From the MER Conference 2012
Speaker: Bruce Miller
The first Electronic Recordkeeping software emerged in 1991.
The US DoD 5015.2 standard has been in place since 1997, and is now undergoing its third major revision.
Some 60+ product certifications against the standard have been granted to date.
Today approximately 20 different products remain certified. These products continue to be sold around the world.
Yet successful deployment is nowhere near expectations.
Hear Bruce's unique perspective as he reviews the successes and frustrations of the very technology he invented and has evangelized for two decades.
In this session, learn:
- Why we have failed to realize the promise of ERM software,
- What went wrong,
- What have we achieved,
- Where have we failed to meet expectations,
- Why do we still seem unable to make it work, and
- Where we are now.
Bruce will make the case that in order to achieve the adoption rates we expect, change will have to come from all four stakeholder groups:
- RIM practitioners,
- Software vendors,
- IT managers, and
- Business leadership.
Hear Bruce's compelling vision for a way-forward roadmap for a more successful electronic recordkeeping future.
Smarter Computing: Expert Integrated SystemIBM Danmark
IBM PureSystems provide expert integrated systems with built-in expertise. The systems combine the flexibility of general purpose systems, the elasticity of cloud computing, and the simplicity of appliances. The PureApplication System is a new addition that combines virtualized workloads with scalable infrastructure in configurations ranging from 96 cores and 1.5 TB of RAM up to 608 cores and 9.7 TB of RAM.
Maples provides IT infrastructure management services and has over 500 IT professionals supporting clients globally. It focuses on services from desktops to mainframes, including consulting, training, data center management, and technical support. Maples has a unique training and deployment model called ELTP to rapidly develop entry-level technical professionals to meet client needs.
Lotus domino consolidation to linux on system zsystemz
IBM successfully migrated over 120 Domino application servers and 60,000 mail users to Linux on IBM System z mainframes. This consolidation is expected to substantially reduce costs from lower energy usage, reduced software and hardware maintenance, and less floor space usage. The migration involved setting up Linux guests, installing Domino software, and moving entire servers to the new virtualized environment with minimal disruption.
Natasja Paulssen S A P M D M And E S O A At PhilipsSOA Symposium
This document discusses how master data management (MDM) enables extended service-oriented architecture (eSOA). It provides an overview of the MDM SPOT solution design at Philips, which uses MDM to manage product content from various systems and syndicate XML content to other applications. The speaker, John Wenmakers, then explains that MDM is a prerequisite for eSOA by freeing the flow of information and acting as a central repository. He concludes by discussing lessons learned with MDM and taking questions.
The document discusses IBM's XIV storage system as a solution for tier 1 enterprise applications. It provides an overview of the challenges facing tier 1 storage, including supporting mixed virtualized workloads, high performance I/O, simplicity, scalability, and evolving to private cloud. The IBM XIV is designed to address these challenges through its architecture, performance, ease of use, scalability, and data efficiency. Case studies show how large financial, wholesale, and consumer firms have deployed the XIV successfully for mission critical applications. The future outlook is that IBM is well positioned but will face challenges from competitors improving their scale-out block storage solutions.
En esta presentación analizamos varias herramientas de administración disponibles en Microsoft para mejorar nuestra infraestructura.
Ing. Eduardo Castro Martinez, PhD
Microsoft SQL Server MVP
http://ecastrom.blogspot.com
http://mswindowscr.org
http://comunidadwindows.org
Customer Success - A Public Order Enforcement Government Agency in Asia-PacificBloombase
This document summarizes how Bloombase Spitfire data security solutions helped a law enforcement agency in Asia-Pacific encrypt over 8 terabytes of highly sensitive operational data stored in an EMC storage system. The Bloombase solutions provided transparent encryption of database files and backup archives, enabled easy key rotation to comply with privacy standards, and improved access to the critical inventory system without changing applications or workflows.
EMC SAN provides benefits such as high availability and manageability, improved application performance through dedicated storage networks, fast scalability through centralized storage, and better data replication and recovery options. Case studies show that EMC SAN solutions can help businesses reduce costs through storage consolidation, improve business continuity through centralized data management, and increase business flexibility to support growth. EMC SAN migration services help ensure business impact through detailed planning and elimination of downtime during implementation.
Smarter Computing: Expert Integrated SystemIBM Danmark
IBM PureSystems provide expert integrated systems with built-in expertise. The systems combine the flexibility of general purpose systems, the elasticity of cloud computing, and the simplicity of appliances. The PureApplication System is a new addition that combines virtualized workloads with scalable infrastructure in configurations ranging from 96 cores and 1.5 TB of RAM up to 608 cores and 9.7 TB of RAM.
Maples provides IT infrastructure management services and has over 500 IT professionals supporting clients globally. It focuses on services from desktops to mainframes, including consulting, training, data center management, and technical support. Maples has a unique training and deployment model called ELTP to rapidly develop entry-level technical professionals to meet client needs.
Lotus domino consolidation to linux on system zsystemz
IBM successfully migrated over 120 Domino application servers and 60,000 mail users to Linux on IBM System z mainframes. This consolidation is expected to substantially reduce costs from lower energy usage, reduced software and hardware maintenance, and less floor space usage. The migration involved setting up Linux guests, installing Domino software, and moving entire servers to the new virtualized environment with minimal disruption.
Natasja Paulssen S A P M D M And E S O A At PhilipsSOA Symposium
This document discusses how master data management (MDM) enables extended service-oriented architecture (eSOA). It provides an overview of the MDM SPOT solution design at Philips, which uses MDM to manage product content from various systems and syndicate XML content to other applications. The speaker, John Wenmakers, then explains that MDM is a prerequisite for eSOA by freeing the flow of information and acting as a central repository. He concludes by discussing lessons learned with MDM and taking questions.
The document discusses IBM's XIV storage system as a solution for tier 1 enterprise applications. It provides an overview of the challenges facing tier 1 storage, including supporting mixed virtualized workloads, high performance I/O, simplicity, scalability, and evolving to private cloud. The IBM XIV is designed to address these challenges through its architecture, performance, ease of use, scalability, and data efficiency. Case studies show how large financial, wholesale, and consumer firms have deployed the XIV successfully for mission critical applications. The future outlook is that IBM is well positioned but will face challenges from competitors improving their scale-out block storage solutions.
En esta presentación analizamos varias herramientas de administración disponibles en Microsoft para mejorar nuestra infraestructura.
Ing. Eduardo Castro Martinez, PhD
Microsoft SQL Server MVP
http://ecastrom.blogspot.com
http://mswindowscr.org
http://comunidadwindows.org
Customer Success - A Public Order Enforcement Government Agency in Asia-PacificBloombase
This document summarizes how Bloombase Spitfire data security solutions helped a law enforcement agency in Asia-Pacific encrypt over 8 terabytes of highly sensitive operational data stored in an EMC storage system. The Bloombase solutions provided transparent encryption of database files and backup archives, enabled easy key rotation to comply with privacy standards, and improved access to the critical inventory system without changing applications or workflows.
EMC SAN provides benefits such as high availability and manageability, improved application performance through dedicated storage networks, fast scalability through centralized storage, and better data replication and recovery options. Case studies show that EMC SAN solutions can help businesses reduce costs through storage consolidation, improve business continuity through centralized data management, and increase business flexibility to support growth. EMC SAN migration services help ensure business impact through detailed planning and elimination of downtime during implementation.
This document provides an instructor's guide for IBM Tivoli Storage Manager 5.4 Implementation and Administration, Part One training. It includes notes on course components, classroom setup instructions, timing guidelines, suggestions for delivery, and information on student exercises. The guide is intended to help instructors successfully deliver the course material and provides important context for the course objectives, prerequisites, and recommended demonstrations.
The document discusses Oracle's strategy for its applications portfolio. It outlines Oracle's focus on maintaining strong functionality across existing products with easy upgrades to new releases. It also discusses Oracle Fusion Applications which can be implemented modularly and integrated with other applications. The document highlights Oracle's emphasis on specialized and industry-specific applications with integrated business applications on a common technology infrastructure. It provides timelines showing the evolution and releases of Oracle's various business applications from 2006 to the present.
Spring UserNet Program Guide Webcasts 2009Ranjun Chauhan
This document provides the schedule and descriptions for a series of 10 regional webcast sessions on IBM ECM solutions from July 13 to August 21, 2009. Over 50 sessions are listed covering topics like records management, business process management, compliance, discovery, content management, and system administration best practices. The sessions are meant to represent all the breakout sessions from recent IBM UserNet events.
