Records Managers: Coffee & Conversations - Records Management vs Information Governance

Virtual Onboarding - " The New Norm "

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Papyrus Software Open House 2022 - June 12th -14th, 2022 in Vienna, Austria

Ladies and Gentleman,

We are delighted to invite you back to our popular ISIS Papyrus Open House!

Continuous change is shaping our world of information technology. This change comes from both the advancements in technology but equally from a shift in the business environment. Organizations are facing tremendous pressure to improve business performance and drive cost efficiency while encountering challenges such as high cost of compliance, an explosion in security and privacy requirements, a shift to mobile technology, back office inefficiencies and outdated legacy systems. Other changes in workforce deployment, location and skills, as well as economic and regulatory dynamics, have made planning for information technology a massive challenge.

As you can see, you don’t want to miss the Papyrus Open House Global 2022 conference. Our keynotes and Management Circle Seminar provide essential executive-level knowledge sharing. The Solution Demo Center will feature a variety of business value stream solutions showing a platform with Designer tools that’s changing what business can do. That means many solutions to choose from supported by business design tools preventing IT overload expanding to cross functional teams. The hands-on labs allow technical experts to review functionality in detail. Enjoy a gathering of top-notch experts and visionary minds!

Check out the AGENDA for more information!   WATCH OUR WELCOME VIDEO!

Join engaging discussions and presentations on essential digital business transformation topics

Event starts Sunday, June 12, with a Welcome Gala Reception at 6pm.
Event will end Tuesday, June 14 at 5pm. Business casual attire.

June 12-14, 2022

Papyrus Software Global Headquarters - Austria
Center of Excellence
Conference languages: English | German
Reserve your spot now!

Register Free

CHECK OUT OUR WECOME VIDEO

Meeting the Challenge- M365: Remaining Functionality Gaps

#M365

AIIM Member Meet & Greet

AIIM True North webinar - Leveraging AI to Improve IG - And Vice Versa

AIIM True North would like to invite you to a webinar on June 15, 2022 at 11:30 AM ET.  The presentation will discuss the benefits and risks of using artificial intelligence for information governance. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.

Title: Leveraging AI to Improve IG - And Vice Versa

Description: Artificial Intelligence (AI) offers the promise of significantly improving how work gets done by augmenting and enhancing our ability to make good decisions. Information governance processes are no exception - from file share cleanups to privacy compliance, there's a strong case for leveraging AI. But what happens when AI goes wrong? In this presentation, we'll take a look at some of the potential ways AI can support records and information management processes. Next, we'll take a look at some specific ways in which AI, instead of being helpful, can actually increase the risks and liabilities of the organization. We'll wrap up with some specific recommendations for how to use IG practices to improve how AI works.

Date: Wednesday, June 15, 2022
Time: 11:30 AM to 12:30 PM ET

Learning Objectives: By attending this session, you will:

• Identify RIM processes that can benefit from machine learning and other AI-related capabilities
• Identify the challenges that poorly configured or poorly managed AI practices can present to effective information governance
• Identify and describe specific IG practices and techniques that can address these challenges and improve AI’s impact on the IG program and the organization as a whole.

AIIM+ Meeting the Challenge - Transition from a Physical to Digital Paradigm

AIIM Forum Europe 2022

AIIM+ Canada - Coffee & Conversations: Best Practices in Canadian Government Agencies

Records Managers: Coffee & Conversations - Return to Office

Meeting the Challenge - M365: Third Party Add-Ons

AIIM Member Meet & Greet

Visioneer and TWAIN Direct – making document scanning simple, easy and effective

Presented by the AIIM Florida Chapter, we are pleased to announce our latest exciting informational webinar on making document scanning easy, simple and effective - sponsored by Visioneer, Inc. and the TWAIN Working Group.

 

In this webinar Visioneer and the TWAIN Working Group will provide an overview for the business value of TWAIN Direct, describe several technology solutions and even demonstrate how easy a real out-of-box experience can literally get production document scanning workflows setup in just minutes!

 

Agenda:

• TWAIN Direct and the importance to your organization
• Visioneer solutions with TWAIN Direct
• Innovative use cases for PC-less scanning using Visioneer and Xerox document scanners
• Live demo of 5-minute install and 10-minute workflow
• Showcase of Visioneer/Xerox TWAIN Direct solutions

AIIM Member Meet & Greet

Why & How You Should File Email to SharePoint

Tired of your team using shared mailboxes as a storage repository? Wasting too much time searching for that specific email that contained key information? Worried about the risks of having business records and contracts stored in your team’s inboxes? Uninterested in the cumbersome process of manually saving emails and attachments to SharePoint? Then this webinar is for you!

You’ll learn why it’s important to file emails to SharePoint – hint: think regulatory compliance, knowledge loss prevention, and business automation – and the consequences of not doing so. You’ll also learn:

• How to save Outlook email to SharePoint quickly, easily, and compliantly — without ever leaving Outlook.
• How to save attachments from Outlook to SharePoint.
• How to view SharePoint in Outlook.

Join us for an informative 30-minute webinar Why & How You Should File Email to SharePoint on Thursday, July 28 at 8:00 am PDT. We’ll offer concrete tips that will save you time every day, ensure compliance at your organization, and maximize your organization’s investment in Microsoft 365. You’ll also get a quick demo of SharePoint Outlook integration using Colligo Email Manager.

Cradle to Grave: Demo of M365 Records Management

Let us guide you through the records circle of life in Microsoft 365

Join Jordan Uytterhagen, Managing Director of Cadence Solutions, a Microsoft Content Services Partner, for an educational session on Records Management in Microsoft 365 showcasing:

Creation of Retention Labels via the Microsoft Purview (Compliance Center) File Plan
Applying Records Retention to SharePoint Content
Performing a Disposition with Review
Other important tips & tricks for records management in M365
This informative, free, 45-minute educational session will be followed by a Q&A.  All questions will be answered.

