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.

Learn about:

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.

Learn how to take control of your social business assets.

The SMG Practitioner course provides you with an excellent understanding of strategies, methods, and tools for managing content from social business applications, both inside the firewall and commercial/hosted applications.

This includes incorporating social business technologies into a governance framework, developing policies and procedures, identifying roles and responsibilities, and capturing and producing social content for litigation or as part of a records program.

Learn:

• How to define information governance in the age of social media
• Different governance considerations for internal vs. external social business tools and platforms
• Social media governance roles and responsibilities
• A framework for developing an effective social media policy
• Types of policy elements to include in a comprehensive social media policy
• Policy considerations for specific tools like Facebook, Twitter, and LinkedIn
• How to identify unofficial, rogue, and satirical social media accounts and how to address them
• How to capture social content as records
• How to produce social content in response to litigation or audit
• Social media and public records legislation
• Privacy and social media
• How to monitor and measure user activity and productivity
• How to monitor social media for brand awareness, competitive intelligence, and sentiment analysis
• Different types of social business applications including platforms, monitoring applications, and compliance applications
• Capabilities required for enterprise social business technologies

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

AIIM President John Mancini will discuss the future of information management through the prism of mobility. What does it mean for Enterprise IT? What does it mean for the individual knowledge worker? How will mobility transform your organization and the way you manage information?

Over the past five years, McKinsey has studied how enterprises use Web 2.0 technologies. These applications, enabled by mobile and cloud technologies, are beginning to create new gains that augment those generated by the earlier waves of IT adoption. Michael Chui, Senior Fellow at McKinsey Global Institute (MGI) will discuss their research describing the patterns of adoption and diffusion for the social Web in the enterprise, how measurable business value is being captured, key success factors for capturing value, and how these technologies will impact competition.

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.

Learn how Rabobank is a key player in the New Way of Working. Their new central building is a gigantic, flexible workplace where hierarchy and status has been put aside. The new workplace is all about providing the best way to interact and to get to information, transactions, and resources. 40,000 employees work on an infrastructure that is migrating from SharePoint 2007 to SharePoint 2010. Knowledge sharing and virtual collaboration are key in a company (a cooperative bank with 140 local banks) that has a decentralized structure. The system supports the local bank employees based on their role, context, and preferences. Combined with taxonomies and metadata, employees can efficiently search and find information they need. Employees are empowered to achieve excellence and can choose location, media, and device to get the job done.

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.

Even today, in the age of information technology and mobile ubiquity, many organizations encounter numerous forms and paper documents while on the go. Moreover, many of them continue to manually process these materials, spending considerable time and human resources. What some organizations don’t know is that mobile automation is the solution to the problem. In this presentation, Joe will share current industry research that points to mobile automation, the pros and cons of mobile applications and cloud solutions, and the opportunity for businesses to utilize mobile data capture in the paper-oriented world that we live in. Using real-world examples, the audience will learn the four steps of mobile automation and what it takes to fully integrate a mobile data and document capture system.

What direction do the content management solutions of the future need to take? Is there only one answer or will the future be a blend of approaches? This panel discussion - with participants representing traditional suite, open source, and cloud-based content management systems - will debate the future direction of content management. The discussion will focus upon the pros/cons of each approach with regards to the strategies of engage, process, and control. Questions from the audience will be strongly encouraged, though moderated to keep any vendor-specific questions from diverting the discussion.

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.

Despite continual moves towards electronic documents, paper still affects all business – checks, receipts, and business cards and are just some examples. These documents are being scanned today using cell phone cameras to transform business processes. More specialized documents are being captured by mobile workers, such as truck drivers who have to capture and process transportation documents.

There are approximately 18 million mobile workers in the US today; forecast to rise by 11% to over 20 million by 2018. These workers cover a range of industries and occupations from auditors to salesmen to tax examiners; from claims adjusters to medical workers to meter readers. All of them need to be integrated into today’s real-time business environments using mobile wireless broadband communications. At the same time they need to capture and process physical documents. The capabilities and power of smart mobile devices, cameras, and bandwidth continue to improve; expanding the range of capability and potential applications. We estimate that around $500m a year can be spent on technologies by 2015 to capture business-critical information using mobile devices.

This presentation will explore some of these opportunities, the technologies that we can employ; the successes and failures so far; and what we have learned and some new potentially dramatic opportunities to change the ways we interact with, capture, and process business information.