COMOS Operations provides integrated plant engineering and operations software for efficient plant management. It allows for consistent data sharing between engineering and operations teams through an integrated database. This eliminates redundant information and improves communication. The software provides transparency down to individual components and ensures all teams have access to the latest consistent data across the entire lifecycle of the plant.
Enterprise content management (ECM) provides financial institutions opportunities to gain greater efficiency and regulatory compliance by better managing their vast amounts of documents and content. ECM solutions allow institutions to capture, store, classify, and securely access documents from any location. This streamlines workflows and improves customer service while reducing costs. Key areas that benefit include back-office processes, legal departments, and customer service. Financial institutions should aim to protect document integrity, provide easy access to authorized users, and eliminate duplicate documents with ECM.
The document discusses a large technology conference with over 4,000 attendees. It was held simultaneously across 14 sessions halls over 75 minutes. The conference covered a variety of topics related to evolving operations management in order to address diverse needs. It featured many sessions focused on practical scenarios rather than just new features, such as deployment, migration, troubleshooting.
VMware View 4 is designed to deliver desktops as a managed service. It provides freedom for end users through delivering desktops, applications, profiles and data tied to a user's identity rather than a specific device. This allows anytime, anywhere access from any device. For IT, View 4 offers control through centralized management of desktops and data in the datacenter. It simplifies desktop management. View 4 is built on VMware's proven virtualization platform to deliver a superior user experience, simplify management, and standardize the platform. It reduces total cost of ownership for desktops by up to 50% through lower hardware and storage costs and concurrent user pricing models.
The document discusses disaster recovery for mission critical applications. It notes challenges in ensuring application availability with data growth and budget pressures, while meeting regulatory requirements. It discusses using replication, snapshots, and continuous data protection to reduce recovery point objectives (RPO) from hours to minutes or less. EMC provides integrated solutions using technologies like Data Domain, Avamar, RecoverPoint, and VPlex to automate backup, replication, and recovery for applications.
This document discusses Documentum xCP and its applications for big data. It begins by introducing Anthony Ng and Huang Xianchun as the authors. The rest of the document discusses how xCP can be used to ingest, analyze, and act on big data from various sources. It provides examples of using big data for applications in various industries like banking, insurance, retail, manufacturing, and utilities. It also outlines EMC's big data stack and how xCP fits within it to enable collaborative, real-time analysis of both structured and unstructured data at petabyte scale.
MIB Solutions Co., Ltd. is an IBM Advanced Business Partner focused on solutions and services including IBM products, world class system and network management, and IT infrastructure. The presentation agenda includes introductions to MIB and Maximo, the maintenance iceberg concept, and the Maximo solution. MIB provides consulting, sales, implementation, installation, customization, outsourcing and support services for solutions such as IBM Tivoli Maximo asset management, IBM Tivoli Tririga real estate management, and other products.
Role of Business Process Automation in FDA Regulated Industriesnageshnama
The document discusses business process management (BPM) in regulated life sciences industries. It explains that BPM can help identify inefficiencies in processes, establish automation scenarios, and achieve enhanced visibility, control, and optimization of processes. BPM applications should be compliant with all applicable regulations and focus on easing the user's burden rather than conforming the business process to the application. The document also provides examples of how BPM has been implemented for project lifecycle management, laboratory spreadsheet management, document management, validation lifecycle management, and NDA submissions.
Using NPS with HubSpot - Kalamazoo HUGS Feb 27, 2014Thomas M Schwab
Inbound is about making marketing people love, but how can you measure it. NPS (Net Promter Score) is a proven system that can be easily tracked using HubSpot. Using workflows you can systematically take action on the information.
ROI on Learning and Development _long_dec_6_2007Ricky Kujawa
This document provides an introduction to return on investment (ROI) analysis for training and development programs. It discusses two common models for evaluating training effectiveness - the Kirkpatrick and Phillips models - and compares their levels of evaluation. The document also provides examples of evaluation targets and ROI figures obtained by other organizations. It then discusses how to measure intangible benefits, leverage advantages from intangibles, and provides a sample implementation plan and reporting structure for conducting an ROI analysis.
1) The document discusses different types of customer loyalty and how to measure it. There are four main types of loyalty discussed: contractual, transactional, functional, and emotional.
2) Customer satisfaction alone does not ensure loyalty. Satisfied customers may not purchase more or stay loyal over time. True loyalty provides economic value through factors like increased spending, lower costs, and referrals.
3) To properly measure loyalty, companies must define it in terms of specific desired business outcomes and economic value. Loyalty measurement requires looking at multiple factors together, not just satisfaction alone. Combining evidence of emotional loyalty with functional, transactional, or contractual elements provides the best picture of true customer loyalty.
The training manual provides guidance for a 10-day Training of Trainers (ToT) program with the objectives of building the capacity of participants to develop, organize, and facilitate training courses for Dhaka Mass Transit Company Ltd. The ToT covers topics such as training needs assessment, adult learning principles, communication skills, training methods, and evaluation techniques through participatory learning methods. The manual includes detailed lesson plans, materials, and schedules to equip participants with the skills and knowledge to become trainers for DMTCL.
This document provides an overview of a presentation on gamification and loyalty by Marigo Raftopoulos. The presentation discusses how gamification can be used to design customer experiences and loyalty programs. It notes that customers are increasingly bored, disengaged, and uninspired by traditional loyalty programs. The presentation then covers how game elements and game thinking can be used to better engage customers. It provides examples of gamification from companies like Nike, Starbucks, Jay-Z, and Expedia. The presentation also discusses future opportunities with technologies like augmented reality and virtual reality. It concludes by offering 10 key steps for implementing gamification, focusing on being courageous, curious, creative, and putting customers first.
The document proposes a customer loyalty program for Chevrolet car services in India. It outlines objectives to gain customer satisfaction, loyalty through quality after-sales service. The program would allow customers to customize their car's appearance without affecting warranty. Key elements discussed include types of loyalty programs, ensuring customer loyalty through design, operations, technology, and addressing common questions about loyalty programs and their advantages in encouraging repeat purchases and disadvantages like financial costs.
Everyone has a creative potential! Yes that's right. We all have the innate capacity for creative activity. ZaVue Solutions deals with providing novel business ideas and an opportunity to do online writing to earn a good amount in your lives.
Website: http://zavuesolutions.com/
Like and share our Facebook page to get updates;
https://www.facebook.com/zavuesolutions/
Loyalty Program Management System for RetailScienceSoft
The document describes a loyalty program management system for retailers. It includes capabilities for maximizing customer engagement, improving retention, personalizing communications, and analyzing customer behavior. The solution integrates CRM, a customer portal, mobile app, and analytics to provide a comprehensive loyalty program that segment customers, offers rewards, and gains insights from customer data.
This document summarizes key points from a book about building customer loyalty. Chapter 1 discusses why customer loyalty is important for businesses today, noting that loyal customers are worth more and it is more expensive to acquire new customers than retain existing ones. It also outlines rewards for providing great customer service like increased spending and penalties for poor service like lost customers. Chapter 2 explains that shared values are more important than engagement for building brand loyalty, and that customers are loyal to beliefs and causes rather than just businesses. It provides examples of brands that have cultivated loyalty by taking strong stances on issues.
Customer satisfaction is important for businesses. It involves meeting or exceeding customer expectations to gain loyalty. Some key aspects of customer satisfaction include being prompt in responses, fixing problems quickly without delay, communicating effectively with passion and empathy, and going above and beyond to delight customers. Maintaining high customer satisfaction requires focus, urgency and a positive attitude from employees.
This document provides an instructor's guide for IBM Tivoli Storage Manager 5.4 Implementation and Administration, Part One training. It includes notes on course components, classroom setup instructions, timing guidelines, suggestions for delivery, and information on student exercises. The guide is intended to help instructors successfully deliver the course material and provides important context for the course objectives, prerequisites, and recommended demonstrations.
The document discusses Oracle's strategy for its applications portfolio. It outlines Oracle's focus on maintaining strong functionality across existing products with easy upgrades to new releases. It also discusses Oracle Fusion Applications which can be implemented modularly and integrated with other applications. The document highlights Oracle's emphasis on specialized and industry-specific applications with integrated business applications on a common technology infrastructure. It provides timelines showing the evolution and releases of Oracle's various business applications from 2006 to the present.
