon completion of this session, participants will be able to represent Records Management effectively on the corporate executive team, identify the natural allies of Records Management within the corporate executive structure, and use strategic approaches, including risk and ROI analyses, to achieve Records Management resource and compliance objectives.
Tom Reding, CRM & Jeff Jacobs
IBM
Key Performance Measurements for RIM and e-Discovery Programs
T08 - Room
104
Speaker Biography: Mr. Tom Reding is an Executive Consultant: Governance, Risk and Compliance Solutions with IBM Software Group, Information Management. Mr. Reding has over 30 years of experience in highly regulated industries, specializing in business transformation, solving client information integration, content/document management, electronic records management, knowledge management, and litigation support issues, targeted at enhancing organizational productivity. Mr. Reding's goal has been to achieve maximum process efficiencies and control, while ensuring regulatory compliance, trustworthy electronic records and minimizing the use of valuable human resources, complemented by the appropriate automated solutions for his clients. This approach has won him industry-wide recognition as an author, presenter and contributor to industry standards and guidelines. In addition, Mr. Reding is a Certified Records Manager. Jeff Jacobs, Senior Consultant at Electronic Evidence Discovery, Inc., Biography of Jeffrey Jacobs Jeffrey Jacobs, a University of Chicago Law School graduate, is a Senior Consultant at Electronic Evidence Discovery, Inc., focusing on electronic discovery process design and records management issues. He was an Associate Counsel at MCI (now known as Verizon Business), where he advised the company’s RIM group on records storage, retention and destruction issues, and managed electronic discovery in connection with the WorldCom accounting fraud and bankruptcy investigations and related litigation.
Session Description: The co-presenters, drawing on their experience as corporate records manager and records management counsel, respectively, will address the use of performance measurement tools to improve RIM program functions and provide a business case for the achievement of RIM and e-Discovery objectives. The session will include the development of tools to collect performance data, identification of key metrics and performance indicators of efficient and cost effective RIM and e-Discovery programs, and the collection of information to support records compliance audits. Objectives Upon completion of this session, participants will be able to develop tools to collect RIM and e-Discovery performance data and identify metrics to improve RIM and e-Discovery program functions, while tying them back to corporate tactical and / or strategic performance indicators, develop a business case for the achievement of RIM and e-Discovery performance objectives, and support records compliance audits.
Diane Walker, CRM
Dynegy Corporation
RIM Strategic Planning A Road Map for Success
T09 - Room
104
Speaker Biography:
Diane Walker, CRM is a veteran records manager with over 30 years of practical experience in the profession. Her areas of expertise include developing enterprise-wide records management programs, including strategic planning, policy, procedures, retention schedules, training and development and RIM program review and compliance. She provides the audience practical methods for assessing the RIM environment by applying a common sense approach. Diane is the Director of Information Management For Dynegy, Inc.
Session Description: Upon completion of this session, participants will be able to: Explore the Fundamentals of Strategic Planning Identify the Role of Strategic Planning and Strategic Thinking Effectively Communicate the RIM ProgramVision, Mission and Strategy Confidence in Launching a Strategic Plan to “Be Prepared To Be Successful!”
Adele Carboni, CRM & Mimi Dionne, CRM
Cheniere Energy, Inc.
How to Succeed By Really Trying – A RIM Toolkit for Every Professional
W09 - Room
104
Speaker Biography: Adele Carboni, CRM, PMP has over 27 years of experience in Records Management. She has worked for several Fortune 500 companies and has consulted with energy companies, law firms, governments and business on Records Management Practices. Her experience in Records Management covers domestic and international in a broad range of industries including Architecture/Engineering, Energy, High Tech, Health Care, Legal, Pharmaceutical, and Government. Adele is Director of Records Management and Administration at Cheniere Energy where she focuses on their electronic records management program. Her work experience with other companies focused on imaging systems, business process reengineering, statistical analysis and auditing. She also built several commercial records centers. While at the Texas State Library she contributed to the Microfilm and Electronic Records Standards and wrote a Microfilm Handbook. She has a B.S. and M.S. in Information Management from the University of North Dakota and her MIT-LIT designation from AIIM. She holds a PMP (Project Management Professional) certification in Project Management. She is a frequent speaker at local, national, and international conferences. She is a long time member of ARMA and AIIM and has served at the board level of both organizations and as President of a local AIIM Chapter. She is also been involved in contributing to many standards for ARMA and AIIM. Mimi Dionne, CRM, CDIA+, CA Mimi Dionne, CRM, CDIA+, CA recently celebrated her seventh year in Records and Information Management. She worked on short term projects in the government, medical, legal, and human resources industries until she joined Cheniere Energy as its Records Manager in July of 2006. Since that time she helped the Records Management/IT team develop the Documentum implementation at Cheniere. She is the business owner of Corporate scanning, the Corporate Library, and the Corporate Archives. She holds a Masters in Library and Information Science from the University of Texas at Austin and the AIIM ermp, erms, ecmp, and ecms certificates. Her interests include accounting, project management, and logic.
