e-records logoe-Records Conference 2012:
Strategic Collaborations for e-Success

Thursday, November 1, 2012

The Commons Center at the J.J. Pickle Research Campus
University of Texas at Austin
      10100 Burnet Road, Austin, Texas 78758 

Conference Materials | Information | Agenda | Presentations | Speaker Bios | Presentation Files | Location / Parking | Registration Information for Attendees | Exhibitor Listing | Exhibitors Registration Information


Conference Materials

eRecords and eLeadership: Your Journey to Success

(PDF format, 44 pages, 7.6 MB)

Keynote speaker: Thomas “TJ” Wasden, Records Management Officer and Division Administrator, Records Management Group, Department of Family and Protective Services


Exchanging Information: Life beyond the Repository—An Information Exchange Primer

(PDF format, 59 pages, 6.8 MB)

Xavier Chaillot, Director of Product Management and Marketing, OpenText


Enterprise Content Management:  E-Mail, Paper, Applications, and Shared Drives; Covering All the Bases of Hard-to-Manage Records

(PDF format, 93 pages, 8.3 MB)

Ryan Ellis (ryan.ellis@co.galveston.tx.us), Records Management Officer and Systems Architect, Information Technology Department, County of Galveston

Matt Charlson (mcharlson@edocumentresources.com), Chief Technology Officer and VP, Government Practice, eDocument Resources


Electronic Records and the Public Information Act:  Recent Developments

(PDF format, 19 pages, 0.7 MB)

Amanda Crawford, Division Chief, Open Records Division, Office of the Attorney General


e-Discovery: Nerdy Things You Should Know About Computer Forensics

(Presentation not available)

Craig Ball, Attorney and Forensic Technologist


Enhancing Data: Taxonomy and Data—Not Just for Classification

(PDF format, 31 pages, 2.4 MB)

Juan J. Celaya, ECMP, COMPU-DATA International, LLC

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The one-day conference is for state agency and local government officials who are creating or managing electronic records. This educational opportunity seeks to improve electronic records management in Texas government by bringing together staff responsible for and interested in records management and information technology. It is also a great chance to network with attendees who are working on some of the same electronic records management issues you face in your office.

This year’s lineup will include presentations, case studies, and panel discussions on:

  • enterprise content management
  • exchanged information
  • e-discovery – public information and forensics
  • emerging technologies – social media, cloud, and mobile
  • enhanced search: taxonomy and data

The Texas State Library and Archives Commission (TSLAC) and the Texas Department of Information Resources (DIR) have co-sponsored this annual event since 2000.

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We are pleased to announce that this year's agenda includes the most requested topics from our survey of 2011 conference attendees.This year's conference is from 8 a.m. to 5 p.m. central standard time. Go here for the full agenda. (Word document).


Register Online by October 15, 2012

8:00 - 8:30 AM

Welcome and Opening Remarks


8:30 - 8:45 AM

Morning Sessions
8:45 AM - 12:00 PM
Lunch and Exhibitors
Lunch Provided
12:00 - 1:00 PM
Afternoon Sessions
1:00 - 5:00 PM

The exhibit area will be open during registration, the mid-session breaks, and lunch. Please visit the exhibits to learn more about related products and services.

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Keynote: eRecords & eLeadership: Your journey to success

Thomas “TJ” Wasden

Exploring the intersection between electronic records and effective leadership, Thomas “TJ” Wasden, one of last year's top-rated speakers, returns as Conference Keynote Speaker to share lessons learned as Co-Chair of the Best Practices Committee for the State of Texas’ Records Management Interagency Coordinating Council - and to suggest how effective leadership can turn lessons into successful initiatives.

TJ's keynote will cover three areas: 1) the Best Practices Committee's action plan for helping restore the primacy of e-records management within Texas agencies and institutions; 2) practical steps you can take to raise awareness of the importance of e-records management; and 3) how staff can utilize their existing authority and resources to seize leadership opportunities and build collaborative relationships.

Exchanging Information – Life beyond the repository: an Information Exchange primer

Xavier Chaillot

You have invested considerable efforts building a proper Information Management system. You have setup a robust Enterprise Content Management repository, polished your Records Management practices and ensured that your organization was properly equipped to manage the complex lifecycle of information.

But did you know that your content has a life outside of the repository? And as much as the volume of content created keeps increasing, so does the volume of information being exchanged. According to Cisco, global IP traffic will reach 1.3 zettabytes annually, growing 4-fold between 2011 and 2016 (Cisco VNI Global IP Traffic).

