e-Records Conference 2020 The annual conference for Texas state government and institutions of higher education
Wednesday–Thursday, November 18–19, 2020 Online Event
Sponsored by Texas State Library and Archives Commission (TSLAC) and Texas Department of Information Resources (DIR) #TXeRecords | @TSLAC | @TexasDIR Table of Contents Welcome from DIR and TSLAC ...... 2 Conference Resources...... 2 Schedule – Wednesday, November 18...... 3 Schedule – Thursday, November 19...... 4 Presentation Information ...... 5 Speaker Information ...... 10 Featured Contributors...... 20 Contributor Flyers ...... 21–52 Welcome from DIR and TSLAC The Texas Department of Information Resources and the Texas State Library and Archives Commission welcome you to the 2020 e-Records Conference. An unusual year for all of us, we are pleased to offer this year’s conferencevirtually and at no charge. Sessions will be live; and they will also be recorded for later viewing. The conference theme this year is Records Are Virtually Everywhere. Texas technology managers and records managers are working together closer than ever before to ensure Texas public sector employees can perform their important work wherever circumstances may temporarily relocate them. Here is an opportunity to hear about best practices, challenges, and lessons learned from your colleagues and other professionals in the field.
We welcome you all and hope you have a great conference experience! Conference Resources Joining the Conference Contact Use the link to the conference landing page and password emailed to you after registration.Submit a Texas State Library and Archives Commission request to retrieve your connection information. State and Local Records Attendee Guide and FAQ Management An attendee guide answering common technical and P.O. Box 12927, Austin, TX other conference questions is available at 78711-2927 https://bit.ly/2H6jDWI. Phone: (512) 463-7610 Conference Certificate and Survey A certificate of attendance and a link to an online www.tsl.texas.gov survey will be emailed after the event. The certificate includes information for Texas IRM CPEs, IGP credits, Texas Department of Information Resources and contact hours. P.O. Box 13564, Austin, TX Networking Room 78711-3564 You’re invited to the Networking Room (connect via Phone: (512) 475-4700 the conference landing page) to chat with your peers, ask for assistance at the Help Desk, and continue the www.dir.texas.gov conversation with some of our speakers. Schedule – Wednesday, November 18
All sessions delivered by Zoom webinar. Visit the conference landing page for access.
12:30 pm Check-In and Networking
1 pm Welcoming Remarks Mark Smith, o o Amanda Crawford, of fo o o
1:20 pm Pivoting in a Pandemic: Records (and People) Are Virtually Everywhere Moderator: Gloria Meraz, o o Panelists: Azure Brown, o o Normel Chatmon, o o Sarah Hendricks, of f Sam Segran,
2:10 pm Break
2:30 pm What Happens to Electronic Records Sent to the Archives? Breakout 1A Brian Thomas, o o
Breakout 1B Blockchain-Enabled Document Security & Veri cation Natalie Smolenski,
3:20 pm Break
3:40 pm Keep Austin Moving Forward – The Convention Center’s eRecords Journey to the Cloud Breakout 2A Jeff Moore and Kimberly DeCola, o o Renu Hall,
Breakout 2B What's New in the Of ce of the Chief Data Of cer? Ed Kelly, of fo o o
4:30 pm End of Day 1 Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 3 of 52 Schedule – Thursday, November 19
All sessions delivered by Zoom webinar. Visit the conference landing page for access.
8 am Check-In and Networking
8:30 am Collaborating with the Texas State Library and Archives Commission Craig Kelso, o o
9 am Break
9:10 am Technologies for the Present & Future Breakout 3A Russell Haddock, Tim Nolin and Tonya Smith, o o
Breakout 3B Slay the Public Records Request Dragons: The 2020 Effect Jennifer Snyder, o Stephen Jones, o of
10 am Break
10:20 am A11y: Making Documents and PDFs Accessible to All Employees and Citizens Breakout 4A David Ondich and Bouton Jones, of Breakout 4B Bots and e-Records – Practical Usage of AI, Advanced Work ow and Robotic Process Automation Timothy Cone, Joe Labbe, o
11:10 am Break
11:30 am Achieving Your 2020 Vision Bob O’Connor and Sarah Holleman, of Todd Brown,
12:20 pm End of Presentations
12:20 pm Optional Brownbag
1 pm End of Conference Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 4 of 52 Presentation Information
Pivoting in a Pandemic: Records (and People) are Virtually Everywhere!
MODERATOR: Gloria Meraz, Texas State Library and Archives Commission PANELISTS: Azure Brown, MSIS, CRM, Austin Community College; Normel Chatmon, Fort Bend ISD Police Department; Sarah Hendricks, Texas Department of Public Safety; Sam Segran, Texas Tech University. Wednesday, November 18 | 1:20 – 2:10pm Texas Government operations have changed more this year than most. Not so much with the services we provide our constituents, but more in how we delivered those services. Please join our panelists as we kick off our virtual e-Records 2020 Conference reflecting on the effects this year has had on creating and receiving records, where records live, and the new demands on RIM and IT to support government done differently.
What Happens to Electronic Records Sent to the Archives?
Brian Thomas, Texas State Library and Archives Commission Wednesday, November 18 | 2:30 – 3:20pm The Texas Digital Archive (TDA) is the official repository for archival electronic records of Texas State Government and currently houses more than 5.4 million records. But it is hungry for more records... from YOUR state agency. Transferring electronic records can be a mysterious item in a long list of tasks needing to be done. This presentation will provide a brief overview of what the TDA is and why it does what it does; and then focus on explaining what happens to records between when they are received by the state archives and when they becomes accessible to the public. A practical example of a submission from Microsoft Outlook will be used to illustrate the workflow.
Blockchain-Enabled Document Security & Verification
Natalie Smolenski, Hyland Credentials Wednesday, November 18 | 2:30 – 3:20pm This presentation provides an overview of blockchain technology and its applications for state government. Focusing on digital document security and verification, Natalie Smolenski shows how blockchain-anchored digital records facilitate record archiving, sharing, data extraction, and verification
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 5 of 52 between agencies and even across borders. The presentation first provides a quick, non-technical overview of blockchain technology and then explains how it allows institutions to save on records management by preventing fraud and automating verification of records at scale.
Keep Austin Moving Forward – The Convention Center’s eRecords Journey to the Cloud
Jeff Moore and Kimberly DeCola, CRM, Austin Convention Center; Renu Hall, Access Sciences Wednesday, November 18 | 3:40 – 4:30pm In its quest to provide outstanding event facilities and services, the Austin Convention Center was challenged with providing its employees and customers a modern collaboration platform, while ensuring an enhanced level of control over its electronic records. This presentation shares the Convention Center’s journey from manual processes and file shares to an automated and sustainable records management solution in Office 365. By using its out-of-the- box Governance and Compliance capabilities, the Convention Center created an intuitive, easy-to-use, centralized workspace for documents and records alike.
What’s New in the Office of the Chief Data Officer
Ed Kelly, State of Texas Wednesday, November 18 | 3:40 – 4:30pm DIR’s Ed Kelly, the Chief Data Officer for the State of Texas, will present an update on the Texas Data Management Program and how it relates to records management. Topics will range from data governance training, data sharing through use of the Texas Statewide Data Exchange Compact, Open Data and Closed Data new features, proposed data related legislation and other key group highlights.
