Information Organization & Access

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  1. Taxonomy, Classification and File Plans: What are they and how are they used?

    Charmaine Brooks, Principal, IMERGE Consulting, Inc.
    To educate attendees about taxonomy, classification, and file plans, and their use in managing electronic and physical records. The session will include a primer on taxonomies,classification, file plans and metadata models with a focus on the use of functional classification, including usability, retention and disposition, and applicability to EDRMS systems.
    * what is meant by the terms taxonomy, classification, and file plans.
    * how they are similar, how they differ, and how they are used in the management of electronic and physical records and information.
    * how classification schemes and file plans can be…

    11 votes
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    • Promoting a Green City Through Document & Business Process Management

      Marian Love, CCM IT Project Manager, City of Sacramento
      In a campaign to become a "livable, green city" by strategically reducing the City of Sacramento's dependency on paper, a small team of IT professionals, championed by the City Clerk, is successfully implementing a content management solution citywide; with the expected benefits of lowering storage costs and introducing unprecedented efficiencies.
      * Gain team building insight that promotes selecting the right ECM solution, as well as, its successful implementation and deployment within city government.
      * Understanding why a stakeholder management plan is essential to ensure executive sponsorship and departmental support which is…

      4 votes
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      • How the Jet Propulsion Lab is implementing a solution to standardize access to information

        Alix Kneifel, Senior Systems Analyst, Jet Propulsion Laboratory (NASA)
        This is a case study of CAPI, a project to give JPL employees easier access to information by standardizing access across many JPL information systems. CAPI changes how many systems authorize and provide access. Like many IT projects, success is in the alignment of policy, requirements, practices, and IT implementation.
        * Two sides of the same mirror: sensitivity rules and guidelines, and meta data
        * The importance of defining a data architecture based on authoritative sources
        * The challenges of implementing CAPI on different systems
        * The challenges of getting buy-in…

        4 votes
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        • Content Inventories for Content Strategy

          David Skarjune, Consultant, Word & Image, LLC
          Performing a content inventory is a first necessary step on the path of developing a Content Strategy project, and complexity of the process scales depending on the dimensions involved. A case study of a content inventory for a major university college shows best practices and discusses how to customize options.
          * will understand the process of creating and managing an enterprise-scale content inventory for content strategy projects.
          * will learn best practices for content inventory that cover a variety of dimensions including information architecture, SEO keywords, code validity, asset integrity, accessibility, taxonomy, and…

          4 votes
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          • What IT and Legal need to learn from Records Managers: Delete Confidently!

            Annie Goranson, Discovery Attorney, Symantec Corporation
            Too many organizations store electronic records indefinitely. This presentation will discuss the challenges and benefits of establishing retention policies, and will explore real-world examples of how to implement effective information management policy to reduce the sheer volume of data they must store, manage and discover, including deleting records when appropriate.
            * Learn why saving all electronic records indefinitely can actually impede the e-discovery process.
            * Hear from a company that has established an effective information management policy that streamlines the e-discovery process.
            * Discuss how to create a response-ready environment.

            4 votes
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            • Knowledge Management for Analytic Professionals & Teams

              Jaime Fitzgerald, Founder and President, Fitzgerald Analytics
              Keith Moody, Director of Analytics, Credit First National Association / Bridgestone Firstone Retail
              Analytic professionals--like many specialists--have unique and important requirements when it comes to knowledge management, information management, data management, and workflow. * This case study will profile the experience of our client, CFNA, in using knowledge management to improve workflow across both their analytics team and their executive sponsors.
              * Attendees will learn why knowledge management is especially valuable for analytic professionals, whose work is technical, complex, and involves significant interaction with executive stakeholders.
              * Attendees will benefit from lessons learned…

              3 votes
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              • Do we really need standards?

