Learn how to take control of your information assets.

The ECM Practitioner course provides you with an excellent understanding of strategies, methods, and tools for managing content. This includes technologies and global best practices for information architecture, scanning/imaging, metadata, taxonomies, content security, process management and automation, findability , delivery, and presentation.

Learn:

• Business benefits of ECM
• ECM technologies such as document management, imaging, records management, workflow, Web content management, and collaboration
• Preferred approaches, platforms vs solutions, enterprise vs departmental
• Information architecture, interoperability, and integration
• Sources of information and appropriate capture and migration mechanisms
• Metadata and indexing
• Types of taxonomies and their value
• Ontologies and folksonomies
• Different levels of access control and security
• Process improvements and automation
• Search and retrieval technologies
• Different ways of delivering information and content to employees, partners, and customers
• Existing and emerging trends such as Web 2.0, SaaS, and Open Source

Attendees will get access to supporting online course modules and the exam for 6 months, and be awarded the ECM Practitioner designation after passing the online exam.

Learn best practices for sharing and managing information on the SharePoint platform.

SharePoint has become one of Microsoft’s fastest-selling products of all time, but a successful implementation requires a strategy and structure for how to share and manage information. Microsoft provides technical training on SharePoint, and AIIM provides you with an excellent understanding of global best practices for sharing and managing information with the SharePoint platform. Get the real story about what's possible with SharePoint 2010, and learn about solutions that complement SharePoint.

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Attendees will get access to supporting online course modules and the exam for 6 months, and be awarded the SharePoint Practitioner designation after passing the online exam.

The presentation describes how NETS Norway is using content management in a high-volume production environment. With a volume of over 1 million production documents per day stored in archive for long-term storage, most of the documents are also distributed in selected output channels the same day. Channels used are email, Internet banking interface (where customers get online access to the document), e-books (electronic mailbox product), and postal shipments (printed paper). The same content management system are also used to customer self service through the Internet bank. Contracts between banks and their customer are digital signed inside the Internet banking system, and the result is stored in the archive of the content management system. The number of online access calls to the system can exceed 1.2 million per day with a average response time on 0.320 seconds including format conversion. Most of the accessed documents are in the storage format (TIFF, etc.) and a conversion of the documents to e.g. PDF is being done at the request time. It also describes how some of the Norwegian Banks are using the system in their day-to-day business. With online access to the system they are storing and retrieving documents through Web service interfaces to their own online systems and how they can distribute the result through the distribution channels.

SharePoint is used across government agencies for many purposes and houses a range of electronic information. Management of this data is vital to protecting and interfacing with the American public. Effective management of data housed in SharePoint requires strong information governance. The journey to develop information governance for SharePoint begins with an understanding of the software, its full range of capabilities and features, as well as the current enterprise environment. At the FBI, the governance plan also required differentiation between past and current versions of the software and understanding different site types and uses. The formation of a governance team comprised of diverse stakeholders, including legal, IT, RIM, IT security, and ediscovery professionals is an essential first step. The development of the governance plan and required documents, including the charter, is critical. Additionally, implementing records and information management within the SharePoint environment requires integration of a vision across people, processes, technology, and policies of diverse stakeholders and for the final acceptance of end users. Collaboration with other agencies and coordination with stakeholders are integral components of the plan. Planning for an overall framework includes gap analysis, establishing rules, content types, security, and retention policies. Finally, governance must include a roll out plan to ensure that SharePoint governance is effectively applied across the organization.