Collaborating with TSLAC
Craig Kelso, CRM, Texas State Library and Archives Commission Thursday, November 19 | 8:30 – 9:00am Information governance requires a team effort in an organization to be effective. Utilizing resources and expertise from various departments and gaining support from upper management increases the chances of successful implementation of new initiatives in the ever-evolving world of records and information management. Managing a program that provides records management guidance to 149 state agencies and more than 10,000 local government business units is no different. Collaboration with state and local Records Management Officers, liaisons, and other Texas government records and information management groups, has been the key to SLRM’s success in recent years. This session will focus on some of the groups SLRM works with and talk about some upcoming collaboration opportunities.
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 6 of 52 Technologies for the Present and Future
Russell Haddock, MCCi; Tim Nolan and Tonya Smith, Collin County Thursday, November 19 | 9:10 – 10:00am IT leaders are now more than ever faced with decisions around how to choose the best solutions for the organization. You started 2020 with a long laundry list of tasks to accomplish, throw a pandemic into the mix, and trying to support remote work of an entire organization as well as respond & serve citizens and you may have thrown the list out the window. This session will provide some practical uses of technology that are here for the present and the future. We will start with how Collin County used Business Process Automation to respond quickly to needs through COVID-19. We will take a rapid shift through Robotic Process Automation (RPA) and utilizing Digital Workers to help with the Records Process! Tim Nolan and Tonya Smith from Collin County, along with Russell Haddock from MCCi, will take you down this digital journey. Make sure to join this virtual session and take this journey with us.
Slay the Public Records Request Dragons: The 2020 Effect
Jennifer Snyder, GovQA; Stephen Jones, Microsoft Thursday, November 19 | 9:10 – 10:00am At last year’s TSLAC e-Records Conference, Jen Snyder of GovQA and Gary Geddes from our partner, Microsoft, shared the three dragons that breathe fire on Public Records Managers every day: Complexity, Legislation, and Litigation. Jen and Gary really enjoyed speaking to more than 200 of your members during this conference who shared some of the ways these dragons resonated with them. While the responsibilities of these records managers haven’t changed, the dragons at their door have certainly morphed into something completely new. Back with our friends at Microsoft, we would like to present year two of Slay the Public Records Request Dragons, adapted to 2020’s newest foes: Covid-19, Civil Unrest, and Future Uncertainty. We’ll summarize the impact these new dragons are having on public records managers in Texas and across the country. We’ll then name our knights in shining armor; a review of specific, actionable steps organizations may take to thwart these enemies and prepare for what may come. Actionable takeaways will include: • Arming distributed workforces with secure access in the cloud • Eliminating physical materials from procedures • Enhancing collaboration across agencies through technology • Accomplishing more with less budget in a tightened budget season
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 7 of 52 A11y: Making Documents and PDFs Accessible to All Employees and Citizens
David Ondich, M.S and Bouton Jones, City of Austin Thursday, November 19 | 10:20 – 11:10am The easy ways to ensure your Microsoft Office documents and PDF files are fully accessible. The session will both demonstrate the experience of using assistive technology to read accessible and inaccessible documents from the perspective of blind employees and citizens. Also it will explain how to apply optimal accessibility. It will cover: • The rise of PDF related lawsuits in Florida in 2019 • How and why some PDFs appear “Blank” to screen reader • The cause and consequences of some document being “Untagged” • The use and benefits of Semantic markup in documents • The benefits of exporting over remediting PDFs • The benefits and limitations of using Optical Character Recognition (OCR) • The role and consequences of “renderable text” in a “searchable image” • Quality assurance testing for Word and PDF Bots and e-Records - Practical Usage of AI, Advanced Workflow and Robotic Process Automation
Timothy Cone, Catapult Systems; Joe Labbe, KnowledgeLake Thursday, November 19 | 10:20 – 11:10am This is an educational presentation that will provide an understanding of currently available tools and techniques to apply “Bot” functionality to records management. The presentation will define the concept of Bots and describe, then show, how they control the interactions with other processes in order to accomplish work streams that are often manual and repetitive. We will define and demonstrate the following topics: • Artificial Intelligence (driven by Machine Learning models) and how it is used to scan immense amounts of data to identify patterns and apply meta-data • Integration with Advanced Workflow capabilities allowing record information, or records themselves, discovered by the AI models to be moved to a person or work process • What is a bot? Define and demonstrate Chat Bots and Robotic Process Automation Robotic Process Automation (BOT) is the extra set of hands in a modern system. This technology can help Records Management organizations deal with challenges related to high workloads, staffing shortages, employee dispersion (spread out and working from home), and many other use cases.
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 8 of 52 The tools and techniques used in this presentation are available from many sources. Because of where we work and the resources that we have available to us, we will be demonstrating these concepts using tools from Microsoft (M365 and Azure) and KnowledgeLake, a Microsoft Independent Solution Vendor (ISV).
Achieving Your 2020 Vision
Bob O’Connor and Sarah Holleman, Teacher Retirement System of Texas; Todd Brown, Access Sciences Thursday, November 19 | 11:30am – 12:20pm Are you ready to achieve your 20/20 vision for your Information Governance Program? This interactive session will share information governance project planning and execution lessons learned through various case studies (Engineering & Construction Industry, Financial Services Industry, Military, and State Government.) We will provide practitioner and consulting partner perspectives and by attending you will learn some best practices to improve Executive Leadership support and engagement. You will learn how to develop and foster partnerships with IT, Legal, and your Business Partners that will help you succeed. Learn how to effectively integrate change management, communication, and ongoing support plans to improve adoption and program engagement.
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 9 of 52 Speaker Information
Azure G. Brown, MSIS, CRM Director, Institutional Records and Records Management Officer Austin Community College Azure G. Brown is a Native Austinite and graduated from Texas State University - San Marcos in 2013 with a Master of Science in Interdisciplinary Studies. Azure is a Certified Records Manager and is a recipient of the 2018 La ARMA Nostra award granted by the ARMA International Educational Foundation. She currently works as the Director of Institutional Records at Austin Community College and previously served as a Board Member of Austin ARMA. Azure does a lot of volunteer work in the community including projects with Forklift Danceworks called Givens Swims (2019) and The Inaugural African American Genealogy Conference (2020) in partnership with The Austin History Center, Austin Public Library. Most recently, she was nominated to serve on the newly founded Travis County African American Heritage Commission for Precinct 1.
Todd Brown Senior Managing Director Access Sciences Todd Brown, Senior Managing Director with Access Sciences, has more than 30 years of leadership experience in organizational behavior and professional services. He has designed and implemented client solutions for state and local government as well as Fortune 100 to 1000 companies in retail, service, utilities, oil and gas, insurance, and information technology markets. Todd received his Bachelor of Arts in Psychology from Austin College in Sherman, Texas, and his certification as an Executive and Professional Coach from the University of Texas at Dallas.
