I am looking forward to partnering with Haystac to present at the ARMA Houston conference.

Date: April 25, 2017—April 26, 2017
Time: 08:00 AM
Event: 2017 ARMA Houston Chapter Conference & Expo
Topic: How File Analytics Can Reduce Information Risk
Sponsor: ARMA Houston
Venue: Norris Conference Center at City Center
Location: 816 Town and Country Ln
Houston, TX 77024
Public: Public
Registration: Click here to register.

unlocking data to solve real world business challenges

Yesterday, I had the privilege to speak at the Olin College of Engineering at the Olin Innovation Lab hosted by the Olin CIO Joanne Kossuth.

OIL-March2016My keynote was titled “unlocking data to solve real world business challenges”. Think about it. The very data you need to solve a problem may be hidden away. Hidden, because that data can be located inside documents, images, videos, emails, or even inside a database. And what about file shares.

I shared some of the lessons I learned over the last 5 1/2 years leading the team at BP managing the information and data from the Gulf Oil Spill.

One example was the data locked away inside invoices for the spend responding to the spill. Some of the invoices were over 1000 pages. So, how do you unlock this data? We used intelligent optical character recognition to extract the data from the invoice. Then we imported that data into a database and linked that data to the invoice. Now invoice line item data within the invoice was available for queries and search. When the data of interest is found the analyst could click on the data result and view the original invoice information.

I will be sharing other examples of unlocking data over the next few posts. Eventually I will make my keynote available here on this site.

Question: What are some other examples of hidden data that you can think of? Leave a comment below.

Getting Back on The Horse


I know. It has been a really long time since I posted on this blog. It has been a very busy last four years. Four years!!! I know!

Anyway, some things I was working on prevented me from blogging for most of that time and I needed to make sure I was ready. Once you get off the horse it can take a lot before you can get jump back on.

With that said I am launching a new presence on the web called “Getting Information Done”. My new home will attempt to discuss a broader set of topics related to managing information and data at significant scale. This will be bigger than ECM and not just about “Big Data”. I am thinking bigger than both of these.

I will be launching “Getting Information Done” on September 1, 2014. Keep a look out for some posts over the next couple of months as we put the finishing touches on “Getting Information Done”.

I look forward to the real race. For now, I’m taking practice laps.

Will the 2010 AIIM expo + conference be cloudy? – Repost From AIIM ERM Community

This is a repost from my blog post on the AIIM ERM Community Expert Blog

Will the 2010 AIIM expo + conference be cloudy?

Cloud I am looking forward to the 2010 AIIM expo + conference this year after missing the conference the last two years. I always learn something new and it is a great chance to meet some really smart people.

One topic I am interested exploring extensively is how the ECM market is responding to the “Cloud Computing”. There has been quite a bit of hype over the last couple of years and it will be interesting to see how far the ECM vendors have gone to close the gap between myth and reality.

First let’s make sure we are all on the same page. I will use Forrester’s definition for cloud computing: “A standardized IT capability, such as software, application platform, or infrastructure, delivered via Internet technologies in a pay-per-use and self-service way.” Pretty straight forward, right, then why all the confusion?

Microsoft and the Cloud

Microsoft has been heavily promoting both their Business Productivity Online Suite (BPOS) and Windows Azure. These are two distinctly different offerings with BPOS delivered as software as a service (SaaS) and Windows Azure delivered as an infrastructure as a service (IaaS). So how are these two offerings different? Here is a simple definition of these two offerings:

Infrastructure as a Service (IaaS):

IaaS (Amazon’s Elastic Compute Cloud (EC2) and Microsoft’s Azure) provide virtual computing environments allowing customers to use web service interfaces to launch instances of operating systems and associated blocks of storage on demand. Customers use the provider’s administrative console to start, stop, and access and configure their virtual servers and storage.

Software-as-a-service (SaaS):

With SaaS the vendor supplies the hardware infrastructure and their software product over the internet for use as a service on demand. Good examples of SaaS offerings include web-based email and applications from Google, CRM (sales management & reporting) from SalesForce.com, SharePoint, Exchange Email and Office Communicator from Microsoft with BPOS.

Other ECM Vendors and The Cloud

No doubt the other ECM vendors at the 2010 AIIM conference will be talking about their Cloud offerings. Looking at the conference agenda and reading the descriptions of the keynote sessions the only session which discusses the Cloud is the keynote entitled “Reinvent Work, Collaboration, and Innovation in the 21st Century” by Google’s Cyrus Mistry.

Reviewing the conference sessions, I did not really see many sessions (only a few) addressing ECM in the Cloud. So it will be interesting to see what is being talked about on the exposition floor by the ECM vendors. When I searched for “Cloud Strategy” on EMC’s website the recommended link in the search results was Virtual Computing Environment coalition (VCE) which looks like it is targeted at enterprises who want to create a “cloud-like” utility computing capability within their firewalls also known as a “Private Cloud”. I will be interested to see if EMC is working on a similar SaaS offerings to Microsoft’s BPOS.