All registrants will be granted a recording of the session.

After filling out your registration simply click the attachment on your confirmation email to add it to your calendar. We look forward to seeing you

<<<Register Here>>>

Records Managers: Coffee & Conversations - Archiving & Long-Term Storage

Meeting the Challenge- M365: Your M365 Environment & Hybrid Work

AIIM Member Meet & Greet

CPRA Prep Workshop

The California Privacy Rights Act (“CPRA”) compliance deadline is fast approaching. Is your house in order? Don’t let the CPRA’s January 1, 2023, implementation date or the July 1, 2023, enforcement date sneak up on you!  If you’re like many of our clients, you’ve heard a lot about the passage of the CPRA. You may have also heard about the CPRA’s (hopefully) soon-to-be-published regulations by the new California Privacy Protection Agency (“CPPA”). These regulations are poised to significantly expand and codify privacy rights and procedures for a wide range of businesses that handle the personal data of California consumers.

 

If you haven’t prepared yet, don’t sweat: there’s still time to get ready. And even though specific compliance requirements under CPRA regulations remain unknown, you can still take concrete steps today to get ready. There’s no reason to put CPRA compliance on the backburner until the regulations are finalized.

 

Join Zasio’s Frank Fazzio, CIPP-US / IGP / CRM for a workshop webinar on tackling the most high-priority items on the CPRA compliance checklist so that your organization can avoid a last-minute scramble as the deadlines approach. The presentation will cover:

 

• Conducting a Personal Information Inventory
• Identifying Sensitive Personal Information
• Setting Personal Information Retention Policies
• Policies, Consumer Notices, Opt-Outs
• Responding to Consumer Requests (Deletion, Correction, Information)
• IT Security Precautions

 

Take the stress out of CPRA compliance prep with Zasio. We’ll see you there!

 

Registration link: https://attendee.gotowebinar.com/register/2197959352520007696?source=AIIM

 

Contact: Sabrina Slattery Sabrina.slattery@zasio.com

AIIM+ Meeting the Challenge - Customer Journey-Mapping

AIIM Member Meet & Greet

AIIM Member Meet & Greet

Record Managers: Coffee & Conversations - Single Source of Truth

WIIM Networking Event: Getting Back Into the Swing of Things

2022 AIIM Virtual Summit

Virtual Coffee with Zasio Consulting – Practicing Data Minimization

Virtual Coffee with Zasio Consulting – Practicing Data Minimization

Summer’s coming to an end which means it’s time to wrap up our Summer “Hot” Topics series! For the last session of this three-part series, Zasio’s Consulting team will discuss the fundamentals of data minimization and approaches industry professionals are undertaking to successfully practice data minimization within their programs.

 

Not only is implementing the privacy principle of data minimization into your IG or RIM program a logical approach, but it’s an opportunity to reinforce shared objectives! During this session, you’ll learn the best practices in the industry and the host of benefits practicing data minimization can deliver including:

 

• Reduced Costs Associated with Storage and Litigation
• Mitigated Risks Associated with the Over Retention of Personal Information
• Risks of Breach
• The Overall Ability to Get a Handle on Your Information and Maintain Compliance

 

If you have questions about data minimization in information governance or want to gain a better understanding of the practice, then we want you to join our discussion!

  

Please submit any questions you’d like our panelists to discuss to Sabrina Slattery at sabrina.slattery@zasio.com. Questions submitted in advance will get priority in the live discussion.

 

Managing documents and records effectively in Microsoft 365 – what is the best approach?

Many companies want to use Microsoft 365 with SharePoint Online to manage documents and records, but struggle identifying the best way to do it. Attend this session to get lessons learned by early adopters. Learn how some large global enterprises have standardized on SharePoint Online for both document management and records management.

 Speaker:Atle Skjekkeland

CEO, Infotechtion

Bio:

Atle Skjekkeland is an information management innovator and educator.    While working for the association AIIM, he designed and launched the AIIM conference,  Certificate programs, and CIP certification. He also served several years as General Secretary for the EU DLM Forum managing the Moreq standard. Atle is currently the CEO of Infotechtion, a consulting firm specializing in information governance and protection for Microsoft 365 and beyond with offices and staff in the US, EU, UK, and India.

AIIM+ Meeting The Challenge: Implementing Your EDRM / ECM

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AIIM Member Meet & Greet

AIIM True North webinar Sep 22 - Jumping from a plane! POPS: a digital transformation case study

AIIM True North would like to invite you to a webinar on September 22, 2022 at 12:00 PM ET.  The presentation will discuss a case study of a large successful digital transformation project and the key lessons learned after multiple failures. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.

Title: Jumping from a plane! POPS: a digital transformation case study

Description: Large-Scale Technology Projects are complex and challenging. So, gaining insight into how digital transformation projects, especially in the public sector are different and what makes them so complex is essential. Learn from this case study of an exciting and successful turnaround of a public sector digital transformation project that went on for almost a decade with multiple failures. What were some of the key strategies used to make this project successful? Finally, how can private and public sector organizations use the lessons learned from this case study to manage projects more effectively and deliver more value to customers, citizens, employees, and other stakeholders?

Date: Thursday, September 22, 2022
Time: 12:00 PM to 1:00 PM ET

Learning Objectives: By attending this session, you will:

• Learn actionable tips that can be used by organizations managing complex digital transformation projects
• Enhance knowledge around driving user adoption of large and complex transformational change projects
• Gain insights into the complexities and challenges in public and private section digital transformation technology projects that can help increase the probability of success

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You can also register here.​​


#DigitalTransformation
#ProjectManagement
#RiskManagement
#CaseStudies
#CIP

The CIP Connection

Unlock the Power of M365 for Legal Document Management

Looking to eliminate the costs of your separate, complex legal DMS system? Want to derive more value from your existing investment in Microsoft 365? Tired of wasting time on administrative tasks that could be spent doing actual legal work?