Normel Chatmon Records Analyst Fort Bend ISD Police Department Normel began her Fort Bend career as a Parent Educator for E. A. Jones Elementary. Prior to assuming her role with Fort Bend ISD Police Records Analyst, Normel served as an Attendance Daily Accounting (ADA) Clerk for L.B. Goodman Elementary in Fort Bend ISD. In this role she oversaw student enrollment, TEA accountability with attendance, and records. Being an advocate of record’s policy, procedures and managing records at the police department, Normel is dedicated to a job done right. Because of her enthusiasm and commitment, she was asked by TSLAC to be a guest writer for The Texas Record blog; in September’s article, “Preparedness Awareness,” she expressed her passion, concerns and knowledge regarding records and why managing them is crucial to the records world.
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 10 of 52 Normel has been married for 24 years with two children, 23 and 20. Her husband and 23-year-old daughter also employees of FBISD. Her 20-year-old son is employed with Marriott in the Houston Medical Center.
Timothy Cone National Practice Director Catapult Systems Tim Cone is the National Practice Director for Productivity Services at Catapult Systems, a Microsoft partner and National Systems Integrator. Tim has more than 20 years of experience working with State and Local government agencies helping them address the challenges of serving constituents, achieving agency goals, and getting the work done with the people, budget, and time available. Starting with the construction “Audit Candidate” selection models for Taxation agencies in early 2001, Tim has been fascinated with the application of computer algorithms and models to solve complex business problems. Twenty years of R&D has led to significant advances in the technology and major cost reductions in its application and Tim is excited to share these with conference audiences.
Amanda Crawford Chief Information Officer for the State of Texas and Executive Director Texas Department of Information Resources Amanda Crawford is the Executive Director of the Texas Department of Information Resources (DIR), the agency charged with protecting the state’s data and critical technology infrastructure, managing a multi-billion dollar cooperative contracts program, and providing strategic technology leadership, solutions, and innovation to all levels of Texas government. Prior to leading the team at DIR, Mandy served at the Office of the Attorney General of Texas (OAG) for more than 17 years. She held various positions at the OAG, including ultimately serving for two and a half years as the Deputy Attorney General for Administration and General Counsel. Mandy earned her B.A. from the University of Texas at Austin and her law degree from the University of Houston Law Center. She is a graduate of the Governor’s Center for Executive Development through the LBJ School of Public Affairs at the University of Texas at Austin. Mandy is also a faculty member of the National Attorneys General Training Research Institute’s Center for Leadership Development, teaching managerial leadership in attorney general offices across the country.
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 11 of 52 Kimberly DeCola, CRM Records Analyst Austin Convention Center Kimberly DeCola has 12 years of records and information management experience and has been a Certified Records Manager since 2016. She is currently a Records Analyst with the City of Austin, having worked for the City for more than 17 years. Kim worked in establishing the City Records and Information Management program, providing consulting services and training to City departments and now helms the Information Governance program for the Austin Convention Center. Her areas of expertise include: disaster planning and recovery, training, education and awareness, policy development, long-term preservation, risk management, and compliance. Kim is also a frequent presenter, having worked recently with the Texas Department of Information Resources, the Association of Continuity Planners-Austin Chapter, the Austin ARMA Chapter and ARMA Houston on Disaster Planning and Recovery.
Russell Haddock Senior Account Executive MCCi Russell Haddock is a Senior Account Executive with MCCi covering the Southwest Territory. After graduating from Baylor University, Russell served as an IT Project Manager with the City of University Park, Texas, where he was instrumental in their Content Services endeavors. For the past fifteen years, Russell has been on the consultant side, working with other government agencies to recommend solutions, automate processes, increase intelligent automation, all with the simple goal of stopping paper creation. Russell is a self-proclaimed movie nerd and likes to have fun with his presentations. He’s a master of dad jokes and honestly doesn’t care if you laugh or not, because he is sadly known to laugh at his own jokes…
Renu Hall Director, Technology Access Sciences Renu Hall is a highly effective liaison between business leaders, IT operations, and implementation teams. With 20 years+ matching business needs with the right technology solutions, she leads the technology practice at Access Sciences. She is passionate about delivering fit-for-purpose technology solutions that improve collaboration, boost productivity, streamline processes, reduce costs, and enhance compliance. She is a certified PMP, holds numerous ECM certifications, and is a patented inventor.
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 12 of 52 Sarah Hendricks Records & Policy Specialist Texas Department of Public Safety Sarah Hendricks is currently the Records Manger at The Department of Public Safety in the Records & Policy Office. Previously she worked as in the Enterprise Project Management office as a project manager where she was able to promote records management best practices as projects were being developed agency wide. She is passionate about educating all employees about records and enjoys when the teaching brings enlightenment (and ease of job duties) to her peers.
Sarah Holleman Records Analyst Teacher Retirement System of Texas Sarah Holleman is a Records Analyst with TRS and has successfully guided information governance programs with small municipalities to large state agencies. Sarah is wrapping up her CRM and has a Masters of Information Studies from the University of Texas at Austin.
Bouton Jones IT Business Systems Analyst Senior City of Austin Bouton Jones has been an IT Business Systems Analyst at the City of Austin for the past six years. Prior to that he has more than twenty years’ experience as a contractor and consultant in web design and development. Bouton holds a BA in Fine Arts (Theatre) at the University of Texas in Austin. He started web designing by “hand coding” HTML in the mid 1990’s. He co-authored the QA Accessibility Guidelines adopted by the Commonwealth Office of Technology in 2004. Last year participated in the Accessibility Internet Rally (AIR) 2019 powered by Knowbility. That is a competition for teams of web developers to make the most accessible web site for a charity. His team won first place. This year he is back at AIR to mentor a new team of volunteer.
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 13 of 52 Stephen Jones Director, Modern Workplace Microsoft Stephen focuses on the Productivity and Digital Transformation of State of Texas agencies by modernizing IT systems, empowering employees with secure collaboration, and using data analytics for better decision making. With a strong background in Compliance, Security and Unified Communications Stephen works with state IT leaders to develop cloud strategies and transition workloads to the Microsoft Government Cloud. Stephen lives in Austin and has supported Texas state and local government customers for more than nine years.
Ed Kelly Chief Data Officer State of Texas Ed Kelly has more than 30 years’ experience in business and information technology. He currently serves as the State of Texas Chief Data Officer for the Department of Information Resources (DIR). In his role, he works with agencies and institutions of higher education to collaboratively develop data policies, standards, and best practices to improve data governance and integrity statewide. Ed is also responsible to seek out opportunities for data sharing across government agencies, to increase government transparency, reduce duplicative information collection, and improve data management and analysis. Prior to joining DIR, he held positions with the Texas Department of Agriculture as Chief Administrative Officer and with the Texas Department of Public Safety as Chief Information Officer. Ed’s experience includes a variety of roles in the private sector including State Street Bank and Trust Company, Fidelity Investments, Dell Computer, Dell Financial Services, and Unisys Corporation.
