2012 Speaker Information
Oliver Morley, Chief Executive of the National, Keeper of Public Records and Historic Manuscripts Commissioner
Synopsis: At The National Archives, we are rethinking our digital strategy, based on our experiences and research in recent years. Our main challenge is not in dealing with file format obsolescence – it seems that the much-feared ‘black hole in our history’ due to obsolete formats is unlikely to materialise, at least not in theUK. For us, the real issue is to fully understand the nature and the scope of the digital record, and the associated implications, so we can plan an effective strategy. The volume of information being created by government grows exponentially, making it harder to define what has value and identify what’s sensitive. Good information management practices and the disposal of ephemera are essential in keeping volumes of data manageable; they also improve organisational efficiency. Good metadata is critical, but so is keeping that metadata intact, especially through change. Context and understanding must be managed through changes in organisations and systems – and change is both constant and inevitable. Technology continually transforms the nature of the record. We are contending not just with the universal use of email but also the rise of social media. We need to fully understand changing models of government working – for example, use of web based tools such as SharePoint or the storage of records in the cloud – and how these impact on selection and preservation. For a historian the most illuminating part of a historical document may be the handwritten notes in the margin. We can deliver the same level of richness and detail through digital records – but only if we can identify the disparate pieces and find ways of capturing them, drawing them together and delivering them to researchers. In managing digital records, a successful approach depends on good governance, decision-making based on business needs, and appropriate and well-implemented technology. At The National Archives, our role is to collect and secure the future of the record, to preserve it for generations to come, and to make it as accessible and available as possible. An important part of this work is influencing information management processes in government so that records come to us in a state that minimises the need for massive – and expensive – technological intervention.
Biography: Oliver has overall responsibility for The National Archives' future direction as well as current performance, and is accountable to ministers for both. His role is to lead in all The National Archives' many different activities, in our work with government and in providing services to the public. Oliver is Keeper of Public Records and Historic Manuscripts Commissioner. These responsibilities combine respect for the unique significance of our collection with delivering effective online services to millions of people, and engaging with government to maximise the value of its digital information - today and for the future.
Oliver joined The National Archives as Director of Customer and Business Development in 2008, leading the team launching the 1911 census and our online strategy. Prior to this, Oliver worked at Thomson Reuters, with global responsibility for ensuring improvement of information services for customers. Other responsibilities at Reuters included the strategy for a £1.5 billion revenue business and regional sales management.
More widely, Oliver's experience combines strategy and operations with a strong understanding of how to deliver the information the public and customers need to use and research. He is a non-executive director of the Collections Trust, has received an MBA fromLondonBusinessSchool.
Kimberley Sadler, Bosoco Limited
Synopsis: Ten years ago the murders of two school girls from Soham led to a review of how the police manage their information and records. Subsequently, national guidance was issued to all Forces. This presentation will examine the response of one Force to that guidance, and how the project team met the following challenges:
• Challenge 1 – to reduce quantity of paper records produced and held
• Challenge 2 - to make record content more widely available to those who need it and have authority to access it
• Challenge 3 – to ensure that paper records are maintained in a secure environment
• Challenge 4 – to provide a proof of concept with limited project support and minimal budget • Challenge 5 – To change the culture from one of storing paper records in archive to that of scanning paper records and making their content more accessible.
Attendees will gain an insight into the crucial factors for successful delivery of improved records management. This will include:
• communications strategies
• getting chief officer “buy in”
• changing hearts and minds
Biography: Kim Sadler has successfully managed her own company, (1212 Consulting), since 2005 and during that time she has provided excellent technical business consultancy services to a range of organisations. From this experience she recognised that process and technical solutions often failed because of a lack of attention to the human factors in change programmes. This led her to form a second company, (Bosoco), where she is one of two founding partners. Bosoco supplies expertise to provide holistic business change solutions. Kim demonstrates throughout her work that she is passionate about delivering excellent products and services, helping organisation to see how they can make a real difference in a demanding environment and helping individuals to realise their own capabilities. Kim has presented to international audiences on the approach taken to improve information and records management. She made a key note presentation at the Records and Information Management Professionals Australasia (RIMPA) conference inDarwinin September 2011.
Session A2; 11:30 – 12:30
Meic Pierce Owen,Isle of Man Government
Synopsis: In tough economic times, the temptation is for Organisations to cut Information and Records Management as a cost savings measure. In this talk, Meic will outline how the Isle of Man Government is taking another appraoch entirely and utilising the benefits of improved IRM practices as an integral part of its Transforming Government cost and efficiency gain Programme. The talk will cover the successful development of a Corporate IRM Policy and Strategy for a small National Government as well the practicalities of developing, negotiating, introducing and implementing innovation and improvement in IRM practice in an environment of Change and contracting resources.
Biography: Meic has been involved in front-line IRM change projects over a period of over 25 years across the NHS, HE, Local Government and Private Industry sectors in theUK. Having attained his post-graduate diploma in Archives and Records Management from theUniversityofWales(Bangor) in 1999, Meic enjoyed a stint as cataloguing archivist at theUniversityofSt Andrews, In 2004, Meic joined the Isle of Man Government. Since this time, he has been employed initially as Records Management lead within theIsland's Public Record Office, and since October 2010 as Project Manager for Information and Records within the Transforming Government Programme. Since October 2010, Meic has developed the first Corporate Information and Records Management Policy to be adopted by the Island's Government as well as introducing an initial 3 year strategy to start the implementation of this Policy. Amongst other activities in this period, Meic has produced corporate guidance on both electronic scanning practices and the legal admissibility of electronic records as well developing an ambitious paper record reduction programme and contributing to the development of theIsland's draft FOI legislation. Meic joined the then RMS in 2000 and since 2009 has been a member of the Executive Committee, initially as Editorial Director and since 2010 as Treasurer. In addition, Meic is a member of the Conference sub-committee and Vice-Chair of the Society'sIsle of Mangroup.
Session A3; 11:30 – 12:30
Claire Johnson, CJ-Information Management Consultancy (CJ-IMC)
Synopsis: Notions of national security, personal security and ownership of information resources are being re-defined due to current changes to internet regulation as ongoing case law involving WikiLeaks and The Pirate Bay testify. The UK copyright regime is also due for wide-ranging changes in light of the recommendations of the Gowers Report, produced for the Department of Trade and Industry, published May 2011. One resulting question is how these changes affect information professionals’ working environments and whether they provide beneficial drivers which enable records and information management practice to be received more favourably as part of the governance mandate across sectors. Another question is whether, and to what extent, the organisational “risk appetite” is changing. Does the current environment offer, for example, new opportunities to information managers to embrace more adventurous responses in light of the economic austerity environment? This presentation will draw on case studies from a range of public and private sector organisations. It will challenge the audience to reflect critically on the ways the current state of flux might result in changes in their professional lives and alignment with strategic business drivers.