Spring UserNet Program Guide Webcasts 2009Ranjun Chauhan
This document provides the schedule and descriptions for a series of 10 regional webcast sessions on IBM ECM solutions from July 13 to August 21, 2009. Over 50 sessions are listed covering topics like records management, business process management, compliance, discovery, content management, and system administration best practices. The sessions are meant to represent all the breakout sessions from recent IBM UserNet events.
COMOS Operations provides integrated plant engineering and operations software for efficient plant management. It allows for consistent data sharing between engineering and operations teams through an integrated database. This eliminates redundant information and improves communication. The software provides transparency down to individual components and ensures all teams have access to the latest consistent data across the entire lifecycle of the plant.
Enterprise content management (ECM) provides financial institutions opportunities to gain greater efficiency and regulatory compliance by better managing their vast amounts of documents and content. ECM solutions allow institutions to capture, store, classify, and securely access documents from any location. This streamlines workflows and improves customer service while reducing costs. Key areas that benefit include back-office processes, legal departments, and customer service. Financial institutions should aim to protect document integrity, provide easy access to authorized users, and eliminate duplicate documents with ECM.
The document discusses a large technology conference with over 4,000 attendees. It was held simultaneously across 14 sessions halls over 75 minutes. The conference covered a variety of topics related to evolving operations management in order to address diverse needs. It featured many sessions focused on practical scenarios rather than just new features, such as deployment, migration, troubleshooting.
VMware View 4 is designed to deliver desktops as a managed service. It provides freedom for end users through delivering desktops, applications, profiles and data tied to a user's identity rather than a specific device. This allows anytime, anywhere access from any device. For IT, View 4 offers control through centralized management of desktops and data in the datacenter. It simplifies desktop management. View 4 is built on VMware's proven virtualization platform to deliver a superior user experience, simplify management, and standardize the platform. It reduces total cost of ownership for desktops by up to 50% through lower hardware and storage costs and concurrent user pricing models.
The document discusses disaster recovery for mission critical applications. It notes challenges in ensuring application availability with data growth and budget pressures, while meeting regulatory requirements. It discusses using replication, snapshots, and continuous data protection to reduce recovery point objectives (RPO) from hours to minutes or less. EMC provides integrated solutions using technologies like Data Domain, Avamar, RecoverPoint, and VPlex to automate backup, replication, and recovery for applications.
This document discusses Documentum xCP and its applications for big data. It begins by introducing Anthony Ng and Huang Xianchun as the authors. The rest of the document discusses how xCP can be used to ingest, analyze, and act on big data from various sources. It provides examples of using big data for applications in various industries like banking, insurance, retail, manufacturing, and utilities. It also outlines EMC's big data stack and how xCP fits within it to enable collaborative, real-time analysis of both structured and unstructured data at petabyte scale.
MIB Solutions Co., Ltd. is an IBM Advanced Business Partner focused on solutions and services including IBM products, world class system and network management, and IT infrastructure. The presentation agenda includes introductions to MIB and Maximo, the maintenance iceberg concept, and the Maximo solution. MIB provides consulting, sales, implementation, installation, customization, outsourcing and support services for solutions such as IBM Tivoli Maximo asset management, IBM Tivoli Tririga real estate management, and other products.
Role of Business Process Automation in FDA Regulated Industriesnageshnama
The document discusses business process management (BPM) in regulated life sciences industries. It explains that BPM can help identify inefficiencies in processes, establish automation scenarios, and achieve enhanced visibility, control, and optimization of processes. BPM applications should be compliant with all applicable regulations and focus on easing the user's burden rather than conforming the business process to the application. The document also provides examples of how BPM has been implemented for project lifecycle management, laboratory spreadsheet management, document management, validation lifecycle management, and NDA submissions.
Using NPS with HubSpot - Kalamazoo HUGS Feb 27, 2014Thomas M Schwab
Inbound is about making marketing people love, but how can you measure it. NPS (Net Promter Score) is a proven system that can be easily tracked using HubSpot. Using workflows you can systematically take action on the information.
ROI on Learning and Development _long_dec_6_2007Ricky Kujawa
This document provides an introduction to return on investment (ROI) analysis for training and development programs. It discusses two common models for evaluating training effectiveness - the Kirkpatrick and Phillips models - and compares their levels of evaluation. The document also provides examples of evaluation targets and ROI figures obtained by other organizations. It then discusses how to measure intangible benefits, leverage advantages from intangibles, and provides a sample implementation plan and reporting structure for conducting an ROI analysis.
1) The document discusses different types of customer loyalty and how to measure it. There are four main types of loyalty discussed: contractual, transactional, functional, and emotional.
2) Customer satisfaction alone does not ensure loyalty. Satisfied customers may not purchase more or stay loyal over time. True loyalty provides economic value through factors like increased spending, lower costs, and referrals.
3) To properly measure loyalty, companies must define it in terms of specific desired business outcomes and economic value. Loyalty measurement requires looking at multiple factors together, not just satisfaction alone. Combining evidence of emotional loyalty with functional, transactional, or contractual elements provides the best picture of true customer loyalty.
The training manual provides guidance for a 10-day Training of Trainers (ToT) program with the objectives of building the capacity of participants to develop, organize, and facilitate training courses for Dhaka Mass Transit Company Ltd. The ToT covers topics such as training needs assessment, adult learning principles, communication skills, training methods, and evaluation techniques through participatory learning methods. The manual includes detailed lesson plans, materials, and schedules to equip participants with the skills and knowledge to become trainers for DMTCL.
This document provides an overview of a presentation on gamification and loyalty by Marigo Raftopoulos. The presentation discusses how gamification can be used to design customer experiences and loyalty programs. It notes that customers are increasingly bored, disengaged, and uninspired by traditional loyalty programs. The presentation then covers how game elements and game thinking can be used to better engage customers. It provides examples of gamification from companies like Nike, Starbucks, Jay-Z, and Expedia. The presentation also discusses future opportunities with technologies like augmented reality and virtual reality. It concludes by offering 10 key steps for implementing gamification, focusing on being courageous, curious, creative, and putting customers first.
The document proposes a customer loyalty program for Chevrolet car services in India. It outlines objectives to gain customer satisfaction, loyalty through quality after-sales service. The program would allow customers to customize their car's appearance without affecting warranty. Key elements discussed include types of loyalty programs, ensuring customer loyalty through design, operations, technology, and addressing common questions about loyalty programs and their advantages in encouraging repeat purchases and disadvantages like financial costs.
Everyone has a creative potential! Yes that's right. We all have the innate capacity for creative activity. ZaVue Solutions deals with providing novel business ideas and an opportunity to do online writing to earn a good amount in your lives.
Website: http://zavuesolutions.com/
Like and share our Facebook page to get updates;
https://www.facebook.com/zavuesolutions/
Loyalty Program Management System for RetailScienceSoft
The document describes a loyalty program management system for retailers. It includes capabilities for maximizing customer engagement, improving retention, personalizing communications, and analyzing customer behavior. The solution integrates CRM, a customer portal, mobile app, and analytics to provide a comprehensive loyalty program that segment customers, offers rewards, and gains insights from customer data.
This document summarizes key points from a book about building customer loyalty. Chapter 1 discusses why customer loyalty is important for businesses today, noting that loyal customers are worth more and it is more expensive to acquire new customers than retain existing ones. It also outlines rewards for providing great customer service like increased spending and penalties for poor service like lost customers. Chapter 2 explains that shared values are more important than engagement for building brand loyalty, and that customers are loyal to beliefs and causes rather than just businesses. It provides examples of brands that have cultivated loyalty by taking strong stances on issues.
Customer satisfaction is important for businesses. It involves meeting or exceeding customer expectations to gain loyalty. Some key aspects of customer satisfaction include being prompt in responses, fixing problems quickly without delay, communicating effectively with passion and empathy, and going above and beyond to delight customers. Maintaining high customer satisfaction requires focus, urgency and a positive attitude from employees.
How to launch a customer loyalty program that boosts your bottom lineDarren DeMatas, MBA
The document discusses reasons for businesses to implement customer loyalty programs and tips for launching a loyalty program. It notes that there are over 3 billion loyalty program memberships in the US, with more than 71% of households earning $100,000 or more enrolled in a program. Successful loyalty programs are focused on customer engagement and retention rather than just transaction-based rewards, and increasing customer retention rates by 5% can increase profits by 95%. The document provides examples of different types of loyalty programs and gives 11 tips for launching a simple, easy-to-use program focused on customer needs rather than corporate goals.