Craig Kelso, CRM State Records Administrator Texas State Library and Archives Commission Craig Kelso, CRM is the State Records Administrator and Division Director of the SLRM program at TSLAC. Since joining the division in 2012, he has worked to simplify the intake process and upgrade the network infrastructure at the State Records Center; upgraded the records tracking system; worked to expand digital imaging services; and encourages the increased use of online resources for records management training including online webinars, blog posts, and YouTube videos. Prior to moving to Austin, he served as an Electronic Records Archivist, then Director of the Missouri State Records Management Program. As an Electronic Records Archivist he assisted state agencies in the management of their records through training, consulting, and creating or updating retention schedules. As Director, he managed daily operations and tackled several
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 14 of 52 large projects to modernize operations in the records center and imaging unit. Craig is a member of ARMA International and National Association of Government Archivists and Records Administrators. He has an undergraduate degree in history from Missouri State University, and master’s degrees in history and business administration from West Virginia University.
Joe Labbe Vice President and Managing Director KnowledgeLake Joe Labbe is Vice President and Managing Director of KnowledgeLake, makers of software that uses intelligent information capture and Robotic Process Automation (RPA) to increase organizational productivity. Prior to joining KnowledgeLake Joe was CEO of RatchetSoft, the developer of an RPA platform that allowed software users to add new Information Management features to existing applications without requiring changes to those applications. Joe has deep technical and business experience deploying and using the technology that will be presented for the conference audiences.
Gloria Meraz Assistant State Librarian Texas State Library and Archives Commission Gloria Meraz is the Assistant State Librarian at the Texas State Library and Archives Commission. She oversees communications and government relations for the agency and serves as the records management officer. Previously, she worked as director of communications for the Texas Library Association or 17 years, where she oversaw government relations, publications, and public relations and coordinated statewide efforts to promote library and information services, secure funding for library programs, and implement policies to support effective and open public access to information. She holds a BA from Baylor University and an MLIS with a specialization in Archives from the University of Texas at Austin.
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 15 of 52 Jeff Moore IT Manager Austin Convention Center Jeff Moore is an IT professional with more than 30 years of experience in producing technology solutions for a number of industries: Legal, Publishing, Health & Wellness Education, Graphic Design and Event Services. His career is inclusive of software application development, database administration, network operations, integration of mobile technologies in the enterprise, solution and enterprise architecture, business and technology strategic planning and he excels in the roles of consultant, facilitator and advisor. Leading technology teams for more than a decade, Jeff is currently the IT Manager of Network Operations for the Austin Convention Center and collaborates on a number of cross-departmental IT initiatives with the City of Austin. He has been a featured speaker at notable business and technology conferences, such as MacWorld, MacIT, CTIA, TabTimes Tablet Strategy, FileMaker Developer Conference and IAEE Expo.
Tim Nolan Senior Applications Manager Collin County Tim hired on at Collin County in 1992. He established a student internship program in 1994 that thrives to this day. He launched GIS, Scrum and Kanban at Collin County. He has learned in the last few years that Records Management is cooler than you think, and apps are the best way to share information. GIS was his first love, and Agile is his new love.
Bob O’Connor Records Management Officer Teacher Retirement System of Texas Bob O’Connor is an experienced CRM with more than 20 years of experience. He has established information governance programs in multiple industries including military, construction, and financial services. This included designing and deploying SharePoint solutions with information governance at two Fortune 500 corporations. Bob is currently is currently the Records Management Officer at TRS.
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 16 of 52 David Ondich, M.S. Americans with Disabilities Act Program Administrator City of Austin After earning a bachelor’s degree in Rehabilitation Sciences, David went on to earn a master’s degree in Rehabilitation Counselling Psychology from UT Southwestern Medical School of Allied Health and 48 Doctoral hours in Rehabilitation Counseling from the University of Texas at Austin. Upon completion of his college coursework, David began his career as a Vocational Rehabilitation Counselor for the Texas Commission for the Blind. In 2003, David was honored as the individual who had assisted the most persons with blindness to achieve a competitive employment outcome. After 6 years in the vocational rehabilitation business, David spent 12 Years as ADA Coordinator for the City of Fort Worth where he worked to create access to city programs, services and facilities. It was there that David honed his skills helping employees with disabilities to acquire reasonable accommodations on their jobs and was named a Legal Subject Matter Expert in the ADA. In 2008, David was awarded the Governor’s Trophy from Governor Rick Perry, the highest disability-related honor in the State of Texas. In 2015, David moved to Austin where he accepted the position of ADA Program Administrator for the City of Austin. In his job, David oversees municipal compliance with Title I of the Americans with Disabilities Act, including, but not limited to: • Reviewing all employee requests for reasonable accommodations • Consulting with department personnel regarding legal obligations under Title I of the ADA • Providing training to city personnel regarding obligations under the ADA Additionally, David serves as the Staff Liaison to the Austin Mayor’s Committee for People with Disabilities. Recently, David was named the 2020 Who’s Who Among Blind Texans by the American Council of the Blind of Texas. When he is not assisting people with disabilities, David enjoys playing his guitar, writing, and performing music. A self-proclaimed outdoorsman, David loves spending time with his son, daughter, and grandson.
Sam Segran CIO and Vice President for IT Texas Tech University After spending a few years in the International Airline industry, Sam Segran joined the Information Technology field in 1985. He has been at Texas Tech University since 1983 and has earned a bachelor’s degree in MIS and an MBA in MIS. He started as a Computer Help Desk consultant in 1985 and rose steadily through the ranks. After spending three years as Deputy CIO, he was promoted to his current position of Chief Information Officer for Texas Tech University in April 2003. He is active in various professional organizations and currently serves on the Board of Directors for the Texas LoneStar Education and Research Network (LEARN). His major focus is the
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 17 of 52 Safe Computing Practices campaign at Texas Tech University. His favorite pastimes include reading, traveling, fishing, cooking, and spending time with his wife Jamie and his “baby” T-Rex (5-pound toy poodle).
Mark Smith Director and State Librarian Texas State Library and Archives Commission Mark Smith has served as director and state librarian of the Texas State Library and Archives Commission since November 2013. A native Texan, Mark has more than 35 years of experience in the library field in three states and in a variety of library settings.
Tonya Smith Jail Case Coordinator Collin County Tonya Smith is the Jail Case Coordinator with the Collin County Sheriff’s Office. She has 30 plus years of experience in the public safety field, ranging from police records to jail operations. Oddly enough she has spent her life in “Jail” and never been convicted of a crime.
Natalie Smolenski Head of Business Development Hyland Credentials Natalie Smolenski leads business development for Hyland Credentials, a platform for issuing verifiable digital credentials using the blockchain. Hyland is a 10-year Gartner Magic Quadrant Leader for electronic content management solutions currently working with government agencies across the State of Texas. As an author and public speaker, Natalie focuses on the intersections of identity, technology, and government. By bringing a scientific perspective to distributed digital technologies and social transformation, she helps audiences from all backgrounds understand how individuals connect to form communities and build the infrastructures of the future.
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 18 of 52 Jennifer Snyder Chief Evangelist GovQA As GovQA Evangelist, Jen is interested in meaningful conversations that look both at the big picture... as well as dig deep into nitty gritty best-practice working sessions on all government challenges and opportunities including those related to technology, transparency, security, procurement, legislative mandates, compliance, staffing challenges, and more. Jen’s 15 years of experience in the state and local government space includes guest speaking and moderating for government events, roundtables, and associations. She has another 10 years of experience managing local and international business development initiatives for B2B tech companies.
