January 11, 2017

Marko Sillanpää: Predicting the Future of Documentum and EMC's ECD

SAA Joins with Archivist Groups to Submit Recommendations to Trump Transition Team

SAA has joined with the Council of State Archivists, the National Association of Government Archives and Records Administrators, and the Regional Archival Associations Consortium to submit “Recommendations on Federal Archives and Records Management Issues” to the Trump presidential transition team. Read the entire document at http://files.archivists.org/advocacy/Archives-and-Records-Management-Issues_2016%20Presidential-Transition-Team.pdf.

I read the full statement and agree with just about all of it. And it should be a non-partisan thing; I'd expect the SAA et al would make the same sorts of requests to a President-Elect Clinton.

Via Don Lueders and Peter A. Shulman.
Lee Smith: Evolving ECM. Resuscitation not Required. 

January 5, 2017

Collabware: Why achieve the DoD 5015.2 certification? Not sure I buy it - I tend to agree that a) DoD 5015.2 is poorly thought-out and b) completely beside the point for anyone not working at the U.S. Department of Defense - therefore c) it ends up being a useless checklist on an RFP while at the same time d) making no claims as to usability, fit for purpose, etc. Nevertheless I will watch to see the outcome and again this is a great example of a vendor blog post that contributes meaningfully to the conversation.

October 26, 2016

Activity 10/26: Treadmill, 8.5% incline, 2.4mph, 1:30, 3.6 miles

October 24, 2016

eLearning Industry: 10 Best Practices For Writing Multiple Choice Questions In eLearning. Note that almost all of these apply to any sort of multiple choice questions such as certifications.

October 20, 2016

Box: Introducing Security Classification: A Smart New Addition to Box Governance (H/T: Alan Lepofsky)
GRM press release: Staples Launches Licensing Program Expanding Its Footprint in Services (H/T: Bud Porter-Roth)

The care and feeding of solution provider professionals

TL; DR: Solution provider staff need to attend industry events, conferences, and training or they will fall behind.

I've been thinking a lot lately about the role of solution providers in the information management industry, specifically as applied to education and professional development. I define solution providers as providers of hardware, software, or professional services to end user organizations who consume those goods and services.

Full disclosure: I've spent much of my career as a solution provider, mostly on the technical side but with some responsibility for marketing, sales, and business development. And I currently work at AIIM, with more than a little interest in increasing the number attendees at our conference and our training programs. But I started in the industry as a solution provider and saw the same dynamic then and have been thinking about it off & on for more than 20 years now.

So for all the solution providers out there, a gentle question: Why don't you develop your people?

Let me take a step back and explain. I speak at a lot of information management industry conferences and events. And yet I rarely see solution providers' staff at these events and courses. Sure, I see them manning the booth. Sometimes they participate in the networking activities, though often "the team" has to go to a team dinner to meet with partners or clients, review the day's events, and strategize for the next day's events. But they don't attend any educational sessions, with the exception of the occasional session that's available on the show floor from another solution provider.

I also teach a lot of courses on various information management-related topics. It is still very rare to see a solution provider send people to our public courses. I don't think it's the course content, because end users still seem to get substantial value from them. The solution provider staff members that have attended generally seem to get value from the courses as well. This value is not just from the educational content, but also from the interactions, and discussions, and sharing of lessons learned and good practices by people who have "been there, done that." But we don't see very many of them, and in private discussions I've had with many of them, they don't often get to go to things like that unless they pay for it themselves.

In both cases, where solution providers are in attendance, they are generally either the significant exception - and possibly doing it on their own dime - or they are somewhat on the outside looking in. Either way, they aren't getting any individual professional growth or development out of the experience. Why?

It isn't because they are world-class experts with nothing left to learn - though that may be a perception particularly among senior staff and management. And of course it costs money. But I'm reminded of the apocryphal exchange:

"What happens if we train our people and they leave?"
"What happens if we don't - and they stay?"

What, indeed?

Think about it another way, solution providers. You hired that person with a specific set of skills, knowledge, and experience. You're paying for that expertise. Every white paper and conference has as an underlying theme how quickly the industry changes: the tools, the processes, the ways in which information moves and is used, and acceptable practices for how things get done. It's imperative that your people stay up to date with relevant changes. Yet how does your staff do that if they aren't getting training and if they aren't attending conference sessions? As good as your white papers and webinars undoubtedly are, they simply aren't sufficient. Even if they are the best coverage of that topic in the world, they still reflect only one point of view - your organization's.