Session Description: Using 3 case studies, there are distinct lessons learned from 2 RIM professionals on how to succeed in RIM by really trying. Topics covered will include a broad review of education and certifications, a narration of work experience, the importance of mentorship, navigating internal politics, and encourgement in self-evaluation to achieve that ultimate job. Included: cliff notes on policies, procedures, statistics, and justications in program.
Doug Allen, CRM
Global 360
Selling Yourself to Senior Management
W10 - Room
104
Speaker Biography: Douglas P. Allen is a CRM and a CDIA+. He serves on the ARMA International Board of Directors and will become President-elect on July 1, 2008. Doug is the Business Development Manger for Outsourcing Services for Global 360’s Work Management Group
Session Description: This session will provide information on the core capabilities of Records and Information Managers – what employers ideally look for, what RIM professionals ideally provide. Additional discussion regarding potential gaps in an employer’s knowledge and in a RIM professional’s competencies will be reviewed. This session will next turn to the RIM Competencies developed by ARMA International and the newly available self assessment tool. Session participants will learn more about the different levels of competency and the domains in which RIM professionals should have knowledge and experience. 1 – Ability to determine what RIM Professionals’ competencies include 2 – Ability to determine what education a RIM Professional’s Employer needs for education 3 – An understanding of the Competencies for Records and Information Managers 4 – Knowledge of the Self Assessment Tool for RIM Competencies
Linda E. Long, CRM
AT&T
Writing Procedures People Will Read
W11 - Room
104
Speaker Biography: Linda E Long, CRM, has 25 years of experience in RIM, litigation support, and library services. Her specialty is the practical approach to how information is presented for the best compliance and the fewest questions. She was the corporate records manager for two corporations and has experience establishing systems and procedures.
Session Description: Writing Procedures People Will Read ---Writing is an art especially if you want to communication with a majority of your customers. Everyone learns in difference ways, but most business communication is directed to the learning style of a selected audience. This session will provide an overview of learning styles, cover ways to improve writing, examine examples of procedures, and discuss techniques to improve these procedures. This session is for anyone looking to enhance their policies and procedures or their writing in general.
Bruce White, CRM
CITGO Petroleum Corporation
Developing a Project Plan
W12 - Room
104
Speaker Biography: Bruce White is the Corporate Records Manager for CITGO Petroleum Company in Houston TX and is repsonsible for the Company’s records management program. He has over 25 years experience in RIM and project management. Bruce holds both a BBA and an MBA and possses the Certified Records Manager (CRM) and Project Management Professional (PMP) credentials. He is a member of the ICRM Board of Regents
Session Description: This training lab is an introduction into the world project management (PM) for records managers based on the Project Management Body of Knowledge (PMBOK)®. Principals learned can be aplied to any project, no matter the size or type. Reasons for using project management, basic PM terms and definitions and the five phases all projects undergo will be presented. Important documents, such as the project charter, components of a project plan as well as a risk management plan will be reviewed. In addition, group exersizes will be used to reinforce the topics being discussed. Both theory and practical applications and examples will be covered. A list of helpful project management resources will also be provided. NOTE: This is not a class on MS Project although the use of the software will be discovered. - Discover the five phases of a project. - Learn how to build a workbreakdown structure (WBS), the fundamental project management technique for defining and organizing the total scope of a project. - Understand the components of a project plan.
Mike Alsup
Gimmal Group
Managing Electronic Document Lifecycles for the Enterprise
T10 - Room A
Speaker Biography: Mike is President of Gimmal Group, a leading Houston-based ECM systems integrator. Mr. Alsup co-founded two successful ECM companies, BSG Consulting and Align Solutions, and held senior management positions with Accenture and Booz, Allen & Hamilton. He served as Program Chair of the Houston ARMA Conference three of the last 5 years. He serves on the AIIM Emerging Technology Advisory Committee (EmTAG), and is a current member of the AIIM Board of Directors. He has written dozens of articles and given hundreds of presentations on ECM and Records Mgmt. topics.
