Managing Electronic Records:
A Practical Guide for Success
Date: Thursday, April 13, 2006, 8:30 AM - 4:30 PM
Location: University of Maryland Shady Grove Conference Center, 9630
Gudelsky Drive, Rockville, MD. Plenty of free parking available! For
directions, visit: http://www.shadygrove.umd.edu/about/directions/
Speaker: Jim Coulson, CRM, Managing Director, Huron Consulting Group,
Boston, MA
Session Outline: This day-long seminar will address four critical
components for developing and implementing a successful enterprise
electronic records management solution:
Organizational Change Management. This change requires senior management
vision and support. It also requires strategy, policy, communication, and
decentralized responsibility that ensures buy-in and accountability at all
levels of the organization. It must be balanced by sufficient professional
resources and reporting lines to move the organization toward compliance
within an explicit timetable. Learn how this is done.
Practical Organizational Standards. International, domestic, and local
governmental agencies and standards bodies have provided many model
standards for the management of electronic records. However, it is the
responsibility of every organization to adapt and adopt a documented version
of these standards for their own use. From these standards, the organization
documents its specifications for software tools and supporting processes.
Learn what this process looks like and how to use the resulting standards
and specifications effectively to manage vendors, budgets, and even internal
requests for new software tools.
Appropriate Software Tools. Is it naïve to seek a single software deployment
that will address all electronic systems in an organization wherever
electronic records are found? In this part of the program, the various
vendor tools will be reviewed for the most popular electronic environments
with a discussion of their relative strengths. The discussion will include
how to select viable tool alternatives and prepare and evaluate an RFP.
Practical Deployment, Implementation, and Ongoing Maintenance. Share lessons
learned with a seasoned professional on: how to integrate electronic records
management with IT goals, objectives, and infrastructure; how to persuade
end users to not only use, but value, the new system; and how to set in
place the new roles and responsibilities that will ensure the long term
success of the program.
About the Speaker: JIM COULSON, CRM, FAI, is Managing Director of Huron
Consulting Group. His company, Records Improvement Institute, LLC,
Westboro, MA, an internationally recognized records and information
management consulting firm, was recently acquired by Huron Consulting Group,
headquartered in Chicago. Based in Boston, he now manages the document and
records management practice nationally for Huron. Involved in records
management for over thirty years, including fifteen years as a senior
executive, Jim Coulson has worked personally with over two hundred
organizations to improve their records and information management systems.
His specialty is electronic records and information management. Mr. Coulson
was inducted into the ARMA International Company of Fellows in 1992. He was
awarded the ARMA International Britt Literary Award in 1993 for his
visionary article, Our Professional Responsibility, in which he challenged
Records Managers to upgrade their knowledge and skills to handle the coming
boom in electronic records management. In 1994, with Gail Pennix, CRM, and
Ira Penn, CRM, he co-authored the popular second edition of Records
Management Handbook, one of the first textbooks to integrate electronic
records management with the traditional approach to managing records. In
October 1997, the Institute of Certified Records Managers recognized his
lifetime contributions with what is considered to be the highest award in
the field of records and information management, the Emmett Leahy Award. He
can be reached at [log in to unmask] or at (508) 836-5575.
Cost: $125.00. The fee includes continental breakfast, lunch, AM/PM breaks
and seminar materials.
On line registration is available now at:
http://www.armamar.org/gmd/Seminar_2006/managing_elec_records.htm
You may also register by mail. Printable forms are available at:
http://www.armamar.org/gmd/Seminar_2006/managing_elec_records.htm
Exhibits: During seminar breaks and lunch, visit our exhibit area featuring
sellers of records management related products and services!
Exhibit/Sponsorship Opportunities: Vendors, exhibit space and sponsorships
are still available. Go to
http://www.armamar.org/gmd/Seminar_2006/managing_elec_records.htm or contact
John Milligan at [log in to unmask]
Please contact Carol Agayoff at 301-444-8190 or e-mail [log in to unmask]
with questions. We look forward to seeing you on April 13!
_________________________________________________________________
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