Biography: Claire Johnson is a consultant with extensive experience in the public sector especially UK Higher Education. Until March 2009 Claire was Senior Records Manager & Freedom of Information Officer,UniversityofGlasgow. Claire joined the University in 1997 and the main focus of her role was to integrate record-keeping in both paper and digital domains and to provide a strategic focus for a digital records management strategy within the University’s Information Strategy. Her research interests include the development of records management for an age of digital governance and the usability of digitally disseminated information. She is a qualified records manager and recently completed a LLM in IT and Telecommunications law at theUniversityofStrathclyde. Her dissertation looked at how academics have responded to changes to copyright and the findings of the Hargreaves Report.
Session A4; 11:30 – 12:30
Phil Greenwood, Iron Mountain, Christian Toon, Iron Mountain, Paul Duller, Tribal Group, Mike Kay, DEFRA
Synopsis: Business involves risk: data loss, security breaches and the need to be compliant with increasingly complex regulation. Professional information management can help businesses mitigate these risks and protect their reputation. We would like to explore these risks and discuss best practise at the IRMS conference.
Phil Greenwood:Phil Greenwood is UK Sector Director responsible for delivering information and records management solutions into theUK’s largest Public, Private and NHS customers. Phil has over 10 years’ experience working withUK and International records management. He is involved with the UK Information and Records Management Society. Phil has worked within service delivery and customer facing roles, as well as in general management roles within the outsourcing and information management industries. Legally qualified, Phil has also spent time as a fee earner within law firms and has a strong understanding of the way that information and services drive the core business of client organisations.
Christian Toon:Christian is the functional lead responsible for developing and implementing Information Security Policy, Standards, Goals and Strategy for Iron Mountain Europe. Christian provides authoritative advice and guidance on the implementation of contractually agreed standards for Information Security and maintain or improve compliance with these standards thereafter. Christian has experience in UK Government Security and Business Continuity built upon the last 5 years in working withIronMountain’s Public Sector. He also has experience with program, project and risk management.
Paul Duller:Paul is the Information Management Consultancy Director for the UK-based Tribal Group plc (Tribal). He is an international records management specialist, an expert witness, a geologist and a chartered scientist with a PhD in geology and data management and an MBA in Business Administration. Paul is Chairman of the Data Management Group for the Petroleum Exploration Society of Great Britain, Chairman of the Geoscience Information Group of the Geological Society, and Director and Previous Past Chairman of the UK Information & Records Management Society. He is the author of a number of papers and technical reports and has considerable experience of records management practices, the project management of large-scale records management projects (both physical and electronic records) and the development and implementation of records management policies, strategies and retention schedules. Paul has been an editor of the UK Information & Records Management Society’s journal for the last 10 years, and is an Honorary Teaching Fellow in Archives and Records Management at theUniversity ofDundee.
Mike Kay:Mike Kaye is Head of Information Management at the Department for Environment, Food and Rural Affairs, with 12 years experience in this discipline. He is also a Committee Member of the Association of DRO’s with a wide range of contacts across Government. Mike has worked closely with The National Archives on a number of initiatives including Digital Continuity, Information Appraisal standards, use of DROID to identify digital assets, and most recently the “20 Year Rule” Working Group. He is also a member of TNA’s KIM Practitioner Group.
Keynote Address 2; 13:30 – 14:15
Victoria Lemieux, Director of the Centre for the Investigation of Financial Electronic Records
Synopsis: This session reflects on the past, present and future of the records profession in relation to information governance, security and the law. Dr. Lemieux will take session participants on a journey from the roots of the records profession, to the challenges currently facing the profession in relation to information governance, security and the law, before moving to a discussion of what the future might hold for records professionals as we move into the era of big data, social networking and other technological and social changes. She will end by reflecting on how records professionals might best position themselves to thrive in the face of future challenges and opportunities.
Biography: Victoria L. Lemieux is an Assistant Professor at theSchoolofLibrary, Archival and Information Studies (the iSchool@UBC) with a research focus on financial informatics. Her interest in financial records and their relationship to risk stems from her 1999-2001 doctoral research on the information-related causes of the Jamaican Banking Crisis (University College London 2002). Following completion of her doctoral research, Dr. Lemieux joined Credit Suisse as a VP in charge of global records policy management, later taking charge of aspects of IT Security Policy development and managing the risk and security components of the bank's 2007 Swiss Franc 1.6bn network outsourcing (for which she received a "One Bank" award). She then went on to lead the bank's European infrastructure client services technology risk team. Dr. Lemieux joined UBC in July 2008 and established the Centre for the Investigation of Financial Electronic Records (CIFER). In 2009, she received a Peter Wall Institute Early Career Scholar Award. In 2011, Dr. Lemieux received an Emerald Literati Award for her paper on “The Records-Risk Nexus.” Her current research interests include the visual analysis of financial records and organizational and human behavioural risk factors in digital records system project implementation. Dr. Lemieux has been a designated Certified Information Security Systems Professional since 2005 and serves as a Canadian representative to the International Standards Organization’s Technical Committee on Financial Services (TC68).
Session B1; 14:15 – 15:15
Roger Poole, Barclays Capital
Synopsis: A discussion, hopefully with some participation from the audience, centred on the practices and procedures relating to Records Management in the Financial Services Sector. I will seek to understand the differences in the approach of Public and Private sector by encouraging participation from the audience and debating the benefits of the various approaches. I will commence with an overview of some common practices within the Financial Services organisations and articulating some of the benefits and pitfalls.
Biography: Roger currently holds the position of Global Head of Records Management at Barclays Capital. In this role, he has responsibility for:- Global Policy; Direction and maintenance of a Global Records Management (RM) Programme; Retention Schedule development and maintenance working with, and directing, internal and external Legal Counsel; Maintaining knowledge of legal and regulatory developments and sharing this with the business (e.g. Dodd Frank/MiFID), Development and implementation of standards; Development and implementation of RM training across the organisation; Advising technology regarding RM requirements; The review of enterprise content management and other systems including ensuring legal admissibility of documents; The management of legal holds.