Your legal department can quickly and easily leverage SharePoint Online as your DMS with the help of Colligo, making email and document management a breeze. Join us for an informative, 30-minute webinar to learn how to:

* Increase time spent on legal work by reducing time spent working on non-productive and administrative tasks
* Drive maximum value out of your investment in Microsoft 365 by turning SharePoint into a legal Document Management System
* Optimally organize and tag your legal content so you can find it again quickly
* Emulate successful legal customers that are: filing case matters into SharePoint Online from Outlook; sharing matters externally with outside counsel; efficiently classifying and accessing electronic client matter including Office documents, images, PDFs, emails, and attachments; and empowering lawyers to manage client-related content in SharePoint without leaving Outlook and Teams.

Record Managers Coffee & Conversations - Creating a Retention Schedule Everyone Can Follow

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AIIM Member Meet & Greet

Webinar: Exclusive Insights on the State of the Capture Market

presented by Ralph Gammon, Senior Analyst, Infosource

So, you couldn’t make the recent Infosource Capture Conference in Chicago, or you just want to review some of the major insights shared there. Join us Oct. 6 when we present some of the hottest topics covered at this annual insiders event, including current trends in the Capture market and how an infusion of AI is affecting the content services landscape. No, this won’t be the full Capture Conference experience, but we’ll hit on some of the highlights and give you a glimpse of where this growing market is headed.

Meeting the Challenge: M365 - Let Your Users Work the Way They Want

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AIIM True North webinar Oct 13 - Audit and Compliance 101 for Information Managers, Experts, and the

AIIM True North would like to invite you to a webinar on October 13, 2022 at 1:00 PM ET.  The presentation will discuss the how to perform information audits in order to help improve compliance. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.

Title: Audit and Compliance 101 for Information Managers, Experts, and the Rest of Us

Description: Digital transformation is revolutionizing the business landscape and many trends are impacting audit and compliance, but the basics still stay the same. The question is – how is audit and compliance keeping up, and what does this mean for Information Managers and Information Governance practitioners? This presentation explores the past, present, and future of audit and compliance. At the same, it shares back-to-basic practices that every practitioner can use to build and improve their audit and compliance function today. This presentation also shares four simple models that will allow you to perform your own do-it-yourself “mini-audits” (or litmus tests, if you will) to assess the current effective of your information and documentation practices. In this presentation, Adrienne Bellehumeur marries her many years on the ground (and in the trenches) running internal controls audit programs through her firm Risk Oversight with her leading work in writing, training, and speaking about documentation best practices.

Date: Thursday, October 13, 2022
Time: 1:00 PM to 2:00 PM ET

Learning Objectives: By attending this session, you will learn:

• The basics of what audit and compliance are about and what this means to practitioners
• What practitioners need to know to build audit, compliance, and internal control programs
• How audit and compliance are evolving and what is possible in the brave new world of digital transformation
• What is the hype and where audit and compliance are falling short when it comes to digital transformation and the roadblocks in the way
• Four "do-it-yourself" frameworks that practitioners can use to assess and conduct “mini audits” of their information assets today

Speaker's Bio: Adrienne Bellehumeur, CPA, CA is Director and Co-Owner of Risk Oversight a leading firm specializing Internal Controls, Internal Audit, SOX/CSOX, and compliance programs.She is also the founder of Bellehumeur Co. where she is a consultant, speaker, trainer, and writer on documentation and workflow best practices and author of THE 24-HOUR RULE—and Other Secrets for Smarter Organizations (forthcoming from BenBella and distributed by Penguin Random House March 2023). In her 17 years of experience as a consultant and business owner, she has developed and taught a practice she calls “dynamic documentation”. Driven to help companies – and individuals – enhance their productivity, Adrienne believes everyone can work smarter and faster through better documentation practices. You can contact Adrienne at adrienne@riskoversight.ca, at Adrienne Bellehumeur | LinkedIn, or @ABellehumeur. You can subscribe to Adrienne's newsletter Leverage Your Knowledge at https://www.linkedin.com/newsletters/6906991100427423744/.  You can contact Adrienne for speaking engagements at https://www.bellehumeurco.com/speaking.





You can also register here.


#ArtificialIntelligence
#DigitalTransformation
#RPA
#InformationGovernance
#CIP
#compliance
#InformationAudit
#audit
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AIIM+ Meeting the Challenge - Succession Planning & Employee Offboarding

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AIIM Member Meet & Greet

AIIM+ Connect: New To Information Management

Record Managers - Coffee & Conversations: Certificates of Destruction & Legal Implications

AIIM Member Meet & Greet

Considering AI – Critical Information for IG Professionals

Join your fellow AIIM Southwest members on November 3 at 11 AM for an informative session with Glen Hilford and Claudette Llloyd from Access Sciences. They will present an overview of Artificial Intelligence, including the AI techniques that are most applicable to Information Governance.

Virtually overnight, AI has become the hottest thing on the planet. It can dazzle us with its near-mystical capabilities and frustrate us as it attempts to anticipate our every need. Its evangelists insist that it will make the world a better place. But just what is it? What is this thing we call AI?

Paradigm shifts are hard, and often full of surprises. The tectonic shift that AI imposes only magnifies these challenges. Are we prepared to face them? Are we equipped with the knowledge and forethought to wager our organization’s money, time, people, energy, organizational stability, and reputation on AI?

This session presents an overview of Artificial Intelligence, the AI techniques that apply to most mainstream organizations, and those that are most applicable to IG. They illustrate one of these techniques with a real-world case study of an AI knowledge graph that uses semantics to define taxonomies and ontologies that model and connect business information.