Session Description: This session provides ARMA attendees with standard electronic document lifecycle models which depict the lifespan of records from creation or receipt to their final disposition. In an enterprise that uses MOSS 2007, email, Microsoft Office tools, and supports several legacy ECM and records management systems, multiple models may be necessary in order to support the wide variety of information lifecycles and record types that need to be created. Mr. Alsup will evaluate these lifecycle models and illustrate use cases and classification models to ensure the appropriateness of the information lifecycle model in an enterprise. These lifecycle models provide the users with a toolkit of best practices for electronic information lifecycle management within their organizations. #1. Define the variety of document lifecycle use cases that require support. #2. Define an document lifecycle model which is useful and compelling to the enterprise environment and can be refined at the business unit level.#3. Define classification rules that identify information that must be captured and business rules that govern the movement of documents through their lifecycle.#4. Provide clear processes and guidelines to enable business units to organize and access documents and reduce the cost of storage in alignment with the changing business value of documents through their lifecycles.
Donna Rose, CRM & Mark Goodwin
Apache Corporation
Managing Active Electronic Records
T11 - Room A
Speaker Biography: Donna Rose, CRM is currently responsible for global Records Management and Electronic Content Management Strategies for Apache Corporation., and has 25 years of experience in records and information management. Her specialties include are records and information management (RIM) strategies, records retention, oil and gas technical RIM program development and records storage operations. She has presented RIM topics at various ARMA and professional organization conferences. Mark Godwin has 10 years experience delivering ECM systems for Active Document Records. Both custom solutions & commercial products. 6 years experience as Professional Engineer (BEng, MEng CEng MInstMC, MIEE). Mark has developed the visions for all commercial software products created by McLaren Software Ltd. Recently, Mark facilitated presentation/discussion sessions on RIM at McLaren Customer Advisory Board on how active records fit within the overall enterprise RIM solution.
Session Description: Records Management (RM) is viewed by most people as merely an administrative overhead to meet regulatory obligations. It’s just a cost to the business for storing files for years and years. But, RM is not just about retention and disposition. There are many documentation records, perhaps hundreds of thousands, which represent a huge untapped value to the business. How can the business tap this value and at the same time improve the integrity of RM? Are implementation problems only to do with limitations in the technology or do the real issues relate to cultural attitudes and the level of RM maturity within your organization? If so how are these addressed? This session will describe how companies who engineer, own or operate large or complex physical assets can extract the maximum business value from their asset documentation records and at the same time are able to increase the level of automation of their enterprise RM solutions. Compliance (regulatory) is not only about meeting requirements, but also managing documents/ records in a consistent manner. This includes managing documents/records when they are both active (received, draft, approved effective) and inactive (superseded, obsolete, archived, through the destruction cycle). But how can this be achieved when so many business critical active documents/ records only exist on collaboration sites, shared drives and laptops? It is possible to move from a culture of chaos to a situation in which organization is a consequence of doing work and thereby move RM to the beginning of the document/record lifecycle. eDiscovery obligates a company to put records on hold within the operational envelope. This is impracticable when active documents/records are not controlled. Good audit trails are essential when documentation is constantly being revised. Compliance may require proof of documents transferred between the business and contractors/vendors during major projects or contract negotiations. This session will focus on critical asset documentation and its lifecycle. It will explore the key RM challenges when documentation is created, transmitted, submitted, turned over and becomes effective. In addition we will discuss best practices for managing documentation change. An approach for overcoming cultural and organizational maturity challenges will also be presented. Note: The proposed format will be a presentation that makes uses of visual animation, followed by a role play exercise requiring audience participation followed by a second presentation and discussion designed to bring out the learning point from the role play.
Skip Cain
Electronic Waste Disposal: How to Ensure Data Security
T12 - Room A
Speaker Biography: Following 20 years engineering and general management experience in the petroleum services industry, in 1994 Harry “Skip” Cain founded Shredco, Inc., a document destruction company. Shredco was sold to Iron Mountain in 2003, from which time Skip managed the Houston Territory Secure Shredding business line. He retired from Iron Mountain in February 2008.
Session Description: 1. Legislation that governs data protection – application to hard drives and other e-waste containing protected information. 2. Prosecutions and penalties resulting from protected information breaches. 3. Environmental regulations and issues relating to e-waste disposal in landfills. 4. Overview of data destruction methods used by Electronic Recyclers. 5. Current state of Electronic Recycling industry and emerging data destruction standards. 6. How companies are attempting to formulate compliant e-waste disposal programs. 1. Why e-waste disposal differs from paper and media destruction.2. What to require of an Electronics Recycling vendor.3. Compliance pitfalls – what not to do.