Prior to Barclays Capital, Roger gained experience, working in the financial industry, holding senior positions at both Standard Chartered Bank and Credit Suisse. At Standard Chartered Bank he provided advice and guidance in respect of the planned implementation of a worldwide records management solution and record retention requirements. As Head of Archives and Records Management (EMEA) at Credit Suisse, Roger was responsible for implementing a Records Management Programme across the region. He negotiated vendor contracts and consolidated records held with multiple vendors to one, new, service supplier. He was tasked with developing and maintaining retention schedules and ensuring official records were retained in accordance with legal and regulatory requirements. He also made a significant contribution to the design and roll-out of a Records Management System.
Other achievements: Presented with “Information and Records Management Professional of the year 2011” award at the IRMS conference (Brighton) April 2011; Resurrected the Financial Services Records Management Forum and held the position of Chair; "Raised the bar" in terms of Senior Management's understanding of RM; Demonstrable cost savings achieved by "skilful" negotiation with vendors; Implemented pragmatic but comprehensive RM programme.
Presentations at industry events such as: Information and Records Management Society, London Meeting (November 2010); Financial Services Records Management – Regulatory Compliance, Security and Legal Issues (October 2010); Financial Services Records Management Forum (various); eDiscovery conference (October 2009)
Session B2; 14:15 – 15:15
Karen Bullen, Nottinghamshire County Council
Synopsis: Business Transformation and Innovation – hot topics both – but what are they and how doesInformation Managementfit in? Nottinghamshire County Council are finding this out for themselves right now as they embark on their Improvement Programme driven in large part by the significant budget savings that need to be made following the Government’s Comprehensive Spending Review(s) My presentation will look at what the idea of Business Transformation means to Nottinghamshire County Council in general and the Property Division in particular, what successes we have had to date, what our aims are and how none of it could have been achieved without using information management principles. All the initial work that was carried out within a pilot area of the Property Division was done by bringing information management in on a shoestring, using only existing day to day systems with not an EDRMS in sight. This involved innovative approaches and has enabled the success to have been partly expanded on again showing considerable cost savings which have been realised within a very short time scale.
Biography: Karen started working with Nottinghamshire County Council 10 years ago as a temporary admin assistant after spending many years in ‘office manager’ roles and before that working in various accounts departments in the private sector. Her involvement with Information Management came about as part of her work on projects dealing with Business Process Improvements and general Change Management. She now works as Team Manager for the Property Group managing a team of Estates Surveyors and Property Technicians and also the Business Support Team. In addition to managing the work of these two teams she also has responsibility for the Business Planning process, Service Agreements, Business Continuity, Information Management and delivering Business Process Improvements across the Division (circa 90 staff) she has worked on a number of projects delivering cost savings to the authority through Business Improvements links with Information Management and one case study drew attention from as far afield as Australia, it having been published through IdEA as an example of ‘good practice'.
Session B3; 14:15 – 15:15
Paul Duller, Nigel Loadman, Tribal Group
On the Stand: Information and Records Management and its importance in litigation
Synopsis: On the Stand: Information and Records Management and its importance in litigation Most businesses create, receive and subsequently manage an almost unimaginable amount of information. Most is born digital and this information mountain is increasing exponentially both in volume and types. Recent dramatic headlines have made it quite apparent that this “information explosion” tied to the lack of an effective records management programme can significantly increase the potential litigation exposure of a company. Trusted information, in whatever form, can be a valuable asset to any organisation but organisations across the world are starting to realise that information that is not effectively created, indexed, stored, preserved and disposed of effectively generate significant risks and is increasingly being regarded as a toxic liability that can result in subsequent fines and other sanctions. Additionally, as many courts and regulatory authorities are starting to expect the timely presentation of documents during e discovery requests it is time for private sector companies and public sector authorities and departments to get to grips with solid Information and Records Management principles and best practice. The lack of an effective records management programme, can easily result either in a company not being able to locate all the relevant information in a timely fashion, or (even worse) unintentionally withhold required documents. As a consequence records management programmes have a new found importance in the current business environment. Covering such areas as smoking guns, the impact of e-discovery and international legislation this presentation will introduce the main areas of concern and identify the risks and issues that can significantly impact an organisation when the time comes to prosecute or defend themselves in a court of law.
Paul Duller: Paul is a chartered scientist and international records management consultant. He has over 20 years' experience in the management of large-scale records management projects, and specialises in the development and implementation of records management policies, systems and strategies in both the public and private sector. He has worked as the Information Advisor in the Ministry of Petroleum and Minerals in the Sultanate of Oman as well as a number of leading oil companies and consultancy groups. As Information Services Director for Tribal, Paul is responsible for a team of over 60 consultants and support staff. He still finds time to "get-out-of-the-office" and over the last 6 years he has undertaken a wide range of records management projects in theUK,Norway,Denmark,USA,Canada,Malaysia,India,Bangladesh,AlgeriaandSouth Africa. Paul has published extensively in the field of data, records and knowledge management and lectures widely in this field.
Nigel Loadman: Nigel has a Masters degree in Records Management and has worked in various industry sectors where effective records management plays a critical role. Nigel has considerable hands on experience of various records management subject areas and has a comprehensive understanding of the needs and requirements of effective Records Management and its importance in litigation having spent most of his career working within highly regulated environments such as the pharmaceutical, oil and transport industries where records and information play a significant role. His main area of interest, focus and specialism throughout his career has been the governance and control of critical documents and records within regulated environments and has written corporate strategies focussing on such diverse areas as Enterprise Content Management, Records Management, Information Governance and Digital Asset Management. In addition Nigel has many years of experience working closely with corporate legal teams to develop company standards and guidance notes on such subjects as Electronic Signatures, Data Protection and the legal admissibility of electronic documentation in court. More recently Nigel has managed a team of 76 records professionals and transitioned the team from 11 locations spread across theUKinto 1 national centre containing over 4 million engineering drawings and other controlled documents. Nigel and his team were subsequently awarded Records Management team of the year by the Records Management Society. Nigel’s wealth of experience managing records in regulated environments and close involvement in various investigations and legal cases where documentation and records have played a key role makes him ideally placed to introduce the importance of records in litigation and provides him with the opportunity to draw from numerous examples and scenarios that he has encountered over the years enriching the learning experience.
Session B4; 14:15 – 15:15
Tim Leaver, Paul Sanders, TNT
Synopsis: In 2008 / 9 the property gloom began to grip theUKwhich triggered Land Registry to embark on an ‘Accelerated Transformation Programme’. This led to Land Registry deciding to outsource its entire records storage service to reduce cost, improve customer service, introduce change and transfer a non-core service.
An integral part of this programme is the uplift of business critical records over a 13 month period being undertaken by TNT that will see 88 million files transferred from the in-house Land Registry file store operation to TNT by July 2012.