Microsoft SharePoint has seen grassroots adoption in many industries due to its power and simplicity and tighter integration with the Microsoft suite of products. While SharePoint empowers end users with the ability to collaborate and to manage content, it also makes it easy for any enterprise implementation to quickly turn into chaos if there are no proper controls or governance mechanisms in place. An AIIM survey in 2010 on SharePoint reported that “governance is sadly lacking in the majority of installations, with little thought being given to e-discovery, retention policies, and most of all, classification schemes and metadata standards.” Without proper governance, it is easy for SharePoint sites to become glorified shared drives or disorganized repositories yielding very little business value. We believe that governance is key to the successful implementation of SharePoint to yield business value. SharePoint governance must include the set of policies, processes, organizational constructs, roles, and responsibilities that are required to guide, direct, and control how SharePoint capabilities are used to accomplish business goals. As part of its SharePoint 2010 launch, Microsoft introduced a Governance Model, which we believe doesn’t fully address the needs of an enterprise. We believe that the Microsoft model is incomplete in many respects, especially around application management, business support and services, and stakeholder management. For example, the Microsoft model doesn’t address processes such as demand management, release management, etc., which are key to managing demand and deploying applications and/or sites. Based on our own experiences as well as industry best practices, we have developed a more comprehensive governance framework for SharePoint addressing many of the gaps in the Microsoft model. We believe that our framework along with implementation of ITIL processes would enable organizations to stand up SharePoint as a service providing the right balance between user empowerment and IT controls. The session will not only cover “what” are the governance standards and guidelines, but also provide insights on “how” governance can be implemented and managed including organizational model, processes, roles, and responsibilities.

As the volume and variability of data available to organizations and individuals continues to explode, one way to make sense of it is to harness collective intelligence. This requires a set of techniques for taking advantage of free-form, social participation. Clay Shirky, best-selling author and teacher at NYU, will discuss how these techniques are quite different from the traditional, professionalized, and highly groomed strategies for managing smaller collections. Discover how these new techniques work.

Half of US employees now split their time between the office and remote locations, according to Forrester’s 2011 State of Workforce Technology Adoption Benchmark. More specifically, 53 percent of individual workers are office bound, but that number drops to 35 percent among managers and supervisors, and plummets to just 10 percent among directors and executives. Consumerization has changed business. Mobile, social, cloud, and video technologies have made it easy for employees to do it themselves. In this keynote, the co-author of Empowered will provide Forrester data on the changing world of today's information workers and provide a roadmap for managing and provisioning them given the flood of technologies and the availability of do-it-yourself technologies.

Developing and implementing an ERM program that includes laws, regulations, and standards for electronic records and systems - even in very large companies - is possible. It takes the vision of expanding a primarily paper-based records management (RM) program into one that truly includes records in all media. It requires - for example - executive support; RM leadership; RM, IT and Legal collaboration; funding, and, of course, a plan. Join Susan as she discusses how to incorporate regulatory requirements and external standards to help develop a trustworthy ERM program that enables compliant retention and defensible disposition - even for data (e.g., certain social media content) that may or may not be considered a corporate record. Tips and techniques for applying de facto standards (such as DoD 5015.2, and the various flavors of MoReq) as well as ISO 15489 will be discussed.

Many companies who are using SharePoint are looking at how they can best maximize their investment. This talk will examine the social, sharing, and search features provided by SharePoint 2010. We will take a deep dive at how you can customize what comes out-of-the-box to create a customized solution that meets your company's business needs and embraces your culture. Specifically, we will examine use cases for social profiles, video usage, articles with rich media, activity streams, and how to find all of this information using enterprise search. We will show real-world examples of companies who are gaining significant benefits to their business, employee engagement, and culture by creating thoughtful and innovative SharePoint solutions that meet their employees' needs. Come see and hear about what leading-edge companies are achieving with their solutions!

Collaboration comes in many forms and influences how we work. But accidental collaboration is a new phenomenon that has emerged with collaborative and social software. In this presentation, Billy covers the two types of collaboration – intentional and accidental – and explores how accidental collaboration, powered by the social technology revolution, is vastly more powerful than other kinds of collaboration. He explores the 10 key requirements for successfully orchestrating accidental collaboration

Today’s connected world depends on content. But it’s harder than ever to manage content, collaborate around it, share it, and move it through business processes that require collaboration with others inside the business and with those outside – like customers, partners, vendors, and mobile employees. This new world needs new rules. A SpringCM customer discusses how cloud solutions change content management and transform ECM forever.