High customer loyalty is one of the most important indicators of good performing companies. Since customer satisfaction is directly linked to customer loyalty it is evident`that measuring customer satisfaction without taking customer loyalty into account and vice versa would be misleading.
John Newton, co-founder of Documentum and Alfresco, discusses how open source is changing enterprise content management (ECM). He argues that ECM traditionally costs too much, is difficult to use, and does not scale well. However, open source is now driving innovation in ECM by simplifying use, improving scalability, and standardizing functionality. Alfresco provides an open source ECM platform that addresses these issues through modularity, rules-based automation, and distributed architectures.
SharePoint Saturday DC by ImageTech Systems - David StrockJeff Shuey
ImageTech Systems is an electronic document management systems integrator focused on enterprise content management solutions using the Microsoft SharePoint platform. They provide services related to document imaging, data capture, workflow automation, integration with legacy systems, and e-forms. Their solutions are designed to address challenges with proprietary ECM vendors by providing easier adoption and lower costs through leveraging SharePoint.
EMC Documentum and Captiva provide enterprise content management (ECM) solutions. ECM involves creating, managing, storing, and delivering organizational content and documents. Documentum is an ECM platform that provides a unified repository and services for managing all content types. Captiva provides intelligent capture capabilities to extract data from documents and validate/classify content. Together, they allow organizations to manage the entire content lifecycle from capture to long-term preservation.
Webinar: How to get started on a Software Asset Management programFlexera
How to get started on a Software Asset Management program
Link to see the recorded webinar:
http://learn.flexerasoftware.com/content/ELO-WBNR-Get-Started-Optimized-SAM
The document provides tips for technical recruiters, including essential skills like understanding technologies, sourcing skills, market knowledge, and sales/negotiation skills. It discusses understanding different software technologies, roles in organizations, what ERP is, top ERP products, participants in ERP implementations, and an overview of Oracle Applications.
The document discusses database change management (DCM) and how it has evolved from manual processes to automated tools. Early automation tools focused on comparing and synchronizing environments but did not fully address source control management concepts. Next-generation DCM aims to follow SCM principles, enforce disciplined processes, and manage the full development lifecycle, including linking to traditional SCM systems. DCM provides benefits like policy enforcement, auditability, and risk avoidance for database changes.
Cast Iron Overview Webinar 6.13.12 Final(Jb)Carolyn Crowe
The document discusses the value of IBM Cast Iron for simplifying integration between cloud applications and on-premise systems. It highlights how Cast Iron reduces complexity, resources, and time compared to traditional integration solutions by providing preconfigured integration templates. The presentation then provides an overview of Cast Iron capabilities and architecture. It also shares customer examples where Cast Iron helped integrate cloud applications like Salesforce and Oracle with on-premise systems in as little as 4 days.
This document advertises and provides details about the IBM Information On Demand 2009 conference happening October 25-29 in Las Vegas. It outlines the extensive ECM (Enterprise Content Management)-focused session and content tracks, hands-on labs, networking opportunities, and keynotes from IBM executives and partners. Attendees can save money by registering early or using travel and training discounts. The event aims to help business and IT professionals achieve smarter outcomes through IBM's software, hardware, and services.
The document discusses EMC and Microsoft's integrated backup solution with deduplication. It highlights key capabilities like end-to-end support for Microsoft platforms, the evolution from tape-based to disk-based backup using deduplication, and integration with products like Microsoft DPM and EMC NetWorker. Deduplication is shown to dramatically reduce storage needs by eliminating redundant data.
This document discusses using MKS Integrity and the MKS-CM Connector with Model Management to provide application lifecycle management for CA 2E and CA Plex software development. It describes challenges with managing objects across multiple platforms and the benefits of an integrated ALM solution. The presentation covers how the MKS-CM Connector integrates CA Plex models into the change management process and allows checking out objects from the Plex model. It demonstrates typical development workflows and new features in CA Plex 6.1 that extend ALM capabilities.
The document introduces the Object Management Group (OMG) and their Business Process Management (BPM) specifications. OMG is a consortium of vendors and users that creates open integration standards. Their BPM specifications aim to provide standardized ways to define, manage and optimize business processes. The BPM market is growing significantly as companies look to streamline processes and integrate applications and services.
The document is a presentation about IBM Cast Iron, a cloud integration platform. It discusses how Cast Iron provides a simpler approach to integrating cloud applications compared to traditional integration solutions, which often require extensive custom coding, complex software, and specialized resources. The presentation provides an overview of Cast Iron's capabilities and template-driven approach. It also shares examples of customers who were able to integrate cloud applications like Salesforce and Oracle using Cast Iron in as little as 4-29 days.
Miria Systems and Datacap Consultant Sean Patrick Scott presented on migrating from IBM FileNet Capture to Datacap. The presentation covered an overview of Miria Systems and Datacap, the key differences between FileNet Capture and Datacap, a demonstration of Datacap's capabilities, and next steps for a quick start solution. The audience was invited to two upcoming webinars on upgrading Datacap and utilizing it for specific applications. Contact information was provided for follow up questions.
This document discusses the evolving roles of ERP (Enterprise Resource Planning) and PLM (Product Lifecycle Management) systems and how their integration has become more important. While ERP focuses on execution and PLM focuses on innovation, the lines between them have blurred as PLM has expanded into more enterprise processes. The roles of each system have remained the same, with ERP managing business execution and PLM managing product innovation and development, but their integration has evolved significantly. Manufacturers can take an evolutionary approach to achieve an integrated ecosystem that spans the entire product lifecycle from innovation to execution.
Verifying Architectural Design Rules of a Flight Software Product LineDharmalingam Ganesan
This document discusses verifying architectural design rules of the Core Flight Software (CFS) product line. [1] It provides background on the CFS, which is a reusable flight software environment developed by NASA. [2] The analysis used tools to check that the CFS implementation follows documented rules regarding dependencies, decomposition, redundancy, and preprocessor usage. [3] It found some minor violations but concluded the CFS team performs rigorous design and code reviews.
The document discusses XML Metadata Interchange (XMI) which uses XML to transfer metadata and model information between tools and repositories. XMI allows the interchange of any metadata based on the Meta-Object Facility (MOF) standard, including UML models and the Common Warehouse Metamodel (CWM). It defines XML document type definitions (DTDs) for validating metadata streams.
This presentation discusses how combining a Business Rule Management System (BRMS) with Business Process Management (BPM) tools can help organizations manage complex decision-intensive business processes. It describes how extracting decision logic from processes into transparent decision services supported by a BRMS allows business users to define and maintain rules-based decisions. This improves process maintenance, consistency, and transparency while reducing costs and speeds up change cycles. The presentation provides examples of how various organizations have benefited from taking this approach.
This document provides an overview comparison of the HP TRIM and Objective electronic document and records management (EDRM) systems. It describes the basic functions, flexibility, integration capabilities, ease of use, and limitations of each system. Both systems are seen as suitable for medium to large organizations, with HP TRIM having a larger market share but Objective growing and expanding its capabilities through acquisitions. Key differences include Objective typically being more costly to implement due to consulting requirements for customizations.
Similar to M12S02 - ERM Software: Historic Timeline, Lessons Learned, Current Issues, Future Focus (20)
M12S23 - Right-sizing Your Information Footprint by Chucking Your Dead DataMER Conference
Speakers: Randolph A. Kahn, Esq. & Jonathan Redgrave, Esq.
Today, most organizations have too much digital content that has outlived its usefulness. Every year, the quantity of this unusable content multiplies. So, there's no time like the present to get busy, get cleaner and get meaner.
Having a defensible methodology and using the right tool for the task allows organizations to right-size their "Information Footprint" without worrying about regulatory or legal consequences.
If your organization right-sizes its' "Information Footprint", it would be much better off. Keeping old, unnecessary content will result in higher costs and risks. If the costs and risks are big enough, the case for proactively cleaning up the "Information Footprint" is very compelling.
Read more: http://www.rimeducation.com/videos/rimondemand.php
M12S21 - "Corporate Alzheimer's": The Impending Crisis in Accessing Digital R...MER Conference
Speakers: Christine Ardern, Adrian Cunningham, Charles Dollar, Ph.D., Mariella Guercio, Ph.D., Kenneth Thibodeau, Ph.D.
Is your organization facing "Corporate Alzheimer's"?