The files are the life blood of Land Registry’s customer facing processes and daily access to them is a critical part of theUKhouse and land transaction process. So, whilst Land Registry continues to deliver innovative on-line customer services using information contained in the records, the records themselves remain the ‘boxes in the basement’. In fact, the records are now stored in a protected environment that includes very early smoke detection and zonal sprinkler systems together with extensive physical security measures to prevent unauthorised access.
Essential elements of the contract are an innovative property solution to downsize Land Registry’s estate, a new I.T. system to provide a live interface between the TNT records management and Land Registry business systems and a TUPE and knowledge transfer.
This session will highlight the elements of the contract that have gone well and share areas that could have been improved. Both speakers have been directly involved in the procurement and operation of this fascinating and dynamic outsourcing process.
Biography: Tim Leaver MBA, BA, FCIPS
Tim Leaver is Land Registry’s Chief Procurement Officer, providing strategic advice and guidance on procurement and contract management issues across Land Registry. Tim undertakes/oversees high value, strategic negotiations and is responsible for maintaining good relationships with critical suppliers and business partners to ensure business resilience of supply. His recent activity has involved the identification of outsourcing opportunities and managing the resulting procurements. He has been instrumental in setting up a retained ‘intelligent customer’ capability in Land Registry to ensure the outsourced services are effectively managed. Prior to his appointment in January 2005, Tim worked for 28 years in procurement in the electricity supply industry. Tim has aLondonUniversitydegree in Economics, Law & Geography and an MBA in Strategic Procurement Management fromBirminghamUniversity. In 2011 Tim was awarded Fellowship of the Chartered Institute of Purchasing and Supply in recognition of his contribution to the procurement profession.
Paul Sanders, General Manager
Paul is General Manager for the TNT Healthcare vertical market which specialises in providing integrated physical and digital document services to customers in this sector. Prior to his current role, Paul was responsible for the Records Management division of TNT Business Solutions and was instrumental in the growth of the business to 11 nationwide sites. He has particular success in the acceleration of the business in the strategic areas of Central Government and Health and was central to the success of the Land Registry implementation. Prior to joining TNT in 2007, Paul was educated atWelbeckCollegeand the Royal Military Academy Sandhurst from which he was commissioned into the Corps of Royal Engineers in 1997. Paul completed a number of roles in the Balkans,Canada,Poland,USAandIraqand completed a BSc in Information Systems Management fromCranfieldUniversity.
Session C1; 15:45 – 16:45
Andrea Simmons, HP Enterprise Security Services
Synopsis: As part of my PhD Research into the understanding and implementation ofInformation Assurancein theUK, it has become clear that there is a key language disjoint between the terms people use, what they mean and what is actually the case. Given the core subject of day one of this conference, it is important that we, as professionals in the space, act as “translators” both upwards and downwards and across our organisations in order to ensure that everyone we are working with can see the links. When we say Governance, in our sector of the industry, we mean Information Governance and we need to be clear on what that means and how it links to Corporate Governance. As was pointed out by Mike Small in RM Magazine Bulletin 163 “Information governance sets the policies, procedures, practices and organisational structures that ensure that information is properly managed. Good governance ensures that there is a consistent approach to risks and compliance across different lines of business and multiple laws and regulations. It can reduce costs by avoiding multiple, ad hoc, approaches to compliance and risk management.” This is very much the space within which I am currently operating and I will be able to provide an update on seeking to pull together a global portfolio of compliance requirements across multi discipline, multi legislative corporate entities as part of a global eGRC (enterprise Governance, Risk & Compliance) roll out, whilst dealing with cultural differences, strongly held fiefdom protections and resistance to change – challenges many may never face or some may often be facing - and I hope to be able to provide hints and tips on quick wins and change activist approaches that work too.
Biography: Andrea Simmons, FBCS CITP, CISM, CISSP, M.Inst.ISP, MA, DHP (NC) Andrea is an experienced information assurance/governance/compliance evangelist with expertise in several disciplines garnered over 12 years in the industry working across the UK public and private sector, implementing compliance programmes and information security management systems (ISMS) spanning Data Protection, Privacy and Data Handling, PCI DSS, Freedom of Information, Records & Information Management, ISO27001 and related standards, Government Secure Codes of Connection etc. Andrea has always allowed time for volunteer involvement in various professional bodies (the BCS, theInstituteofInformation Security Professionals, ISSA, ISACA and the Information Assurance Advisory Council (IAAC), helping to shape the information security landscape and develop the Information Assurance Profession for the future. Andrea writes a Security blog for BCS, The Chartered Institute for IT – www.bcs.org/blogs/security. In November 2008, Andrea wrote a 50,000 word report on achieving best practice in information security – which highlighted the need to focus on the umbrella view of information governance, under which sits information assurance, information security, Data Protection, Freedom of Information, and all the compliance, legislative and regulatory frameworks. This was published in December 2008 (Achieving Best Practice in Public Sector Information Security, Ark Group Publishing, ISBN 978-1-906355-39-5). A second book is due to be printed this Spring entitled Once more unto the Breach – A Year in the Life of an Information Security Manager – based on experience gained at the coal face. Andrea holds multiple certifications and has a Masters degree in Philosophy – she is also a fully trained psychotherapist and hypnotherapist! Andrea’s career focus is on the intersections of business objectives and risks, compliance, information security, assurance and privacy and associated regulatory and governance concerns. In 2009, Andrea commenced a course of PhD study in Information Assurance through theUniversityofWolverhampton.
Session C3; 15:45 – 16:45
David Fatscher, British Standards Institution
Synopsis: Over the past decade, high-profile failures in corporate governance have highlighted the need for better management of the information assets that underpin decision-making. Good information governance is about more than just ensuring data is secure. It must also be stored and shared in ways that enable an organisation to meet its business objectives, customers’ needs and legal obligations. In an era of complex supply chains, this presentation explores the importance of building an information governance strategy around agreed standards of good practice in records management, data protection and information security.
Biography: David Fatscher has over 25 years experience of data management, publishing and digital media in a career that has included positions at Reuters Business Information and VisitBritain, the national tourism agency. David is currently Sector Development Manager with the British Standards Institution, responsible for the organisation’s content and product strategy with regard to information governance standards. He also led the BSI team that developed the Data Protection Online self-assessment tool.
Session C4; 15:45 – 16:45
Alan Shipman, Simon Ellis, Box it
Synopsis: A brief summary of current trends reported within the Document Management space will be used to explore the challenges and risks of a technology led strategy, moving documents out of storage to triggering business process, enabling user self service, managing document lifecycles and exploiting the benefits of cloud solutions.
