ARMA Home
    Conference Home
    Registration Details
    Housing & Travel
    Pre-Conference Sessions
    Education
    Networking Events
    Expo Hall
    Things to Do
    Virtual Press Room
    FAQs
    Sponsors



    Sponsors

Pre-Conference Sessions


Actively Transforming Your ESI

Facilitated by Doug Magnuson
Wednesday, October 14

 

Program Description:
This seminar helps you get your electronic house organized in order to mitigate risk and expense if electronic discovery ever becomes an issue. We address the first step of the EDRM model, information management, by discussing the information management life cycle from initial creation of electronically stored information through final disposition. By effectively managing information, the downstream components of the EDRM model will provide huge benefits associated with having less information to manage. Success begins with the creation, management, and disposition of electronic records.

 

Program Learning Objectives:
Upon completion of this session, participants will be able to:

  1. Connect RIM to the ESI equation using the EDRM.net model
  2. Promote the benefits of effective information management to executive management
  3. Provide case studies and examples of what worked and what did not work
  4. Recognize the current technology landscape and vendor marketplace

Program Facilitator:

Doug Magnuson, managing director at Huron Consulting Group, has more than 25 years of experience in business process design, change management, and systems improvement. For the past 12 years, he has focused on enterprise content, document, e-mail, and records management systems. He has provided oversight for implementation, process improvement, and system conversion efforts. Magnuson has advised major vendors in the design and improvement of their records management applications and systems.

 

ESI and Data Maps (Know what you have)

Session 1 Description:
Let's back up to understand what electronically stored information (ESI) is all about, what was intended with the Federal Rules of Civic Procedure (FRCP) amendment in 2006, and why a data map is important. Data maps define the electronic information that can be mapped across one or more repositories. By using common element names, data can be accessed and combined from multiple repositories. The proper management and organization of electronically stored information (ESI) through data mapping helps to mitigate risk when managing records. This session identifies the importance of having an ESI data map and provides tips and tools for creating a map.

Session 1 Learning Objectives:  
Upon completion of this session, participants will be able to:

  1. Define ESI and its role in providing fast, inexpensive access to records for compliance of the FRCP
  2. Articulate the importance of having an ESI data map
  3. Create, validate, and maintain a data map

 

ESI and Information Management (Identify your strategy)

Session 2 Description:
As records professionals we are concerned about records and information management (RIM). The "AND" in RIM is vital because records constitute less than 10 percent of ESI in an organization. We examine the tools and processes needed to manage your information (and records) in order to effectively and efficiently manage the other 90 percent of the information created. The effective management of this information starts with the disposition and outlook of the value of a RIM program.

Session 2 Learning Objectives:  
Upon completion of this session, participants will be able to:

  1. Distinguish between records AND information
  2. Interpret what it means to manage information
  3. Identify the capabilities needed in modern tools
  4. Articulate standards and emerging best practices for
    1. User-authored and managed content
    2. IT managed systems
    3. Line of business applications


ESI Remediation (Dealing with the past)

Session 3 Description:
This session provides effective methods for identifying and disposing of obsolete information you have allowed to pile up over time. Remediation is about cleaning up those "rooms of shame" and managing the explosion of content that clogs the organization's data stores.

Session 3 Learning Objectives:
Upon completion of this session, participants will be able to:

  1. Manager the piles of physical media piled in warehouses (e.g. tapes and boxes)
  2. Reduce the compounding penalty of poor archiving methods
  3. Initiate cleanup of file systems and share drives
  4. Purge the data stored in business applications

 

The Intersection of ECM and ESI (Preparing for the future)

Session 4 Description:

The management of electronically stored information has become faster and easier through improvements in data storage, database and search technology and online review. In this session, you will learn to identify the trends, acquisitions, and alliances in an ECM system and what it means to your organization. You will develop a business justification plan for investing in your organization, which will enhance your ability to manage the growing volume of data.

 

Session 4 Learning Objectives:
Upon completion of this session, participants will be able to:

    • Relate case studies of successful ECM implementations
    • Develop a business justification for investing in an ECM system
    • Describe the lingo, market to consumers, and identify requirements in a vendor product

     

     

    Pre-Conference Sessions sponsored by:

    Elite