The document summarizes news about Oregon state agencies connecting to and implementing the HP TRIM records management system. The first pilot agency, the Oregon Department of Energy, has connected to HP TRIM hosted by the Synergy Data Center. The implementation process is being improved based on lessons learned. Upcoming events include HP TRIM training webinars and manuals, and the HP IM Summit conference in August.

1. SPECIAL
ORMS NewsFlash
POINTS OF
INTEREST:
V O L U M E 1 , I S S U E 4 J U L Y 1 3 , 2 0 1 1
• ODOE
Connected to
TRIM! First Pilot Agency Connected to HP TRIM!!!
• Pilot Agencies We are thrilled to report that Oregon Department
Launch of Energy (ODOE) is our 1st Pilot Agency connected
Process to HP TRIM hosted by the Synergy Data Center!!!
Changes
Final testing for ODOE users’ access will take place
• HP TRIM 7.1
this week. Tualatin Hills Parks and Recreation District
Help File &
is scheduled to implement next.
Manuals
• IM Summit There have been some challenges and lessons learned
Americas that will improve the implementation process for
2011 everyone.
Thank you all for your teamwork! Special Thanks to Jon Dufour, Connor Edmonds, Pat Crowley,
Venkat Subramanian, Sri Ramachandran, and the ORMS Infrastructure Team.
INSIDE THIS
ISSUE:
Pilot Agencies Launch Process Changes
First Pilot 1
Agency The ORMS Project Implementation Team thanked the “first out of the gate” Pilot Agency, Oregon
Connected to Department of Energy (ODOE) for collaboration in designing process improvements for ORMS
TRIM
implementation for all Pilot Agencies.
Pilot Agencies 1
Launch Process
The Implementation Team designated Project Co-Managers, Venkat Subramanian and Connor
Changes
Edmonds to work in close coordination. Venkat and Connor will develop the project roll-out for
HP TRIM 7.1 2 agencies and communicate the status of the project to all team members at once.
Help File
At the Kick-off Meeting for each pilot agency with SOS Archives, the agency and implementation
TRIM Demos & 2 team will review the on-boarding checklist and adjust timelines to meet agency needs. A detailed
Webinars
project schedule will be developed with the agency that takes into account key team member
Change 2
absences and will be communicated.
Management
After the Kick-Off Meeting, weekly updates will be provided to the pilot agency from the Project
HP’s IM 3 Management Team.
Summit
Americas If resources will be unavailable for vacation or other reasons, their unavailability and any backup
resources will be communicated throughout the team to assist in planning.
Technical tasks will begin as soon as possible after the Kick-Off Meeting.
Please contact the ORMS Support Desk with any questions or concerns.

2. VOLUME 1, ISSUE 4 PAGE 2
HP TRIM 7.1 HELP FILE & MANUALS
HP TRIM 7.1 has an electronic Help File available, that serves as a user manual/guide for TRIM users!
The HP TRIM Help File is available for all TRIM users by the click of a button! Not only is this electronic Help File
(guide) earth-friendly, but it is more efficient with its search capabilities of TRIM content. By clicking the Help button on
whichever TRIM screen is open, that specific information will display in the Help File. The Help File is always there when
you need it—fast! Users can search for any content and print the Help File as well (by chapter or entire guide).
Free Manuals—HP Software Manuals are available electronically and free on HP’s website:
http://www8.hp.com/us/en/software/software-product.html?compURI=tcm:245-
936980&x=1. To access these manuals you will have to register and login with a user ID & password. It is easy and gives
you ongoing access to helpful HP TRIM tools & information!
• Go to: http://www8.hp.com/us/en/software/software-product.html?compURI=tcm:245-936980&x=1
• Towards the bottom click “See All” and/or Select “HP TRIM Software Manuals”
• You will need to register at the HP Passport sign-in page. Once you are registered you can login and search
the HP TRIM Manuals/Guides, as well as, other information on HP’s website.
HP’s new process to purchase HP Software printed manuals is through their print vendor ePAC: https://hp-sw.epac.com.
Contact the ORMS Support Desk for assistance!
The HP Website has a rich supply of information and tools that you might find useful while learning HP TRIM.
Watch HP TRIM’s Demos: http://h41112.www4.hp.com/promo/imhub/trim/erm/index4.html
Watch HP’s Webinars: http://h41112.www4.hp.com/promo/imhub/webinars/index.html
Change Management Best Practices Can Boost Pilot Agencies’ Success
Pilot Agencies’ success adopting and using the ORMS Solution flows from effective change management. It’s a
process. The #1 contributor to a new project success is strong, visible and effective sponsorship, according to
a recent study. The top obstacle is employee resistance.
Check out the on-line coaching tool below to increase your staff’s awareness of the need to change, and their
willingness to engage in learning and using proven effective HP TRIM solution as a part of their daily work.
Or call the ORMS Support Desk for an HP TRIM white paper. Benefits include improving and automating
how staff manage growing amounts of information. ORMS’s HP TRIM helps staff comply with Public Records
and E-Discovery requests. Non-compliance exposes the agency to financial penalties and legal risks and costs.
• http://www.change-management.com/tutorial-adkar-overview.htm
Questions or Concerns? Contact the ORMS Support Desk!
Phone: 1-888-354-2006 E-mail: ormssupport@chavesconsulting.com

3. PAGE 2PAGE
Next ORMS Project Conference Call
Monday, August 8th 2011 @ 10:00 - 10:30 a.m.
The ORMS Implementation team asks that each Agency designate
two (2) individuals, using up to 2 phone lines, to participate as their
agency’s “voice” on the ORMS Pilot Agency Call.
We welcome other Agency users to listen in for information, if desired. We ask that
questions & comments come only from the 2 designated individuals, to make the best use
of time. Thanks!
“HP IM Summit is a
great opportunity
for new TRIM
clients to learn
everything from
tips and tricks to HP’s IM Summit Americas 2011
valuable customer
success stories This August, HP has prepared a day and half conference sponsored by Capgemeni, Prima
directly from the Information Solutions and Kapish, in Leesburg, Virginia. This conference will cover latest
experts. It is the product updates for HP TRIM and HP Database Archive. Some of the sessions include:
only TRIM national
user conference and
• HP TRIM Software as a Service for the State of Oregon: Oregon Secretary of State’s
provides an
amazing opportu- Office Archivist, Mary Beth Herkert, and Julie Pearson-Ruthven will be featured in a
nity to network Webinar and live Conference Q & A. Richard Chaves and Sara Morgan of Chaves
with existing users Consulting will attend the event.
as well as find new • HP TRIM Tips & Tricks
ways to maximize • HP TRIM Statement of Direction
your return on • HP TRIM / SharePoint Integration – Intact Technology
investment with • Microsoft SharePoint 2010 – Microsoft speaker
HP TRIM.” • Managing the Future on a strong Foundation with Rory Kleeman
Autumn Tysko, HP • Talk with the Experts – Interactive discussion to learn more with Worldwide Product
Marketing Director - HP Information Management, June Manley, Global Product Line
Autumn teams with
Lead for HP TRIM, David Gould, and other experts including, Mary Caplice, Lou Harvey
SOS Archives’ Connor
Edmonds to demo HP and Rory Kleeman.
TRIM to Government
Agencies This is a great opportunity to gain HP TRIM
insight and knowledge, from the experts!
Visit the HP IM Summit website:
https://h30406.www3.hp.com/campaigns/2011/events/IMSummitAmericas/index.php
ORMS NEWSFLASH