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 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.

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.

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.

Information governance has become the new corporate buzzword for gaining control over wayward information assets and processes, including SharePoint repositories, official records, emails, and social media. However, many enterprises don’t really understand what governance is, much less what is involved with turning the idea of governance into an actionable plan. Priscilla will moderate this discussion between an experienced panel of users, consultants, and service providers who will provide their perspectives on what information governance is; what approaches are working in their organizations or with their clients; and what mistakes have been made that you should avoid - especially things that just don't work. This will not just be a technology discussion but will focus on the processes, project, people, and change management issues that need to be addressed as part of this effort. Questions will not only be accepted from the audience but we will challenge our respective Twitter and/or Linkedin, etc. followers to add to the mix before and during the session.

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.

Eighty percent of your corporate knowledge still resides on network shared drives. The good stuff is intermingled with old, trivial, and useless etrash. Most of it cannot or should not be captured in an enterprise content and records management (ECRM) system. As long as it is there, it is costly to manage, produce, and search through. This presentation will show you what you can do to take out the garbage, put things in their proper place, and move the remaining good content into a new organized folder structure or, more importantly, to an ECRM. We will draw from real-life experience of federal agencies and fortune 100 companies who are in the process of transforming their shared drives.

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.

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!

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.

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.

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.

This session will present the challenges encountered and some working solutions to a key requirement of digital preservation—ongoing data integrity of the archive. The solutions were developed cooperatively by two vendors in conjunction with The Church of Jesus Christ of Latter-day Saints. State-of-the-art tape in-drive data validation plays a key role in ensuring ongoing data integrity along with fixity checking from the point of file creation through ingest into the preservation system.

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.

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.