Lee Pendergraft, CRM
Cadence Group
Evolving U.S. and International Financial Reporting Compliance and Standards
W13 - Room A
Speaker Biography: Lee O. Pendergraft, CRM is a records and information management industry professional with more than thirty years experience with hands on implementation and direct customer relations. He is an internationally recognized, leading industry consultant and advisor - writing policies and procedures, developing retention schedules, implementing records, and information management compliance programs - conducting staff, management and executive briefings as well as training workshops for both government and industry clients.
Session Description: This session will be an audio visual speaker PowerPoint presentation with emphasis upon the similarities and differences between the recordkeeping and reporting requirements associated with each of these Financial Reporting and Compliance regulations. The requirements for recordkeeping, audit and reporting effect publicly traded companies doing business in the U.S., Japan and Canada regardless of their national origin. J-SOX is particularly stringent. It also goes fully into effect during this 2008 – 2009 fiscal accounting year. 1) Discover the differences and similarities between these new and still evolving regulations.2) Understand the impact upon business culture, processes and recordkeeping.3) Take away a fundamental understanding of the lessons already learned to help your organizations avoid time consuming and costly compliance implementation errors4) Learn the essential combination of strategic and tactical actions necessary for successfully meeting compliance requirements.
Susan Cisco, PhD, CRM
Gimmal Group
Big Bucket Theory
W14 - Room A
Speaker Biography: Susan Cisco is a Director on the Enterprise Content Management Team for Gimmal Group. Her areas of focus include retention management and enterprise records management strategy. Dr. Cisco holds an M.L.S and Ph.D. in Library and Information Science from The University of Texas at Austin. She is a member of ARMA International, and in 2000 was named as one of ARMA’s Company of Fellow award winners.
Session Description: Historically, retention schedules were likely to be departmental, with hundreds if not thousands of retention categories or “buckets.” As attempts are made to implement these granular retention schedules in ECM solutions, RMAs, and e-mail repositories, users have difficulty distinguishing the differences between so many retention categories. “Big Bucket Theory” suggests that fewer retention buckets improve a user’s ability to accurately and consistently apply retention to documents. This session explores how to apply Big Bucket Theory to retention schedules without exposing organizations to unnecessary legal and regulatory risk. The session will conclude with guidance for dealing with the necessary change management around enterprise retention management, including user training. 1. Understand the value of using Big Bucket Theory in facilitating implementation of electronic recordkeeping systems such as ECM solutions, RMAs and email repositories. 2. Identify options for developing retention schedules with fewer retention buckets.3. Avoid unnecessary legal and regulatory risk when applying Big Bucket Theory.
Susan Casias
AV Security Destruction
Document Destruction Do’s and Don’t’s – How Do You Know What’s Best for Your Business?
W15 - Room A
Speaker Biography: Susan was a victim of identity theft and this whole subject is near and dear to her heart. Having been in sales and sales management all her life, the added responsibility of handling operations at the plant makes her keenly aware of the importance of making sure the job gets done and gets done well. Nothing means more to Susan than making sure every piece of sensitive information gets destroyed properly so it doesn't fall into the wrong hands. It doesn't matter who destroys it, as long as it gets destroyed.
Session Description: Pros and Cons of On Site Destruction, Pros and Cons of Off Site Destruction, Pros and Cons of having your own shredder. (Can you survive the lawsuit?) Why N.A.I.D. (National Association of Information Destruction) certication is important. Checking with the Better Business Bureau. Questions you should ask when shopping around. Touring the facility. (If they let you.) Certification of Destruction HIPAA and FACTA compliancy. The reason the national companies are not N.A.I.D. certified and what it means to you. How to be sure your information was destroyed. How to relieve your company of liability.
Judy Sitton, CRM
PacoTech, Inc.
Understanding Data Breach Laws
W16 - Room A
Speaker Biography: Judy Vasek Sitton, CRM, is a senior staff consultant for PacoTech, Inc., an information management consulting firm based in Houston, Texas, where she provides services for clients in the areas of records retention scheduling, file management, procedures and record keeping standards. Ms. Sitton has over 25 years of experience managing records and information in industries as diverse as oil and gas exploration and production, natural gas transmission, health care services, and high-tech manufacturing. Ms. Sitton has been an active member of the Houston Chapter of the Association of Records Managers and Administrators (ARMA) since 1979 and has held leadership positions in ARMA International and the Institute of Certified Records Managers. She has a BA degree from Our Lady of the Lake University and received her certified records manager credential in 1985.