This increase in information exchange raises a lot of new questions for organizations. How can they manage information in motion? How can they securely exchange and share information with their stakeholders, both internally and externally? What are the risks and opportunities that come with Information Exchange? What kind of Information Exchange governance practices are needed in order to stay compliant with regulations.

This session will give you an overview of the world of information Exchange. It will explore the various aspects and technologies of Information Exchange systems and discuss the daily challenges that are faced by organizations when exchanging information. It will explain where to start your Information Exchange journey and give you practical guidelines on what to look at first.

Enterprise Content Management:  E-Mail, Paper, Applications, and Shared Drives; Covering All the Bases of Hard-to-Manage Records

Ryan Ellis and Matt Charlson

This presentation will draw from the real-world experiences of the presenters to demonstrate how to select, plan, and implement Enterprise Content Management systems in a way that will measurably save your organization time and money while enhancing processes and services.

When records enter the custody of an office, it is easy to be distracted by the format in which they are received, rather than the record content and functional requirements. However, these records must be managed by business and regulatory needs, which requires understanding the purpose and process of the record. Once this is understood, retentions, decision-making processes, and security access schemas can be associated with those records. How can this be done when an organization's records, even within the same record series, exist in these different formats? Enterprise Content Management systems, also called Electronic Records Management, provide the flexibility to manage all of these records in a way that is automated, scalable, and easily adapted.

Emerging Technologies Panel: Policies and Challenges of Social Media, Cloud, Mobility

Meg Hare, Moderator
Todd Kimbriel, Chad Lersch, and Jon Lee, Panelists

Social Media, Cloud, Mobility pose special challenges for IT and records management groups to keep pace with necessary policies. This panel of experts will discuss what you need to know and what you need to do about these topics.

This session will include an update on last year's presentation about the Texas Social Media Guidelines Project.

Electronic Records and The Public Information Act:  Recent Developments

Amanda Crawford

This session will provide a brief overview of the Public Information Act and how it applies to electronic records.  The speaker will discuss recent case law and legislative developments.

e-Discovery – Nerdy Things You Should Know About Computer Forensics

Craig Ball

Ever wondered why deleted data isn't gone or heard someone use buzzwords like "hashing," "deduplication" or de-NISTing but had no clue what they were talking about?  You're not alone.  Electronic discovery--and its geeky little brother, computer forensics, are two of the biggest challenges facing parties in litigation.  Both could be your strongest allies...or enemies.  In a lively, plain-spoken presentation, Craig Ball uses animation and audience interaction to demystify the geeky mysteries of digital forensics and e-discovery in ways you'll understand and enjoy.

Enhance Search: Taxonomy and Data - Not just for classification

Juan J. Celaya

The typical and most common use for a taxonomy within an organization is to classify content against a subject field and in some cases a department or a project, and primarily used to improve search results. However, taxonomies and auto-tagging engines can be used in a much broader context to bring real value to an enterprise.

The same technology that is used to determine that a document is about a particular subject can potentially identify a document type and map it to a records retention schedule or identify sensitive information within a document and enable it to be moved to a secure location automatically.

Using real world examples, this session explores how this type of solution is not only enhancing search but driving business process and building unique applications through effective metadata management and taxonomies.

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Speaker Bios

Craig Ball, Attorney and Forensic Technologist

Craig is a Board Certified trial lawyer, Professor of Law (University of Texas), certified computer forensic examiner and electronic evidence expert. He's dedicated his globetrotting career to teaching the bench and bar about forensic technology and trial tactics. After decades trying lawsuits, Craig now limits his practice solely to serving as a court-appointed special master and consultant in computer forensics and electronic discovery, and to publishing and lecturing on computer forensics, emerging technologies, digital persuasion and electronic discovery. Craig writes the award-winning Ball in Your Court column on electronic discovery for Law Technology News and is the author of numerous articles on e-discovery and computer forensics, many available at www.craigball.com.  Craig Ball has consulted or served as the Special Master or testifying expert in computer forensics and electronic discovery in some of the most challenging and well-known cases in the U.S. Notwithstanding formal training and multiple certifications in computer forensics, Craig credits a lifelong passion to understand how things work and be able to explain it to others as his most cherished credential.  

Juan J. Celaya, ECMP, COMPU-DATA International, LLC

Juan is a leader and innovator in the world of Enterprise Content Management & Information Management for over two decades. He is the founder, President and CEO of COMPU-DATA International, LLC, a company successfully delivering content & data integration solutions through the use of capture, administration, collaboration, retrieval technologies and services. Juan has a Bachelor of Science in Computer Science from Sam Houston State University and a Master of Science in Management and Computer Science from Houston Baptist University.