Along the way, they will discuss the benefits, risks, and surprises frequently encountered in the application of AI as it relates to information management and governance. They wrap up by discussing critical questions organizations should ask when considering an AI investment.

Glen began working with AI in the mid-90s, quickly recognizing its value and unique information governance needs. In 2007, after successful AI implementations at two Fortune 500 companies, he joined Access Sciences to start its technology services practice with a focus on information management and governance. Today, he focuses on corporate growth and leads Access Sciences’ AI practice.

Over the past 15 years, Glen has spoken at numerous events hosted by ARMA International, ARMA chapters including Houston, San Antonio, The Woodlands, Tulsa, Baton Rouge, and New Orleans, AIIM International, Enterprise Data World, Microsoft Global Energy Forum, Microsoft / SAP / OpenText Triumvirate Tour, and the University of Houston.

Glen earned a B.S. in Computer Science from the University of Houston. In his spare time, you can find him woodworking, traveling, supporting Blessings in a Backpack and College Young Life, and honing his oenophile skills.

Claudette is passionate about developing systems, processes, and tools to organize, access, and manage information assets. She loves to approach complex processes and systems, and develop simple solutions to extract value and insight from unstructured data and digital content.

In her role as a Principal Consultant, Claudette has spoken at various events hosted by ARMA International, ARMA Houston, the Special Libraries Association’s Annual Conference, Enterprise Data World and the Texas Department of Information Services

Today, Claudette is Access Sciences’ resident expert on AI knowledge graphs.

The event begins at 10:45 AM with networking with other attendees. The program will start at 11:00 AM.

Versatility of PDFs: Releasing the hidden intelligence locked inside your PDFs

Join iText as we discuss the versatility of PDFs! During this webinar our experts will show you how to realize the potential of PDFs and the steps you can take to unlock hidden data within them. In this webinar we will be covering:

• Overcoming PDF data transformation challenges  
• Identifying and collecting data
• Extracting data from your PDF files
• System generated PDF documents
• Automating PDF data transformation with templates 

In this webinar we will discuss these challenges, and how you can overcome them when trying to extract and transform data within PDF documents. 

Meeting the Challenge: M365 - Ignite Recap

How to Bring Order to Microsoft 365 Content Chaos

The amount of data entering your organization and the amount of content with ‘business value’ has never been greater. But information overload and content sprawl have also reached new heights, especially during the rush to embrace Microsoft 365.

We’ll help you bring order to chaos. Join us for a 30-minute webinar on November 16 at 11 am EST to learn how to fortify your governance and compliance program by unlocking the full power of Microsoft 365 and SharePoint Online. You’ll also learn:

• Why it’s critical to let your users stay within the apps they’re familiar with and make filing content to SharePoint Online – compliantly – as seamless as possible
• How to properly tag and classify content as it comes into your organization (and why this should be done from Day 1)
• How to use labels and tagging (metadata) to improve your search experience and allow you to surface documents quickly and accurately
• Concrete tips for saving measurable time and money, and improving organizational compliance
• How to extract more value from your investment in Microsoft 365

We’ll also take you through a quick demo of Colligo Enterprise Suite, cost-effective add-ins for SharePoint that enable the easy capture, tagging, and filing of content from within Office apps.

AIIM Member Meet & Greet

A Toast to Peggy Winton

AIIM Member Meet & Greet

Records Managers: Coffee & Conversations: CCPA Penalties

AIIM Member Meet & Greet

AIIM Florida Chapter Webinar: Deliver Compliant, Accessible Documents in 3 Easy Steps

Presented by Scott Baker, Executive Vice President and Karol Krzywon, Accessibility Pre-Sales Specialist, Crawford Technologies

Crawford Technologies enables organizations to deliver automated accessibility services, expertise, and solutions through the AccessibilityNow® platform.

In working with many high-profile clients across financial services, healthcare, government, education, and telecommunications, we have learned that the path to making content accessible can be distilled into this simple, repeatable model: Find, Test and Fix.

Join AIIM Florida, Scott Baker and Karol Krzywon for an educational webinar that will cover some of the common use cases encountered regarding Find/Test/Fix, how this model can be deployed either on-premises or in the cloud, and how top organizations are meeting very demanding accessibility requirements and moving the needle for people who need all content to be both accessible and usable.

You do not have to be in Florida to attend this event!

Scott Baker, Executive Vice President, brings 30 years of executive experience in marketing, strategy, international business development, global sales and strategic alliances in the enterprise output management, ECM, and BI software markets. He is recognized as a global subject matter expert on customer communications management.

Karol Krzywon, Accessibility Pre-Sales Specialist at Crawford Technologies, over 5 years of experience in project management and 2 years in Document Accessibility. Executed high volume applications for Accessible PDF and Alternate Formats (Braille, Large Print, and Audio), as well as technical training and client support. Actively engaged with development team to test and implement new features and software. Currently working with sales supporting accessibility initiatives.

 

You are invited to a Zoom meeting.

When: Dec 15, 2022 11:00 AM Eastern Time (US and Canada)

 

Register in advance for this meeting:

https://us02web.zoom.us/meeting/register/tZEqfu6rpz8tHtGdbvpxAQ8jhad1tIIW3Ov7

 

After registering, you will receive a confirmation email containing information about joining the meeting.

Record Managers - Coffee & Conversations: Blockchain in Information Management

AIIM+ Meeting the Challenge - M365: Sensitivity Labels in Purview

• How are you currently classifying and encrypting you data?
• Are you currently using Sensitivity Labels and having issues?
• Have you extended your labels to Microsoft Defender for Cloud Apps for 3rd-party SaaS app integration?
• Do your current methods help enable accurate data tracking to follow your sensitive information?