You charge annual maintenance to your customers, so they have access to your upgrades, your technical support, your other resources, and sometimes even your training. You want them to stay up to speed on the latest and greatest. Your staff need to do that as well - and it's more than just keeping up with your new release and the features and functions therein. But they also need to understand the bigger picture. What are the trends in the industry? How have customers, or prospects, or just other organizations, addressed particular issues? How have your competitors done so, and to what extent have they succeeded?

I understand that your business is in the business of the business - just like every other business. But according to the Association for Talent Development, the average company provides the average employee more than 53 hours of training per year. That's almost 9 full days of training per year (the typical training day is around 6-6.5 hours because of breaks, lunch, administrative tasks, etc.). How close are you to that for your sales staff? Your support staff? Your implementation/professional services staff? Your customer service staff?

I know many, many exceptional people in the industry. Some of them have the great fortune to work for organizations that do support professional development, and there are a few of those out there. Others understand that they have to take responsibility for their own growth and development, and they go to training and conferences on their own dime, and they get out there to other events on their own time and dime. But if they aren't getting support from you, you run the very real risk of losing them to an organization that does recognize the real value of their developing and maintaining those skills.

Sharon Fisher, Laserfiche: What Does PDF 2.0, Due Next Year, Do?

This is also another great example of how solution providers can provide highly educational, highly relevant content. Laserfiche has always been good at this dating back to their imaging guide from the late '90s.
Laurence Hart: All About Design at the 2016 Information Governance Conference

October 17, 2016

Emily Overton (RMGirl): Records Management and Compliance: The bigger picture & the risk mitigation

Updated speaking schedule

Latest in an irregular series.

Oct 2016
18 Info Summit Denver
29-Nov 4 Private BPM class, Cayman Islands

Nov 2016
9-10 Private class, Regina, Saskatchewan
28-Dec 3 ECM Master Class, Silver Spring, MD (TBC)

Dec 2016
12-17 ERM Master Class, Silver Spring, MD (TBC)

Feb 2017
6-10 CIP Prep Workshop, Silver Spring, MD (TBC)
13-17 ECMM, Silver Spring, MD (TBC)

Mar 2017
13-16 AIIM17, Orlando, FL

Apr 2017
3-7 ERMM, Silver Spring, MD (TBC)
24-28 ECMM, Chicago, IL (TBC)

May 2017
7-10 MER 2017 (TBC)
22-26 CIP Prep Workshop, Silver Spring, MD (TBC)

AIIM Private Courses

In this post I'll explore one of the hidden gems AIIM offers, at least in my mind. Full disclosure: I run all the training at AIIM and, at least for classes in the U.S., I'm generally the instructor as well.

We periodically schedule public classes in the U.S., mostly at AIIM HQ in Silver Spring, MD. Most of these classes are for our ECM, ERM, BPM, and CIP Prep "deep dive" classes: 2-4 days of instructor-led, "butts-in-seats" discussion, lecture, and exercises. We also offer public courses in Canada (Toronto), the UK (London), and Europe (Amsterdam).

What you may not know is that we are also available to teach private courses. Basically the process is that you have a group of people you want to get some training. We work with you to schedule dates/times and location - most frequently in a training or conference room in your organization's building, though sometimes we use a nearby hotel or facility. We work to ensure that schedule, location, and content all meet your particular needs. We teach these courses all over the world and are happy to come to your location, region, or country!

So why would you schedule a private course? There are a number of benefits to this approach over our traditional public courses.

  • Better control over the content. If your organization doesn't need X module, or wants to spend additional time on Y module, we can do that. We may also be able to tailor the discussions, etc. to your type of organization and location - I routinely teach at U.S. Federal Government agencies and can tailor the discussions to Federal IM and recordkeeping concerns such as FOIA. 
  • Custom content. We can also "mix & match" among our courses to create exactly the learning experience you want. I did a 4-day private class last year that included modules from ERM, Information Governance, ECM, Implementation, Taxonomy, and SharePoint. We can also incorporate your training/trainers or develop custom training - for example, we can build content on email management, social media governance, the Managing Government Records Directive in the U.S.,  or other topics of interest. 
  • Flexibility in scheduling. We had a course last year where a major holiday fell in the middle of the week. We made it work such that students were in class 2 days, took the holiday, and were back in class 2 more days.
  • Cross-functional team training. Having us in-house makes it much easier for you to include staff that might not ordinarily be able to get away for 4-5 days or who have less personal interest but for whom the class is particularly important, such as IT, legal, or project managers.
  • Flexibility in location. We go where the interest is; unfortunately, that means that unless you're in the DC area, Chicago, Houston, San Francisco, London, or Amsterdam, your offerings are limited or require travel. With a private class we come to you. 
  • Reduce or eliminate the travel cost. This is particularly true today, when travel budgets seem to be the first thing to be frozen or eliminated, and is more compelling the more people you have. If I come out to your site, you don't have to pay air, and hotel, and ground transport, and food, and everything else associated with a public class for each of your attendees.
  • Significant cost savings for the actual training cost. We generally charge a per-day fee, either including travel or with travel billed extra, which can be significantly cheaper with higher numbers of attendees. If you have 10-15 people you want trained on a topic, it's definitely cheaper to do as a private course. 
If you're interested in more information on a private training course, please contact AIIM at training@aiim.org and we'll have Michelle (North America) or Angela (EMEA) follow up with you. You can also contact me directly at jwilkins@aiim.org for additional information. 