                Bruno Wildhaber, Owner, Competence Centre for Records Management
                The inflation or mushrooming of standards is a fact. But how can you find out whether a certain standards fits your organization or requirements? A critical look at the industry and their output.
                * how to pick the right standard for their organization.
                * how to make the best use of standards
                * how to evaluate standards
                * how to evaluate the maturity of their organization
                * which prerequisite should exist before one can apply any standard to an organization

                3 votes
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                • Intelligent SharePoint Architecture and Storage Optimization Strategies

                  Tony Lanni, Chief Evangelist, AvePoint
                  During this session, we will review strategies for ensuring top platform performance, by expanding SharePoint's SQL storage infrastructure through intelligent archiving, efficient BLOB content management, and migration-free SharePoint management of legacy data stores such as file shares.
                  * Attendees will walk away with key tips and proven strategies for efficiently managing their SharePoint 2010 storage infrastructure.
                  * Attendees will learn best practices to extend SharePoint storage beyond the SQL Server database in order to make the platform scalable and highly performant.
                  * Attendees will learn how to diligently govern the process of content authorship, storage,…

                  3 votes
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                  • Information Asset Mgmt: General Model, Strategy and Infrastructure for Managing All Enterprise Info

                    Michael Corrigan, Senior Information Strategist, Sumaria Systems, Inc.
                    Timothy Sprehe, President, Sprehe Info, Mgmt. Assocs., Inc.
                    Information Asset Management (IAM), adapted from the U.S. Air Force, uses 5 principles to automate enterprise IM. A web service Metadata Environment automatically extracts, catalogs and makes accessible detailed metadata from each piece of enterprise information. IAM uses COTS products, is scalable, and solves issues of e-discovery and email management.
                    * The IAM infrastructure uses a web service Metadata Environment (MDE) to automatically extract detailed metadata from each Information Asset. The MDE Catalog enables discovery, access and retrieval of Information Assets.
                    * By automatically…

                    3 votes
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                    • Your Loss is Your Gain: Best Practices for Responsible and Defensible Information Disposal

                      Julia Brickell, General Counsel and Executive Managing Director, H5
                      Dianne Kelley, Director, Records Management, Viacom, Inc.
                      Michael Salvarezza, Knowledge Leader, Operations, LRN
                      Despite explosive data volumes and shrinking budgets, most organizations continue to bear the cost and risk of retaining information that serves no purpose. Here, we investigate the bottlenecks, identify benefits of taking action now and provide proven strategies to reduce exposure and expenditure by promoting responsible and defensible information disposal.
                      * How to identify the "data balloon" trouble spots within your organization and the techniques, tools and methods that can be applied to keep electronic information accumulation at…

                      2 votes
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                      • The Future of Information Management

                        Bill Tolson, Director of Evangelism, Iron Mountain
                        Today's information-dependent organizations rely on employees generating and receiving mountains of information daily. This avalanche of information can have business value -- if it can be effectively utilized. This presentation will explore technology trends in information management including information consolidation, effective retention/disposition policies and eDiscovery & regulatory preparedness.
                        * Attendees will learn: how organizations that do not actively managing their information are being overwhelmed by it with additional storage requirements, longer backup time frames and increased legal liability.
                        * That in the face of this electronic information explosion, it's the management of that…

                        2 votes
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                        • Learning to think sideways: A stronger archives and records program 5 years after Katrina

                          Emilie "Lee" Gagnet Leumas, Director of Archives and Records for the Archdiocese of New Orleans, Archdiocese of New Orleans
                          Krista Curtiss, HP TRIM Americas Marketing Manager, HP
                          This presentation will focus on the ongoing efforts and effective changes made to the Archdiocese of New Orleans Archives and Records program in the aftermath of Katrina. This organization not only preserved damaged records and artifacts, it is also implementing an electronic document strategy to meet its ongoing business needs.
                          * Attendees will learn how Archdiocese of New Orleans continues to strengthen its archives and records program through sound business practices while managing…

                          2 votes
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                          • Web Policy 360

                            Christine Pierpoint, Partner, WelchmanPierpoint
                            The web presence is the public face of the enterprise content platform, yet many organizations are exposed because they lack sufficient web policy. In this session we will take a holistic view of web policy and talk about how to craft policy that plugs into the existing corporate governance framework.
                            * By attending this session attendees will better understand the risks and exposures to the organization when there is insufficient web policy.
                            * By attending this session attendees will learn how to complete a 360 degree policy audit and identify gaps related to the web presence. …

                            2 votes
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                            • Creating a Secure Information Architecture with ISO 27001