The underlying difficulty in implementing an ECM solution is the fact that you have to change people’s behavior. The three elements of the title of this presentation represent three types of change that we find we often have to address. The primary project that is the basis of this presentation is our most aggressive ECM implementation to-date, both in terms of the requirements we were trying to satisfy, and degree of change we were asking people to accept. We built a workflow-driven process around the creation, storage, and distribution of engineering inspection reports. Prior to developing this solution, report production varied somewhat by individual and reports were stored in shared folders.

Expand – Refers to the differences between managed and unmanaged activity. People need to accept that managed content requires more information, perhaps more steps in processing, etc. It is also helpful if you can show them how they can implement some of those features in their unmanaged content as well.

Unlearn – We replaced large sections of the “way we’ve always done…” People have to understand that some tasks are no longer necessary or productive (emailing a copy of the managed document for review) and may in fact undermine the success of the project (if one goal is to reduce ediscovery costs).

Ignore – Some critical process tasks are simply handled by the workflows in an automated process. Notification is an example of one that we struggled with. A key feature of the system was that it notified people when action was required by them (just in time) but people have to resist the urge to augment that with emails, messages, and walking over to someone’s desk.

Each of these types of behavior requires a different, sometimes nuanced approach to effecting change. The presentation will share some information and raise some questions about how to effectively bring about these changes.

The consumer-oriented social media platforms are transforming the way that people communicate and accelerating the spread of information at the speed of light. These have the potential to transform the way employees can share, learn, collaborate and communicate effectively and efficiently within an organization by having an “Enterprise Collaboration” platform. As organizations move toward greater levels of sharing as part of embracing the changing workforce, market place, economy conditions and the wide availability of enterprise collaboration platforms designed for business, the drive for innovation within the organization starts to naturally occur.

This session will provide an overview of Enterprise Collaboration; Solution Approach for building a robust Enterprise Collaboration platform; Key Strategy Steps for successful implementation; Key adoption strategies to sustain the momentum; How to leverage Enterprise Collaboration to transform Business in terms of revenue growth, decrease costs, and process.

In November 2011, Ultimate Software was the recipient of a Forrester Groundswell Award for the effectiveness of its social customer community, showing that you can achieve innovation in social technology applications while still achieving key business and organization goals.  As a SaaS provider of People Management solutions, it’s vital that Ultimate respond quickly to the latest changes from taxing authorities and regulatory agencies, providing timely and accurate communications to customers.   Managing related content in a way that enables rapid and dynamic communication is only possible through the application of well-organized structure and controls including single-source authoring. This session looks at how Ultimate Software’s Content and Communications team is continuously improving upon how to collect, create and manage information used to support a dynamic customer communications environment.

As more companies are realizing the benefits of collaboration, those that refuse to adapt are at the beginning of their long decline. Today, A&P has 114 locations and is in bankruptcy. It once had over 16,000 locations and was the largest business chain in the world. A&P failed to adapt to changes in the consumer world and lost its market share. The changes in consumer behaviour caused by social business threaten today's companies with extinction should they fail to adapt. Don't be A&P. Discover an evaluation model for businesses in the social business era. Learn about different forms of collaboration and how to take advantage of them for your business’ benefit. The session will conclude with a discussion of a future shaped by social business and how employee and consumer habits will change - and how to take advantage of those changes.

Information management professionals recognize the constant dilemma of providing tools that enable flexible collaboration between internal and external parties, and at the same time address the dual needs for control and governance in work processes. This challenge is by no means a new one, and it gets new vitality whenever "new and sexy breakthrough products," whether hardware and software, are launched. Discover how Statoil, a Norwegian-based international energy company, is facing these challenges. Peter will also look forward and discuss current initiatives that will address changes that are expected in coming years.

Traditional records management has resulted in 5-10% of enterprise content being managed under policy. The remaining content is stored in non-obtrusive platforms, such as shared drives, email, SharePoint sites, wikis, etc. Something new is happening in records management that has nothing to do with specific features or functionality. Records Management 2.0 leverages new concepts, capabilities, and a viral platform (SharePoint) to achieve unobtrusive, transparent content governance and compliance and become the platform that provides organizations with the opportunity to manage 80-90% of enterprise content under policy. This is a paradigm shift for traditional CRMs and enterprises alike. It gives organizations the opportunity to establish a game-changing platform for content governance in a multi-repository context and enables records management to establish broader corporate relevance and value.