A Live business application will show how moving out of the box into the cloud has transformed HR management for a leading UK organisation delivering real business benefits, measurable savings and business process improvement. This will also show how aligning the process to good records management practice results in immediate benefits creating a robust platform that reports on non-conformities and ensures statutory compliance including eligibility to work in the UK, data protection, retention management and timely destruction of records.
The high levels of activity surrounding the British standards arena on cloud will be linked and summarised to reveal the current thinking and approach to security, personal information, records management and more.
Keynote Address 3; 9:00 – 9:45
Dave Snowden, Chief Scientific Officer of Cognitive Edge
Synopsis: The growth of social computing over the last decade has show that semi-structured networks without specific purpose or direction can have high utility in dealing with uncertainty. The science of complex adaptive systems theory provides a theoretical basis by which we can understand “emergence” of meaning in human interaction without “design”. Managing knowledge is not the same thing as managing information, although the two are tightly connected. Technology which augments human intelligence has high utility, technology that attempts to replace human decision making can too easily prevent discovery and innovation.
This presentation will take a narrative approach to understanding complexity science and links to human cognitive capabilities. It will use current projects to illustrate the power of human sensor networks to provide faster access to relevant information than search engines an other algorithmic approaches. Serendipitous search has the ability to find things that we didn’t know we wanted but prove more useful instead. Using whole of work force or whole of population networks can provide collective or distributed cognition (more popularly but inaccurately known as Wisdom of Crowds) to deal with complex problems.
Above all the presentation will argue for the value of “mess”, OK it has to be coherent but too much structure, too much process, too much engineering can damage human intelligence and decision making. We need more balance, not to abandon current approaches to managing information and/or “Big Data” but to realise the boundaries of their applicability, and then develop new methods and tools on the other side of those boundaries. This presentation will provide a combination of theory and practice to start that journey.
Biography: Dave Snowden is the founder and chief scientific officer of Cognitive Edge. His work is international in nature and covers government and industry looking at complex issues relating to strategy, organisational decision making and decision making. He has pioneered a science based approach to organisations drawing on anthropology, neuroscience and complex adaptive systems theory. He is a popular and passionate keynote speaker on a range of subjects, and is well known for his pragmatic cynicism and iconoclastic style.
He holds visiting Chairs at the Universities of Pretoria andHong KongPolytechnicUniversityas well as a visiting fellowship at theUniversityofWarwick. He is a senior fellow at theInstituteofDefenseand Strategic Studies atNanyangUniversityand theCivilServiceCollegeinSingapore. His paper with Boone on Leadership was the cover article for the Harvard Business Review in November 2007 and also won theAcademyofManagementaware for the best practitioner paper in the same year. He has previously won a special award from the Academy for originality in his work on knowledge management. He is a editorial board member of several academic and practitioner journals in the field of knowledge management and is an Editor in Chief of E:CO. In 2006 he was Director of the EPSRC (UK) research programme on emergence and in 2007 was appointed to an NSF (US) review panel on complexity science research.
He previously worked for IBM where he was a Director of the Institution for Knowledge Management and founded the Cynefin Centre for Organisational Complexity; during that period he was selected by IBM as one of six “on-demand” thinkers for a world wide advertising campaign. Prior to that he worked in a range of strategic and management roles in the service sector.
His company Cognitive Edge exists to integrate academic thinking with practice in organisations throughout the world and operates on a network model working with Academics, Government, Commercial Organisations, NGOs and Independent Consultants. He is also the main designer of the SenseMaker® software suite, originally developed in the field of counter terrorism and now being actively deployed in both Government and Industry to handle issues of impact measurement, customer/employee insight, narrative based knowledge management, strategic foresight and risk management.
Session D1; 10:45 – 11:40
Emma Dadson, Harwell Document Restoration Services
How to deal with damaged documents – practical exercise
Synopsis: After paper records sustain flood or fire damage, prompt action is essential to avoid escalating costs, complexity and time-scales for restoration. This session will equip participants with the fundamental information necessary for effective decision-making in such highly pressurised situations through two practical exercises. The first will ask participants working in groups to organise a response to a major escape of water and consider how they will triage damage, organise staff and prioritise activities including controlling the source, health and safety, damage mitigation, triage and HR issues. The aim of this exercise is to show how interfacing with other departments such as facilities and insurance is essential beforehand and how pre-incident planning provides assured responses in an inevitably confusing situation. In the second part of the session, participants will be provided with a with a sample wet file to handle and attempt to dry with just basic equipment, thus prompting considerations about how they would handle damaged documents within their own workplace and tackle incidents of varying scales and appreciate the what can be done inhouse and also limitations in major incidents.
Biography: Emma is a widely known figure within the heritage and information services sectors as an expert in disaster recovery and response. With over 12 years of experience working at Harwell, a company retained by over 800 companies and institutions, Emma has trained over 3,000 individuals in techniques for writing effective disaster plans and their effective implementation. Having graduated fromOxfordUniversitywith a 2:1 in Classics in 1999, Emma joined Harwell to develop its Priority User Service and diversify additional products for this market, particularly training and consultancy work in disaster planning. She became an accredited Technician of the British Damage Management Association and was named Business Continuity Consultant of the Year 2007. Emma was until December 2009 the chairman of the British Damage Management Association, an organisation representing over 1,500 practitioners in the field of fire and flood restoration.
Session D2; 10:45 – 11:40
Marc Fresko, Inforesight Limited
Synopsis: “The Cloud”, in its many forms, is awfully fashionable. Great claims are made for cloud technologies, and great benefits may be possible from cloud solutions in some circumstances – but at what cost? What is the downside? What are some of the risks? Vendors’ presentations concentrate on the upsides, generally ignoring disadvantages and sometimes implying that real risks do not exist. It is difficult to get a balanced picture, because the pro-cloud vendor lobby is not balanced by any other group. This presentation seeks to remedy the imbalance. It looks at some of the downsides and risks of the cloud for Records Management (and, incidentally, other aspects ofInformation Management). Real-world case studies are included, showing how records and information in the cloud have variously been lost permanently, lost temporarily, and published inappropriately. Other problems, including legal, technology, and performance issues will also be addressed. The intention of this session is to encourage Records Managers to think critically about the downsides of cloud technologies, so that they are better placed to evaluate them, and so to mitigate them – or avoid them entirely.