                              Stephane Charbonneau, CTO, Titus Labs
                              Boris Goncharov, IT/IS Manager, G4S Security Services
                              ISO 27001 is an emerging Information Security Management System (ISMS) for the protection of information assets. In the current US environment where enterprises are subject to countless regulations, this session will explore the ISO 27001 framework and share the experience of G4S Security Services, the world's leading security solutions group.
                              * The value of ISO 27001, and requirements of this standard.
                              * Information security best practices as outlined by ISO 27001, and common pitfalls organization face when seeking certification with this and other standards.
                              * Actionable intelligence from…

                              1 vote
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                              • Web presentation for digital collections

                                Sasa Mutic, Director, Geneza
                                Ivo Iossiger, Director, Assy S.A.
                                MediaINFO web presentation platform allows any scanned content to be delivered via web in real-time, regardless of nember of documents, pages and their sizes. Content can be displayed in original look, while providing the advantages of digital age.
                                * how to present scanned content online while controlling access rights and avoid offline distribution.
                                * how to publish archived books and newspapers And allow full-text searching,categorization and metadata extraction.
                                * how to integrate advanced presentational software directly into existing web portals.

                                1 vote
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                                • Automating the Discovery, Collaboration & Social Networking Processes

                                  Malcolm Hyson, Chief Technology Officer, Discover Technologies
                                  Knowledge worker productivity and effectiveness can be greatly improved, and costs reduced, by changing the way we find and deliver information and "people" to our personnel. The answer, as addressed in this session is advanced automation, rather than traditional manual processes.
                                  * Knowledge workers will be able to spend a great deal more of their time applying their specific expertise, and less time looking for information.
                                  * Improved quality of service: By allowing the knowledge worker to leverage the work and expertise that has already been developed by others.
                                  * Reduced costs: less…

                                  1 vote
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                                  • Getting Data Protection Right

                                    Bryan Reynolds, Managing Partner, Sitrof Technologies
                                    This session will cover combining the Counterintelligence Model with the Enterprise Rights Management (ERM) Technology Platform for optimal security. Data may be secure when it's at rest or in storage or when it's in motion inside and outside the enterprise. However, is it secure when used by an authorized user?
                                    * The best approach to security: an intelligent unstructured data management strategy that effectively combines counterintelligence methodologies with an enterprise rights management (ERM) technology platform.
                                    * Why a hybrid solution means risk is truly minimized without compromising collaboration and performance.
                                    * How to handle…

                                    1 vote
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                                    • Knowledge Optimization: Integrating BI and Content Management to Raise Your Organization's IQ

                                      Rick Hinton, Managing Director, Business Intelligence, Portal Solutions
                                      This session will demonstrate how integrating business intelligence with content/collaboration solutions allows organizations to provide information workers with metrics-based feedback to enable smarter decisions. By tapping into an organization's intellectual assets that reside in content, people, and also data, it can be delivered to the user in role-based context.
                                      * Attendees will learn how the integration of content and business intelligence can drive information worker behaviors through self-service performance metrics delivered through existing corporate portals.
                                      * Rick will show a live demo of an integrated content/collaboration/analytics solution that provides a "day in…

                                      1 vote
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                                      • Improve Usability and Deliver Robust User Experiences with Solid Information Architectures

                                        Chris Poteet, User Experience Guru, Portal Solutions
                                        This session will discuss the major impact information architecture has on usability. Often information architecture are not planned out to the depth necessary to ensure that information management system implementations are successful/ provide a rich user experience. Come see the tangible results of well thought out and implemented information architecture.
                                        * Attendees will learn how to articulate the ROI for the time and money spent to create well thought, comprehensive information architectures that deliver a robust user experience.
                                        * This session will show attendees how usability is directly affected by information architecture and…

                                        1 vote
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                                        • The Fast Track from Shared Drives to ECM: Automated Content Analysis and Migration

                                          John Harold, Senior Information Architect, Access Sciences Corporation
                                          Tracy Prater, Project Manager, Access Sciences Corporation
                                          TBD, Shell Upstream Americas
                                          Is your organization overwhelmed by terabytes of unmanaged documents in shared folders? Learn how Shell Upstream Americas applies an innovative technical approach to catalog, classify and migrate thousands of documents to ECM on a weekly basis.
                                          * How to design an incremental, "stair-step" approach to get started with the highest priority content
                                          * How to develop end-to-end functional and technical requirements for automating the process
                                          * How to apply corporate governance and records policies to the process and tools
                                          * How…

                                          1 vote
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                                          Information Organization & Access

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