Over the past 24 years Juan’s company’s C3 Solutions (Capture, Classification and Collaboration) has been helping organizations transform their data into information while successfully delivering scalability, flexibility and rapid return on investment. Juan and his organization are experts in Capture and Enhancement of data for storage, retrieval and collaboration purposes.

Xavier Chaillot, Director of Product Management and Marketing, OpenText

Xavier Chaillot is a Director of Product Management and Marketing at OpenText, the leader in Enterprise Information Management. In his current job at OpenText, Xavier is involved with defining the product strategy and vision for OpenText Information Exchange offering. Throughout his career, Xavier has been managing technical and business projects related to various forms of Information Exchange. He also has a strong background in network communications and information systems. Xavier graduated from ESC Clermont graduate school of management in France with a specialization in Information Systems. He has been living in Canada for the past 11 years as a French and Canadian citizen.

Matt Charlson, Chief Technology Officer and VP, Government Practice, eDocument Resources

Matt provides strategic leadership for government clients in the area of Enterprise Content Management, directing development and interoperability efforts over a diverse landscape of business needs across state agencies and local governments. His focus on integrated, value-based solutions takes clients beyond mere document and records management to realize the benefits of workflow optimization.

Amanda Crawford, Division Chief, Open Records Division, Texas Office of the Attorney General

Amanda Crawford is an assistant attorney general and has held the position of Chief of the Open Records Division for the Office of the Attorney General since 2008.  Since joining the Office of the Attorney General in 1999, she has served as the Deputy Division Chief of the Open Records Division, a drafting attorney in the Open Records Division, and the Public Information Coordinator for the Office of the Attorney General.  Mandy earned her B.A. from The University of Texas at Austin and her law degree from the University of Houston Law Center.

Ryan Ellis, Records Management Officer, County of Galveston, Systems Architect, GC Information Technology Department

A former Air Force classified records manager, Ryan received his master's degree from American Military University, and is currently leading Galveston County's organizational RIM program for greater efficiency and compliance through records and process management. He is an AIIM Certified Information Professional (CIP), holding additional certifications in both Enterprise Content Management and Business Process Management.

Meg Hare, Business Development Manager with Neos Consulting

Over the past decade Meg Hare has worked with Applied Materials, THP Capstar Partners and MMC Group, and is currently Business Development Manager with Neos Consulting as well as part time Associate for Texas Lobbyist, Bill Pewitt. A 2002 graduate of Texas A &M University with a Bachelor of Business Administration in Finance and Management, Meg has handled corporate finance and financial planning and analysis, managing multi-million dollar business units. Meg leads Neos’ business development efforts for Texas State and Local Government Agencies, and Higher Education, specifically providing key technical consultants for individual staffing, and project-based engagements. Meg works with Bill Pewitt to partner Texas State and Local Agencies with privately held firms for the mutual benefit of a valuable business relationship. Meg has developed close relationships in Texas State and Local Government and is the Chair of Austin Women in Technology’s Special Interest Group for Women in Government IT.

Todd Kimbriel, Director of the Data Center Services and eGovernment Division, Texas Department of Information Resources (DIR)

Todd Kimbriel came to public service in 2008 after serving over 25 years in the private sector. He is a lifelong information technology professional, having spent time in all aspects of technology including planning, design, operations, and management. His industry experience outside of public service includes telecommunications, aviation, retail merchandizing, and import/export.

At DIR, Mr. Kimbriel oversees the Data Center Services (DCS) program teams, which assist agencies participating in the managed state data center program. The DCS program offers mainframe, server, bulk print and mail, and co-location services. The eGovernment division includes Texas.gov, the award-winning statewide web portal that offers more than 1,000 services to the citizens of Texas, including registration renewals, professional licensing renewals, and emergency portal services. He also oversees the IT Special Projects and IT Operations groups, which deliver agency-wide technical solutions and enable DIR to accomplish its various missions.

Mr. Kimbriel graduated from Syracuse University with a bachelor of finance degree, is married with one daughter and is an avid golfer.

Jon Lee, Policy Analyst in Technology Policy and Planning, Texas Department of Information Resources (DIR)

Jon has over 7 years of professional and academic experience in eGovernment and emerging technologies for state and local government. Jon has worked on several initiatives related to emerging technologies and their place in government, such as social media, mobile apps, open data, cloud computing, and collaboration software. Jon holds Bachelor's degrees from UC Berkeley in Legal Studies and Sociology, and a Master of Public Affairs from UT Austin with a focus in technology policy.

