M12 Electronic Recordkeeping for Microsoft Office 2008

Bruce Miller
President, RIMtech Inc.

Microsoft has included significant retention and recordkeeping capabilities in Office 2007, particularly in Outlook/Exchange, MS Word and SharePoint.

Attend this session for an overview of these capabilities and how they can be used to meet electronic recordkeeping obligations. The seven essential implementation requirements – and how to achieve them with SharePoint – will be covered. A brief case study of a real-life implementation project will also be explored.

M22 Managing Instant Messaging – Just a Larger E-mail Iceberg?

Paul Fisher, CDIA+, CRM
Managing Consultant, IBM Canada

The use of instant messaging technology in a corporate environment is rapidly becoming the next iceberg for RIM professionals to navigate around. Like its communication cousin e-mail, the majority of the concerns around managing instant messaging lie beneath the surface. But instant messaging poses a number of unique issues that the RIM community has not had to contend with before.

This session will address instant messaging from the RIM perspective, identifying the current information environment, the concerns related to that environment, and what every organization should consider now and in the future.

T12 Organizing Shared Drives While Waiting for an Electronic Records Management Vendor and Electronic File Inventories

Paula Lederman, ERMm
Principal, Imerge Consulting Inc.

The implementation of an electronic records management system takes at least 6 – 12 months. In the interim, users can work towards a more controlled shared drive environment.

This session will explain the logistics of how to secure greater control over shared drives, and explore the short- and long-term benefits that make this effort worthwhile.

T22 From Resistance to Adoption – Turning Your EDRMS Implementation Around (case study)

Janet de Guzman
Team Leader – Information Management Practice, CGI Information Systems and Management Consultants

Oriana Sharp
Manager – Information Management and Archives, Regional Municipality of Waterloo

The dollars were spent, the technology was in place and employees were trained but the proper foundation and planning were nowhere in sight. The municipality thought it had done everything right but employees just weren’t biting – they were doing the exact opposite.

This case study will review the steps taken to evaluate the municipality’s EDRMS implementation and IM practices, and make the necessary changes for the system to thrive and for users to buy in.

T32 Adding Standards Compliant ECM to SharePoint (case study)

Sherri Bower
Senior Analyst, ECM Program Development and Innovation – Service Alberta

Rick Stirling
President, Western Information Management

Microsoft Office SharePoint Server 2007 (SharePoint) is typically the ECM tool of choice for Government of Alberta (GOA) departments. However, its electronic records management component does not meet the GOA’s information management standards.

Service Alberta set up the ECM Innovation Lab for cross-ministry solution deployment. A SharePoint user portal, a connector such as SeeUnity and standards compliant ECM records management tools such as Documentum are currently being tested.

This case study will talk about the GOA business environment, the lab architecture, challenges, lessons learned, the project’s outcome and what’s next for the lab.

T42 Records Management and Enterprise Content Management: Ying and Yang, or Conflicted Twins?

Paul Fisher, CDIA+, CRM
Managing Consultant, IBM Canada

Enterprise Content Management (ECM) and records management (RM) software are intended to support the information life cycle. But do they?

Organizations are beginning to realize that the ECM and RM electronic environments are not necessarily in alignment with one another or with the organization’s overall information management (IM) goals. So what does an organization need to work through to ensure that it reaches its IM goals and what issues does it need to compromise on?

This session will present the conflicting goals of both applications from an IM perspective and lay out what needs to be done in order to ensure a harmonious environment.

W12 SharePoint – Is it Right for Your Organization? (case study)

Gisele Crawford
Corporate Records Administrator, City of Edmonton

Stephen Gordon
Director – IT Planning and Architecture, City of Edmonton

Not just for SharePoint users, this interactive case study will paint a picture of the good, the bad and the “oops” as you consider the RIM and business issues involved in collaboration and document management platform installation.

This case study will also address the methodology and the results of the City of Edmonton’s evaluation of SharePoint.

W22 Self-service Hosted Image Repository (case study)

Eric Olsen
Vice President – Operations, CriticalControl Solutions Inc.

Many organizations have definitive imaging and retrieval needs to meet their business requirements, although not every organization is ready to invest in the infrastructure required to set up a scanning environment and a secure image repository.

his case study will review how Alberta Health and Wellness implemented a solution that has a vendor providing both the imaging services to scan the images and a hosted image repository that meets the security and business requirements through a web interface.