Brian Thomas Electronic Records Specialist Texas State Library and Archives Commission Brian Thomas is Electronic Records Specialist at the Texas State Library and Archives Commission, one of two people running the Texas Digital Archive. Most days he is researching and resolving technical issues related to the long-term preservation of electronic records, and how to present those records to the public. He runs a lot, and speaks a little python but almost no Klingon. Before joining the State Archives, he worked for the South Carolina State Archives, a law firm, GEICO, and Liberty Mutual Insurance.
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 19 of 52 T A
Featured Contributors The following organizations supported the e-Records Conference in the past by exhibiting or providing special assistance. Each has provided a one-page flyer. Check out these pages to learn more about these organizations.
Conference Hosts Texas Department of Information Resources and Texas State Library and Archives Commission
Would like to thank the following…
Access Sciences Cumulus Solutions Inc. Intersect Systems Inc. Corporation DataXport.Net, LLC IQ Business Group Adobe doc2e-file, Inc. MCCi ASG Technologies Document Logistix Microsoft AT&T Government Technology Neubus Austin ARMA (e.Republic) PacoTech, Inc. AvePoint Public Sector Hyland Panasonic Box iBridge Group, Inc. SOAL Technologies Carahsoft Technology iCaught Incorporated Stars Information Solutions Corp. Institute of Certified Veritas Catapult Systems Records Managers (ICRM) CBM Archives Co., LLC Image API
The information provided in the next section consists of flyers created by third parties. If you have difficulty viewing a document, please contact the authoring company or the conference committee. The committee cannot guarantee the accessibility of external content
Materials for the 2020 e-Records Conference: Records Are Virtually Everywhere 20 of 52 DIR Overview Texas Department Transforming How Texas Government Serves Texans of Information Resources
The mission of the Texas Department of Information Resources (DIR) is to serve Texas government by leading the state’s technology strategy, protecting state technology infrastructure, and offering innovative and cost-effective solutions for all levels of government.
Why DIR?
Trusted Guidance Efficiency Peace of Mind
DIR delivers the strategic DIR provides technology DIR is transforming the state’s thinking, purchasing power, solutions for government security posture, focusing on and policy insights necessary to entities with a flexible, trusted protecting customers’ ensure government organizations process delivering a positive information resources within a can find, procure, and securely return on investment. reliable and secure computing implement innovative technology. environment.
DIR Services and Solutions
How Can DIR Help You?
With data virtually everywhere, DIR's Data Management Program enables your organization with best practices around data governance, data sharing, data analytics, and government transparency.
Texas Department of Information Resources | dir.texas.gov | #DIRisIT | @TexasDIR e State A enc and Local o ernment Records Stora e Location openin in Sprin We are pleased to announce the opening of a new records storage loca�on serving state and local governments in the spring of 2021. Located seven miles southeast of Capitol. Call State Records Center manager ee iley at 512-475-5151 for a consulta�on and quote about hard copy and disaster recovery storage. nsure continued access to our records it TSLAC s Di ital Arc i e Writer Are you capturing long-term or permanent records digitally? Are those records sta�c, not accessed regularly, or required to be accessed by mul�ple people at once? Concerned about loss of the data when you migrate the records every 5-10 years when you upgrade your servers or so�ware? TSLAC has a great solu�on ... lic here to lear ore r, Call Imaging Supervisor ach ruton at 512-475-5162 for your consulta�on or quote today! A record is created e er minute and t e Texas Record Blog is ere to elp Where can you find informa�ve, illumina�ng, and—dare we say—o�en entertaining content on the latest in records and informa�on management? Where is the first place to hear about upcoming training events and changes in administra�ve rule impac�ng records management?
Are you a state agency or local government in Texas? Did you know you have a responsibility to manage your records?
State and Local Records Management at the Texas State Library and Archives Commission is here to help with advice and guidance for RSS first-�me records guardians and more experienced protectors for whom records and informa�on wrangling is old hat. ulletin D
Where to even start? Who do you contact? What else?! FAQs Find Your Analyst RIM Tips and Tricks Training State Archives What’s New How-to… GOVERNMENT Collaborating with public sector institutions to transform information-centric processes and technology.
The critical nature of information. Access Sciences partners with federal, state, and local governments to help them tackle the challenges of: Keeping data organized and accessible is a daunting task, and for public agencies this managing challenge is only compounded by budgetary constraints, reduced staff levels, heightened governing requirements for operational transparency, and evolving laws and regulations that govern protecting an ever-increasing information security and usage. volume of information
We maintain a GSA Information Technology Schedule (IT-70) for use in Examples of Public support of federal government Sector Clients information and technology-related services. • Brownsville Public Utilities Board • City of Austin We hold contract vehicles for • City of Seattle services and solutions through • Internal Revenue Service the Texas Department of • Louisiana Dept. of Environmental Quality Information Resources (DIR). • Louisiana Dept. of Transportation Contract 3582 — IT Staff Augmentation • Port of Tacoma Contract 4091 — Deliverables-Based • Teacher Retirement System of Texas IT Services (DBITS) • United States Coast Guard Engaging experiences for all users.
Adobe Acrobat DC, Adobe Acrobat Reader DC, Adobe Experience Manager Forms and Adobe Sign continue the tradition of providing strong accessibility support for Adobe PDF documents and online forms.
Solution benefits:
• The Adobe Document Cloud family provides an end-to-end workflow supporting the goals of the 21st Century IDEA. • Acrobat DC features a number of built-in accommodations for people with disabilities, as well as support for users of assistive technologies.
• Acrobat DC provides authors with a complete set of tools to create and optimize accessible PDF files from almost any source. • Acrobat Pro DC offers form tools that allow you to automatically recognize form fields in PDF files. • Adobe Experience Manager Forms offers adaptive online forms that allow you to preview the look and feel across devices, publish to any screen size and let customers complete forms on the go on their preferred device . • Adobe Sign experience (receive, fill, and sign a form) conforms with WCAG 2.0 AA.
For more information on Adobe solutions, visit www.adobe.com/accessibility.html
Adobe, the Adobe logo, Acrobat, Acrobat Reader, Adobe Document Cloud, and the Adobe PDF logo are either registered trademarks or trademarks of Adobe in the United States and/or other countries. All other trademarks are the property of their respective owners. © 2020 Adobe. All rights reserved. 10/20 With ASG Technologies Are your you can: • Securely access information business users anytime, anyplace, anywhere • Automate compliance and giving you information governance • Power continuous auditing a standing and analytics ovation? • Eliminate information silos
Learn more at www.asg.com/contentservices Faster Smarter Safer
By bringing together solutions that help protect, serve and connect, AT&T Public Sector is delivering a faster, smarter, safer future in 2020.
att.com/publicsector
© 2020 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.
The Austin ARMA Chapter consists of members from the Records and Information profession who understand and apply the laws, regulations, and business practices that govern how long to keep, manage, store and dispose of information.
The award-winning Austin ARMA Chapter meets monthly and hosts a variety of events including: informational meetings, social networking gatherings, an annual seminar, a business partner expo, a member appreciation event, and our most popular, two public Shred Day when members of the community can safely shred their personal and confidential documents for free, as we accept donations for both the chapter and local charities.
Come join us for our upcoming virtual events: visit http://www.austinarma.com/new-events for registration and additional details. We hope to “see” you there!