Session Description: This session will discuss Data Breach Laws including: what laws exist, what type of information is covered, inadvertent disclosure, and protection methods.
Judy Sitton, CRM
PacoTech, Inc.
Application and Qualification
Lunch Tuesday Room 101
Speaker Biography: Judy Vasek Sitton, CRM, is a senior staff consultant for PacoTech, Inc., an information management consulting firm based in Houston, Texas, where she provides services for clients in the areas of records retention scheduling, file management, procedures and record keeping standards. Ms. Sitton has over 25 years of experience managing records and information in industries as diverse as oil and gas exploration and production, natural gas transmission, health care services, and high-tech manufacturing. Ms. Sitton has been an active member of the Houston Chapter of the Association of Records Managers and Administrators (ARMA) since 1979 and has held leadership positions in ARMA International and the Institute of Certified Records Managers. She has a BA degree from Our Lady of the Lake University and received her certified records manager credential in 1985.
Session Description: This session will give practical advice on providing the evidence needed to show that an applicant qualifies to become a CRM candidate, and nothing more. Provided from the perspective of a past Regent - Certification Standards who spent countless hours weeding through applications padded with certificates, citations and commendations, this session will walk future candidates through the most efficient way to supply documentation and eliminate the fluff. Included in this session will be requirements for qualification, what documents will adequately serve as evidence, and a brief discussion of what ifs such as what if my job description doesn’t show what I really do.
Debra Mestemaker Buzby, CPLTA, CRM, ERMM
Shell Oil Products, US
Part 2 – Records Creation & Use
T14 - Room 101
Speaker Biography: Debra has worked in the Oil and Gas industry since 1980, initially in the upstream business analyzing and managing leases and land records. She joined Shell in 1996, moving into Records Management in 1998. She has participated in the development and implementation of US and global records management programs, including development of policies, processes, and retention schedules. She has also designed and conducted RM training, directed the management of records in large asset divestitures and is currently involved in several e-records assessment, preservation and decommissioning projects. Debra became a Certified Records Manager in 2005 and obtained her Electronic Records Management Master certification in 2007.
Session Description: Part 2 D discusses the documentation of policies and procedures. This session will offer a presentation on: 1) the types of documents that can be used to document policies and procedures 2) the processes that are part of the preparation of policies and procedures 3) the methods that can be used to control the distribution and maintenance of policies and procedures
Linda Richards, CRM
Pitney Bowes Management Services
Part 1 - Management Principles & the RIM Program
T15 - Room 101
Speaker Biography: Linda is a native Texan, born in Nacogdoches. She has spent the past 31 years in records management and training. She joined ARMA in the early 80’s and became a Certified Records Manager in 1986. Linda is interested in organization, developing processes and enjoys helping others obtain their CRM designation.
Session Description: I will follow the outline, adding information by the annotated topics and discuss parts of the information included.
Sherry Guthrie, CRM
Louisiana Energy Services
Part 3 – Records Systems, Storage & Retrieval
T16 - Room 101
Speaker Biography: Sherrie Guthrie, CRM has been an active ARMA member since 1999, an ICRM member since 2001, and involved in teaching RIM basics since 2003. Her experience is gathered from federal and state agencies, as well as private enterprise.
Session Description: It will follow the current outline sequentially, with examples from my own experience in over 25 years in the records management field, emphasizing electronic records management. The last 15 minutes will be a practice test, going over the answers in the session. I use an interactive style, with audience participation.
Tom Forsyth, CRM
DataBank IMX LLC
Part 5 – Technology, Equipment & Supplies
W17 - Room 101
Speaker Biography: Tom Forsyth, CRM, is a Senior Sales Executive for DataBank IMX. Tom’s career in Document Management started in 1980 as a salesman for 3M Micrographic products with Lanier Worldwide where he worked for 21 years. Tom has been with DataBank IMX since 2001 providing complete document management solutions in the DFW marketplace. Among Tom's client references for successful document management implementations include Verizon, United American Insurance Company, Headington Oil Company, City of Garland, TX., Irving Independent School District and Texas Association of Counties.
Session Description: Session provides an in-depth orientation on the key elements of the Part V Exam including micrographics, document imaging, successful systems design, evaluation and implementation.