Fast forward to 2020:
- Your organization's CDs are obsolete,
- Its social media has been replaced,
- The Cloud has evaporated, and
- The organization has restructured several times and the terminology it used in 2012 has changed.
The organization's information assets, however, are safe in tiered storage. Because the software and hardware has changed from what was used to create them, access to needed records and data now is limited and, in some instances, impossible.
This is Corporate Alzheimer's - the increasing inability over time to access an organization's long-term digital information - when we know it is there, but changes in computer hardware and software have made the needed information inaccessible/unreadable.
Read more: http://www.rimeducation.com/videos/rimondemand.php
M12S19 - S19 - CASE STUDY: e-RIM Success with Structured Data SystemsMER Conference
Speakers: Laurie Fischer, Kevin S. Joerling, & Michael S. McKenna
Today, the majority of an organization's business processes and functions are facilitated or supported by the use of electronic systems. In turn, many of these systems create, manage, and/or store electronic data that is "structured".
"Structured data" typically is created and stored according to a pre-defined data model and fits into relational tables, or can be stored in rows and columns.
Information stored in structured data systems often serves as the official evidence of the business process that the system facilitates. As such, this information needs to meet the retention and disposition requirements defined in the organization's retention schedule. The additional requirements for authentic, reliable and unchangeable records are especially challenging since most structured data systems were designed to store and process dynamic and non-redundant data.
Information Technology departments historically have taken the position that since "storage is cheap" the application of an organization's records retention schedule to structured data was not an efficient use of scarce IT resources.
Today, the volume of information and its legal discoverability present a compelling argument for change.
Read more: http://www.rimeducation.com/videos/rimondemand.php
M12S18 - Records and Information Management: What Healthcare Should be Learni...MER Conference
Speakers: Hon. Ronald J. Hedges, Linda Kloss, & Deborah Kohn, MPH RHIA FACHE
Healthcare organizations are making unprecedented investments in information technology to accelerate the transition from paper to electronic health records as a foundation for improving care delivery.
The health care industry is learning that implementing information management and communications technology does not ensure that information is complete, accurate, reliable, secure, or used appropriately.
In fact, research is revealing new data errors and other information-related unintended consequences can impede safe use of technology.
Read More: http://www.rimeducation.com/videos/rimondemand.php
Richard (Dick) Fisher
Organizations are creating data records at a pace few could have imagined just five years ago - terabytes (1 trillion bytes) now and heading toward petabytes (1,000 terabytes) that may need to be archived or disposed of! This session uses the requirement for archiving and disposition of PeopleSoft records and data elements as one example, plus other real world requirements.
Read more: http://www.rimeducation.com/videos/rimondemand.php
M12S15 - CASE STUDY: Spoliation - The Actual Case As It Was To Be Argued in ...MER Conference
Speakers: Richard Cowen, Esq. Hon. Ronald J. Hedges Matthew Prewitt, Esq.
A key executive with access to his company's confidential and trade secret information downloads information from his company-owned laptop to flash drives, and then, the evening before resigning, uses a commercially available "wipe" to erase his laptop. He claims he didn't want his employer to see porn, personal messages and comments critical of his boss, and didn't realize he erased virtually everything. After leaving the company, and after suit had been filed, he throws away the flash drives, now claiming he did this so it would be clear he wouldn't have any information in his possession.
M12S13 - RIM for the Next Generation: A Call to ActionMER Conference
Speakers: Charles R. Booz, Julia Brickell, and Mike Salvarezza
The RIM paradigms of the past are fast becoming obsolete and unworkable. New perspectives and new approaches are required.
This session is a "Call to Action" - for a complete transformation of the practice of RIM - from regulations and laws to practices and policies.
The session begins by identifying four major changes are redefining how business is conducted:
The emergence of a new generation of workers,
The proliferation of mobile technology,
The explosion of Social Media, and
The rapid advance of new and innovative technological capabilities.
Collectively, these four changes are rapidly and radically changing the world we live and work in. RIM leaders can and should be leading the charge to:
Change the way things are done,
Adjust legal, regulatory, and business expectations to better address new and different technologies, and
Incorporate cultural changes in the way business is conducted.
One approach is to build a prospective Information Governance model that is highly adaptable to changing circumstances and technologies - in order to avoid being trapped by the next paradigmatic fault underlying our basic RIM assumptions.
M12S11 - The Do's and Don'ts of Managing Social MediaMER Conference
M12S11 - The Do's and Don'ts of Managing Social Media
Speakers: Sara Meaney Jesse Wilkins
Many organizations have moved, from experimenting with social media tools, to incorporating them into business processes. As a result, both commercial services and enterprise social content tools are significantly changing the ways organizations do business and interact with their constituents. As the amount of content generated by these tools increases, so does the need to manage them successfully.
Learn more: http://www.rimeducation.com/videos/rimondemand.php
M12S01 - The Information Tsunami: Where We Are and How to Move ForwardMER Conference
The document summarizes a presentation on the current state of electronic records and information management (eRIM) programs. It notes that many eRIM implementations are failing because records managers missed an opportunity to lead, and that senior management buy-in and business operations involvement are key to success. The presentation outlines the various stakeholders involved in eRIM and their sometimes conflicting interests. It recommends clarifying accountability for information management and addressing the effects of social media. Motivating senior leaders requires emphasizing value and risk, while business users must take responsibility for records and embrace necessary changes.
M12S09 - ERM Case Law: The Latest News, Trends, and IssuesMER Conference
1) The document discusses recent cases related to electronic records management (ERM) procedures and preservation of electronically stored information (ESI).
2) It provides examples of cases where proper ERM procedures were valuable, as well as some cases where failures to follow procedures resulted in sanctions.
3) The document also summarizes discussions on potential amendments to rules around preservation duties and spoliation sanctions.
M12S08 - Transforming RIM to 'Responsible Information Management'MER Conference
From the MER Conference 2012
Speaker: Karen Strong
For many years "RIM" has been the name of the function within organizations responsible for Records & Information Management. RIM represents the discipline of managing an organization's records and information according to standards, guidelines, laws, and regulations with a focus on compliance.
It is time, however, to re-think some of the traditional assumptions about Records & Information Management. This session details the transformational value in a change to "Responsible Information Management (RIM)".
Responsible Information Management re-sets the vision and direction of RIM and can put your organization on a path to adopt and sustain "best practice" information management behaviors.
Responsible Information Management takes into consideration the roles and responsibilities of every user who creates and receives information in their daily work activities with clear expectations regarding individual and organizational accountability.
In this session, learn:
The necessary changes in behavior at the individual and organizational level to achieve Responsible Information Management, and
The steps you can take to achieve the required business results of Responsible Information Management by leveraging best practices in organizational transformation and change management.
M12S06 - Will Technology-Assisted Predictive Modeling and Auto-Classification...MER Conference
From the MER Conference 2012
Seakers: Jason R. Baron, Esq. Dave Lewis, Ph.D.
2012 is the year we will see great strides by information professionals in using automation (in the form of "predictive" and "technology-assisted" search, filtering, and auto-classification) for the purpose of achieving efficiencies and cutting costs in records management as well as in legal settings.
The strategic use of these new methods is absolutely necessary given the massive, exponential increases in electronically stored information - in the form of records within corporate networks and repositories.
This session addresses the latest technological developments from the two perspectives:
- A longtime advocate of smart technology in the public recordkeeping sector, and
- A leading information scientist.
The session includes a state of the art overview of the latest developments in technology-assisted review, with an emphasis on how these technologies can and will enhance electronic records management by helping to end the era of excessive reliance on end user RM.
You will learn:
- What technology-assisted review and predictive analytics are all about using advanced search, filtering, and auto-classification as part of a defensible electronic records management program.
- How these technologies also add value to overall corporate information governance.
M12S05 - CASE STUDY: Leveraging Content Analytics to Kick-Start your Informat...MER Conference
This document summarizes a presentation about using content analytics to kickstart an information governance initiative. It discusses challenges organizations face with growing data volumes and regulatory obligations. It then describes how content assessment, using analytics, classification, and collection, can help organizations understand their information landscape, prioritize efforts, and enable defensible disposition of data. The presentation includes an example case study of how one large financial organization used these techniques.
M12S07 - Retention & ESI - Paths to Success - Part TwoMER Conference
From MER Conference 2012
Speakers: Christine Burns and Carol Stainbrook
This session explains "why" your organization's technology selections impact "how" the updated retention schedules described in part one of this two-part session can be applied to electronically stored information (ESI). Learn reasonable and actionable approaches for embedding retention policies into e-mail, file shares and enterprise applications.
