ARMA Madison & ARMA MilwaukeeSpring Seminar, April 27, 2016

File Shares and Legacy Application Migrationand Integration

Shared drives and legacy datacontinues to be one of the most vexing problems facing organizations.

This seminar will provide attendees with the resources they need to develop a strategic approach to clean-up, migrate, or integrate file shares and legacy data with other information systems.

Co-sponsored by: Wisconsin Public Records Board (PRB)

and UW- Madison School of Library and Information Studies (SLIS)

Who Should AttendProgram and Project Managers │ Technology Vendors and Implementation Experts

Executive and Senior Managers │ Records and Information Management ProfessionalsCIOs │ Management Consultants │ IT Managers │ Architects and Technologists

Legal and Compliance Experts │ Business Analysts │ Archivists │ Librarians

Vendor ExhibitA RIM products and services exhibition will be held in conjunction with the seminar. Representatives from a variety of

companies will be on hand to share and demonstrate their solutions, participate in seminar discussions and networking.

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UW-Madison Fluno Center, 601 University Avenue, Madison, WI

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This Seminarhas been approved

for 3.5 ICRM and

5.0 CIP credits

Program Agenda April 27, 2016

7:00 – 8:15 Registration, Breakfast and Vendor Exhibits

8:15 – 8:45 Welcome and Introductions Timothy Hughes, CRM

8:45 – 10:00 Classification Schemes, Taxonomy and Remediating Shared Drives James Just, Greg Hugie

10:00 – 10:30 Break and Exhibition

10:30 – 11:30 Moving Legacy Systems to a SharePoint ECM Solution Matt Engibous

11:30 – 12:45 Lunch (included), Networking and Vendor Exhibits

12:45 – 2:15 How does File Share Crawling Software work? Active Navigation – Patrick Cardiello & Rich Hale Haystac – Eli Zukovsky

2:15 – 2:45 Break

2:45 – 3:45 Trust and Change: Project Management for an Electronic Records Project Mimi Dionne

3:45 – 4:15 Final Drawings and Wrap Up

Preapproved for:

3.5 hours Certified Records Management (CRM) and 5.0 Certified Information Professional (CIP) credits.

2016 ARMA Madison-Milwaukee Spring Seminar

Park ing - The Fluno Center parking lot, located under the building, opens at 7:00 a.m. Enter the lot from Frances Street. Upon entering the lot, take a ticket from the machine. Show your ticket at the ARMA registration table to receive an additional parking pass. Use both the parking ticket and pass to exit the parking lot at no charge at the end of the day.

Accommodations: If you require overnight accommodations, we recommend the Hampton Inn & Suites, 440 W. Johnson Street, Madison, WI 53703. Phone (608) 255-0360. www.madisondowntownsuites.hamptoninn.com

SESSION DETAILS

Classification Schemes, Taxonomy and Remediating Shared Drives James Just, Greg Hugie

One of the most vexing problems facing organizations today lies in the digital landfill known as “shared drives” (a.k.a. network drives or file shares). Shared drives, by and large, were not planned; rather, they were created by individuals for their own purposes and without an enterprise view. As a result, there is content with varying retention rules mixed together within a folder structure making it impossible to simply delete a folder and all of its content. Added to that challenge is content fraught with duplication or near-duplication confusion, version uncertainty, ambiguous or worthless file names, and content that simply should not be on a corporate asset. It is a rare department (much less an entire organization) that has created standard taxonomies and metadata scheme for its information.

The effort to organizing content with actual value requires elimination of the valueless ROT (redundant, outdated and trivial) content and classifying the remaining content in a meaningful way.

IMERGE consultants Greg Hugie and James Just will discuss their experience with shared drive clean-up (remediation) and the technologies available to help with the process. The discussion will include the development of enterprise classification schemes, linked to retention schedules, and their importance for the evaluation of content and subsequent migration to taxonomical structures with meaning and lifecycle control. The consultants will discuss manual methods of assessing content and a survey of many of the vendors in the market.

Moving Legacy Systems to a SharePoint ECM Solution Matt Engibous

Let’s face it, it doesn’t get more legacy than paper. Coming up with a solution that transforms manual, paper-based processes to automated, agile content management systems is top of mind for many organizations.

We helped the Hyatt Legal team achieve just that with an ECM cloud solution based on Microsoft Office 365 SharePoint and Azure IaaS. It started with defining the current state processes and mapping them to a technology solution.

We’ll review how we worked with the Hyatt team and created an online repository and leveraged SharePoint’s ECM capabilities to capture, manage, search, and secure critical legal documents.

Trust and Change: Project Management for an Electronic Records Project Mimi Dionne

This presentation will outline project management techniques for a small file share cleanup project. The content will include an overview of records metrics within the context of the PM framework; "good enough" versus best practices management; and, lessons learned from interfacing with the business user community from the bottom-up.