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.

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.

We have a problem – and it’s only getting worse. With 1.8 trillion gigabytes of information projected to be generated and stored this year alone, our enterprise technology is on a collision course to become utterly useless if something doesn’t fundamentally change.  The data being created is obnoxiously large, with IDC citing that “by 2020, IT departments worldwide will need to administer 10 times the number of servers–both virtual and physical–50 times the amount of data, and 75 times more files.”  Our software, infrastructure, and organizations are ill-prepared to manage this scale of data creation, let alone generate anything meaningful or useful with this amount of content being created and shared.
 
But this is about to transform. This session will highlight how the cloud, social capabilities, and a web of integrated applications are on the verge of creating a far more personalized technology experience for tomorrow’s workers, a world where an increase in data generates an increase in value and knowledge for organizations.

The biggest hype technology of the past several years has been the cloud. Like any new technology, there are realities and misconceptions behind the hype. This session will take experiences from trying to transition large organizations to the cloud and distill the realities facing organizations looking to make the move. The needs around security, control, accountability, and reliability will be discussed in the contexts of software-as-a-service (SaaS), infrastructure-as-a-service (IaaS), platform-as-a-service (PaaS), and the traditional data center. Finally, the organizational challenges in moving to the cloud will be addressed with tips on how to navigate around them.

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.

Understanding the current state of information management and the possible future state is imperative for any planning. Even more important is how to get there. The presentation will describe the process used and the practical implication and use of the maturity testing for a major world-wide telecom operator.

The demands of information management—and the pace with which they’re evolving—threaten to outstrip the capabilities of many IT organizations. In the face of these demands, the need to optimize infrastructure and to effectively align existing and new technologies has increased exponentially. In fact, the line between business optimization and infrastructure optimization has blurred. The lack of either compromises competitive strength. As if this were not pressure enough, smaller budgets and shorter ROI requirements leave very little margin for error. With the volume of information exploding, the more varied the content types and the more systems on which they reside, the more important unified information governance and visibility become. Organizations with an effective information governance strategy understand the business value and risk of their information, are able to maximize their current investments and optimize their key applications, consistently apply and enforce policies, and produce specific information when required. As organizations evaluate private, hybrid, and public cloud solutions, these same capabilities must still be considered. The information and its value and risk don’t change just because there are new places to put it. And, what’s the true gain if “the mess on the ground” just gets punted into the cloud? Organizations need to think holistically about information governance, infrastructure optimization, and business optimization to ensure that only information management and governance best practices float to the clouds.

 You hear “the cloud” everywhere – radio and TV commercials, technology and business magazines and websites, conversations with your boss and users to “just put it in the cloud,” etc. But what IS the cloud? We’ll set the baseline and dissect what the cloud is; it’s various components; and how those components interact with this new way of business.

The Cloud can be broken into four facets:

1. Software as a service
2. Infrastructure as a service
3. Development/test hosting
4. Cloud-based file systems

Each of these facets aligns with social, local, and mobile – and content management – in different ways.

Understanding the current state of information management and the possible future state is imperative for any planning. Even more important is how to get there. The presentation will describe the process used and the practical implication and use of the maturity testing for a major world-wide telecom operator.

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.

The relationship between Content and BPM has continued to evolve. The advances in information capture have made it possible to deliver actionable business information earlier and earlier in the business process, pushing back the envelope out to the Point of Origination, reducing processing cycle times and improving process performance. The ability to extract the information buried within business documents with increasing speed and accuracy enables Touchless Processing, delivering greater efficiency and consistency.  In order for the business benefits to be truly realized, this capability must transition from siloed deployments to a fully integrated, Enterprise Ready component of an organization's IT Infrastructure.

Taxonomy development often involves negotiating a standard shared vocabulary where there is dispute about which terms and structuring principles to use. The typical results are (a) protracted and expensive tail-chasing as drafts and versions are batted back and forth; (b) a reliance on subject matter experts to pronounce on authoritative terms (they may not agree among themselves); or (c) enclosure of the taxonomy development process to limit challenges from stakeholders on the decisions made. Discover a better way.