This session will address:
- Why "perfection" is often impractical, when it comes to applying retention policy to ESI and some reasonable alternatives to perfection.
- How the technologies for email, file shares, and other ESI affect the implementation of retention policies.
- When it may be necessary to choose different retention strategies for different technologies such e-mail, file shares and enterprise applications.
- Considerations for applying retention policy to data in enterprise applications.
- Criteria to help prioritize where to begin when applying retention policy.
In this session you will learn how to tailor your organization's approach to retention schedules so they are reasonable, actionable and result in the orderly destruction of eligible information, given your organization's technology selections.
Strategies for Effective Upskilling is a presentation by Chinwendu Peace in a Your Skill Boost Masterclass organisation by the Excellence Foundation for South Sudan on 08th and 09th June 2024 from 1 PM to 3 PM on each day.
This presentation was provided by Steph Pollock of The American Psychological Association’s Journals Program, and Damita Snow, of The American Society of Civil Engineers (ASCE), for the initial session of NISO's 2024 Training Series "DEIA in the Scholarly Landscape." Session One: 'Setting Expectations: a DEIA Primer,' was held June 6, 2024.
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Beyond Degrees - Empowering the Workforce in the Context of Skills-First.pptxEduSkills OECD
Iván Bornacelly, Policy Analyst at the OECD Centre for Skills, OECD, presents at the webinar 'Tackling job market gaps with a skills-first approach' on 12 June 2024
How to Setup Warehouse & Location in Odoo 17 InventoryCeline George
In this slide, we'll explore how to set up warehouses and locations in Odoo 17 Inventory. This will help us manage our stock effectively, track inventory levels, and streamline warehouse operations.
Walmart Business+ and Spark Good for Nonprofits.pdfTechSoup
"Learn about all the ways Walmart supports nonprofit organizations.
You will hear from Liz Willett, the Head of Nonprofits, and hear about what Walmart is doing to help nonprofits, including Walmart Business and Spark Good. Walmart Business+ is a new offer for nonprofits that offers discounts and also streamlines nonprofits order and expense tracking, saving time and money.
The webinar may also give some examples on how nonprofits can best leverage Walmart Business+.
The event will cover the following::
Walmart Business + (https://business.walmart.com/plus) is a new shopping experience for nonprofits, schools, and local business customers that connects an exclusive online shopping experience to stores. Benefits include free delivery and shipping, a 'Spend Analytics” feature, special discounts, deals and tax-exempt shopping.
Special TechSoup offer for a free 180 days membership, and up to $150 in discounts on eligible orders.
Spark Good (walmart.com/sparkgood) is a charitable platform that enables nonprofits to receive donations directly from customers and associates.
Answers about how you can do more with Walmart!"
Leveraging Generative AI to Drive Nonprofit InnovationTechSoup
In this webinar, participants learned how to utilize Generative AI to streamline operations and elevate member engagement. Amazon Web Service experts provided a customer specific use cases and dived into low/no-code tools that are quick and easy to deploy through Amazon Web Service (AWS.)
it describes the bony anatomy including the femoral head , acetabulum, labrum . also discusses the capsule , ligaments . muscle that act on the hip joint and the range of motion are outlined. factors affecting hip joint stability and weight transmission through the joint are summarized.
This slide is special for master students (MIBS & MIFB) in UUM. Also useful for readers who are interested in the topic of contemporary Islamic banking.
ISO/IEC 27001, ISO/IEC 42001, and GDPR: Best Practices for Implementation and...PECB
Denis is a dynamic and results-driven Chief Information Officer (CIO) with a distinguished career spanning information systems analysis and technical project management. With a proven track record of spearheading the design and delivery of cutting-edge Information Management solutions, he has consistently elevated business operations, streamlined reporting functions, and maximized process efficiency.
Certified as an ISO/IEC 27001: Information Security Management Systems (ISMS) Lead Implementer, Data Protection Officer, and Cyber Risks Analyst, Denis brings a heightened focus on data security, privacy, and cyber resilience to every endeavor.
His expertise extends across a diverse spectrum of reporting, database, and web development applications, underpinned by an exceptional grasp of data storage and virtualization technologies. His proficiency in application testing, database administration, and data cleansing ensures seamless execution of complex projects.
What sets Denis apart is his comprehensive understanding of Business and Systems Analysis technologies, honed through involvement in all phases of the Software Development Lifecycle (SDLC). From meticulous requirements gathering to precise analysis, innovative design, rigorous development, thorough testing, and successful implementation, he has consistently delivered exceptional results.
Throughout his career, he has taken on multifaceted roles, from leading technical project management teams to owning solutions that drive operational excellence. His conscientious and proactive approach is unwavering, whether he is working independently or collaboratively within a team. His ability to connect with colleagues on a personal level underscores his commitment to fostering a harmonious and productive workplace environment.
Date: May 29, 2024
Tags: Information Security, ISO/IEC 27001, ISO/IEC 42001, Artificial Intelligence, GDPR
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Find out more about ISO training and certification services
Training: ISO/IEC 27001 Information Security Management System - EN | PECB
ISO/IEC 42001 Artificial Intelligence Management System - EN | PECB
General Data Protection Regulation (GDPR) - Training Courses - EN | PECB
Webinars: https://pecb.com/webinars
Article: https://pecb.com/article
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For more information about PECB:
Website: https://pecb.com/
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Slideshare: http://www.slideshare.net/PECBCERTIFICATION
1. Cohasset Associates, Inc.
NOTES
ERM Software
Historic Timeline, Lessons
Learned, Current Issues,
Future Focus
The End Goal of EDRMS
In Order for Disposition to Work
1. We organize our
company into
business activities.
2. We assign official
retention policies Corporate Repository
p p y
to business activities. Business Activities
3. We must somehow match Admin Operations
documents to business
activities correctly.
HR Accounting Mfg
Delete Delete Delete
after after after
8 years 5 years 15 years
1991 – The Beginning
ForeMost and PS Software from Canada
The Very first ERM Software
Focus on electronic
ERM Repository
Principle of Declaration
Electronic Classification
TRIM from Australia
Paper-Based
Later to adopt electronic capability
2012 Managing Electronic Records Conference 2.1
2. Cohasset Associates, Inc.
NOTES
1997 – US DoD 5015.2 Emerges
US Gulf War Syndrome
Legal and reputation loss for DoD
Strong impetus for electronic recordkeeping
A New Standard
ECM Vendors HAD to comply py
DOD obligation, industry-wide de Facto
Certification Testing Program
Wide Adoption
ECM Players had to play ball
5015.2 Certifications
There are only 15 unique vendors
(6) are Monster ECM Vendors
ECM
HP
TRIM, Autonomy (Being Purchased by HP)
IBM
Content Manager
FileNET
OpenText
Oracle
Microsoft (With GimmalSoft Compliance Suite Plug-in)
(4) are plug-in one-time “Special Projects”
Northrup Grumman (Documentum)
SAP (NetWeaver)
IIUI (Lotus)
Iron Mountain (Accutrac)
(5) Remainder are boutique (small) ECM/RM products
Feith
Wareitis
Infolinx
Alfresco
SystemWare
2002 – the Breakout
Major Players make their move
IBM (Tarian)
OpenText (PS Software)
Documentum (ForeMost/TrueArc)
TRIM goes it alone
Adapts to become a RM-oriented ECM Vendor
FileNet goes it alone
Nobody left to acquire
2012 Managing Electronic Records Conference 2.2
3. Cohasset Associates, Inc.
NOTES
2005 – ERM Software Disappears
ERM now a Feature Set of ECM
Plug in module
New set of features
The end of “awkward Integrations”
Big Players all have it
IBM
FileNET
Documentum
OpenText
TRIM keeps going
EDRMS = ECM + RM
ECM RM
Repository Retention Schedule
Place to store records What to delete, when?
Search/Retrieval Apply retention rules to all documents
Security Control Legal Holds
Who sees what? Apply holds as required
Version Management Declaration
Tracking document production/versions “Lock Down” document to prevent
deletion
Collaboration
Delete only via retention process
Who does what to the document?
Classification
Workflow
Right Retention rule applied to
Defined Process for document
documents
creation/approval
Disposition
Delete records per approved retention
schedule
Maintain supporting Audit trail
2005 – Where are we?