Biography: Marc Fresko is an experienced information management consultant. He has concentrated on information management since the 1980s, when it was commonly described as 'office systems'. In the decades that have passed since then, Marc has seen technology and information management fashions come and go; this has given him a valuable perspective against which to have new "must have" offerings such as cloud computing. Known as the lead author of MoReq and MoReq2, Marc has a deep involvement in standards; he has contributed heavily to influential standards including BIP 0008, BSI 10008, e-GMS, and others. His thought-leading involvement in electronic records management is matched by an interest in digital preservation. Marc established Inforesight Limited in 2009 to provide top quality, independent, consultancy advice. Clients now include government bodies, supra-national organisations, and private sector companies, in theUK, Europe, Asia andAmerica.
Session D3; 10:45 – 11:40
Deirdre Allison, Gillian Acheson,Belfast Health and Social Care Trust
Synopsis: The Workshop will take new and experienced Information and Records Managers through the process of 'getting started' in the world of data protection and records management by setting the right environment, devising their 'menu', preparation of 'starters', developing the 'main course' and, of course, achieving the ultimate 'dessert' at the end of the event! Key elements will include a light-hearted though realistic view of the information and records management world and will provide practical guidance on simply 'getting started' to all those new and enthusiastic individuals embarking on a career in this area. It will also offer a much-needed boost to any 'jaded' folk in the field as well. The Workshop will look at the importance of engaging key players, creating a records management culture, establishing credibility, developing networking skills, accessing necessary tools, recognising existing and new resources, developing appropriate training programmes iwth effective monitoring and evaluation activities. Along the way we will highlight some of the 'diners' encountered by new Information and Records Managers as they peer over the parapet of tasks on their job descriptions and begin to tread the tangled paths of records management. Examples of diners will include - Mrs Bea Confidential ('my lips are sealed!'); Mr Justin Case ('I keep everything - just in case you know!') and Mr Natmy Problem ('I'll be long gone when they come looking for those records!')
Deirdre Allison: Corporate Records Manager at Belfast Health & Social Care Trust inNorthern Irelandwith over 20 years experience in records management and with a specific interest in records management processes and archiving activities. Responsibilities also include the development and delivery of innovative training sessions. New Professionals Award Winner 2011.
Gillian Acheson: Gillian has over 20 years experience in IT, Information Management and Research and is currently the Senior Data Protection Manager at the Belfast Health & Social Care Trust inNorthern Ireland. Responsibilities include policy development, information governance and working with a team to deliver awareness, advice and guidance to staff.
Session D4; 10:45 – 11:40
Rory Staunton, Strategy Partners International Limited
Synopsis: This presentation reviews primary impartial market research on how government and commercial organisations can develop, define and implement a business-driven approach to Information Governance inEurope. It will address: - Technically, where do Records Management techniques fit into modern IT strategies, and address issues that conventional technology-driven IT strategies ignore? - Where do modern RM approaches like MoReq2010 fit into effective IT purchasing, and impact the way current ERP, email, SharePoint and legacy applications and services are acquired and implemented? - Financially, what is the cost justification for new applications and services that include records management functionality, and how these be articulated to CFOs whose job to cut costs in the recession? - Operationally, how can RM techniques be used to control social, mobile and cloud computing, and how should Records Managers stop the IT Departments either reinventing the wheel or making mistakes that will come back to haunt them?
Biography: Rory Staunton is Managing Director of Strategy Partners, which is an independent and impartial research-based advice company with offices acrossEurope. He provides actionable advice to government and commercial organisations, vendors and investors on the risks and opportunities of purchasing and deploying information systems. Rory serves on the Executive Board of the DLM Forum and its MoReq Governance Board. Prior to founding Strategy Partners, Rory was Research Director at Gartner Group Europe, and was previously Information Systems Manager at Imperial Chemical Industries (ICI) where he was responsible for generating IT strategy, performing cost/benefit analyses, and managing records and document production systems. He studied Electronic Engineering and Computing at theUniversityofLiverpooland at Heriot Watt, Edinburgh. He has lectured on the MBA courses at Kingston University, London, Rory is formerly a International Board member and is a Fellow of AIIM International, the USA-based not-for-profit Association for Enterprise Content Management.
Session D5; 10:45 – 11:40
Conni Christiensen, Synercon
Synopsis: For the past decade metadata struggled for recognition on the eCM stage despite a raft of published schema and new standards. Metadata has been in the shadows because, until recently, many eCM systems have not provided the means for adding and leveraging metadata. Now with the advent of highly configurable systems, such as SharePoint, the value of metadata is slowly being realised. Metadata delivers a high return on investment when it is controlled - created and used consistently, at a user, enterprise or global level, ensuring that everybody is speaking the same language. Without metadata there is no interoperability between systems and opportunities for collaboration are limited. Records managers are major metadata stakeholders – with a significant role to play in indentifying and building quality metadata for the business owners. It’s time to take control of metadata!
Biography: Conni is a founding Partner and Director of The Synercon Group. Her substantial industry and software product knowledge is founded upon more that 20 years of public and private sector experience as a records management consultant and trainer. Conni is also the designer and product manager for a.k.a.® records classification and retention software – a product now used by over 350 organizations worldwide including the Australian National Archives, the British Houses of Parliament, the Welsh Assembly, and the United Nations. Conni is in high demand inAustralia,New Zealand, andNorth Americaas a trainer, conference and workshop presenter on records and information management issues. She contributes to a wide range of industry publications. She is regularly consulted by industry and government on implementation issues relating to electronic records and document management. Conni is a member of ARMA International, and a former board member of the Records Information Management Professionals of Australasia.
Keynote Session 4; 11:45 – 12:45
David Smith, Deputy Commissioner and Director of Data Protection
Synopsis: This presentation will explore the European Commission’s proposals for a new regulatory framework for Data Protection inEurope. It will outline the content of the proposals which consist of a Regulation to replace the existing Data Protection Directive and a new Directive to cover the criminal justice and law enforcement sectors. The impact of the proposal will be analysed and an assessment made of how far they meet the standards of good regulation. The legislative process leading to the proposals becoming law in theUKwill be explained and the prospects for change before the proposals become law discussed. Finally there will be an exploration of the opportunities to influence the outcome of the legislative process and those areas in whichUKinfluence is most likely to be productive.
Biography: David Smith is the Deputy Commissioner with responsibility for the Data Protection supervisory functions of the Information Commissioner’s Office (ICO) based in Wilmslow,Cheshire. As well as providing Data Protection leadership across the Information Commissioner’s Office, David has direct responsibility for oversight of its Strategic Liaison Division which develops and manages the ICO’s relations with its key stakeholders. He is a member of both the Commissioner’s Management Board and Executive Team. The international aspects of David’s work involve him in representing theUKon the Article 29 Working Party of European Supervisory Authorities set up under the Data Protection Directive. In addition he was the Chairman of the data protection supervisory body for Europol from October 2006 to October 2009.
