Its never Easy, but you can limit the Pain

Success, Failure and Change

One day connected forum with two half day post-forum workshops
7-8 May 2014, Cliftons Melbourne, Victoria, Australia
$995 plus gst to attend the forum

EDRMS 2014

Book before 8 April 2014 to receive our early bird discount

Its never Easy, but you can limit the Pain

Hear from:
AustralianSuper State Trustees Limited Johnson & Johnson Medical

Metropolitan Fire & Emergency Services Board Department of State Development, Business and Innovation
EDRMS & Change Implementation: The difference between success and failure The product doesnt matter The users do! The vendor does! Treating stakeholders with kid gloves Understanding the concerns right to provide effective training Stop the business; we need to secure the data! Are you a Next Generation Records Manager

Department of Environment Vodafone Hutchison Australia CSIRO Siller Systems Administration

Post-forum workshops
Thursday, 8 May 2014
Workshop A: Sorting the Wheat from the Chaff: Legacy Information and the EDRMS
Facilitated by: Joy Siller, Director and Principal Consultant and Ruth Butcher, Senior Project Consultant at Siller Systems Administration

Workshop B: Why Ontology and Taxonomy Management is Brilliant for EDRMS

Facilitated by: Liz Scott-Wilson, Director and Consultant, Metataxis NZ Ltd and Paula Smith, Information Management Practice Lead, Optimation

w w w. a r k g r o u p a u s t r a l i a . c o m . a u

Managing Document and Records is no easy feat, we all know. Roll outs can take months that mature into years, and the implementation continues to drag, much to our dismay. Whether large or small, corporate or a start up, training forms a perpetual (silent) part of the process, and especially when numbers get overwhelming, an upgrade or new software can put everything else to a halt. To top it all, record and information managers have the pressing issue of working well within the funds, and quite often than not the actual costs far exceed what may have been projected. Sure its never going to be easy, but like one of our speakers in this conference puts it, but you can limit the Pain. This conference puts forward the most relevant and current case studies and perspectives, elaborating on the critical demands during change, how best to maintain effective stakeholder engagement, things that you may not expect to go wrong during an implementation, building a business case, risk management, security controls and of course, addressing the challenges of the next generation records manager just how realistic is a cloud based record management?

AGENDA

EDRMS 2014 - Success, Failure and Change

7-8 May 2014, Cliftons Melbourne, Victoria, Australia

CONNecTeD FoRUM - Wednesday, 7 May 2014

8:30 Registration and refreshments 9:00 Chairperson's opening remarks Joy Siller, Director, Siller Systems Administration 1:30 Its never Easy, but you can limit the Pain: An honest account and case-study of an EDRMs implementation at State Trustees Limited The product doesnt matter the users do! If you dont build the solution around your users, youre wasting your time! The product doesnt matter the vendor does! How do you know when you have the right vendor? The product doesnt matter unless you have unique requirements that cant be met by off-the-shelf systems? John Sim, Senior Records Advisor, State Trustees Limited

9:15 EDRMS Implementation and Change The communication challenge Standardise the process, being flexible with the approach Robert Vanrensburg, Project Manager, Department of Environment

2:15 The Need for Managing Effective Stakeholder Engagement 10:00 Records on The Move Business as Usual Record Mobility Digital Record Management Peter Van Dalen, Records and TRIM Helpdesk Manager, Information Management & Technology, Department of State Development, Business and Innovation Important to identify the business requirements and needs of stakeholders Understanding their concerns and issues Managing stakeholder expectations Providing effective training Greg Stevens, Manager, Records and Document Management Services, Metropolitan Fire Brigade (MFB)

10:45 Morning refreshments and networking - tweet #edrms 11:00 EDRMS Implementation The difference between success and failure Know what you need Understand the process Manage the expectations Scott Brown, Record Management Specialist, AustralianSuper

3:00 Afternoon refreshments and networking 3:15 Stop the business; we need to secure the data! Identifying and defining information assets Selecting appropriate security controls Risk management, security frameworks and standards Jeremy Koster, Information Security Manager, Vodafone Hutchison Australia

11:45 Evolution of Records Management and EDRMS in CSIRO Redesigning Records Services Rethinking Service Delivery Partnering with Clients in EDRM Kathryn Chambers, Enterprise Services Team Leader, Records Services Business Partner, CSIRO