Friday, November 20th, Chapter Meeting (11:30am - 1:00pm): Come to our networking event and share your ideas with other chapter members and guests! This event aims to connect business professionals with one another to share tips and tricks of the RIM industry.
Thursday, December 10th, Holiday Social (6:00pm - 7:00pm): Come kick off the holiday season (virtually!) with the Austin ARMA Chapter, and don’t forget to bring your favorite cocktail!
Thursday, January 28th, Chapter Meeting (11:30am - 1:00pm): Guest speaker and discussion topic TBD.
Friday, February 5th, Annual Seminar (8:00am - 12:00pm): Save the date and attend our half-day virtual Austin ARMA Chapter Seminar! We’ll have great content for you that is sure to pique your interest.
Austin ARMA thanks TSLAC and DIR for the invitation to the 2020 e-Records Conference!
Gain Control of Your Office 365 Content & Physical Records
Office 365 Records Management
Management from a Flexible Retention & Quick Access to Manage Physical & Single Interface Disposal Rules Multiple Reports Electronic Records
Streamline the Allow Records Managers Proactively manage your Manage hard copy classification and to build business rules information outcomes content alongside taxonomy process with that can determine and report on actions electronic in a centralized a single interface that lifecycle outcomes for performed on items, store that allows the allows Records Managers your content by creating or by a user, with Records Manager to to configure and manage rules that can be action- comprehensive out-of- oversee file and item a classification scheme, or date-based, can use the-box reporting lifecycle management, apply retention and any metadata, and be and dashboard, and the perform space disposal rules, and apply automated or manual. ability to interrogate audit management activities, terms automatically to trails ofactions. and generate reports. remove end user burden.
The Records Management Process…Simplified
For a comprehensive list of new features in How to Buy AvePoint Products this release, please view 201.793.1111 | [email protected] | Start your free trial today: www.avepointonlineservices.com our Release Notes. AvePoint Global Headquarters | 525 Washington Blvd, Suite 1400 | Jersey City, NJ 07310
© AvePoint, Inc. All rights reserved. AvePoint and the AvePoint logo are trademarks of AvePoint, Inc. All other marks are trademarks of their respective owners. Accessible content available upon request Box for government
Modernize your mission-critical processes
Transform field inspections and optimize evidence collection by simplifying field operations with Box. With Box capture, classify, and search for rich content, starting case work from the field. From case workers to department personnel, we make it easy for everyone to access and share critical information from anywhere, on any device.
Learn more at box.com/industries/government Carahsoft Supports the State of Texas
Carahsoft’s wide variety of DIR contracts and purchasing agreements makes procuring the e-Records solutions you need fast and easy.
E-Records solutions include:
Contract ID Contract Name Contract End Date
749 TX DIR-TSO-4356 12/30/21
679 TX DIR-TSO-4288 02/21/21
613 TX DIR-TSO-4162 05/09/22
523 TX DIR-TSO-3926 06/28/22
515 TX DIR-TSO-3854 05/25/21
754 TX DIR-TSO-4444 01/23/22
Questions? Email [email protected] or call 888-66-CARAH (888-662-2724)1
11493 SUNSET HILLS ROAD | SUITE 100 | RESTON, VIRGINIA 20190 | 703.871.8500 | WWW.CARAHSOFT.COM Your Digital Workplace Consulting Partner
• Content modernization • Agency process automation • Collaboration • Communication • Modern desktop & clients • Security & compliance • Governance Business Transformed. Keeping Pace in Today’s Digital World • Identity
www.catapultsystems.com 1-800-528-6248 [email protected]
2020 MSUS Partner FY20 US Award Winner Top Microsoft 365 Azure – DevOps Security Partner Document Automation Solutions Let CBM and our team of professionals help increase the efficiency of your organization’s documents with our custom Document Automation Solutions. From biometrics to invoices, CBM is sure to have a solution that fits your needs.
Available DIR Contracts:
DIR-TSO-3654 End-User IT Outsourcing (Managed Services)
DIR-TSO-3878 Law Enforcement Hardware, Software IIT Products and Services
DIR-TSO-4188 Deliverables-Based IT Services
DIR-TSO-4292 Software Products and Related Services
www.cbmarchives.com [email protected] 1.888.677.5052
Cumulus Solutions, Inc. focuses on delivering a truly collaborative audio and visual conversation without costly infrastructure. We were honored to help TSLAC and DIR deliver the first-ever virtual e-Records Conference and would be pleased to assist you with your collaboration needs.
Zoom Video-First Unified Communications Platform
Texas DIR Contract Number 4256 Contact us for a free Unlock content from inside books and demo and a chance to documents with a click or voice command win a Gift card! You can do so much [email protected] more than scan!
Cooperative Effortlessly scan and Contracts do more with a CZUR M3000 Pro Book Scanner when paired with DX Scan Stack Software POWERED BY DataXport DIR-TSO-TMP-419 DIR-TSO-3408 DIR-TSO-3906 Other DataXport Offerings DIR-TSO-4287
DataXport. Net, LLC 10950 PellicanoDr.Ste.C4 El Paso TX 79935 Main: 915.771.9090 HUB/MBE/SBE/WBE/DBE/WOSB [email protected]
www.dataxport.net 2020
www.doc2e-file.com 4500 S. Wayside Drive Suite 102 Houston, Contact: Sherry McManus Texas 77087 [email protected] 10151 Deerwood Park Blvd., Bldg 200, Suite Mobile: 832-279-8700 250, Jacksonville, FL 32256 Office: 713-649-2006 CAPABILITIES STATEMENT WOMAN OWNED HUB ZONE SMALL BUSINESS ENTERPRISE A future-focused, transformation service provider, doc2e-file digitizes records and collects data to maximize your business. Our services transform business-critical records into accessible data, create system and asset maps in GIS systems, preserve vital records, and more. Our focus on records management and compliance is only part of the reason to choose doc2e-file, moreover it is our desire to partner rather than simply supply that sets us apart. CORE COMPETENCIES RECORDS SCANNING AND ELECTRONIC RECORDS MANAGEMENT STORAGE Document Scanning Damaged Document Recovery Data Capture Box Storage Large Format Scanning Microfilm/Microfiche Conversion GIS Data Capture Storage with Scan on Demand Document Indexing Scan and Conversion Staffing Consulting Monthly Budgeted Conversion Incl. Storage SOFTWARE SERVICES File Purge and Shredding Document Storage Cloud-Based Content Management Workflow Solutions DUNS NUMBER: CAGE CODE: PRIMARY NAICS CODE: ADDITIONAL NAICS CODES: 160580101 3N9H4 518210 541513 493190 541611 561110 541519 561410 WHAT SETS DOC2E-FILE APART?