October 12, 2016

Activity 10/12: Treadmill, 8.5% incline, 2.4mph, 1:30, 3.6 miles

October 7, 2016

Activity 10/7:Treadmill, 8.5% incline, 2.4 mph, 1:30, 3.6 miles

October 6, 2016

ARMA International Calls for Nominations for Board of Directors

The ARMA International Election Management Task Force announces the call for nominations and candidates for the board of directors. View the candidate submission requirements and qualifications here: http://www.arma.org/r1/myarma/election-information/qualifications

For this election cycle, the Election Management Task Force will be filling the following positions beginning July 1, 2017:

- President elect - The president elect serves a one-year term, moves to president for a one-year term, and serves the final one-year term as immediate past president/chair of the board.
- 1 director – The director will serve a three-year term from July 1, 2017, to June 30, 2020.

Do you know someone who meets the qualifications and would make a great addition to the board?Send your nominations, or your self-nomination, to Board.Affairs@armaintl.org. Please include the
e-mail address and phone number of the nominee. ARMA International will contact the nominee directly to confirm interest.

Nominations are due by October 19. All candidate-required materials are due by November 4. Watch for the announcement of the slate of candidates in early December and then plan to vote in the online election beginning January 9, 2016.

Candidates take note:
Newly elected candidates are invited to attend the board’s in-person strategic planning meeting in Kansas City on March 15-17, 2017. Participation is not required but is highly encouraged. A candidate forum via LinkedIn will take place in early January of 2017.

October 4, 2016

Activity 10/4: Treadmill, 8.0% incline, 2.4 mph, 1:11, 2.8 miles.

September 29, 2016

ICRM Introduces Certified Records Analyst (CRA) Certification

From the RECMGMT-L list:
FOR IMMEDIATE RELEASE AT: ICRM Annual Business Meeting: September 24, 2016

The ICRM launches its third professional certification:

Certified Records Analyst (CRA)

The CRA provides another opportunity to be a member of the ICRM.  By achieving the CRA designation, records management professionals demonstrate a solid foundation in Records and Information Management (RIM); potentially on their way to attaining the CRM.  CRA’s are knowledgeable and experienced in active and inactive records systems. A CRA’s knowledge includes such areas as electronic records and information; regulatory compliance-related requirements; the lifecycle management of records and information; and more.

This certification provides an opportunity for immediate certification to those existing CRM candidates that have already successfully passed Parts 2-4 of the examinations; while still retaining the ability to continue on to the CRM.  The CRA allows newly educated and experienced records management professionals the ability to become a member of the Institute; thereby improving their opportunities for career advancement and increasing the number of educated and credentialed millennials to meet the demand for RIM and Information Governance (IG) positions in the global marketplace.

“We are excited to deliver the CRA certification to the RIM profession!  This new certification follows our time-tested approach and allows for more professionals to obtain a value-added RIM credential while promoting the continuance of their individual development.  We fully expect many to use the CRA as a spring-board to achieving their CRM over a timeline that meets their individual needs.” – Brice Sample, CRM – President

A CRA may vote in elections of the ICRM, may not hold office but can serve as a member or chairman of an ICRM Commission, Committee or Taskforce, may attend the ICRM Business Meeting and may attend the ICRM Annual Reception held annually at the ARMA Conference. Further, CRAs are granted access the ICRM website, the membership directory and all publications and information provided as a benefit of ICRM membership.

Candidates for the CRA, upon submitting an online application to the ICRM, will be approved to sit for Parts 2-4 if they properly document achievement of a 4-year (bachelor’s degree) from an accredited institution of higher education and also demonstrate one-year of professional Records and Information Management (RIM) experience.  Alternately, one year of professional Records and Information Management (RIM) experience can be substituted for each year of college education.