Choice of RM software goes away
Buyers “inherit” ERM not Choose it
RM comes along with ECM Platform
The buyer changes
From RM to IT
Unwitting buyer = IT
Vendors now have standard “recipe” for RM
RM component = extra-$$ add-on
RM practitioners become “passengers” of ECM!
2012 Managing Electronic Records Conference 2.3
4. Cohasset Associates, Inc.
NOTES
Suddenly….
“LOTS” of ERM “success”
Definition of success
ECM Sold & Installed with RM function
Big assumption
Sold = deployed and (presumably) adopted
RM Practitioners not happy
Could not deploy RM Capabilities
Could not understand the software
Focused on the Retention Schedule
ECM Usage without RM usage
The new reality
2005 What We Accomplished
All major ECM platforms have RIM
capability
Even Oracle and HP, and boutique
players
The end of “Awkward Integrations”
Sea ess
Seamless RM within ECM platforms
t C p at o s
Email Integration
The most important source of e-records!
Thanks to 5015.2
Standard capabilities in all products
Per 5015.2
We learned what and how to measure
Do we use it? Another story…
2005-2011 Questionable “Success”
Fuzzy definition of “success”
Better retrieval
Reduced Risk of litigation
Lower document storage cost
No way to measure success
y
People Using ECM, but not Achieving RIM goals
Points of failure
No Change to user attitudes to RIM
No means of measurement
Classification accuracy too low for disposition to take place
RIM Practitioners cannot wrestle control of the software
2012 Managing Electronic Records Conference 2.4
5. Cohasset Associates, Inc.
NOTES
Barriers The “Big Four”
1. Organizational/Cultural Change
Need to achieve a change in business practice
2. Classification Accuracy
Need to maintain 85% or better
3.
3 RIM Admin Proficiency
RIM Practitioners need to understand and
control the software
4. Measurement
No way to measure project success or failure
Beware…..
User Reluctance is extreme… Beyond Anything You Can Imagine
It’s MY document
This is too much
work
Declare that Document!
It s
It’s not my job
It takes too long
I have a better
way
I Don’t need this
“Filing a document into a records repository is an unnatural act”
R. Medina, 2000
Declaration = Q + C + M
Qualify/Classify/Metadata (QCM)
Field 1
A
Field 2
A1 A2
Field 3
A11 A11
Field 4
Field5
WIP
Classify
y
Qualify Record
Metadata
Reference
Copyright RIMtech 2012
2012 Managing Electronic Records Conference 2.5
6. Cohasset Associates, Inc.
NOTES
Classification Errors
Errors Rapidly Accumulate!
No way to correct
MUST maintain accuracy above acceptable threshold
Cumulative Effect of Classification Errors
Declared Accuracy Classifications
Day
Records % Right Wrong
Mon 5,000 70% 3,500 1,500
Tue 5,000 80% 4,000 1,000
Wed 5,000 60% 3,000 2,000
Thu 5,000 70% 3,500 1,500
Fri 5,000 75% 3,750 1,250
Cumulative Total 17,750 7,250
Effect of Classification Accuracy
Disposition
Confidence
120
100 Confidence
% Confidence in Disposition
Range
80
60 Disposition
Confidence
40
20
0
0 20 40 60 80 100 120
Classification Accuracy (%)
2007- 2012 Microsoft Goes for RM
2007 – Big Miss
10% of minimum needed
2010 – Near Miss
72% of minimum needed
What was Missed?
Disposition
Case File Handling
2012 Managing Electronic Records Conference 2.6
7. Cohasset Associates, Inc.
NOTES
SharePoint vs F1000 vs 5015.2
US DoD 5015.2
(168)
Fortune 1000
(105)
SharePoint Out Of Box
(72)
Copyright RIMtech 2012
Case Vs Subject
Delete
02/06 02/07 02/08 02/09 02/10 02/11
Subject File
Travel Requests
Delete After 4 years
Delete
02/03 02/04 02/05 02/06 02/07 02/08
Case File
Contract / Safe -Tee
Delete 2 years after contract end
Copyright RIMtech 2012
Deletion vs Disposition
Deletion Disposition
Machine-Driven Process-Driven
Everything assumed to Human Oversight Assumed
be perfect Authoritative Source =
No Authoritative Source Retention Schedule
Delete when 2 years old What is approved by Whom
Initiation by machine Initiation by People
2012 Managing Electronic Records Conference 2.7
8. Cohasset Associates, Inc.
NOTES
SharePoint gets Rescued
3rd-Party Plug-ins
Canada X 2
Collabware
Orangutech
USA X 1
GimmalSoft 5015.2 certified!
Australia X 2
RecordPoint
I5
Will SharePoint 2014 Get there?
5015.2 – Not Likely
Minimum Requirements - Likely
ERM Our Achilles Heel
Classification Accuracy
Need to hit 85%+
Little Progress to date
Major point of failure
Understanding RIM
(Records & Information Management)
(5) Huge Changes
1. New Place to store documents
No More File Servers!
2. How we Store documents
Fill out a form – every time!
3. How we Find documents
4 Documents get Deleted
4.
5. Things are Organized
Names, Places Rules are enforced
Disruption
More time/work to store a document
Documents Disappear!
New rules
What to store, where to store
New Software to learn
ECM
2012 Managing Electronic Records Conference 2.8
9. Cohasset Associates, Inc.
NOTES
Barrier 1 Organizational/Cultural Change
Accomplished to Date
Greater Awareness
IM and RM Linking
What We Need to Achieve
Management Engagement
More than just passive “Support”
70%+ of project $$/Resources dedicated to organizational/Cultural change
RM and IM as a seamless unit
We are Need to be
Here Here
Transform Users Perception of RIM
Typical Attitude Target Attitude
Recordkeeping is not important Recordkeeping is very important
This does not involve me to us
This is just (another) ignored I will do my part
policy The organization is serious about
It does not matter if I ignore this this
Nobody else cares, why should I? There are consequences if I
ignore this
Others seem to care about this!
Changing the Perception
4 Contributors
1. Raise RIM Visibility
Permanent – Not going away!
2. Management Participation
Active, participative engagement
3. Marketing Program
Education
This is what EDRMS Means…
Messaging
Our New Way of doing Business!
4. Policy Backstop
Non-Negotiable. These are our business
rules
We have to do this. Not an option.
2012 Managing Electronic Records Conference 2.9
10. Cohasset Associates, Inc.
NOTES
Barrier 2 Classification Accuracy
Accomplished to Date
Retention Schedule Simplification/Consolidation
SAC Software gaining traction
What We Need to Achieve
Lean Mean Retention Schedules
Commercial Adoption of SAC
We are Need to be
Here Here
File Plan Retention Schedule
Classification Retention Rule 1
Safety
Safety
Retention Rule 2
Doc 1
Inspections
Rule Inspections
1 Retention Rule 3
Safety Doc 2 Retention Rule 4
Policy Incidents
Rule
3
Retention Rule 5
Safety Finance
Doc 3
Inspections
p Retention Rule 6
Rule
1
Budgets Retention Rule 7
Budgets Doc 4
Rule Retention Rule 8
5 Audits
Travel Retention Rule 9
Reports Doc 5
Travel
Rule
8 Retention Rule 10
Travel Doc 6
Policy
Requests Retention Rule 11
Rule
8
Retention Rule 12
Reports
Classification Accuracy
How to Measure
Statistical Sampling
Delegate to departments
Aggregate organizational total
Classification Accuracy Sample Sizing
Sample Size
Declared
2% 5% 10% 15%
100 2 5 10 15
500 10 25 50 75
1,000 20 50 100 150
5,000 100 250 500 750
10,000 200 500 1,000 1,500
2012 Managing Electronic Records Conference 2.10
11. Cohasset Associates, Inc.
NOTES
(SAC)
System Assisted Classification
Content Analysis
Based on Sophisticated Content Search
technology
Goal Zero User Input
Faceted Taxonomies
Based on sophisticated data mapping and
analysis technology
Goal Minimum User Input
Substantial Pre-Implementation
Configuration/Setup is Required!