ISO Certification - ISO 9001 Certified Quality Management System AWARDS Outstanding WBE Supplier Preferred Vendor - SAP and ARIBA partners CenterPoint Energy Experienced Staff - Decades of training by experts in the industries we serve HUB Vendor of the Year Extended Operations - Open 7am - Midnight, Monday - Friday to ensure quick University of Houston turnaround times Fastest Growing Advanced Quality Controls - Double-blind data capture, comparison of every Woman Owned Business image to original document, automated data capture with Zonal OCR and Houston Business Journal barcode reading, and automated validation of data PURCHASING CO-OPS Choice partner 18/056KB-21 DIR #: DIR-CPO-4475 EXPERIENCE KEY CUSTOMERS 2ND TIER FEDERAL PROJECTS INDUSTRIES CenterPoint Hamilton Sunstrand Utilities Municipalities & Counties One Gas Jacobs Engineering Medical Higher Education conEdison Boeing ISDs State Agencies Florida Natural Gas KBR Legal Finance Entergy SAIC Research Insurance Atmos Wyle Bio-Science Manufacturing
Document Logistix 18851 W. State Hwy 29 Liberty Hill, TX 78642 W: www.document-logistix.com T: (512) 345 4600 E: [email protected] News & Insights on Where Government Is Going
Get Our Free Daily Newsletter governing.com/newsletters DIGITALLY TRUSTED VERIFIABLE RECORDS
Successful organizations utilize workflows that can easily create and issue important digital records with the highest level of security. Historically issuing and managing secure digital records to individuals required tools and processes that have been unavailable — until now.
Hyland is leading the way to help customers deploy solutions with integrated cryptographic signature suites and blockchain-secured content to establish a foundation of trust between independent parties. Digital trust means a higher level of convenience and long-term security for everyone involved.
Reduce time and effort for issuing verifiable digital records
Empower individuals with official records they can use
Increase overall security and accessibility for 3rd parties
Integrate with preferred systems and workflows
Learn more at Hyland.com
© Hyland Software, Inc. and its affiliates. All rights reserved. All Hyland product names are registered or unregistered trademarks of Hyland Software, Inc. or its affiliates in the United States and other countries.
Whether you’re looking for a compact desktop scanner for home or small business use, or a large production scanner for the office, iCaught offers many solutions from the top manufacturers, such as Fujitsu, Canon, and Panasonic from our DIR contracts for both hardware, warranty, and parts. Contact us today for more information or a quote.
We are a Woman-Owned Small Business and have been working with Texas State and Local Agencies, Education, and Healthcare companies utilizing our DIR Contracts since 2002. How many jelly beans are in the mason jar? Closest guess wins a $25 Starbucks gift card! Send your response to [email protected]
iCaught Incorporated 18851 W. State Hwy 29 Liberty Hill, TX 78642 W: www.icaught.com T: (512) 453 2653 DIR-TSO-4081 E: [email protected]
DIR-CPO-4437
DIR-TS0-4025
1
E-Records Virtual Conference 2020 The Institute of Certified Records Managers (ICRM) is an international certifying organization of and for professional records and information managers. The ICRM was incorporated in 1975 to meet the requirement to have a standard by which persons involved in records and information management could be measured, accredited and recognized according to criteria of experience and capability established by their peers.
The Institute of Certified Records Manager (ICRM) is proud to report the following membership and candidate numbers as of October 1, 2020:
Active CRMs 954 Active CRAs 222 Retired CRMs 230 Post Certification Specialty Designations CRM/NS 8 and CRM/FED 12 Candidate 897 The Institute has worked hard this year to ensure that candidates continue to have access to exam prep programs and testing to obtain their certification in spite of a global pandemic and to update its offerings through technology advancements. Strategic Updates for ICRM Candidates 1. Deployment of On-line testing for Parts 1-5 on September 1, 2020 2. Deployment of On-line testing for Part 6 on October 1, 2020 3. https://www.icrm.org/OnlineExam-FAQ 4. Reference ICRM Partner Page for key partners that provide a fast track to CRA and CRM certification, post certification specialty designations and more: https://www.icrm.org/partner-page 2020 ICRM Annual Business Meeting The ICRM Annual Business meeting will be Virtual this year and will be held on December 4, 2020 from 2:00 p.m. – 3:30 p.m. EST. MEMBERS AND CANDIDATES are encouraged to attend!
2020 ICRM Updates for Candidates and Members
Transform Process
Increase the speed and scale of your operations with digital process automation. Our cloud-based platform enables organizations to design intelligent, automated processes and eliminate resource-consuming processes. It’s simple to get started with our intuitive SaaS technology–low cost of entry and fast implementation means you’ll be working with the power and speed of digital in no time.
Ensure Effectiveness power Deliver better experiences, increase efficiency, and enable best work.
possibility Strengthen Information Governance with Protect privacy, comply with HIPAA, and improve auditability.
digital Eliminate Resource-Consuming Processes Simplify everyday tasks, automate processes, and get more done.
Everyday functions like records requests, can be completed in minutes with just a few clicks, and more complex processes that took days, such as working through audits, now take a few hours or less. FL DEPARTMENT OF HEALTH, HR MANAGEMENT
Go Digital Automate Work Empower People
Take content and processes Enable your organization to work Our digital solutions empower digital with our high-volume, more effectively–remotely or in- people to do their best work, high-security expert scanning person–with secure, on-demand eliminating wasted time and services and intelligent content access to content and intelligent resources to deliver better services platform. digital process automation. experiences.
We believe that digital unlocks the full value of your information and processes, that SaaS delivers the fastest path to innovation, and that cloud delivers the most secure, compliant, and scalable infrastructure. We are ready–with the expertise, experience, and technology necessary to deliver your digital strategy. Let’s talk! [email protected] www.imageapi.com P O Box 540907 Grand Prairie, Texas 75054
Tel. (972) 641-7747 Internet: https://intersectsystems.com e-mail: [email protected]
Intersect Records Management System Features
Compare Intersect’s Records Management Software System with Brand X
reasonably-priced, flexible options one-time, paid-up Institutional License –
____yes ____
Integrated Retention Schedule Manager
____yes ____
Integrated Retention Schedule Manager organization’s epartment’s retention reference to only the record series
____yes ____
Public Information Request
____yes ____
RCAMS Accession epartment’s records inventory
____yes ____
____yes ____
____yes ____
Intersect’s Annual Support Program reasonable ____yes ____
Intersect’s Records Manage Software Source Code Escrow ____yes ____
Intersect Systems is a Texas-based company, now in our 28th year. Visit our web site at https://intersectsystems.com LeadingLeading ProviderProvider ofof ContentContent andand RecordsRecords ManagementManagement SolutionsSolutions
As technology evolves, many organizations struggle to manage a growing volume of information like emails, documents, video, and web Our Partners content. This content often exists scattered across hard drives, thumb drives, and email servers, preventing organizations from quickly and efficiently accessing the content they need.
IQBG is a leader in the planning and implementation of information and content management solutions in both public and private sectors. Our solutions ensure the capture, management, storage, preservation, and delivery of content and documents related to organizational processes.