Chad Lersch, Assistant General Counsel, Texas Department of Information Resources (DIR)

Chad Lersch is Assistant General Counsel with the Texas Department of Information Resources where he provides counsel in many aspects of the Department’s core business. However, he works particularly close with the Data Center Operations, as well as the policy group, to identify and understand all related legal matters, including the implementation and use of emerging technologies, for which he engages in extensive research and has acquired an in-depth knowledge on all aspects of new and emerging technologies, including social media, cloud computing, employee mobility and the use of personal devices.

Prior to joining the Department, Chad consulted with a national consulting firm. As such, Chad assisted his mostly public clients at the local, state, and national level to operate in a more effective and efficient manner.  Chad has a wealth of knowledge in helping government entities operate in the most effective and efficient way possible. As such, he has assisted the Texas Department of Information Resources, as well as other state and local agencies across the United States, embrace new and emerging technologies while minding the potential legal issues that often arise for early adopters.  Chad holds a law degree and Bachelor of Science.

Thomas "TJ" Wasden, Division Administrator of the Records Management Group within the Texas Department of Family and Protective Services (DFPS)

TJ introduced streamlined processes and leading-edge technology to transform productivity in the Records Management Group at the Department of Family and Protective Services (DFPS). He leads his statewide staff in the vision that "a record is more than paper or data - it is someone's life." TJ holds a bachelor's degree and a master's degree from the University of Texas at Austin.

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Presentation Files

PDF files of the presentations will be posted here.

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Conference Location / Parking

For your convenience here is information from their website about location, parking, transportation, a map, and a list of nearby hotels. (Word document)

The Commons Learning Center at the J.J. Pickle Research Campus, The University of Texas at Austin
10100 Burnet Road, Austin, Texas 78758

NOTE: Parking will be different from prior years. You will be notified in your post-registration reminder emails about parking procedures.

Parking is available in the lots surrounding the building. Specific information about the conference location including driving directions, nearby hotels, and maps are available at the Commons website.


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Registration Information for Attendees

Registration is now closed.  The facility's capacity has been reached and we are no longer able to add attendees.

Please email slrminfo@tsl.texas.gov if you have questions or need assistance.

Cancellation Deadline - October 15, 2012
After this date, your agency will be charged for the conference whether you attend or not. 

To cancel a registration, contact SLRM at slrminfo@tsl.texas.gov before the class cancellation date; otherwise, your agency will be billed for the conference. You can send a substitute in your place if you are unable to attend.

Billing Information

Please make purchase orders payable to:
Texas State Library and Archives Commission
State and Local Records Management

P.O. Box 12516
Austin, TX 78711-2516
Fax: 512-475-0185


  • All attendees will be billed AFTER the conference by TSLAC.
  • Please do not prepay.
  • TSLAC does not have the ability to accept credit card payments.
  • A P.O. number will be required to process your registration.
  • RTI #: Included on the invoice, which will be issued after the conference.
  • Federal Tax ID#: 74-6000126
  • State of Texas VIN#: 3306-306-306-0013

Please email slrminfo@tsl.texas.gov for more information and type "E-Records Conference" in the subject line. Our Fax number is 512-936-2306.

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Exhibitor Listing

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Exhibitors Registration Information

Companies interested in participating in this great networking opportunity are encouraged to download the exhibitor registration form and follow the procedures listed on it. The cost to exhibit is $450 ($500 after 9/28/12). Simple tabletop exhibits, rather than full-scale tradeshow booths, are required.

The exhibit area will be available to conference participants during morning registration, the mid-morning break, lunch, and the mid-afternoon break.

For more information, please see the documents referenced below.

Exhibitor Invitation and Registration Forms

Download Exhibitor Invitation 2012 - PDF

Download Exhibitor Registration Form 2012 - Word

The Texas Department of Information Resources (DIR) is organizing the exhibitor part of this conference. For questions about exhibiting, the primary contact is Joy Hall Bryant at 512-475-2346 or joy.bryant@dir.texas.gov

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If you need a copy of Acrobat Reader to view the PDF format, you can download it for free at the Adobe website.

Alternative Format

Please email slrminfo@tsl.texas.gov if you would like to request a copy of the conference handouts in an alternative format.

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Page last modified: July 12, 2013
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