Meet & Greet with AIIM CEO, Tori Miller Liu

 

AIIM+ Connect: Investing in Yourself in 2023

Webinar: How to manage content efficiently & compliantly in MS Teams

A New Year means 365 days to perfect your content management in Microsoft 365! And we’re here to help.  

By now, Microsoft Teams is likely your central hub for communicating, collaborating, and creating content in your organization. But don’t let content proliferate to the point where sprawl and findability become a problem. 

Join us for a 30-minute webinar to jump start proactive content management in Teams with concrete tips on how to:      

• Explore, find, preview, save, and share files from within Teams   
• Categorize documents in Teams using metadata 
• Implement proper information governance controls so content is better stored, more searchable, and more easily found
• Curb content sprawl and rein in information chaos   

We’ll also show you a quick demo of Colligo Content Manager for Teams, part of the Colligo Enterprise Suite, a key solution to help your organization increase SharePoint and Teams adoption.    

It’s About Dang Time! Simplifying Event-Based Retention

Managing the lifecycle of records with event-based retention periods poses a major challenge for information management and governance professionals because someone or some system must trigger the event before disposition can begin. It is not uncommon for 25-40% of the retention periods in a schedule to be event-based.

Join us for a panel discussion, moderated by Susan Cisco, on Thursday, January 26 at 1:00 pm ET.  Susan and the panelist will discuss approaches for examining event-based retention periods and determining which can be simplified with a fixed period or other methods.

 

Register Today!  and join us on Thursday, January 26 at 1:00 pm ET

Learn more about our records retention solution Virgo

AIIM+ Records Managers Coffee & Conversation - Host a RIIM Workshop for your Organization

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AIIM+ Town Hall w/ New CEO, Tori Miller Liu

AIIM+ Meeting the Challenge - M365: Don't Break Up with M365 Too Soon

Join us for this AIIM+ Meeting the Challenge: M365 where we'll discuss: 

What do I do to make sure I understand what's there and what I can do to take advantage of everything Microsoft 365 offers?
 

We'll be joined by @Tim Brady, CEO at Colligo,

and @Peter Rahalski, CIP, M365 IG Architect at Infotechtion to explore:

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AIIM+ Meeting the Challenge - Canadian Privacy & Protection Act **Rescheduled Event**

Centralized vs. Decentralized Records Management: Which Approach is Best?

Navigating U.S. Privacy Laws Now Aligning with GDPR

Join your fellow AIIM Southwest members on February 22 at 11 AM for an informative session with John Isaza, Partner at Rimon Law.

John heads the Privacy, Records, and Information Governance practice from his office in Boston. He is the co-founder of Information Governance Solutions (IGS) featuring Virgo™, a cloud-based software for records information management and global research, sold to Access Corp in January 2020. Mr. Isaza is one of the world’s foremost experts in the field of privacy and information governance. He has developed global privacy, information governance, and records retention programs for some of the most highly regulated Global 1000 companies. He is co-author of 7 Steps for Legal Holds of ESI & Other Documents, a contributing author to the ABA’s Internet Law for the Business Lawyer, 2nd Edition, and Editor-in-Chief and co-author of Handbook on Global Social Media Law for Business Lawyers.

Mr. Isaza is a past co-Chair of the American Bar’s Social Media Subcommittee and the Consumer Privacy and Data Analytics Subcommittee, past Chair of the IGP Certification Board, and a Fellow of ARMA International. John graduated from the University of Florida (with High Honors in 3 years) and Boston College Law School. He is also fluent in Spanish (his native tongue), proficient in French and German, and currently learning Russian.

AIIM+ AMA: Creating the Paperless Office on a Budget

AIIM+ Meeting the Challenge: Data Literacy

Overcome Content System Migration Challenges (Even with Petabytes of Data)

Are your legacy content management archives holding you and your business back? Learn how to migrate your content using Crawford Technologies proven STEP methodology. Reduce costs, accelerate business growth, increase customer satisfaction, and improve the digital experience.

In this webinar, we'll explore common challenges facing corporate content consolidation initiatives. You'll gain insight into real-world experiences our customers have had. Including what inspired them to reach out to us for guidance and help. With a partner like CrawfordTech, you can perform heavy-duty content migrations. Even if you're dealing with petabytes of archived content.

In this webinar we will cover:

• What it means to have a legacy content archive and how to plan for change.
• Content management challenges that make ECM systems outdated.
• The 4 STEP migration process and how it has helped customers like you.

How to Compliantly & Seamlessly Migrate to SharePoint Online

Considering a move to SharePoint Online? Unsure where to begin, or how to ensure your migration project goes smoothly? Wondering how to implement effective information governance post-migration?

We’ve got all the answers for you. Join us with special guest Sjoerd Alkema, Global Sales Director at Xillio, our world-leading content migration partner, for an informative 30 minutes and learn:

• Benefits of migrating to SharePoint Online
• How to execute a smooth enterprise content migration without worrying about broken links, lost information, and compliance risks
• Implications of the end of Microsoft support for SharePoint 2013 and what it could mean for your organization
• Top reasons to migrate from legacy ECM systems like OpenText and Documentum
• How to empower effective and compliant document and records management after your move to SharePoint Online

If you’re thinking that now’s the time for SharePoint Online migration, or have questions about SharePoint migration tools or what’s involved in a SharePoint migration, we welcome you to attend our webinar: How to Compliantly & Seamlessly Migrate to SharePoint Online!

About the Presenters

Tim Brady is CEO of Colligo. He is passionate about the company’s mission to improve the productivity of modern workforces and help organizations effectively manage content.

Sjoerd Alkema is the Global Sales Director at Xillio. He has a strong background in content management consultancy, solution management and business development.