Tom Forsyth, CRM
DataBank IMX LLC
Part 5 – Technology, Equipment & Supplies Continuation
W18 - Room 101
Speaker Biography: Tom Forsyth, CRM, is a Senior Sales Executive for DataBank IMX. Tom’s career in Document Management started in 1980 as a salesman for 3M Micrographic products with Lanier Worldwide where he worked for 21 years. Tom has been with DataBank IMX since 2001 providing complete document management solutions in the DFW marketplace. Among Tom's client references for successful document management implementations include Verizon, United American Insurance Company, Headington Oil Company, City of Garland, TX., Irving Independent School District and Texas Association of Counties.
Session Description: Session provides an in-depth orientation on the key elements of the Part V Exam including micrographics, document imaging, successful systems design, evaluation and implementation.
Denise Robertson, CRM
Part 6 – Case Studies
W19 - Room 101
Speaker Biography: Denise has been in the RIM profession for over 25 years with experience in the energy industry managing active and inactive records, microfilm and imaging programs, database design, migration and matintenance, records warehouses, compliance and retention, litigation and audit support, libraries and company archives. She has degrees in American History and Library Science and received her CRM designation in 1996. Denise has been grading part 6 of the ICRM exam for the past several years.
Session Description: Session will emphasize the essential elements that must be included to successfully answer and pass part 6 of the ICRM exam. By using hypothetical examples, the speaker will illustrate how to format an essay in accordance with the required structure of the exam and will offer tips to help guide candidates to write thorough, complete answers that will increase their chances of successfully passing Part 6.
Denise Robertson, CRM
Part 6 – Case Studies Continuation
W20 - Room 101
Speaker Biography: Denise has been in the RIM profession for over 25 years with experience in the energy industry managing active and inactive records, microfilm and imaging programs, database design, migration and matintenance, records warehouses, compliance and retention, litigation and audit support, libraries and company archives. She has degrees in American History and Library Science and received her CRM designation in 1996. Denise has been grading part 6 of the ICRM exam for the past several years.
Session Description: Session will emphasize the essential elements that must be included to successfully answer and pass part 6 of the ICRM exam. By using hypothetical examples, the speaker will illustrate how to format an essay in accordance with the required structure of the exam and will offer tips to help guide candidates to write thorough, complete answers that will increase their chances of successfully passing Part 6.
Bruce White, CRM
CITGO Petroleum Company
Part 4 – Records Appraisal, Retention, Protection & Disposition
T13 - Room 101
Speaker Biography: Bruce White is the Corporate Records Manager for CITGO Petroleum Company in Houston TX and is repsonsible for the Company’s records management program. He has over 25 years experience in RIM and project management. Bruce holds both a BBA and an MBA and possses the Certified Records Manager (CRM) and Project Management Professional (PMP) credentials. He is a member of the ICRM Board of Regents.
Session Description:
Jan Hargrave
Jan Hargrave & Associates
Let Me See Your Body Talk
Lunch Wednesday
Speaker Biography: Jan Latiolais Hargrave teaches you the ways in which your body communicates to the world around you. Her information could help you to “read” your customers, your family, your students, your associates, in fact, everyone around you. Author of Let Me See Your Body Talk, Freeway of Love, Judge The Jury and Strictly Business Body Language, this popular speaker, distinguished educator, talk-show guest of The Lifetime Channel, The Maury Povich Show, The Montel Williams Show, E-Entertainment Television and The Ricki Lake Show, describes for you all “hidden messages” you use in your everyday life and shows you how to stop the lies and uncover the truth—in any conversation or situation. Working with thousands in the field of personal growth and self-expression through seminars and workshops for the past 10 years, Ms. Hargrave continues to inspire many of today’s leading corporations, such as Lockheed Martin, Merrill Lynch, Rockwell, ESPN, Sun Life Financial Distributors, Exxon, Chase Manhattan Bank, NASA, El Paso Energy, Bank of America, and at the USA MWR Training and Development Center in Heidelberg, Germany. Her expertise concerning nonverbal communication in the courtroom and witness preparation proves to be the topics of interest in her presentations to the Honolulu Police Department, the Louisiana Attorney General’s Office, and various legal Bench and Bar Associations across the country. Let this dynamic speaker plan a custom-tailored presentation to specifically fit your organization and motivate your employees/associates to excel in performance, develop articulate body language and increase overall creativity. The Cajun French Ms. Hargrave was born to French-Acadian parents in the unique “Joie de Vivre” (Joy of Life) culture of southwest Louisiana and as a result, sprinkles her captivating presentations with entertaining Ragin’ Cajun folkloric tales. Jan received her Bachelor’s degree, Master’s degree and Specialist degree in Business/Psychology from the University of Louisiana at Lafayette. She is presently CEO of Jan Hargrave & Associates, a Houston-based consulting firm, and served as an Adjunct Professor at the University of Houston for eight years. Nonverbal communication—“Body Language”—often communicates a different message from the spoken word. Jan proves with her contagious warmth, wit, and humor that there is a method, and a style, to success. Bring your body, your curiosity, your sense of humor and learn what your body—and the body of others—is communicating to the world.