Keynote Session 5; 13:45 – 14:30
Julie McLeod, Head of Research, Information and Communication Management atNorthumbriaUniversity
The conference theme ‘head in the clouds, boxes in the basement’ encapsulates the hybrid environment in which we live. The former represents our information and records future using smart technologies, the latter our information and records legacy. So how do we deal with the challenges they present? This presentation will share the headline findings of the AC+erm (Accelerating positive change in electronic records management) research project which involved many professionals from around the world. It will focus on establishing a vision of successful records management, approaches to applying records management principles in order to realise that vision, and ways in which information and records professionals can ensure they are an essential part of the solution.
Session E1; 14:30 – 15:25
Leanne Bridges, Audit Commission
Synopsis: The risk of information loss is ever present and whilst many organisations implementInformation Assurance, Security and Compliance regimes as part of their Corporate responsibility for the protection of information, the majority of Information Incidents continue to be the result of human error or malicious intent. It is essential that staff authorised to handle information recognise that they have a professional and personal responsibility for its protection and, whether the loss of information is by accident or design the implications of such actions, and their accountability, is understood. In addition to cultural and behavioural change, organisations will require a Governance approach to monitor the use of information and information systems to enforce change, to prevent a loss and to evidence the actions of those who access these systems and compromise information. This session will highlight the approach taken by the Audit Commission, alongside other best practice examples, to bring about cultural and behavioural change that will support appropriate information handling, including; · Induction; how to get the right message to your new recruits on their first day · Training and Education; reinforcing the corporate message and ensuring that meaningful and relevant training is provided regularly · Ongoing Communications; continuing to communicate with staff to ensure that staff remain vigilant and that, where incidents occur lessons are learned · Governance, Monitoring and Enforcement Practice; ensuring that a good governance regime is in place and that weakness is addressed.
Biography: As Information Assurance Manager, Leanne has responsibility for the implementation of the Information Assurance (IA) Framework, IA Incident Management and ongoing Information Risk Assessment at the Audit Commission. Previously Records Manager at the Audit Commission, Leanne has broad experience of Information and Records Management disciplines that she combines with a developing interest in Information Risk Management, Information Security and Information Governance providing a holistic approach to the management and protection of information. Leanne will also be resuming her role as Chair of the IRMS SW Group which is to be relaunched at Conference. If you are based in the South West and would like to get involved in this group please get in touch.
Session E2; 14:30 – 15:25
Jean Mourain, RSD SA
Records Management; why the iceberg is melting
Synopsis: Every organisation is now facing exponential growth of document volumes. There’s a multiplicity of referential data and data silos. There’s a growing expectation for a right to information and of convenience and speed of access. Huge government bailouts and market intervention have created expectations beyond that of key stakeholders and analysts. Savvy consumers are jumping on the bandwagon ushering in a new era of openness. All of this creates a huge need for a global concerted approach to all manners of documents and data from cradle to grave, i.e. a centralised yet flexible IG Strategy. This includes: The definition and management of coherent policies; Their adaptation to jurisdiction variations; Their propagation and enforcement throughout the organization and its systems including legacy data and repositories; The management of information ‘in place’ where possible to mitigate risk and cost; Efficiency measurement; Continuous improvement A Global IG Strategy helps mitigate short and long term risks, enabling e-discovery readiness and preserving the value of information at optimal cost. Here we can give many examples including payouts made to save embarrassment and the cost of searching and finding legacy data.
Biography: Jean Mourain is part of the management team of RSD SA, theGenevabased software with many Fortune Global 500 customers for its Report management, archiving, records management solutions. He is in charge of strategic alliances and projects, globally, and very involved in the advent and success of RSD GLASS, the new leading Information Governance platform. Jean Mourain has had his entire career in the software and telecoms industry, these past 22 years in international management positions at Lotus Development, IBM Software, Critical Path and Adobe Systems. Jean Mourain graduated as "Ingénieur de l'InstitutPolytechnique de Grenoble,France". He lives inParis.
Session E3; 14:30 – 15:25
Richard Jeffrey-Cook, In-Form Consult Ltd
Synopsis: Microsoft SharePoint Server 2010 is rapidly being adopted by both public and private sector organisations for Enterprise Content Management. One reason for this move is that traditional Electronic Records Management systems have often delivered poor rates of user adoption at a cost that organisations can no longer afford in the current economic climate. This paper will draw upon experience with both public and private sector organisations in implementing SharePoint Server 2010 systems. It will describe approaches to implementing governance and security considering not only the technology but the organisation, roles and responsibilities that are required and the policies, procedures and processes that must be established. Examples will be accompanied by screenshots. Approaches will be examined for how they support the business requirements of organisations and how they can assist in achieving compliance with legislation such as Freedom of Information Act and Data Protection Act. The paper will not only look at the SharePoint system itself but supporting activities including migration and cleansing that are required to achieve compliance. The paper will also consider the challenges and opportunities that Office 365 and the Cloud introduce for both governance and security.
Biography: Richard Jeffrey-Cook, CITP Richard Jeffrey-Cook is Head of Information and Records Management at In-Form Consult Ltd. Richard has over 25 years of implementing IT solutions to both public sector and private sector organisations and has supplied information management consultancy to, and implemented systems on behalf of, organisations including the European Central Bank, Houses of Parliament, The National Archives, Invest Northern Ireland, Nursing & Midwifery Council, local authorities, NHS and emergency services. In-Form Consult Ltd is a leading European Information Management Consultancy helping organisations to introduce better information management practices and implement electronic document, content, knowledge and record management systems. Richard is a regular presenter at Records Management events in theUKandEurope. His articles have appeared in RM bulletin and other leading magazines. Richard was author of the Local Government Classification Scheme on behalf of the Information and Records Management Society of Great Britain. He is a member of the MoReq2010 project team. He is also a member of BSI Committee IDT/2/17 - Archives and Records Management.
Session E4; 14:30 – 15:25
Clare Cowling, Transport forLondon
Information Compliance at the Coal Face – a workshop
Synopsis: A one hour interactive workshop on the issues around identifying and searching corporate information for FOI, DPA and e-discovery and what can be done to improve matters. Identifying good and bad practice in managing FOI, DPA, e-discovery: TfL: examples from TfL’s experience of good and bad practice in responding to specific enquiries. What went wrong/right? How did we learn from our mistakes and improve, if we did, and if not, why not? Other organisations: specific examples offered by delegates. Discussion on what went wrong/right. What could have been done to improve performance and reduce costs? Identifying common problems and corporate solutions: Using the findings above as a starter, discuss, identify problems and suggest solutions: Common problems. Corporate solutions. How to implement these solutions.