AIIM+ Records Managers - Coffe & Conversations - Global Email Retention Policy

Insider Risk: Top Tips to Protecting your Organization's Information from the Inside Out

Information governance and data protection practices have changed significantly in the past few years, as the digital landscape continues to grow. External threats and cyber hacks may capture the news cycle, but risks from within the organization can be just as prevalent and harmful. Indeed, according to research from Microsoft, 20% of security breaches are due to internal actors. And now, with millions of people working remotely, data is being created, accessed, shared, and stored outside of the traditional borders of the enterprise. As a result, the risk of employees disclosing private or sensitive content – either inadvertently or maliciously – cannot be overlooked.

AIIM often says intelligent information management is much more than managing risk and compliance, but when and where you DO need to keep your eye on risk, what important aspects should demand your attention?

This webinar will focus on why traditional ways of identifying and mitigating risks simply don’t measure up and how an effective and holistic approach includes the right people, processes, and tools. We’ll explore:

• What Insider Risk is and why it is something we should not overlook.
• Which elements best characterize success in an insider risk program.
• How we should design our programs to grow and advance in the face of increasing risk.
• And...tools and approaches that can help us conduct an insider risk assessment.

Join us for another important and thought-leading discussion with our guest experts from Microsoft.

This webinar is approved for 1.0 hour of CIP Maintenance Credits.

Host: Kevin Craine, MBA Content Strategist AIIM	Stéphane Laguerre Information Protection Specialist Microsoft

Insider Risk: Top Tips to Protecting your Organization's Information from the Inside Out

Information governance and data protection practices have changed significantly in the past few years, as the digital landscape continues to grow. External threats and cyber hacks may capture the news cycle, but risks from within the organization can be just as prevalent and harmful. Indeed, according to research from Microsoft, 20% of security breaches are due to internal actors. And now, with millions of people working remotely, data is being created, accessed, shared, and stored outside of the traditional borders of the enterprise. As a result, the risk of employees disclosing private or sensitive content – either inadvertently or maliciously – cannot be overlooked.

AIIM often says intelligent information management is much more than managing risk and compliance, but when and where you DO need to keep your eye on risk, what important aspects should demand your attention?

This webinar will focus on why traditional ways of identifying and mitigating risks simply don’t measure up and how an effective and holistic approach includes the right people, processes, and tools. We’ll explore:

• What Insider Risk is and why it is something we should not overlook.
• Which elements best characterize success in an insider risk program.
• How we should design our programs to grow and advance in the face of increasing risk.
• And...tools and approaches that can help us conduct an insider risk assessment.

Join us for another important and thought-leading discussion with our guest experts from Microsoft.

This webinar is approved for 1.0 hour of CIP Maintenance Credits

Not All Accessible Documents Are Usable

This session will explore the challenges and opportunities related to making system generated, high-volume documents, otherwise known as “transactional documents”, accessible at scale. Workflows to remediate transactional documents, which are highly variable from a data perspective, but also uniform from a layout perspective – i.e., bank statements, explanations of benefits, invoices, pay stubs, transcripts, tuition bills, tax bills, etc. – are ideal candidates for automated remediation and quality assurance.

In addition to presenting a real-world enterprise use case for high-volume transactional document remediation, the session will also compare different approaches to automated remediation and their respective impacts on both compliance and usability.

The session will also outline three distinct ways in which automated testing at scale can help ensure compliance and usability.

AI assisted remediation template development
Automated validation workflows
Automated regression testing of remediation templates

Finally, the session will share best practices that the Crawford Technologies’ organization has learned in working with enterprises and large organizations to enable automated high-volume transactional document remediation at scale.

AIIM+ Community Fail Fest

At AIIM23, AIIM will hold our first-ever Fail Fest! 

What is Fail Fest, you may ask?

Fail Fest is a fast-paced, interactive exploration of the important role mistakes play in innovation, where information management leaders will compete for the title of Fail Fest Champion.

Contestants will share their tales of failure and, more importantly, how they applied what they learned to improve their approach, change course, and advance organizational goals. 

 

Join us for this special AIIM+ Members-only Fail Fest, where host @Candace McCabe will preview Fail Fest and talk about the critical role of failure in the process of innovation.

There’ll also be a chance to enter your name as a Fail Fest contestant at AIIM23 and get a complimentary pass to the AIIM23 Conference. 

Register Today!

Outsourcing: What, When & How Much?

Join us for the second installment of Zasio’s special webinar series, “Doing More with Less—How to Effectively Manage More Information with Fewer People.”

In this session, we'll tackle the question of outsourcing--an essential strategy of doing more with less. How do you know what functions to outsource, and when it's the right time to do it? What strategies are there for managing costs and quality? What are the pitfalls and best practices?

To help us with these questions we will lean on the experience of Dynessa Nordrum, records manager for the Port of Corpus Christi along with Zasio senior sales engineer Warren Bean.

Learn more about our guest panelist: Dynessa Nordrum has more than two decades of experience in records and information management and information governance. She has worked in a variety of industries, including food and beverage manufacturing, agriculture, electric and gas utilities, chemicals, and local government. She has a BBA with a major in Information Management from the University of North Dakota and holds several certifications: Certified Records Manager (ICRM), Information Governance Professional (ARMA), Certified Information Professional (AIIM), and Certified Information Governance Officer (CIGOA).

Register Today!

AIIM+ Meeting the Challenge: M365 - Don't Break Up with M365 Too Soon ( Part 2 )

Join us for Part Two of :

AIIM+ Meeting the Challenge: Don't Break Up with M365 Too Soon 

For this Members-Only meet-up, we'll discuss: 

More to Love – Evaluating M365 Add-Ons, and KISS
( Keep It Simple & Straightforward ) 

There are many, many organizations that have moved to Microsoft 365 over the past 2-3 years for its collaboration platform - Microsoft Teams who are now starting to decide what to do next. One you move to M365, how do you get the most out of it? It's capabilities go well beyond collaboration and many organizations are just starting to realize that.  They've gotten a platform that can manage a broad range of content and provide tools to address compliance, retention, records, privacy and information protection.