My goal this week will be to see who really “get’s it” and understands the implications and challenges of managing your corporate information in the Cloud. I want to see who has already thought through the personal data privacy and e-Discovery implications. I will be really excited if I find someone who has gone the extra mile and defined an implementation pattern and methodology for leveraging the Cloud for ECM. I am not holding my breath on this one.

I’ll let you know what I find out this week.

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Presenting Keynote at LegalTech 2010: Don’t Build your E-Discovery Program on a Digital Landfill


I will be presenting the opening keynote at LegalTech 2010 in New York city on February 1st.

My presentation entitled "Don’t Build Your E-Discovery Program on a Digital Landfill" will highlight some of the challenges in addressing information management within the EDRM model, show the correlation between sound practices and successful E-Discovery programs, and to provide specific action steps attendees can use to manage digital information overflow.

I feel like I will be preaching to the choir since most attendees already know how challenging this problem is but they will come away from my session with some actionable recommendations to help get control of the mounds of information at their companies.

Hope to see you there…

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One of The Best Industry Events I’ve Participated In…

ChairOnStageHat tip to the organizers, Stacey Cripps and Joyce Osborne, of the  ECM Professional Development Executive Forum held last week in Chicago. Both are committee members in the Chicago AIIM Chapter.

I participated on the morning panel, “ECM as a Career – Defining the Profession”, with Connie Moore from Forrester and Stuart Hubbard with Schiff Hardin. Jeetu Patel from Doculabs moderated and did a good job of keeping things moving.

One way I judge the value of events I am asked to participate in is if I learn something new. I learned a lot and found the questions from the over 100 attendees in the audience thought provoking and interesting. As panelists we strived to share our experiences and provide help and guidance for those looking to advance their careers in what I called “Information Governance”.

Stacey and Joyce did a fantastic job organizing the event by inviting interesting panelists and providing a great opportunity for the attendees to learn and network with others in the industry.

They are planning to do this next year and I encourage anyone to who is interested in advancing their Information Governance career to plan and attend.

Well done!

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AIIM Webinar: SharePoint and Your Information Infrastructure

CB107267_LoResI was the speaker for this webinar last week with AIIM and EMC. Here is the synopsis:

On the surface, implementing SharePoint as an enterprise content management solution seems simple and straightforward. After all, pop in your disk and, voila, SharePoint is installed. Yet, like every other single piece of information technology, deciding the proper role for SharePoint in your organization becomes complicated. Fast. How do you determine the role that SharePoint can play in your ECM strategy? We’re here to help.

SharePoint can, and will, play a key role in many organizations’ enterprise content management strategy. However, other than for some smaller companies, SharePoint is not an ECM infrastructure in and of itself; it needs to integrate with and be extended by other products for issues such as compliance, storage management, document imaging, etc. Discover how to leverage the capabilities of both SharePoint and ECM tools, including issues around interoperability. We’ll conclude with a look at potential return on investment.

To view the archived event click HERE. Hope you find it useful.

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My Presentation From Gilbane DC – Everything You Wanted To Know About MOSS 2007…


CIMG0256 I spoke on a panel at the Gilbane conference on content technologies the week before last in Washington, DC. While at the conference I attended and enjoyed the opening keynote, “Gurus Debate The Future of Content Technologies” this morning. The panel was moderated by Tony Byrne from CMS Watch. The panelists included:

The following are some of the key points from the keynote:

  • Some of the biggest risks to content management project success include user adoption and recognizing that there will be political or business changes required
  • Ann Rockley made the point there is an opportunity to manage content as a strategic asset
  • All panelists agreed that by 2012 most core capabilities will be in the infrastructure platform

Later that day I presented on a panel entitled “Everything you wanted to know about MOSS 2007 (but were afraid to ask)”. You can view my presentation here. Click through to my Blog site from your RSS reader to view within my Blog.

What Does The Future Hold For ECM?

I presented on the title of this post last Thursday at the AIIM National Capital Chapter breakfast meeting. I had a great time presenting my view of what the future may hold and talked about some of the clues that we may have been able to pick up at the recent AIIMexpo 2007 conference in Boston.

The meeting was very well attended (all you early risers 🙂 ) and the discussion and questions posed by the audience was very interesting. One of my conclusions (and this should not be a surprise to anyone) was that over the next 3-5 years the Big 3 will emerge as the primary providers of the ECM core infrastructure. As ECM technologies become more of a commodity, those Big 3; IBM, Oracle, and Microsoft will also be joined by a fourth, EMC. Although  EMC will not deliver commodity ECM infrastructure per se, they will remain a significant influencer in the marketplace because of their hardware footprint and company size.

One of the other big predictions I made was that “effectively managing information becomes strategic”. I am hopeful that this prediction comes true! I believe that organizations cannot afford for this prediction not to become true if they are going to effectively leverage one of the most strategic assets they have. I also presented my new concept for how this goal and vision could become reality. I will outline this in another post.

For those who attended the breakfast event last week, I really enjoyed our time together and as usual I learned something from my audience. That is one of the reasons I really enjoy speaking at these events. You can access the slides here. Or you can click through to the BetterECM site to view the slides online.

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