Founded in 1975, the Institute of Certified Records Managers (ICRM) is an international certifying organization of and for professional records managers.  The Institute confers three designations: the Certified Records Manager (CRM); the Certified Record Manager/Nuclear Specialist (CRM/NS); and now the Certified Records Analyst (CRA).
Full disclosure: I manage AIIM's CIP, a certification, that, while complementary to the CRM and probably the CRA, is competitive at least from a payment/financial/"how do I or my company pay for this" perspective. I am also a CRM and member in good standing of the ICRM.

My thoughts, both my own and after some discussion of it with some folks at ARMA16. I think it's an interesting approach but will be challenging. The entry criteria appears to be the same as for the CRM, which is daunting, given that at most organizations a "records analyst" tends to be a lower-level position than a records manager. It eschews Part 1, on management, which makes sense, but also Part 5, on technology, which doesn't make as much sense to me today in 2016. It also requires analysts to join the ICRM at $200/year, which again may be prohibitive for someone at the typical records analyst level.

I certainly wish the ICRM well, but I wonder whether this is going to be more hassle than benefit and how many people will actually go after it.
Marko Sillanpaa at Big Men on Content: Who Will Lead ECM?

ARMA Solicits Volunteers for Industry Expert Task Force

From the email:
Volunteer Opportunity: Industry Expert Task Force
As part of our ongoing effort to increase membership value, ARMA International is pleased to announce the formation of a task force to create a comprehensive body of knowledge. 

We need outstanding industry experts, like yourselves, to create an all-encompassing guide to the generally recognized best practices for managing and governing the full life cycle of information. This guide will be process-based and will focus on defining information management and governance concepts throughout the information life cycle. Your work on this taskforce will provide the knowledge, skills, tools, and techniques to better support our practitioners in their day-to-day operations.

As the authority on records and information management and information governance, ARMA International will lead this important initiative along with you, our outstanding industry experts. If you consider yourself an expert in your field and would like to make a difference in our industry, this opportunity is for you!

I'd have thought that the IGP and/or CRM provide wide swathes of this - and of course the CIP as well - but this sounds to me like something that will be developed from a blank slate. That also raises a question for me as to what happens once the BOK is developed - typically the next step is a certification, but again ARMA's IGP and the ICRM's (and ARMA's) CRM already exist.

I very much doubt I can participate, but anyone else interested can contact ARMA at kristina.franz@armaintl.org.

Some Perspectives on the Documentum Acquisition by Open Text

John Mancini: Some Perspectives on the Documentum Acquisition by Open Text This post includes links to just about every major ECM-related blog post offering perspective on this.

MER17 call for speakers open

Cohasset Associates is soliciting presentations for the MER17 program, scheduled for May 8-10, 2017 in Chicago, IL. Presentations must be submitted by November 1, 2016. Details and the submission form can be found at https://www.merconference.com/wp-content/uploads/2016/09/MER17-Speaker-submission-form-FINAL-1.pdf.

AIIM17 Call for Speakers still open

I was remiss in not posting this earlier. AIIM is (still) looking for speakers for the AIIM17 conference, scheduled for March 14-16, 2017 in Orlando, FL. Emphasis is on end users; consultants and vendors are not accepted for the main program. Details and the application form can be found at http://www.aiimconference.com/page/1274447/call-for-speakers.

September 15, 2016

Mike Alsup: So OpenText Buys Documentum: Making Sense of the Aftershocks Another great post from the always-thoughtful founder of Gimmal. I don't always agree with Mike, but when I do I carefully check my premises because he's been a really smart and successful guy in this industry for a really long time.

And I do agree with his point here that when it comes time to migrate from Documentum to OpenText, those customers just might also look to something lighter-weight. I suspect many of those might go the Box-IBM route, but certainly a big chunk will look to leverage their existing SP/O365 as well.

September 13, 2016

Activity 9/13: Treadmill, 8.5% incline, 2.4mph, 1:30, 3.6 miles
Wow. According to this blog post by RecordLion, the list of active CRMs is at...923. I can't find any previous numbers but I seem to recall hearing 1100-1200+ a few years ago - maybe around the time I got mine (Oct 2009). The blog post is from April, and these things are always in flux, but still, that seems like a small and dwindling number.

Update: I checked the ICRM membership directory myself and there are 1,179 records in the database. When I filtered for CRM-Retired, I got 206, which leaves 973. Again could be the post was right before a test cycle, but wanted to clarify.

Long post at CMSWire, good links to others' reactions too. Documentum's Fate at Open Text: New Life or Certain Death?

Cheryl McKinnon: The Documentum Shoe Finally Drops...as ECM Undergoes a Changing of the Guard