4:00 Are you a next generation Records Manager? The challenges of cloud based record management Addressing security concerns Exploring new ways of doing things Eng Cheng, Records Associate, Johnson & Johnson Medical

12:30 Business networking lunch (let us know if you have any special dietary requirements 2 weeks prior to forum)

4.45 Q &A Interactive facilitated by the Chairperson 5.00 Chairpersons closing remarks and end of connected forum

POST- FORUM WoRKsHopS Thursday, 8 May 2014

Sorting the Wheat from the Chaff: Legacy Information and the EDRMS
Migration to a new EDRMS represents not only a large capital investment, but also a significant expense to re-discover years of accumulated knowledge, associated business rules and processes. If your organisation is about to embark on an EDRMS implementation project or is in post-implementation phase and facing legacy information issues, this workshop provides an excellent vehicle to discuss and compare experiences. This workshop will include practical advice and guidance in relation to: Determining which information should go into the EDRMS. Managing network drive and email migration. Who does the migration and how should they be prepared? Can the business information taxonomy be leveraged to assist with the process? Options for time-rich versus time-poor EDRMS implementations Ruth Butcher is Senior Project Consultant with Siller Systems Administration. She has over 12 years experience in information management advising and teaching. She has taken part in a variety of projects involving information conversions, systems support, disposal, and the development of business rules and tools such as classification schemes, disposal authorities, policies, standards and procedure manuals.

Registration: 8.30 am Workshop starts: 9.00 am Workshop ends: 12.00 pm Facilitated by: Joy Siller, Director and Principal Consultant and Ruth Butcher, Senior Project Consultant at Siller Systems Administration About the workshop: Whilst the installation and roll-out of an EDRMS may have been achieved within a number of organisations, is the system really serving its purpose? In fact, was the purpose clearly identified in the business case? Now that its in place, do users know which information should be captured in the EDRMS as opposed to other business systems (including information in line-of-business systems, email and network drives)? And is the appropriate legacy information being migrated?

About the workshop leaders: Joy Siller is a Director and Principal Consultant of Siller Systems Administration, an information management consultancy. She has approximately 30 years experience in information management, which has included a considerable amount of time advising and teaching. Joy has had a long-standing relationship with professional records and information management associations, is a well-known presenter, expert advisor, and has assisted with the development of training curricula and courses within tertiary institutions. She is currently working with a number of organisations to assist them with EDRMS implementation projects.

Why Ontology and Taxonomy Management is Brilliant for EDRMS

Metataxis NZ Ltd, in association with specialist ontology and taxonomy management tool Semaphore (provider, Optimation Ltd) is bringing the power of information architecture and taxonomy to auto-classification. New common capability offerings in NZ government means a paradigm shift for systems and for managers. Experienced former archivist-records manager turned information architect, Liz Scott-Wilson, will demonstrate the hook-up between information science and information tools to re-define EDRMS for the 21st century. In this workshop you will learn about: Planning and developing an Ontology for an EDRMS Identify key stakeholders and help them get excited about the ontology-driven future How to bring your ontology and taxonomies together with your EDRMS Other information systems which can leverage your ontology and taxonomy management systems

Registration: 12.30 pm Workshop starts: 1.00 pm Workshop ends: 4.00 pm Facilitated by: Liz Scott-Wilson, Director and Consultant, Metataxis NZ Ltd and Paula Smith, Information Management Practice Lead, Optimation About the workshop: The changing paradigm of document, content, email and image management which focuses on high quality attribution of metadata, automated rules for security and retention, means a new focus for information management. Instead of static file plans or folder structures (which require large scale consulting to develop and bottle-neck management to control), modern quantities of information flooding into our organisations requires semantic, flexible and automated information architectures and tools.

About the workshop leader: Liz Scott-Wilson is a consultant and practitioner who has worked in the field of information management for over 25 years. She was trained as an archivist and records manager at Archives New Zealand, but soon moved into electronic records and information management as a consultant and trainer. From the early 2000s she has focused on information architecture, information governance and strategy. Her experience in the UK included The National Archives, Treasury Solicitors Department, London Borough of Hackney, Northamptonshire County Council, the European Investment Bank, Inter IKEA BV, Tube Lines Ltd, Financial Services Authority and Linklaters LLP . She returned to NZ in 2012, to lead the Department of Conservation's Information Management and Information Architecture practice and has now returned to consulting.

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EDRMS 2014 - Success, Failure and Change

7-8 May 2014, Cliftons Melbourne, Victoria, Australia
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