Electronic Records and Information Management
Practical Solutions for Modern Challenges in Managing Electronic Information
Conference: September 23 and 24, 2008
Pre-Conference Workshop: September 22, 2008
Radisson Admiral Harbourfront Hotel · Toronto, Ontario
Conference Program Agenda - Day One
Tuesday, September 23, 2008
| 8:00 - 9:00 |
Registration and Continental Breakfast |
8:QQ - Q:QQ |
9:00 - 9:10
Welcome and Opening Remarks from the Co-Chairs
Peter Shewchenko, Senior Project Manager, City Clerk's Office, Records and Information Management, City of Toronto
9:10 - 10:10
Case Study
Records Retention Bylaws, Schedules, and e-Records Crossover
Else Khoury, Manager, Corporate Records and Archives Services, Regional Municipality of Niagara
- Overview of Niagara Region's corporate records management system
- Recent efforts to establish a protocol for e-records
- How the Regional Municipality of Niagara is overcoming challenges
| 10:10 - 10:30 |
Networking Break |
10:10 - 10:30 |
10:30 - 11:30
Implementing Your Electronic Records Management Solution
Bruce Miller, President, RIMTech Inc.
- Understanding and overcoming the barriers to successful electronic recordkeeping
- Managing the project: defining specific goals, tasks, and measurable outcomes
- Methodology for implementing electronic records software technology
11:30 - 12:30
Case Study
E-mail Deployment: How GlaxoSmithKline Reduced Its E-mail Holdings by 68% with Employee Compliance of 99%
David Rintoul, Senior Records Management Specialist, GlaxoSmithKline
- Project planning
- Communication strategies
- Training and coaching
- Project management
- Lessons and success factors
| 12:30 - 1:45 |
Luncheon Break |
12:30 - 1:45 |
1:45 - 2:45
Best Practices for Implementing Your Electronic Document Management (EDM) Solution
Vigi Gurushanta, Principal, IMERGE Consulting Inc.
- Getting your entire organization on board
- Solutions to common problems for both small and large companies
- Understanding the benefits and the pitfalls: learning what to avoid
| 2:45 - 3:00 |
Networking Break |
2:45 - 3:00 |
3:00 - 4:00
Overcoming the Challenges of New Forms of Communication and Devices
Paul Fisher, Consultant, Portals and Content Management, IBM Canada
- Dealing with the challenges of the "virtual workplace"
- Managing information sharing through remote access devices and satellite networks: BlackBerries, PDAs, laptops, VoIP, and text messaging
- Implementing policies and procedures to control the information flow through blogs, instant messaging, social networking, and Web 2.0 applications such as wikis, Facebook, YouTube, and MySpace
- Implementing effective policies to manage new information media
- How to capture, store, access, and permanently delete electronic data
4:00 - 5:00
Impact of Emerging and Evolving Privacy Obligations on Your Organization's Information Management Practices
Christopher Berzins, Senior Counsel, General Counsel's Office, Ontario Securities Commission
- Are you creating unnecessary privacy vulnerabilities by collecting and keeping more information than you need?
- New risks that arise when information is shared in electronic format
- Public access to records: should the extent of access be rethought when that information becomes available in electronic format?
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