Biography: Clare Cowling: TfL Information and Records Manager - biographical note Clare began her career as an archivist inAustralia. She later settled in theUKand worked at a variety of temporary and part-time jobs, from tea lady to typist to filing clerk to legal records researcher, before re-entering the archives field as the archivist, concurrently, for the Royal College of Obstetricians and Gynaecologists and theInstituteofAdvanced Legal Studies. Clare moved into the field of records management with the advent of the Freedom of Information Act 2000, firstly at theUniversityofLondon, then King’s College London, the Law Society and the Solicitors Regulation Authority. In 2009 she took up the post of Senior Compliance Adviser within Corporate Governance at Transport forLondon. In addition to developing corporate information and records management policy, strategies and standards, Clare manages the TfL Corporate Archives and Records Store.
Session F1; 15:50 – 16:45
Danny Budzak, Being Digital
Synopsis: This presentation will describe the information management and governance issues of the closure of the London Development Agency. The organisation was a public sector body with a multi-million pound budget delivering services to businesses, organisations and the people ofLondon. When the closure was announced, planning had to start as to what to do with all of the data and information relating to functions, programmes and projects. This included data about delivery partners and beneficiaries; it included databases containing personal details, complex procurement, projects with European funding, grant aided projects and websites. It included huge amounts of information about the development of the Olympics, including compulsory purchase orders. It included information systems, an ERDMS, mailboxes, shared drives and legacy systems. To begin with, a total of over 5 million electronic documents and 7,500 boxes of paper where identified. This session will describe how a methodology for the review of records was developed, how the retention and disposal schedule was revised and used, how a data analysis tool was created and applied and what benefits this provided. It will describe what issues emerged with working with the different functions, business teams and programmes and how stakeholder engagement was organised. It will also cover the development of the information transfer approach and the transfer plans which covered the physical movement of all the paper and electronic records, IT kit and people. Should your organisation face closure, merger, a major transformation or a thorough audit, there might be some useful lessons here to be shared and learnt.
Biography: Danny Budzak has been working with digital technologies for over 25 years and loathes and loves them in equal measure. He started out in a library, developing networked community information systems using Unix and Videotext - before the world wide web! With the development of html, he became one ofBritain's first local authority web editor-manager-information-architect winning a New Statesman New Media prize for an online democracy project. He helped build a web navigation system which has been adopted by large numbers of council websites. He has also built user centred classification systems including the Parent Know How Programme and the Newham Story - an online local history resource. He has worked on a number of procurement projects - working with front line staff in local authorities and the health sector to capture their user requirements and turn these into technical and functional requirements. For at least one of these projects he still thinks he should have been awarded some form of medal. He worked on the widely acclaimed Whole System Demonstrator Project and created the information sharing agreement which governed complex data transfers. He also created the Information Governance Toolkit for the Local eGovernment Standards Body and worked on a research project withNewcastleUniversityon information governance in north east local authorities and fire and rescue services. From March 2011 onwards he worked at the London Development Agency and was responsible for the management of the transfer of all the paper and electronic records. His current interests include the classification of history and the use of digital technologies in capturing and enriching the historical narrative.
Session F2; 15:50 – 16:45
John Davies, Tracey South, Lee Seymour, TFPL
Synopsis: The TFPL Career Surgery does what it says on the tin and this is a unique opportunity to:
- Hear a brief presentation about the current job market
- Hear about the employment trends that surfaced from our 2011 research into jobs in the information industry
- Great opportunity to put questions to the TFPL team: John Davies, Tracey South, and Lee Seymour
Biography: John Davies is Head of Learning and Consulting at TFPL. He joined TFPL in 2004 after working as an archivist, records manager and information manager in government and in the pharmaceutical and finance industries. He was the lead author for the 2011 research report into jobs in the information industry.
Tracey South leads the contract recruitment business for TFPL. A librarian by training, Tracey worked at ASLIB before joining TFPL in 2004. Tracey works across all sectors and her team places dozens of records managers, librarians, and a wide range of information professionals, into contract and fixed-term opportunities across theUKevery year.
Lee Seymour is a Records Management recruitment specialist. He has 15 years experience as a recruitment consultant in total, initially servicing the IT industry inEnglandandAustralia, before joining TFPL in 2003. Lee has worked across the Knowledge, Records and Information Management sector for the last 8 years, with a particular specialism in recruiting permanent Records Management professionals, from Records Officer to Head of Records Management level, across all industry sectors, into career positions.
Session F3; 15:50 – 16:45
Sharon Richardson, Joining Dots Ltd
Records, Lies and Legal Matters: What needs managing in a digital age?
Synopsis: Early requirements for electronic document and records management systems took a literal approach to applying the principles of paper-based records management. The results were not great. Today many projects are looking beyond the domain of documents as digital information spreads in many different formats. And get tangled up in defining what is or isn’t a record and what can and can’t be managed or how it should be. So what defines a record? In this session, we will explore how there is not one but three definitions of a record. Each valid and each with very different content management requirements. A one-size-fits-all records management solution will always be difficult and costly to implement regardless of emerging technology trends and available solutions. We will look at how to manage the three categories, their key requirements and how technology can be used to help. Whilst this session is not technology-specific, for practical demonstrations SharePoint 2010 will be used, to look at both onsite and online scenarios spanning the three categories. We will also look at how Microsoft has implemented records management with SharePoint as a case study in managing the different categories. The goal of this session is to help provide a clear scope for defining records management requirements and a framework to help create successful implementations that can adapt as new technology trends emerge.
Biography:Sharonis an independent consultant with 20 years experience in technologies influencing how we create, organize, share and use information in everyday decisions and activities. She founded Joining Dots Ltd in 2006 to combine ongoing research with practical advice and solutions spanning collaborative working, content management, process automation and business intelligence/performance improvement. Helping organisations bridge gaps between the potential new technologies can offer and the benefits to be realised. Previously,Sharonworked at Microsoft as a lead Technology Specialist for SharePoint, advising some of their largest customers across theUKandEuropein portal, knowledge and collaborative solutions and presenting at leading industry and technical conferences. Before thatSharonspent 8 years working within two large multinational companies, designing and implementing a range of different information and knowledge management systems using available technologies. It all started with some macros in a spreadsheet called Lotus 1-2-3...
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