Join us for Part Two of this discussion as we talk about how to identify those gaps between your organizational needs and M365 "out of the box" capabilities, and some best practices for evaluating what the next steps are once you've reached that conclusion. 

@Tim Brady , CEO at Colligo, and @Peter Rahalski, CIP  M365 IG Architect at Infotechtion, will be back to join us for part two of the conversation! 

Register today & Join us! 

AIIM+ Meeting the Challenge: Disaster Planning

Take Back Your Time: Complete Audits in Hours, Not Days

AIIM True North Webinar -- Is Your Change Strategy Backward? – Inverting the Model Might Be the Bett

AIIM True North would like to invite you to a webinar on March 22, 2023 at 12:30 PM ET.  The presentation will discuss a new approach to sustainable change management. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.

Title: Is Your Change Strategy Backward? – Inverting the Model Might Be the Better Path!

Description: When most of us talk about “change management projects,” we think of them as “one-and-done” initiatives. That might have been the case in the past, but today –with the capabilities of technology and the ever-changing demands of the global economy– change is a state of being. For innovation and organizational change to be successful, we need to recognize that change management isn’t reserved just for Change Managers. It’s everyone’s job to have the strategies, tactics, skills, and frameworks for making change happen. Change management has traditionally been organized around the assumption that we implement a big solution (e.g., system, framework, process, a new way of working) and then change behaviors (i.e., skills, disciplines, habits) afterward. But what if it is really the other way around? What if changing people should in fact come first? This presentation explores what change management is in practice today and reimagines what it could be tomorrow too. The session shares tactical, everyday change management practices to improve your behavior and that of your organization and team, along with key learnings.

Date: Wednesday, March 22, 2023
Time: 12:30 PM to 1:30 PM ET

Learning Objectives: By attending this session, you will learn:

• The 24-HOUR Rule, which says you have to reprocess, rewrite, or rethink information in 24 hours to boost your productivity and ability to action information
• Groundhog Trap, which uses techniques to stop runaround conversations about future projects or past decisions to unstick projects and drive momentum
• Information Management 101 Conundrum, principles for overcoming the dissonance between how we handle information today vs. how we access it in the future.
• Six Steps of Dynamic Documentation, which is about using documentation as a problem-solving approach to drive innovation, leadership, and change

Speaker's Bio: Adrienne Bellehumeur is Director and Co-owner of Risk Oversight, a leading Canadian firm specializing in governance, risk and compliance, internal audit, SOX, and CSOX programs. She is also the founder of Bellehumeur Co., where she consults, speaks, trains, and writes on documentation and workflow best practices. In her 17 years as a business owner and consultant, she has developed a practice she calls “Dynamic Documentation” that helps teams, projects, and organizations solve their problems and achieve their goals. Driven to help companies – and individuals – leverage their knowledge, manage their risk, and enhance their productivity, Adrienne believes everyone can work better and smarter through more effective documentation practices. She is the author of THE 24-HOUR RULE—and Other Secrets for Smarter Organizations, (BenBella/Penguin Random House March 2023) which is her second book on documentation best practices. You can contact Adrienne at adrienne@riskoversight.ca, at Adrienne Bellehumeur | LinkedIn, or @ABellehumeur. You can contact Adrienne for speaking engagements at https://www.bellehumeurco.com/speaking. You can subscribe to Adrienne's newsletter Leverage Your Knowledge at https://www.linkedin.com/newsletters/6906991100427423744/.

 

You can also register here.

#change management
#CompanyCulture
#documentation
#DigitalTransformation
#InformationGovernance
#CIP
#OrganizationalCulture

WEBINAR: A Forms and Document Capture Solution in M365? Say What? | AIIM & Cadence Solutions

Pick any important process, and you can bet that there is at least one document at the heart of the workflow. Indeed, activities like loan origination, customer case management, accounts payable, or employee onboarding all rely on documents and forms to get the job done. How well we manage this content has a direct influence on how well the people and processes within our organization perform.

In this webinar, we will examine the power of new AI-assisted forms and document capture features within Microsoft 365. Join our guest experts from Cadence Solutions for an in-depth demonstration of Microsoft Syntex, a service that uses advanced content artificial intelligence and machine learning to provide an end-to-end intelligent document processing solution. We will learn how to:

• Perform Field Capture on forms, invoices, receipts, and more
• Generate documents on mass with Content Assembly
• Utilize Syntex for legacy repositories to classify, tag, and migrate content

Join us as we explore how to automate content-based processes – capturing the information in business documents to extract, analyze, and categorize the data.

AIIM+ Meeting the Challenge: Privacy-Enabling Your Records Retention Schedule

Many organizations are realizing that privacy requirements - including not retaining personal information any longer than necessary - are dictating how the organization deals with data.

 These privacy requirements are often in direct conflict with record retention requirements. Furthermore, some organizations want to create a “data retention policy,” when they already have a records retention schedule. Conflicting requirements and policies can create trouble for both privacy and records programs.  

Join Kerry Childe, Esq., CIPP/US, and Mark Diamond from Contoural as we will discuss how to privacy-enable your records retention schedule. Topics will include merging privacy and records requirements into a single schedule, resolving privacy deletion and record retention conflicts, and how establishing data retention business purposes "no longer than necessary."  

Join us for what is certain to be a lively discussion.

Records Managers Coffee & Conversations - Attaching an ROI to your IM Project

​​

AIIM+ Meeting the Challenge - Step into the World of AI in the M365 Enviroment

AIIM+ Meeting the Challenge: Talk M365 With Me

Join us for this AIIM+ Community event, where you'll have the opportunity to connect with like-minded professionals and address real-world challenges that arise in the Information Management field.