In this interactive conversation, you'll be introduced to the problem of jargon. How we all speak different languages and the “why didn’t you just say that before” syndrome. And that's not to mention the different levels of information and technical literacy that exists among employees. A volunteer Tweet Off to illustrate the jargon problem is next. People will tweet a word or phrase from their application that they always have to explain to users or IT to the hash tag #madesensetome (or similar). I will ask people to volunteer to explain the jargon to the group as others continue to tweet. The volunteer will need to use the explanation in a demo with me as the user. I will have primed the feed with a few suggestions so that we have starter words. Volunteers win a prize! I'll pass out mini-cards with tips for better communication between Information Managers, IT, and Users.

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.

Constellation predicts that the mobile apps market will be about 27B by 2015. Of the world's 1B mobile phones users, 27% are on smartphones. Constellation predicts that number to increase to 50% by 2013. 3B users are on SMS. Almost half of all searches are on mobile. Join Constellation's CEO, R "Ray" Wang to discover how mobile and location convergence will drive context in the future of apps as we move from transactions to engagement.

QR codes, those blocky squares of scannable content, are taking the market by storm. But did you know they’ve been around since 1994? Did you know that they can help drive sales, boost customer loyalty, and make your field workers much more efficient? This presentation helps you understand what QR codes are and what they can do for your business. Understand how to influence a customer’s point of decision with these free codes and content you already have. Billy covers QR code basics, gotchas, must-do’s, and offers a whole set of solution starters for participants to start using immediately. For technical audiences only, Billy also discusses how to create branded QR codes, automatic QR code generators, and APIs.

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.

In a world flooded by information and amidst a knowledge economy, does compliance really matter anymore?  Is it merely reduced to a cost of doing business? Is compliance a real driver for our content management efforts? This session will explore the realities of compliance, recordkeeping, and content management in a world driven by the need to take advantage of new technologies to stay competitive and litigation risk.

This session approaches how to solve business issues with ECM and BPM in today’s economic reality. Traditional ECM had been a “do everything at once” approach, but there is a better way forward. This would explain how case management fits into the overall BPM picture and how organizations can get quick wins by approaching their strategy in bite-sized chunks.

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.

Gartner predicts that 20% of workers will use social networks as their primary vehicle for business communications by 2014. With an overwhelming amount of electronically stored information (ESI) moving to the cloud and social networks, corporations need to take practical steps to protect themselves in the event of litigation. The Assistant General Counsel of KAYAK.com and eDiscovery attorney and Senior Manager of Litigation Technology from Goodwin Procter LLP will address the complexities of coming from a cloud based environment and how to create a repeatable and defensible eDiscovery response plan to minimize risk and lower litigation expense.

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.

New technologies often bring with them two related challenges: how to get people to use them and what to do with all the content created once people use them. In this interactive session, we will review different ways to automate legacy systems using social technologies and the reasons organizations should consider it. We will also discuss strategies for making those social and socially-enabled systems a part of the regular way of working.

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.

This session will look at the inter-relationship between content and process; mapping processes, analyzing content, developing standardized formats and templates targeting process improvement and automation. The audience will be presented with several process scenarios in which content clog can be assessed and removed. After the initial presentation, there will be an open audience discussion where attendees can share their observations and their own organizational clogged content challenges. Through this audience insight and participation, we will all gain a greater comprehension and suggestions for dealing with the interplay (or collision!) between content and process.

Paper is inefficient, slow, and a space hog. Most importantly, using paper as part of any business process slows it down; which annoys customers and costs you money. In this latest research from AIIM, discover how organizations are moving business processes away from paper and keeping them entirely digital, using not only PCs, but tablets and smart phones. Are you missing out on the process revolution? Find out how organizations are keeping paper out of the business by heading it off at the door.

There is a dark secret shared by almost every company: they keep electronic content forever. Over the past 10 years, storage became less expensive; the fear of wrongful deletion (spoliation) kept lawyers on edge; and classifying information for disposition purposes was manual and expensive. Yet, today through a combination of technology, operations, and defensible methodologies; organizations CAN begin to auto-classify their legacy content – identifying critical content for preservation and disposing the irrelevant clutter. You will learn the technology and legal aspects of creating a process to effectively manage information throughout its lifecycle.

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.

What factors need to be considered for social media content to be treated as records by an organization? The business and legal values of content created on social media will be outlined, as will various approaches for capturing this content. The critical considerations of the social media technology will be presented; addressing content stored both inside and outside of an organization's firewall. To conclude, policies are critical in the management of social media and the required elements will be outlined.

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.

 

These are exciting times for information professionals and our industry. Join us for a spectacular look forward at great opportunities and growth for both you and your organization.