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Collaboration: New Challenges for Electronic Records Management Maurene Caplan Grey Founder, Principal Analyst Grey Consulting ARMA Web session  On-demand viewing 12 – 16 March Q&A – 19 March 2007
Objectives ,[object Object],[object Object],[object Object]
Objectives ,[object Object],[object Object],[object Object]
Shared workspaces Email, IM, VoIP Social communities Source: “Baseline's Top 10 Projects in '06,” Baseline, March 2006  Top Ten for Business Spend 6.7% $2,479,000 10. Compliance tracking 11.9% $2,629,000 9. Business analytics 9.0% $2,975,000 8. Application performance management 27.5% $3,212,000 7. Desktop upgrades 7.1% $3,310,000 6. Supply chain management 9.5% $4,255,000 5. Collaboration 17.3% $5,177,000 4. Customer relationship management 14.7% $5,569,000 3. Data networking 6.0% $8,216,000 2. Outsourcing 16.3% $11,112,000 1. Voice-over-IP % of respondents Average spending Project
2020: Areas of Productive Gains Knowledge management Customer service & support Operations & production Strategy & business development Marketing & sales HR management & training Corp performance management Product development Financial management Supply-chain management Marketing & sales Procurement ,[object Object],[object Object],[object Object],Source: “Foresight 2020 Economic, industry and corporate trends,” The Economist Intelligence Unit, 2006  43 35 29 29 28 23 22 19 17 17 14 10
Market Trends Business Imperatives Customer service & support HR management & training Financial management Product development Operations & production … Technology Disrupters Digital distribution Social media Portability Software as a Service (SaaS) Open source …
Vendor Approaches: Microsoft unified communications SaaS Exchange email,  calendaring Live Meeting IM, Web  conferencing Product Exchange email,  calendaring LCS* IM Web  conferencing * Live Communications Server Voice Services Microsoft Ecosystem Office Suite, SharePoint, BizTalk,  Project, Speech, Forms … Voice Services
Vendor Approaches: Adobe content creation and delivery Acrobat Connect (Web  Conferencing) Macromedia  Flash Web  content creation Acrobat (. pdf content  Creation) Adobe Acrobat  Collaboration Web conferencing & central content library SaaS or Product
Vendor Approaches: EMC “where information lives” eRoom team room Authentica digital rights management TruArc records management Legato email archiving RSA data security Acartus print stream output Captiva Image capture Documentum document management EMC Documentum content management Bulldog Rich media
Objectives ,[object Object],[object Object]
People Talk Human  Communication Electronic  Communication Human  Collaboration Electronic  Collaboration One-to-one, one-to-many Jointly create common goal and mutual value
People Create Information Human  Communication Electronic  Communication Human  Collaboration Electronic  Collaboration Data Repository Technologies: Email, IM, Web conferences, blogs, bulletin boards… Technologies: Chat, doc & appl sharing, wikis, white boarding, team rooms… One-to-one, one-to-many Jointly create common goal and mutual value Information of business value
Information Takes Form HTTP  (Hypertext Transfer Protocol ) HTTP  (Hypertext Transfer Protocol ) SMTP  (Simple Mail Transport Protocol) USPS  (US Post Office) Transport Team Room (anyone can participate) Team Room (internal access only) Email Letter Media Internet Web server Intranet Web server Email server File cabinet Resides (a resting place) DNS  (Domain Naming Standard) DNS  (Domain Naming Standard) SMTP Header  (routing information, e.g., To:, From:) Name, Street, State Envelope (addressing information) Open Collaborative Closed Collaborative E-Communications Paper Category
Form Changes
“ Web 2.0” Information Defies Form ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Objectives Dichotomy: Applying RM to collaborative content Bridge the gap
“The Computer Ate My File” ,[object Object],[object Object],[object Object],Source: “IT and Compliance: 10 Big Predictions for 2007” ( http:// www.itcinstitute.com/display.aspx?id =2824 )
Managing the Email Message Email Server SMTP Relay Email Archiving, Document Management, or Records Management Datastore External Service Provider Desktop Policies ,[object Object],[object Object],[object Object],[object Object],Technologies Firewall Internet
Information Takes Form HTTP  (Hypertext Transfer Protocol ) HTTP  (Hypertext Transfer Protocol ) SMTP  (Simple Mail Transport Protocol) USPS  (US Post Office) Transport Team Room (anyone can participate) Team Room (internal access only) Email Letter Media Internet Web server Intranet Web server Email server File cabinet Resides (a resting place) DNS  (Domain Naming Standard) DNS  (Domain Naming Standard) SMTP Header  (routing information, e.g., To:, From:) Name, Street, State Envelope (addressing information) Open Collaborative Closed Collaborative E-Communications Paper Category
Content Management Web  Content  Mgnt Document Mgnt Email  Archiving Records Mgnt ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Challenges Characteristics
Is This a Record?
Is This a Record?
