Optional Workshops

W1: What an IT Manager Needs to Know About Recordkeeping

Most IT Managers understand the pressing need to manage electronic records, but lack the understanding of the science and software technologies of recordkeeping to implement an actual real-world solution. Attend this session to understand the language, fundamental principles, and methods of modern recordkeeping, the principles and techniques of electronic recordkeeping, and learn about a new state-of-the-art roadmap for implementing electronic records software technology. This session is presented by Bruce Miller, widely considered the inventor of modern electronic recordkeeping technology. Based on 15 years of experience with e-records technology around the world, this session will help the IT Manager understand and confidently implement electronic recordkeeping solutions. During the session, participants will apply the concepts learned to a hypothetical 10,000 user project.

Participants will learn about a software modeling tool for use in managing electronic recordkeeping projects, along with a classroom-completed case study in a hypothetical 10,000 user implementation project.

Bruce Miller
President
RIMtech

Bruce Miller is President of RIMtech, a vendor-neutral e-records consulting services firm. Mr. Miller is widely regarded as the inventor of modern electronic recordkeeping software. He co-founded Provenance Systems in 1989, where he pioneered ForeMost, the world's first commercial electronic recordkeeping software, now owned by EMC/Documentum Corp. In 1997 he achieved the world’s first e-Records software certification against the US DoD 5015.2 standard, and has since presided over several successful 5015.2 certifications. He founded Tarian Software in 1999, where he developed the world's first e-Records software engine for business software. That year he received ARMA Canada's National Capital Region's Ted Ferrier Award of Excellence for his contribution to the field of records management. Tarian was the first e-Records technology in the world to be certified against the revised 5015.2 June 2002 standard. In November 2002 Tarian was acquired by IBM, where Mr. Miller served for three years as IBM's e-Records Strategy and Business Development Executive. Mr. Miller is the recipient of the prestigious 2003 Emmett Leahy Award, considered the highest international recognition given to professionals in the field of information and records management. He is currently authoring a book entitled "Implementing Electronic Recordkeeping Software – a Methodology for Success", scheduled for publication in 2009. Bruce holds a Diploma in Electronics Engineering Technology, and a Masters in Business Administration from Queen’s University.

W2: Information Risk Management

Effective information management can be challenged by a complex array of risks. Security and privacy risks are usually top of mind. However, it is important for organizations to develop a multidisciplinary view of information management risk that takes into consideration a variety of risk sources including governance, intellectual property and other legal issues, financial considerations, business continuity and disaster recovery, immature business processes, technical and support considerations, reputation, etc. The workshop session will provide an opportunity to explore the plethora of risks facing information management. It will include a lively and interactive discussion of strategies to help mitigate such risks. Participants will have an opportunity to learn from each other how their respective organizations are approaching information risk management.

Peter Heimler
Senior Principal – Advisory Practice
KPMG

Peter Heimler MA, MPA, is a Senior Principal in KPMG’s Advisory practice. Peter has over 20 years of strategic and risk management advisory experience with both private and public sector organizations at the federal, provincial and municipal levels. He has also worked extensively with a host of not-for-profit organizations. Peter’s experience includes: information technology risk management including business continuity planning, IT governance and strategic planning, alternative dispute resolution, enterprise and infrastructure risk management; service delivery improvement; extensive experience leading large evaluation projects and value-for-money audits; and demonstrated ability to work closely with organizations in all facets of strategic planning, corporate governance and enterprise-wide risk. He has led major performance improvement, operational and alternative dispute resolution reviews with complex organizations in both the public and private sectors including power and utilities, telecom, pension plans and crown corporations. He holds a Masters Degree in Public Administration from Queen’s University and a Masters Degree in Political Science from the University of Waterloo. His graduate studies research on public sector restructuring incorporating the effective use of information technology has been published by Princeton University, the Fraser Institute and the Conference Board of Canada. Through KPMG, he has been a strong supporter, active participant and chair of the Intergovernmental Forum on Risk Management which is an annual conference held by the Conference Board of Canada. He is currently the Vice-Chair of the Canadian Standards Association’s Technical Committee on Risk Management which is drafting a new risk management standard for Canada.

W3: Mastering Change, Making your EIM Project a Success

Are big changes in store for IM in your organisation? Project Management is not enough to ensure success.

Statistics show that more than 70% of major change initiatives fail to reach their objectives. Projects often take longer to implement than expected and return on investment is never realized, making senior management question the validity of future investment.

Learn how to ensure success by understanding how change affects people and incorporating proven Change Management principles into your project plan. In this highly interactive workshop participants will:

  • Understand why a Change Management approach is critical to project success
  • Learn how to sell a Change Management approach to senior management
  • Learn how to assess their own skills and identify areas of strength and areas where improvement is needed
  • Learn how to select the right team members
  • Understand why employees react to change the way they do

Francois Lizotte
President
François Lizotte Consulting Inc.

François Lizotte is a Change Management Consultant and President of François Lizotte Consulting Incorporated (FLCI). For over ten years, he has successfully led organizations through complex organizational and technological changes. He brings more than twenty years of managerial experience in the public, private and non-profit sectors, including eleven years with in the OPS. He is a certified instructor in the William Bridges model on Change and Transition. He understands the human factors that must be considered for change initiatives to be successful and proposes strategies to ensure that projects succeed and deliver expected returns on investment.

W4: Approaching the Elephant - Records Schedules and Databases

This workshop will discuss:

  • Records schedule basics in the Ontario government.
  • Retention and disposition in a digital environment.
  • Describing the elephant.
  • What is different about structured data?
  • Implementation challenges.
  • Approaches to records series for information in databases.
  • Approaches to implementation.

The workshop will be increasingly interactive and discussion-based as we progress through the topics - especially when we get to approaches to implementation.

David Jackson
Information & Privacy Policy Analyst
Ministry of the Environment

Ryan Carpenter
Senior Co-ordinator, Archival Electronic Records
Archives of Ontario
Ministry of Government Services

Peter Russell
Records Advisor
Archives of Ontario
Ministry of Government Services

Deb Reid
Records Advisor
Archives of Ontario
Ministry of Government Services

Laura DeBrou
Recorded Information Management Coordinator
Ministry of the Environment