Session Description: "Nonverbal communication—“Body Language”—often communicates a different message from the spoken word. Jan proves with her contagious warmth, wit, and humor that there is a method, and a style, to success. Bring your body, your curiosity, your sense of humor and learn what your body—and the body of others—is communicating to the world."
Bob Gilman & Leo Knapp
Impac Systems
Vendor Track – Human Aspects of e-Discovery
T17 - Room 102
Speaker Biography:
Session Description: Host an Interactive presentation covering the human side of e-discovery, planning and implementation and deployment across the enterprise. Review a generic roadmap for implementation.
Mike Schaefer
SchemaLogic
Vendor Track - - How to achieve Metadata Consistency
T18 - Room 102
Speaker Biography: Mike Schaefer has a 25 year track record of helping large companies select, procure, and implement Content Management Systems and is now South Central Regional Director for SchemaLogic.
Session Description: For most businesses, creating content is easy. Managing that information, especially those which become records, throughout the content lifecycle when they reside in a heterogeneous content infrastructure – that’s a real problem, and one shared by most global enterprises today. If your ECM environment includes content repositories like Microsoft SharePoint and EMC Documentum, SchemaLogic can provide the Consistency in Metadata Structures across the Content Lifecycle that you need to promote Records Accuracy and Compliance.
Jim Dixon & Miguel Carrillo
Information Network, International
Vendor Track- Your Records and Information Source for software, consulting and staffing solutions
T19- Room 102
Speaker Biography: Jim Dixon is a Records Consultant with INFORMATION NETWORK INTERNATIONAL. He earned his BBA degree from the University of Texas-El Paso. Jim has consulted with clients in the provision of RIM services for over 20 years. Jim is the current Executive Vice President of ARMA Houston. Miguel Carrillo, a native Texan, graduated from Wharton County Jr. College. He is the Customer Service Manager for INFORMATION NETWORK INTERNATIONAL. His experience includes various facets of the records management arena such file-room and warehouse management, conducting records data analyses, project workflow, as well as providing client training.
Session Description: Provide the audience with information about our firm that has provided RIM Consulting and Solutions for over 25 years. Provide the audience with an overview of the InSight Suite of RIM Solutions. Provide the audience with the latest state of the arts innovations to improve office productivity
William A. Sexton II & David Sanchez
COMPU-DATA International, LLC & Chartwell Education Group
Vendor Track - Realistic, Practical and Proven Approaches to Managing Enterprise Content
W21 - Room 102
Speaker Biography: Bill Sexton is Director of Sales and Marketing for Houston-based COMPU-DATA International, LLC., a leading Electronic Content Management and Information Management solution provider and integrator. He has worked in sales and marketing capacities for technology companies eventually acquired by Microsoft, HP, OpenText and Syntellect. Sexton is a graduate of The Ohio State University. David Sanchez is an Assistant Director at the Chartwell Education Group where he is responsible for their Information and Records Management practice for the education sector to include K-12, Higher Education, and Healthcare Education organizations. Prior to this he served as Chief Knowledge Architect at the Air Force Institute for Operational Health where he was responsible for developing and implementing an enterprise information management design strategy as it relates to the automated classification of structured and unstructured data for a $6.6B Health Maintenance Organization.
Session Description: Microsoft’s surge in the Enterprise Content Management space brings new light and changing opportunity into the evolving digital content, records and information management space. Through industry experience and astute partnership selection COMPU-DATA has delivered successful, information management solutions addressing true customer needs. Attendees will hear a brief overview of COMPU-DATA’s and a success content management deployment with one of the worlds largest tire manufacturers. This will be followed by Chartwell addressing the outcomes associated with automated metadata tagging and classification of information and how those outcomes positively affect the implementation of an enterprise content management program in government, healthcare, commercial and education enterprises. The ability of an organization to organize its information has a direct impact on organizational performance. Business rules, such as file plans, provide a structure facilitating retrieval of information by an end-user at a later date. In large organizations the ineffective implementation of these business rules can have a detrimental effect on organizational performance in addition to having a large negative financial impact. In this presentation we discuss how organizations are using Service Oriented Architecture (SOA) compliant web parts to develop enterprise-wide, highly-relevant meta tags and automatically tag content producing three unique outcomes: 1) an increase in the value of information; 2) the elimination of manual meta-tagging of information; and 3) a dramatic increase in information retrieval precision using Enterprise Search tools. Integrating automated metadata generation and classification technology into enterprise content management programs the presenter concludes capabilities that were previously not present. Subject Matter Experts are now able to establish business rules for the management of information as opposed to unskilled IT staff; documents that have been “meta-tagged” with enterprise business rules can now be automatically classified when they have been saved to document libraries on collaboration portals; and, documents on an end-users desktop can now be automatically classified to the corporate taxonomy. The presentation discusses in detail the imperatives for effective automated metadata generation in large enterprises where records retention is critical to achieving desired mission outcome and adhering to compliance directives. A demonstration of outcomes associated with automated metadata tagging and classification into collaboration portals for military and commercial aviation and education operations are also presented.