"Talk M365 Me"
Tuesday, April 11th at 11:00 AM (EST)

Join AIIM+ Member and Principal PM Manager, Microsoft Purview Data Lifecycle & Records Management, Roberto Yglesias, as he opens the floor to the AIIM Community to discuss M365 & Records Management. 

Hear from Roberto about what features and products are top of mind when people think of managing information in the M365 Environment, and how you can best leverage these to advance your Information Governance projects.

It's your chance to ask all of your Purview, compliance, and IM lifecycle questions while gaining invaluable insights into M365's world of Information Management & Data Governance. 

Register Today!

AIIM True North webinar -- What are the top five determinants for a successful digital transformatio

AIIM True North would like to invite you to a webinar on April 12, 2023 at 12:30 PM ET.  The presentation will discuss the key determinants of a successful digital transformation initiative. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.

Title: What are the top five determinants for a successful digital transformation?

Description: Is your digital transformation journey burning through cash and not moving forward? Is success eluding your management team and fading fast? This session will explore the top five determinants for a successful digital transformation, gleaned from many lessons learned and industry best practices, and their impact on IM, RM and KM. The session will discuss assessing the current state, gathering requirements, monitoring change management risk, etc.

Date: Wednesday, April 12, 2023
Time: 12:30 PM to 1:30 PM ET

Learning Objectives: By attending this session, you will learn:

• About the complexity of digital transformation initiatives from different angles, such as intelligent information management (IIM), business strategy alignment, and change management
• How to assess the current state and prioritize risks of organizational change, resource availability, information governance, etc.
• About the tactical consideration and how to develop a checklist to track issues and risks

Speaker's Bio: Jed Cawthorne is a AIIM Fellow, CIP and ex-Toronto Chapter officer. He has 20+ years of knowledge and experience in Information & Knowledge Management, the vast majority of on the buy side in Canada. This includes consulting for the last 15 at Canadian Tire, BMO, and TD Bank, before moving to the sell side with NetDocuments and now Shinydocs. 

You can also register here.

#implementation 
#digital
#change management
#businesstransformation 
#business strategy
#information mangement
#InformationGovernance 
#RiskManagement
#OrganizationalChangeManagement 

Webinar: Digital Transformation made easy with Thin Scanning Solutions

Wednesday, April 19 at 1 pm EDT

 

When was the last time you updated your LinkedIn or Facebook software?  Never!  So why should document scanning be any different?

 

Join AIIM Florida Chapter for this informative, and educational, webinar on the common-sense trend of “Thin Scanning” which simply means no software installation required.

 

• Transformational Technology:  Using modern Web and document scanning technologies, the promise if internet capture and IDP workflows can be truly realized
• Quick Deployments: Learn how easy it is to register a scanner with a cloud-server to enable document scanning over the internet in less than 5-minutes and benefit from Rapid Digital Workflows
• Get Involved with the Thin Scanning revolution:  Contribute your ideas, thoughts and feedback to our Thin Scanning Solutions for the benefit of everyone. We are all about community!

 

Come see how utilizing digital transformation is easier than ever with simple scanning solutions. Never before has been making your business better than with Thin Scanning Solutions!

Presented by Kevin Neal, TWAIN Marketing Committee Chair and CEO, P3iD Technologies

AIIM Florida Chapter is inviting you to a scheduled Zoom meeting.

Topic: WEBINAR:  Digital Transformation made easy with Thin Scanning Solutions

Time: Apr 19, 2023 01:00 PM Eastern Time (US and Canada)

Register in advance for this meeting:

https://us02web.zoom.us/meeting/register/tZ0qfumurDovG9M-YEbiFvfUqa5hCuugiJej

After registering, you will receive a confirmation email containing information about joining the meeting.

AIIM Conference 2023

#AIIM23

Records Managers Coffee & Conversations - The Role of RMs in Privacy

More Details to Come 

Register Now & Save the Date! 

AIIM+ Meeting the Challenge M365: Endpoint DLP

AIIM+ Industry Watch Review

AIIM+ Town Hall

Save the Date for the next AIIM+ Member Town Hall!

AIIM True North webinar - Change management is Job One to manage implementation risks!

AIIM True North would like to invite you to a webinar on Wednesday, May 24, 2023 at 12:30 PM ET. The presentation is a case study of how change management can help manage implementation risks of digital transformation initiative. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.

Title: Change management is Job One to manage implementation risks!

Description: This is a change management case study of how Fruit of the Loom leveraged Records and Information Management (RIM) Month to promote awareness of digital transformation throughout the organization and to help manage implementation risks.

Date: Wednesday, May 24, 2023
Time: 12:30 PM to 1:30 PM ET

Learning Objectives: By attending this session, you will learn:

• Key strategies to increase awareness of digital transformation for RIM solutions
• Key actionable steps to implement change management strategies to help manage digital transformation risks
• Key messages and narratives, and how present them to motivate business users to view digital transformation in a positive light 

Speaker's Bio: John has been in records and information management for his whole career. Stops include: US Army Corps of Engineers, US National Archives and Records Administration (NARA), Boeing, and the Metropolitan St. Louis Sewer District. In addition to his day job, John coaches cross country running and track and field at a St Louis, MO high school.

You can also register here.

#rim
#RIM program
#RIMGovernance
#RIMprocesses 
#implementation 
#digital
#change management
#businesstransformation
#information mangement
#InformationGovernance 
#RiskManagement
#OrganizationalChangeManagement

AIIM+ Meeting the Challenge: Fostering the Next Generation of IM Professionals

If you weren't able to join us at the AIIM23 Conference, we introduced a new element this year of inviting local college students to attend sessions and jump-start their professional development by connecting & networking with attendees.

This brought up some great conversations - and we thought it would be great to bring that conversation to the Community! 

Join us Thursday, May 25th at 1:00 PM (EST) as we dive into Fostering the Next Generation of IM Professionals! 

Register Today