Doug will spin through his view of how we can grab hold of all this information and turn it around to productive advantage. Using results from a number of recent surveys carried out across the AIIM community, Doug will highlight the reported benefits and ROIs that confirm where the payback comes from investments in capture, content management, records management, mobile apps, and social business. If you need to make a business case for any of these applications, the answers are here – including how many organizations implemented SharePoint or social without ever making a business case!

This session is designed to give attendees a deep strategic dive into emergent collaboration.  I will look at three key concepts that organizations need to understand when developing their emergent collaboration strategies.  The first concept is an "Adaptive Emergent Collaboration Framework" that looks at the five key areas that organizations need to consider.  The second concept I will look at is a maturity model that will: help organizations understand where they are today; where they can be in the future; and what is required of them to get there.  Finally, I will look at the five stages of emergent collaboration and what organizations need to do to evolve beyond each stage.  These five stages will help attendees identify where their organizations are within the emergent collaboration spectrum.  Finally, these five stages will also be compared with an organization’s capabilities and business value to help identify a “strategic gap.”   Supporting data and information will be used from a survey that Chess Media Group conducted on the “State of Enterprise 2.0 Collaboration” as well as from countless interviews and discussions and several in-depth emergent collaboration case studies.

Will today's digitally created knowledge have meaning beyond our own human lifespans? How will generations in the future piece together our lives, worries, hopes, and dreams when so much of it exists only in bits and bytes? And as software increasingly runs the machinery, processors and sensors that monitor our public and commercial infrastructure, what are we doing to preserve and protect these essential electronic systems? Future-proofing? Digital preservation? What is our plan as content and information professionals to protect and preserve our digital heritage?

The new wave of smart mobile devices that's taking the industry by storm is doing far more than just making data and applications available anywhere. As new mobile platforms such as iOS and Android mature into enterprise-class offerings, they are introducing fundamentally new paradigms for how organizations work with and provide business solutions with computing devices. By taking advantage of brand new user experiences such as touch interfaces, a wealth of sensor data, and an endless stream of innovation from app stores; smart mobile is enabling entirely new types of applications that are highly usable, innovative, and more productive. CIOs this year are making an update of their application portfolios with mobile capabilities a top priority. This new focus on delivering capability "mobile first" is making legacy platforms "second class citizens." These new devices provide a stunning array of emerging capabilities well beyond traditional computing devices and can enable a fresh generation of outside-the-box solutions that drive higher business performance. The new features and capabilities of touch-based next-generation mobile is bringing augmented reality, facial recognition, high resolution 3D location, ambient collaboration, in-device real-time OCR, virtual video conferencing, data visualization, just-in-time business intelligence, and other sophisticated capabilities that can be employed for genuine competitive advantage for those that can adopt them effectively. The other big industry trend, social media, is also converging with smart mobility to enable a new generation of applications that are pervasively connected to co-workers, customers, and partners in the context of their work. This keynote session will explore how organizations understand the ramifications and get ahead of the new mobile revolution and truly go mobility-first.

What do Facebook, Wikipedia, eBay, and Craigslist have in common? They're all part of "Web 2.0," in which a website's material is supplied by its visitors. In this head-spinning talk,New York Times tech columnist David Pogue helps to make sense of the explosively expanding realm of Web 2.0 and social media. He'll advise both individuals and companies on how to exploit these live-wire technologies; supply some horrifying and hilarious real-world stories; and hint at the future, the pitfalls, and the rewards of these revolutionary new channels.

New York Times tech columnist David Pogue’s opinion of Twitter started out like most people’s. It might be “yet another Internet-based, ego-massaging time drain,” he wrote. But the more he sank his teeth into Twitter, the more the possibilities unfolded. It’s not a chat room, it’s not a microblog. It’s an altogether unique new channel, combining real-time, two-way public and private communications with no middleman to separate the high and mighty from the individual fan—or the company with its customers. In this funny, enlightening presentation, Pogue will describe his journey and share his insights on how Twitter’s power can be harnessed for the benefit of both individuals and institutions.