Content Analysis
SAC
How it Works
Compute what document is about
Seek file plan match
Suggest category
Two Examples
OpenText Auto-Classification
Integro IEM
Requires EXTREME setup
10-20 docs/category
Does not handle case files OpenText Auto-Classification
0
Copyright RIMtech 2012
2012 Managing Electronic Records Conference 2.11
12. Cohasset Associates, Inc.
NOTES
OpenText
Automatic Classification
Faceted Taxonomy
SAC
How it works
Name + Role + Content Type +
metadata
Uses thesaurus
Adds content and context “facets” to
docs as metadata
Derived from pre-defined rules of
business activities
Facet = metadata elements
describing the document. Opposite of
hierarchical taxonomy
Search and navigate the facets with
Thesaurus assist
Used to assign best-fit classification
for RM
Requires EXTREME Setup
Barrier 3 RIM Administrator Proficiency
Accomplished to Date
Nothing!
What We Need to Achieve
Better Vendor Training
3rd-Party Training
Software access for RIM Practitioners
Books/Seminars/Courses
We are Need to be
Here Here
2012 Managing Electronic Records Conference 2.12
13. Cohasset Associates, Inc.
NOTES
RIM Administration
Someone has to Fly This Plane…
Who’s in Charge?
Two pilots (ECM, RIM)
IT flies the ECM, RM flies the RIM
Some common control…
RIM Responsibilities
Key decisions on Declare/Classify
Two Control Columns
Load in File Plan
Configure all aspects of Recordkeeping RIM ECM
capabilities
Ongoing measurement of (3) measures
Carry out Disposition
Go-To resource for all things RIM
Product related
Deep product RIM know-how
Mastering the RIM Capabilities
168+ capabilities
TWO types of training
What buttons to push – not helpful
How to apply – helpful!
Can you handle it?
There is a LOT to learn for “master” level
5 days training for RM admin
10 days trial-by-fire
Cannot rely on software vendors
Few true RM specialists
This is secondary learning only!
There are no books!
Rely on outside help to supplement internal deficiencies
Only a live implementation will make you proficient
Plan/budget for training + Learning time
You also have to learn the ECM as well (although not as deep)
Learn by doing
The RIM Learning RoadMap
1. Elements of file plan/Retention Schedule
2. Import/Export
3. Declare/Classify methods and
capabilities
4. Security and Configuration
5. Metadata configuration and setup
6.
6 Auditing
7. Lifecycle Management, Codes, Phases
8. Search Queries
9. Legal Holds
10. Disposition
11. Physical Records Management (PRM)
12. Reporting
Invest in Learning
2012 Managing Electronic Records Conference 2.13
14. Cohasset Associates, Inc.
NOTES
RIM Effort/Contribution
Do You Have Sufficient Time?
RIM Effort (Days/Week)
Stage # Step
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1 Project Governance 1
2 Corporate Policies 1 2 1 1 0.5
Organization
3 Perception Transformation 0.5 0.5 1 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5
4 Plan/strategy 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5
5 Records Foundation 0.5 0.5 0.5 0.5 0.5
6 RIM Administration 1 1 1 1 1 4 2 2 2 2 1 1
Procedures
7 Business procedures 0.2 0.2 0.2 0.2 0.2 0.2 0.2
8 Repository Governance 0.5 0.1
9 Sandbox 1 2 2 2
10 Declaration 1 1 1 1
Technology
11 End User Training 1 1
12 Pilot 0.5 0.5
TOTAL 4.7 4.7 4.2 4.7 4.7 4.7 4.3 5 5 5 4.5 4.5
Copyright RIMtech 2012
Changing the RIM Job Role
New Skills
Evangelize the Project. Be out front and highly visible
Project Management contribution
Be the EDRMS RIM Software “Ninja”. Be the expert.
How best to Declare/Classify
New Responsibilities
Manage the critical numbers (Qualification, Declaration
rate, Classification Accuracy)
Set the acceptable standard
Measure and Publish them
Influence Auto-Delete Decisions
Motivate end users
Keep executive team motivated and updated.
New Tasks
Keep the (3) critical numbers healthy
Regular status reporting
Conduct Disposition of electronic records
Divest
Divest all aspects of prior responsibilities that cannot be
carried any longer
Barrier 4 Measurement
Accomplished to Date
We know the (3) measures
Qualification Rate, Declaration Rate, Classification Accuracy Rate
We’re not using them!
What We Need to Achieve
Software Measurement Tools
Relentless Daily Measurement
Standards Adoption (5015.2, ISO….)
We are Need to be
Here Here
2012 Managing Electronic Records Conference 2.14
15. Cohasset Associates, Inc.
NOTES
Measurement Metrics
Critical to Project Success
1. Qualification Rate
Are users selecting the right documents to manage as records?
Are we seeing an appropriate quantity?
2. Declaration Rate
Once qualified, are users storing them as managed records?
3.
3 Classification Rate
What % of declared records have the correct retention rule assigned?
We MUST achieve all 3 metrics!
We need to measure all three!
Entire project “rolls up” to these three metrics!
Managing the Metrics
Finance
Actual
Classification
target
Actual
Declaration
target
Actual
Qualification
target
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Department Corporate
Metric
Finance HR Engineering Legal Average
Target Actual Target Actual Target Actual Target Actual
Qualification 5% 4.0% 5% 4.1% 10% 11.4% 50% 36.2% 15%
Declaration 90% 88.0% 95% 85.0% 80% 74.0% 90% 91.0% 86%
Classification 95% 88.0% 75% 66.0% 80% 72.0% 95% 97.0% 83%
Copyright RIMtech 2012
Where to From Here?
Need progress on the Big Four
Start with Measurement
ARMA is contributing
Book
Webinars
RM and IT Need to come closer together
Microsoft SharePoint
Getting Better
Could be significant game changer
3rd Party Plug-ins are kingmakers right now
2012 Managing Electronic Records Conference 2.15
16. Cohasset Associates, Inc.
NOTES
Reaching Our Goals
Disposition
This cannot be done unless the
Disposition – The End Game Goal bottom (3) layers happen!
Classify Them (correctly) Third
How do we make sure classification
accuracy rate > 95%?
How are we going to get 1,000 users
Declare the Records Second to do this, reliably and consistently?
Qualify First Which Documents are Records?
Three Stage Strategy
Te c h n o lo g y Third Implement the new
procedures in the EDRMS
B u s in e s s Change our Business
P ro c e d u re s Second
Procedures to fit the new
rules
C o r p o r a t e P o lic y First Change the rules of our
Business
Mandates / Regulations
A New Approach to ERM Implementation
11. User Training 12. Pilot
Stage 3 - Technology
9. Sandbox 10. Declaration
7. Business Processes 8. Repository Governance
Stage 2 – Procedures
5. Records Foundation 6. RIM Administration
3. Perception Transformation 4. Plan/Strategy
Stage 1 - Organization
1. Project Governance 2. Corporate Policies
2012 Managing Electronic Records Conference 2.16
17. Cohasset Associates, Inc.
NOTES
Stakeholder Role – RIM Practitioner
Achieve Product Proficiency
Uphill Struggle Presently
Pressure the Vendors
Get the software!
Need More Training
Grab the Stick!
RIM must drive…
Work more closely with IT
Define roles clearly
EDRMS = a New Job
New roles, responsibilities, tasks
Stakeholder Role – Vendors
SAC
Bring to commercial viability
Administrator Training
Substantial development needed
Become better trainers
Development metric measurement
tools
Make the software available to
RIM Practitioners
Simple Installation
Full capability
Pre-Purchase
Stakeholder Role – Sr. Management
Measurement Metrics must
guide Projects
Combine RIM and IT
Embrace
organizational/Cultural
Change
A permanent Change, NOT a
project!
RIM Personnel need more
resources, not less
2012 Managing Electronic Records Conference 2.17
18. Cohasset Associates, Inc.
NOTES
Stakeholder Role – IT Managers
Recognize – RIM Controls the
“Stick”
IT keeps it in the air
Recognize – Out of Box does not
work!
Embrace measurement metrics
Then work backward to develop
tools to support the measures
Get the software to the RIM
practitioners
They need to learn!
A permanent change – not a
Project!
Build effective declaration
techniques
To support metrics
We will get there!
Accomplished to Date
1. Software has everything we need
2. SAC coming along
3. Greater awareness
4. Leaner Retention Schedules
What We Need to Achieve
1.
1 RIM Admin Proficiency
Proficienc
2. Application of measurement metrics
3. Organizational/Cultural Change
4. 85%+ Classification accuracy
We are Need to be
Here Here
Bruce Miller
bruce.miller@rimtech.ca
www.rimtech.ca
613-226-8468
2012 Managing Electronic Records Conference 2.18