How does File Share Crawling Software work? Live demos Active Navigation – Patrick Cardiello & Rich HaleHaystac – Eli Zukovsky

2016 ARMA Madison-Milwaukee Spring Seminar

SPEAKERS

James Just, CDIA, ERM Partner, iMerge Consulting

Jim has 20+ years’ experience in content and records management with an emphasis on business process redesign, ECM and FACR (File Analysis, Classification and Remediation) technologies, business process management and workflow. Jim focuses on helping organizations attain business process optimization using process analysis and redesign techniques, often utilizing best-of-breed technologies. He has worked with organizations such as the Pitkin County, Town of Cary, MnDOT, ESCO Manufacturing, TriMet, Eaton Corporation, McDonald’s Corporation including clients in city/county governments, manufacturing, insurance, and diversified multinationals.

Jim’s diverse experience in business and computing environments gives him a unique perspective on business problems with insight into creative solutions. He assists clients through the process of Current and Future State process analysis and design, strategic planning, practical roadmaps for implementing effective content control, and, when needed, requirements definition, technology assessment, vendor selection, and implementation oversight.

Greg Hugie Partner, iMerge Consulting

Greg has been performing Information Technology Management Consulting for over thirty-five years working with both government and private sector clients. He is involved in all facets of information technology including strategic and organizational planning, business process reengineering, technology studies and deployment, information technology policies and procedures, project management, JAD facilitation and application requirements planning and deployment.

For the past twenty years, as a partner with IMERGE Consulting, he has focused on document and records management projects. Greg’s broad experience includes all facets of enterprise content management, including business process automation, workflow and ECM/ERM implementation, capture, archiving and life cycle management as well as the procurement of appropriate ECM and ERM technologies.

2016 ARMA Madison-Milwaukee Spring Seminar

SPEAKERS

Matt Engibous Productivity and Collaboration Solution Lead and SharePoint Architect at Concurrency, Inc

Matt manages a team of content management, user experience, infrastructure and development professionals. Over ten years of experience creating and leading the processes to scope, implement and maintain complex content management systems including Hyland OnBase and Microsoft SharePoint.

Matt has spent 7 years in the financial industry at Fiserv, 3 years in records management at Datastore and has over 5 years of Microsoft consulting experience. He has experience deploying advanced collaboration and enterprise content management systems for tens of thousands of users with terabytes of content. Matt was part of the team that implemented an Enterprise SharePoint records management solution in which Concurrency won the worldwide Microsoft 2012 Content Management Partner of the year award. Matt has spoken at Microsoft events, SharePoint Saturday's and is a member of the AIIM board.

Mimi Dionne, CRM, CA, CDIA, CIP, PMPConsultant/Owner Mimi Dionne Consulting

Mimi Dionne is a records and information management project manager and Consultant/Owner of Mimi Dionne Consulting. She is a Certified Records Manager, a Certified Archivist, a Certified Document Imaging Architect, a Certified Information Professional, and a Project Management Professional. She currently resides in Houston.

2016 ARMA Madison-Milwaukee Spring Seminar

REGISTRATION

Includes the full day of sessions, continental breakfast, buffet lunch, vendor fair, on-site parking, and seminar handouts. To reserve your spot, register by Wednesday, April 20, 2016.Please submit complete information on the form below to register.

Mail by Wednesday, April 20, 2016 or bring check to the Fluno Center on the 27th. Mail your reservation with payment (payable to ARMA Madison) to the address below.

Sandy Broady-Rudd ARMA Madison Chapter P.O. Box 8863 Madison, WI 53708

Telephone (register and arrange to forward payment) Call Sandy Broady-Rudd at (608) 429-2368

E-Mail (register and arrange to forward payment) Send e-mail to Sandy Broady-Rudd at sbroadyrudd@gmail.com

Online Registration - ARMA Madison offers online registration and PayPal service as a payment option. Go to our website to register online. www.armamadison.org/seminar/registration.

Registration Fee

ARMA/AIIM Member …………………………… $125 Please specify chapter ________________ Non-Member …………………………………………$150 Full-time student ……………………………………$ 50 3 or more from same company /agency …$115 each New Member …………………………………………$300 (Seminar + annual ARMA Membership fee + free one year ARMA Madison Chapter

membership) Please submit one form per person. Thank you.

________________________________________________________________________________________________________Last Name, First Name Company or Organization

________________________________________________________________________________________________________Title Division/Dept. Area Code/Phone Number

_______________________________________________________________________________________________________Mailing Address E-mail Address (confirmation will be sent, if provided)

Check here to indicate permission for ARMA Madison to share your contact information with other attendees or vendors.

Federal Tax ID 48-0993529

2016 ARMA Madison Spring Seminar