Expertise across Domain Knowledge Secure, Scalable, and Cloud Enterprise Content Our staff includes: Ready ECM industry leaders, Management Universe Statement on Auditing Standards (SAS) 70-certified, including Association for Statement for Attestation Engagements (SSAE) Strategy consulting and advice Industry and Image 16/System and Organizational Controls (SOC) 1 type Policy and process design and Management fellows 2-certified, Federal Information Security Management implementation Microsoft Azure Gold Act (FISMA) High. Department of Defense (DoD) System deployment to manage entire partners Information Assurance (IA) Certification & lifecycle of digital and physical records in Authors of multiple industry Accreditation (C&A) Process (DIACAP), Mission accordance with National Archives and standards and policies Assurance Cabability (MAC) II-sensitivity Records Administration and departmental standards
Why choose IQBG? Reduced cost of ownership and operating expenses Solutions powered by leading document management Regulatory compliance specialists on staff systems Maximum user acceptance and ownership Partner of Choice for number of agencies Secure documentt storage and retrieval
https://twitter.com/IQBGinc [email protected]
https://www.linkedin.com/company/iqbg-inc/ iqbginc.com
© 2020 IQBG Inc
Thank you for attending E-Records Conference 2020 Microsoft has a special note for you and your organization!
Microsoft’s mission is to empower every person and every organization on the planet to achieve more. Microsoft Teams gives government agencies a hub for teamwork that meets their security and compliance needs. Stay connected and organized with the tools your teams need to accomplish more.
Microsoft Teams for Government Resources
Teams Interactive Demo: A guided 5-minute tour to learn some key actions with example teamwork scenarios. Experience available for desktop and mobile application.
Microsoft Teams Quick Start Guides Download the 5-page guide with tips and tricks for navigating Microsoft Teams. Get started with signing in, understanding teams and channels, calls and meetings, sharing and working with files, adding tabs and apps and more!
Microsoft Teams video training: Learn more about the tools and features available and how to get started using Microsoft Teams.
New features for Government: Several of the new features available to users of Microsoft Teams in Government, highlighting the meeting and calling experience.
Teams for Government OnRamp: Use these resources to learn about specific considerations for deploying Teams in Microsoft 365 Government environments.
Teamwork and security capabilities for Microsoft 365 Government Microsoft Teams for Government has been built to meet the enhanced security and compliance requirements of our US Government customers allowing them to transform how they communicate and collaborate.
Microsoft Teams for US Government Adoption Guide: Toolkit for implementing Microsoft Teams for your US Government organization Imaging and Document Management Solutions Solutions Brief
Records and Information Management for a Modern Government Government Agencies and Organizations are looking for ways to cut costs, increase productivity and contribute to a greener environment. Recent surveys indicate many organizations claim they have no way to measure the cost of their paper- based processes—leaving them to feel that if you can’t measure it, you can’t control or improve it. But where do you start?
Neubus provides turnkey imaging and document management solutions to help government agencies capture, store, manage, and share information.
Secure Secure Digital Secure Content Integrated Document Document Management Workflow and Storage and Conversion and Hosting Online Requests
Destruction Destruction
Trusted by Government Organizations for over 2 Decades
In a Needs Analysis Assessment, the Neubus team takes the client requirements and, using industry- standard metrics and past experience with Government Agencies, delivers a report to the client that includes the current environment process, the projected new environment and process, a GAP Analysis, and Business Case with a Financial Analysis. The Neubus goal is to provide the client with all the information they need to make an informed decision. And this is provided to the client AT NO CHARGE and with no obligation. To schedule a FREE Needs Analysis Assessment, please contact: Andrew Frascone, 512-550-6308 cell, [email protected]
Proudly providing world class information management resources since 1988
Information Management Consulting Staffing and Management of Information Centers Space Planning/Equipment Management/File Relocation Evaluation/Recommendations of Off-site Storage Facilities Data Breach and Privacy Protection Generally Accepted Recordkeeping Principles Gap Analysis and Roadmap
Electronic Data Management Software Technology Consulting EDMS/ERMS Analysis and Solutions Document Management Imaging Operations
Standards & Compliances Design/Implementation of RIM Programs Retention Schedules Policy and Procedures Training Audits
1739 Nina Lee Lane Houston, Texas 77018 713-688-0404 www.pacotech.com DIR-TSO-4025
Advance Exchange Warranty
ADVANCE EXCHANGE 3 YEAR ADVANCE WARRANTY BENEFITS:
EXCHANGE WARRANTY n US-based Phone Support Free hotline support by manufacturer-trained IS OUR STANDARD technicians for scanner hardware available 12 hours a day Monday – Friday
Panasonic provides scanner customers with a standard n Hassle Free 3 year advance exchange warranty*. The peace of mind No need to schedule any service personnel this warranty ensures is that a scanner is up and running and Panasonic provides pre-paid shipping in both directions or replaced at zero cost within the next business day. When needed, this is accomplished with a replacement n Fast Turnaround unit sent to the customer prior to returning the unit in Do not have to wait for defective unit to be returned first need of repair. n Reduced Downtime Up and running, in most cases, the next Applicable Panasonic Document Scanners* business day KV-S1015C, KV-S1026C-MKII, KV-S1037X, KV-S1027C-MKII, n Ultimate Solution KV-S1057C-MKII, KV-N1028X, KV-N1058X, KV-S2087, Quick and easy, scanner replacement KV-S5046H, KV-S5076H, KV-S5078Y shipped overnight
FOR MORE INFORMATION
* Applies to all listed model versions and their corresponding government models (-J suffix), and Kofax® VRS [email protected] Douglas 201-253-1905 bundled models (-V suffix). [email protected]
©2020 Panasonic Corporation of North America. All rights reserved. 09/20 us.panasonic.com/scanners WeWe areare capablecapable & eagereager toto partnerpartner withwith productproduct oror solutionsolution companiescompanies toto offeroffer ConsultingConsulting & StaffingStaffing servicesservices
JOIN US E-RECORDS CONFERENCE StarsTek.com
Stars Information Solutions is a full-service document management solutions provider specializing in solutions that automate the flow of enterprise work. Additionally, we provide document conversion services in our secure, HIPAA compliant San Antonio based service bureau. We sell and fully support document capture software and hardware including document, check and microfilm scanners that automate the capture of information at the source.
Doc Conversion & Scanning ECM Software and Workflow Document Capture Hardware
Since 1991, Stars Information Effortlessly store critical business Stars Information Solutions is an Solutions has scanned millions of documents and content in a secure authorized dealer and service documents and microfilm records centralized repository, accessible provider for leading document at our San Antonio, Texas service from anywhere. Our ECM software capture hardware from brands facility. We scan everything from from FileBound includes e-forms, such as e-ImageData ScanPro, receipts to large format data capture, analytics, mobility Kodak Alaris, Canon, Fujitsu, documents and every size in and integration so there’s no need Panasonic and many others. We between. to buy extra modules. service everything we sell!
Integrate with Every Day Applications Adoption is Key
From ERPs, to CRMs and accounting systems—the Usability and functionality are the catalysts behind number of applications employees navigate daily is which users choose to adopt or ignore and, cumbersome. Our Professional Services team can ultimately, why initiatives succeed or fail. With Stars help integrate and customize our ECM software to Information Solutions, the adoption is painless — connect with most Windows-based applications. By we provide the best training and support for all empowering employees with the content and data solutions we offer. The result is an organization's they need, Stars Information Solutions Professional successful growth in knowledge and information Services team helps users make intelligent business storage and exchange. decisions. Seamlessly transition data to and from existing or future applications eliminating duplicate effort and information silos.
12813 Wetmore Road San Antonio, TX 78247 | (210) 490-9156 | [email protected]