Adam Smith-Toomey
File Trail
Vendor Track - RFID in the Office Environment
W22 - Room 102
Speaker Biography: Adam Smith-Toomey is a Legal Account Representative for FileTrail based in San Jose, California. Adam has been in the Document Management/Records Management industry for a number of years and has now been with FileTrail for about a year. Among his many law firm clients at FileTrail he has worked with Morrison and Foerster, Sugrue and Mion, and many others installing RFID technology in the Records departments and Libraries.
Session Description: Adam Smith-Toomey of FileTrail will join us to provide an educational presentation on RFID technology and how it can help in the Records Management Realm. Included in the presentation is ways that it can be used for records, what RIM programs it can work with, and some of the benefits that our Clients have seen as a result of implementing RFID technology. The technology will be present for first hand visuals. Adam is also offering to come to set up appointments to visit your office to show Records Managers, CIO’s, administrators, or Managing partners the technology and give thorough analysis on the best way to implement the technology. RFID, when used with the right Rim programs and installed properly can save time, money, and many headaches for everyone in a Company.
Cynthia Wood & Art Bellis
Gimmal Group and OmniRIM
Vendor Track - ECRM Best Practices
W23 - Room 102
Speaker Biography: Cynthia Wood is Vice President Sales and Marketing of Gimmal Group, Inc. Gimmal implements enterprise records management and content management, interactive design, and Geographic information systems for Fortune 2000 customers. She has broad experience in information technology and system integration through leadership roles with Complete Business Solutions, Xcelerate, Luminant Worldwide and Intergraph Corporation. She is a graduate of The University of Texas at Dallas. Art Bellis brings 17 years of experience marketing technology solutions, to his role as Director, Sales & Marketing at OmniRIM Solutions Inc. Art has extensive records management domain experience and is regularly called upon by ARMA, AIIM and CIPS to speak on issues related to technology and information management. Various academic programs including the University of British Columbia, University of Washington and Vancouver Community College call on Art to lecture on records management issues and trends. Art possesses an extensive working knowledge of records management principles and is regularly retained by clients to consult on “best practices” and to provide program analytic services.
Session Description: This session will provide an update on Gimmal Group including the services that we provide in the area of enterprise records management (ERM) and content management (ECM). We will present the concepts many of our clients are adopting for enterprise implementation, the technologies where Gimmal has expertise, new technologies to consider, and several recent case studies of client companies. Art Bellis, Vice President with OmniRIM, will co-present as Gimmal Group and OmniRIM are implementing enterprise systems at several clients which integrate electronic and physical records management. Understand the benefits of a unified approach to records management in your content management strategy. Understand where access to physical records from within MOSS will drive value within your organization. How your organization can extend the capabilities of MOSS with Gimmal Group and OmniRIM Solutions via our mutual customer(s) experiences.
Alex Holcombe
Applied Information Systems
Vendor Track -
W24 - Room 102
Speaker Biography: Alex Holcombe, a Principal with AIS, has participated in defining the enterprise capabilities of Microsoft’s Sharepoint Server. For the last three years he has advised Microsoft and AIS customers in the use of Sharepoint as a content management solution. Recently, Alex served as the Technical Lead creating the Microsoft Office SharePoint Server 2007 Records Center Add-on Pack. The Add-on Pack extends the existing Records Center to provide functionality necessary to meet the Department of Defense 5015 Chapter 2 certification requirements for managing records.
Session Description: The session objective is to show the Record Center capabilities available from Sharepoint (MOSS 2007) out of the box and the enhancements available with the Department of Defence 5015 Ch.2
April 22 -23, 2008
Stafford
Centre
- Performing Arts Theatre & Conference Center
Leader Board
Platinum Sponsor
