New collaborative toolsets are emerging and existing toolsets are consolidating. Some of the information created through these toolsets will be records. Records and information management (RIM) specialists need to plan for these new record types . The objective of this presentation is to understand human and technology market trends and gain best practices to be ahead of the market. Upon completion of this Web seminar, participants will be able to: 1. Analyze market trends to be able to identify vendor hype 2. Recognize the unique, technology lifecycle resulting from collaborative technologies 3. Apply RIM processes to collaboration information Pre-Recorded Seminar: Monday, March 12, 2007 - Monday, March 19, 2007 (See http://www.arma.org/learningcenter/webseminars/index.cfm?EventID=WSCOLLABORATION)

1. Collaboration: New Challenges for Electronic Records Management Maurene Caplan Grey Founder, Principal Analyst Grey Consulting ARMA Web session On-demand viewing 12 – 16 March Q&A – 19 March 2007

4. Shared workspaces Email, IM, VoIP Social communities Source: “Baseline's Top 10 Projects in '06,” Baseline, March 2006 Top Ten for Business Spend 6.7% $2,479,000 10. Compliance tracking 11.9% $2,629,000 9. Business analytics 9.0% $2,975,000 8. Application performance management 27.5% $3,212,000 7. Desktop upgrades 7.1% $3,310,000 6. Supply chain management 9.5% $4,255,000 5. Collaboration 17.3% $5,177,000 4. Customer relationship management 14.7% $5,569,000 3. Data networking 6.0% $8,216,000 2. Outsourcing 16.3% $11,112,000 1. Voice-over-IP % of respondents Average spending Project

6. Market Trends Business Imperatives Customer service & support HR management & training Financial management Product development Operations & production … Technology Disrupters Digital distribution Social media Portability Software as a Service (SaaS) Open source …

7. Vendor Approaches: Microsoft unified communications SaaS Exchange email, calendaring Live Meeting IM, Web conferencing Product Exchange email, calendaring LCS* IM Web conferencing * Live Communications Server Voice Services Microsoft Ecosystem Office Suite, SharePoint, BizTalk, Project, Speech, Forms … Voice Services

8. Vendor Approaches: Adobe content creation and delivery Acrobat Connect (Web Conferencing) Macromedia Flash Web content creation Acrobat (. pdf content Creation) Adobe Acrobat Collaboration Web conferencing & central content library SaaS or Product

9. Vendor Approaches: EMC “where information lives” eRoom team room Authentica digital rights management TruArc records management Legato email archiving RSA data security Acartus print stream output Captiva Image capture Documentum document management EMC Documentum content management Bulldog Rich media

11. People Talk Human Communication Electronic Communication Human Collaboration Electronic Collaboration One-to-one, one-to-many Jointly create common goal and mutual value

12. People Create Information Human Communication Electronic Communication Human Collaboration Electronic Collaboration Data Repository Technologies: Email, IM, Web conferences, blogs, bulletin boards… Technologies: Chat, doc & appl sharing, wikis, white boarding, team rooms… One-to-one, one-to-many Jointly create common goal and mutual value Information of business value

13. Information Takes Form HTTP (Hypertext Transfer Protocol ) HTTP (Hypertext Transfer Protocol ) SMTP (Simple Mail Transport Protocol) USPS (US Post Office) Transport Team Room (anyone can participate) Team Room (internal access only) Email Letter Media Internet Web server Intranet Web server Email server File cabinet Resides (a resting place) DNS (Domain Naming Standard) DNS (Domain Naming Standard) SMTP Header (routing information, e.g., To:, From:) Name, Street, State Envelope (addressing information) Open Collaborative Closed Collaborative E-Communications Paper Category

14. Form Changes

16. Objectives Dichotomy: Applying RM to collaborative content Bridge the gap

19. Information Takes Form HTTP (Hypertext Transfer Protocol ) HTTP (Hypertext Transfer Protocol ) SMTP (Simple Mail Transport Protocol) USPS (US Post Office) Transport Team Room (anyone can participate) Team Room (internal access only) Email Letter Media Internet Web server Intranet Web server Email server File cabinet Resides (a resting place) DNS (Domain Naming Standard) DNS (Domain Naming Standard) SMTP Header (routing information, e.g., To:, From:) Name, Street, State Envelope (addressing information) Open Collaborative Closed Collaborative E-Communications Paper Category

21. Is This a Record?

22. Is This a Record?

23. Source: The One Million Masterpiece ( http:// www.millionmasterpiece.com ) Basin Artist: Qian Zhao Number: 407180 Location: Chapel Hill, US Is this a record?