Glen Hilford guides the audience through effectively evaluating your existing technology environment and leads them to learning how to conduct an ECRM technology needs analysis. He also explains how to define marketplace trends that are shaping available toolsets, as well as identifying components associated with a technology decision framework.
John Rhoades leads the audience in building a case for electronic records management. Objectives include: describing business case models which demonstrate the value of ECRM programs; identifying key drivers for implementation scenarios which capture projected business benefits; and defining the process for assessing and developing required levels of support from stakeholders.
Steve Whitcomb explains the key differences between MOSS 2007 and SharePoint Server 2010. Keys for a successful upgrade and a demonstration of 2010’s capabilities are also included.
Brian Foster dissects the steps involved in a matter of e-discovery: conducting a litigation readiness assessment, creating a litigation response team, developing an ESI data map, creating preservation processes, and understanding the risk of legacy media.
Rich Russo guides participants in outlining strategies for utilizing part-time team members when delivering a RIM project. He also identifies methods project leaders can utilize to structure and plan work to take advantage of part-time team members, and he defines techniques for motivating part-time team members to stay focused on the project assigned.
Renu Isaac provides a background explanation of SharePoint and its capabilities, while introducing vital governance standards and regulations that companies need to adopt when implementing their own SharePoint platform. A case study of a major energy company’s own SharePoint Governance experience is also included.
Anne Tulek identifies the steps required to develop a strategic plan, listing the components associated with an ECRM business process model. She also defines the roles records manager networks play in supporting ECRM programs and provides a "rules-of-the-road" guide for ECRM programs.
In this case study, Access Sciences' Susan d'Herbes co-presents with Bonnie McClinton of Halliburton to share Halliburton's experience in implementing an email management program.
Doug Schultz discusses the differences between companies' IT and Records Management departments, and explores methods for communicating in order to achieve success.
Brian Foster reviews some of the latest trends in e-discovery, referencing the Electronic Discovery Reference Model (EDRM), and discussing the cost-savings benefits of utilizing a Discovery Response Team that is not affiliated with a law firm.
In this presentation, Jesse Wilkins identifies common uses for wikis in the enterprise and the key functionality required to manage wikis effectively. He also discusses the difference between commercial and enterprise solutions and describes steps for promoting wiki usage.
In this presentation, Susan d'Herbes and Linda Baldwin explore the application of proven techniques to reduce the number of record series in an organization's retention schedule and identify ways to convert event-driven retention triggers into something more manageable. They also discuss their first-hand experiences of a global firm that deployed the schedule with and without an ECRMS solution.
In this presentation, Susan d'Herbes and Linda Baldwin explore the application of proven techniques to reduce the number of record series in an organization's retention schedule and identify ways to convert event-driven retention triggers into something more manageable. They also discuss their first-hand experiences of a global firm that deployed the schedule with and without an ECRMS solution.
Susan d'Herbes co-presents with Tod Knight to discuss the basic steps for configuring an auto-classification tool. They explain to the audience the potential uses and expected benefits of auto-classification, and help them to recognize the typical challenges and limitations that may be encountered using auto-classification.
In this presentation, Susan d'Herbes and Rich Russo lead the audience in a discussion of SharePoint governance.
What is SharePoint governance? What do we need governance? What resistance should you expect? What are some SharePoint pitfalls?
They also discuss a governance model for SharePoint and they provide tips for developing and implementing an approach to SharePoint governance.
Anne Tülek guides the audience through a discussion of ECM Programs. She explains the value of RIM in the context of ECM, describing ECM success factors along the way. She also identifies various discovery methods for RIM/ECM program development, and she dissects typical high risk areas within organizations.
Brian Foster leads a discussion on prepating for litigation discovery, covering engagement, discovery processes, business case elements, cost management, and what can be done today to be prepared.
Kathy Jordan guides the audience in a discussion on managing legacy records. She instructs the audience to list the pitfalls commonly associated with managing physical records across multiple repositories, describe techniques for sampling volumes of physical records, define processes for conducting an efficient inventory of their physical records, and identify organizational challenges associated with shifting from physical records to electronic records.
In this session, John Rhoades discusses typical components of corporate culture, identifies existing cultural elements within organizations, and incorporates cultural considerations into strategic HR planning.
In this presentation, Claudette Lloyd teams up with Donna Rose, Records Manager at Apache Corporation to define a new approach and methodology for the records inventory process. They also identify the steps to building context diagrams to capture information flows in the records environment, summarize the steps of developing and implementing a records inventory project that captures both physical and electronic records, and they analyze inventory information to distinguish records from shared content and identify storage locations for electronic records and unstructured content.
Claudette Lloyd and Rich Russo lead a discussion on building effective retention schedules. They help the audience to analyze the options available to develop a records retention schedule and select the best one for their organization; to identify the necessary pre-conditions required to successfully implement a records retention schedule and to begin formulating a plan for their company; and to explore the specific challenges of distributing a retention schedule to email, shared drives, ERM/ECRM systems and more.
In this presentation, Access Sciences designs a custom ECM architecture, guides you through the implementation and enhancement process, and ensures user adoption of your end-to-end ECM solution.
