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Orange County Chapter of ARMA International

Records Compliance with Robotic Process Automation 

What are the biggest challenges a records manager faces?

Compliance and Litigation

What tools exist with business rules about records disposition?

The Records Retention Schedule

OCARMA presents how this cutting edge technology, Robotic Process Automation can transparently provide a way to "Say It, Do It and Prove It" while managing your records according to your organization's requirements.


Building a Roadmap and Implementing an ECM Solution

Using Retention Schedules to Build File Plans

So you want to be an IGP?

Say Hello to CCPA:  How the CCPA compares to the GDPR 

with Malcolm Chisolm

GDPR and CCPA have made some of the largest waves in recent regulations. Learn how the two regulations compare and the impact on the Records and Information Management industry as well as related Information Governance positions in Legal, Privacy, Information Security and Data Quality.

Why Security and Privacy needs Records and Information Governance? Presented by Jeff Lewis
Jeff's presentation will be on lessons learned as he became a Records Manager reporting to a Chief Security Officer.  How you as a Records and Information Governance professional can offer valuable partnership to InfoSec and Privacy.  He will draw from his experiences as a long-time records manager and how he partnered with security to develop stronger programs on both sides.
Managing Unstructured Information with David Horwatt from General Networks.

There's no hiding from unstructured information, although a lot of information can hide from you! Learn the latest tools and best practices for managing your unstructured information! Find what you have across the entire enterprise.

Nowadays, records are created and stored electronically.  While this can make some aspects of document management easier, it brings its own set of challenges.  Whether you are currently using enterprise content management software, or file shares, you most likely have unmanaged documents.  ROT (Redundant, Obsolete or Trivial) documents are now taking up valuable server space and making migration to a new system a daunting task. This presentation will provide practical tips and insight into starting an electronic document remediation (clean-up) project. David Horwatt and Mike Randash from General Networks will discuss the tools and processes for budgeting and timing of projects that:

  • Keep what you need across the entire enterprise.
  • File Cleanup to scrub for all Redundant, Obsolete, and Trivial (ROT) files and identifies specific content across multiple repositories.
  • Build out your target taxonomies, automatically apply the metadata to your files and move your content into your new ECM.
  • Identify ROT for cleanup and removal, identify PII for appropriate handling, and keep your shared drives clean and compliant.

What is an Information Governance Program?

A mature Information Governance structure can be used to align and coordinate all your data-focused initiatives

Helen Streck is a partner in Kaizen InfoSource LLC. Helen’s expertise in records and information management has its foundation in real world experiences forged from a career in the business that spans over 25 years. Helen has joined Kaizen InfoSource to lead and apply its unique industry resources to guide clients in all aspects of records and information management consistent with good corporate practices, ARMA’s Generally Accepted Recordkeeping Principles, records and information management compliance programs, program strategy development, development and implementation of litigation hold protocols, electronic discovery response plans and data privacy initiatives, and selection and implementation technologies to support these services.

Information Governance: Small Agency Case Study

  • How a small California public agency’s Information Governance program was updated and systematized by rewriting documentation and selecting/implementing Content Management technology.

Pilar C. McAdam, CRM, has over 35 years of experience with business support processes, including RIM governance, in the corporate, legal and public sectors. Pilar focuses on how information is created, used, and maintained, emphasizing process and system improvements that make data more useful and accessible. Currently an Information Governance partner at Kaizen InfoSource, she has previously managed records at Sheppard Mullin Richter & Hampton, the Boeing Company, and Hughes Electronics.

Accepting Reality: Outlook as a System of Record

In today’s business environment, employees live in Outlook.  Emails, attachments, tasks, calendars, notes are all in Outlook.  It is the most often searched system in litigation discovery processes and the searches for responsive material is often the highest unbudgeted cost for a company.  How do you manage all that information in a way that is reliable, repeatable, preserves the integrity of the record and is in the budget?  
Click to hear about a real-world application of Outlook tools and Kofax’ Kapow to identify, classify, find and manage records in individuals’ mailboxes in Outlook at the enterprise level with minimal disruption to day to day work.

Cheryl Young, IGP, CIP, APMD, CDIA+, CTT+ has been active in the records and information management field for over 30 years as a business process consultant, trainer, records manager, information analyst, contracts manager and project manager with specific expertise in RIM projects and Lean process analysis.  Ms. Young is an Information Governance Professional, Certified Information Professional, a certified Accounts Payable Manager (with Distinction), a Certified Document Imaging Architect+ and Certified Technical Trainer+.  Cheryl is a past Chair of the ARMA International 2004 Conference in Long Beach and is past ARMA Pacific Region Manager, encompassing California, Arizona, Nevada, Utah and Hawaii.  She is a member of the Project Management Institute, AIIM and IOFM.