Cloud computing has spawned a new industry with many different technologies and applications including new approaches to document management, workflow, and storage not to mention new approaches to buying and managing software. These cloud technologies are more than evolutionary – they are challenging, and in some cases revolutionizing, the very roots of traditional document and records management. Add in the fact that we still have paper-based systems in place, existing legacy document/records management systems in place, and now cloud-based document/records management applications that dramatically extend the reach of a single person or corporation, and we are looking at the need to completely rethink how we do business.

This presentation will help the user understand cloud-collaboration technologies including document management, records management, preservation, legal, workflow, and storage. Mr. Porter-Roth will also review benefits and risks, as well at touch upon emerging governance issues. Because the cloud-collaboration technologies are changing rapidly, there is no clear strategy or road map that has emerged for adopting these technologies, but we will discuss what are the current options and trade-offs.

A "social enterprise" as an organization that is using social solutions broadly – for both its client-facing social conversations on Facebook or Twitter, for example – while also providing robust social collaboration functionality for its internal business users. Building a social enterprise is a daunting task. Besides choosing the correct solution set and deployment approach, what are the other risks? How will it affect regulatory compliance? Will your processes for ediscovery need to change? Are you interested in the benefits but concerned about the risk? This session is for you.

Face it, your organization is broken:  customers aren’t the focus they should be, processes are running amok because “that’s how we’ve always done it here”, your intranet is a ghost town and your colleagues all wonder why its easier to get things done on the Web, where no one manages anything, than at work where people get paid to manage.  Sound familiar?  Want to improve your workplace?  Then spend twenty minutes learning about the three simple, powerful, and proven keys to improving your organization through collaboration from Christian Finn, an 18 year veteran in helping organizations become more effective, engaged, and successful by unleashing the power of people.  Each principle will be illustrated by real world examples so you can get started when you get back to work.

Greg will discuss the necessity for project managers (PMs) and organizations to understand the impact of implementing a feature-rich technology such as SharePoint throughout their organizations. SharePoint implementations present challenges for PMs due to the need to address the complex organizational change elements, as well as the technical requirements. SharePoint provides organizations with hundreds of features out-of-the-box: from collaboration to enterprise content management, from document management to business intelligence. He will discuss how some State if California Departments have successfully improved their operations using SharePoint and project management techniques.

Greg will provide best practices that will increase the probability of success; offer recommendations on how to ensure the implementation is not only a technical success, but also an organizational victory; and discuss the key issues associated with SharePoint implementations.

Today’s business users demand simple, yet intuitive ways to access corporate content – anywhere, anytime.  Until recently, the user paradigm has been all about accessing content from web, mobile and desktop applications –and then initiating automated actions which help with the management and storage of content.  So what’s next? –Content-in-context, the power of bringing relevance, intelligence and insight to content.  Through communities, expertise location, and the ability to weave the fabric of social elements into the cloth that is analytics, governance, imaging/capture and last but not least case management – is what Social Content Management is all about.  The future is here,  join us in a discussion around how you can take your business to a whole new level – a social business level!

You might build it, but they will only come and play if they know about it and want to get in the game! Organizations spend a great deal of time and money building collaboration solutions, yet the participation rate can be very poor. This session will outline the pitfalls of poor strategy and planning, and most importantly the lack of user participation in a new collaboration initiative. The session will also outline emerging best practices that can be used to achieve a high level of user engagement for a collaboration implemetation. The presentation style will be interactive with audience teams working collaboratively (and competitively) in a facilitator-led workshop.

For three days you’ve learned ways to manage and share information in a social, local, and mobile era. In this final keynote, Atle will summarize lessons learned and provide you with a list of projects for transforming your organization. Learn how to document business benefits and establish projects for using content and social technologies to share knowledge and engage with customers; automate and optimize the flow of content associated with operational and administrative processes; and manage information throughout its lifecycle in order to minimize risks and comply with regulations.