Source: The One Million Masterpiece ( http:// www.millionmasterpiece.com ) Basin Artist:  Qian Zhao  Number:  407180 Location:  Chapel Hill, US   Is this a record?
What You Need To Do Now ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Articles of Interest ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Organizations of Interest ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Plano de marketing- inglês em formato ppt
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Collaboration: New Challenges for Electronic Records Management

  • 1. Collaboration: New Challenges for Electronic Records Management Maurene Caplan Grey Founder, Principal Analyst Grey Consulting ARMA Web session On-demand viewing 12 – 16 March Q&A – 19 March 2007
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  • 4. Shared workspaces Email, IM, VoIP Social communities Source: “Baseline's Top 10 Projects in '06,” Baseline, March 2006 Top Ten for Business Spend 6.7% $2,479,000 10. Compliance tracking 11.9% $2,629,000 9. Business analytics 9.0% $2,975,000 8. Application performance management 27.5% $3,212,000 7. Desktop upgrades 7.1% $3,310,000 6. Supply chain management 9.5% $4,255,000 5. Collaboration 17.3% $5,177,000 4. Customer relationship management 14.7% $5,569,000 3. Data networking 6.0% $8,216,000 2. Outsourcing 16.3% $11,112,000 1. Voice-over-IP % of respondents Average spending Project
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  • 6. Market Trends Business Imperatives Customer service & support HR management & training Financial management Product development Operations & production … Technology Disrupters Digital distribution Social media Portability Software as a Service (SaaS) Open source …
  • 7. Vendor Approaches: Microsoft unified communications SaaS Exchange email, calendaring Live Meeting IM, Web conferencing Product Exchange email, calendaring LCS* IM Web conferencing * Live Communications Server Voice Services Microsoft Ecosystem Office Suite, SharePoint, BizTalk, Project, Speech, Forms … Voice Services
  • 8. Vendor Approaches: Adobe content creation and delivery Acrobat Connect (Web Conferencing) Macromedia Flash Web content creation Acrobat (. pdf content Creation) Adobe Acrobat Collaboration Web conferencing & central content library SaaS or Product
  • 9. Vendor Approaches: EMC “where information lives” eRoom team room Authentica digital rights management TruArc records management Legato email archiving RSA data security Acartus print stream output Captiva Image capture Documentum document management EMC Documentum content management Bulldog Rich media
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  • 11. People Talk Human Communication Electronic Communication Human Collaboration Electronic Collaboration One-to-one, one-to-many Jointly create common goal and mutual value
  • 12. People Create Information Human Communication Electronic Communication Human Collaboration Electronic Collaboration Data Repository Technologies: Email, IM, Web conferences, blogs, bulletin boards… Technologies: Chat, doc & appl sharing, wikis, white boarding, team rooms… One-to-one, one-to-many Jointly create common goal and mutual value Information of business value
  • 13. Information Takes Form HTTP (Hypertext Transfer Protocol ) HTTP (Hypertext Transfer Protocol ) SMTP (Simple Mail Transport Protocol) USPS (US Post Office) Transport Team Room (anyone can participate) Team Room (internal access only) Email Letter Media Internet Web server Intranet Web server Email server File cabinet Resides (a resting place) DNS (Domain Naming Standard) DNS (Domain Naming Standard) SMTP Header (routing information, e.g., To:, From:) Name, Street, State Envelope (addressing information) Open Collaborative Closed Collaborative E-Communications Paper Category
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  • 16. Objectives Dichotomy: Applying RM to collaborative content Bridge the gap
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  • 19. Information Takes Form HTTP (Hypertext Transfer Protocol ) HTTP (Hypertext Transfer Protocol ) SMTP (Simple Mail Transport Protocol) USPS (US Post Office) Transport Team Room (anyone can participate) Team Room (internal access only) Email Letter Media Internet Web server Intranet Web server Email server File cabinet Resides (a resting place) DNS (Domain Naming Standard) DNS (Domain Naming Standard) SMTP Header (routing information, e.g., To:, From:) Name, Street, State Envelope (addressing information) Open Collaborative Closed Collaborative E-Communications Paper Category
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  • 21. Is This a Record?
  • 22. Is This a Record?
  • 23. Source: The One Million Masterpiece ( http:// www.millionmasterpiece.com ) Basin Artist: Qian Zhao Number: 407180 Location: Chapel Hill, US Is this a record?
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Hinweis der Redaktion

  1. "Technology is so much fun ... but we can drown in our technology. The FOG OF INFORMATION can drive out knowledge." -- Daniel J. Boorstin Daniel Boorstin was an historian -- much of his work dealt with social theory . I believe that Collaboration as commonly defined our workplace ... is an experiment in social theory .. and collaborative TECHNOLOGIES merely an extension of social theory. When I think of records management, the adjectives that come to mind are - crisp, structured, defined ... relationships based on taxonomies. So.. my question to you is... Can information derived through human collaboration and collaborative technologies have the qualities to be declared as a record? Or. as Boorstin suggests ... are we creating a fog of information?