e-Records Conference 2014:

Collaboration In An RM-IT World

Tuesday, November 18, 2014

The Commons Center at the J.J. Pickle Research Campus

University of Texas at Austin
10100 Burnet Road, Austin, Texas 78758

#TXeRecords @TSLAC @TexasDIR

Conference Materials | Conference Agenda |Presentation Descriptions | Speaker Bios|Exhibitor Listing

Conference Materials

Conference Handout | PDF (2,599 KB)

Staff of the Texas State Library and Archives Commission will also be recapping each session of the conference on our blog The Texas Record.

Conference Agenda

8:00 AM	Registration and Networking
8:30 AM	Welcoming Remarks Mark Smith, Executive Director and State Librarian, Texas State Library and Archives Commission and Todd Kimbriel, Interim Executive Director, Texas Department of Information Resources
9:00 AM	Records, Records Everywhere: The Future of ERM in Government Alan Webber, Research Director, IDC Government Insights
9:55 AM	“Have Fun Storming the Castle!” The Importance of Records Management & IT Collaboration for Digital Preservation and the Development of the Texas Digital Archive Mark Myers, Electronic Records Specialist, Archives and Information Services Division, Texas State Library and Archives Commission
10:40 AM	AM Break (refreshments, exhibits open)
11:00 AM	Intentional Design: Embedding Records Management into Technology John Rhoades, Senior Vice President, Access Sciences Corporation
12:00 PM	Lunch (lunch provided, exhibits open)
1:00 PM	Negotiating Enterprise Metadata Standards for E-Records Jessica Higgins, Business Systems Analyst, City of Austin, Office of the City Clerk Katherine Cranford, Corporate Records Analyst, City of Austin, Office of the City Clerk
2:00 PM	PM Break (refreshments, exhibits open)
2:20 PM	Streamlining with SharePoint Natalie Acevedo, Program Manager, Texas Department of Public Safety
3:15 PM	ERM Case Study - Implementation of ERM Standards Barbara Mercer, Vice President and Principal Consultant, Information Network International Stephen Sepulveda, Project Manager, PacoTech, Inc.
4:15 PM	Conference Wrap-Up

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Presentation Descriptions

OPENING SESSION: Records, Records Everywhere: The Future of ERM in Government

Alan Webber, Research Director, IDC Government Insights

Government agencies, by their very nature, have traditionally kept all kinds of records. History has shown that back in the third millennium BC, bureaucrats in the Mesopotamian area of Sumer were some of the first to use the newly developed technology of writing to record laws, transactions, and economic records. And government agencies today are no different – whether it is for revenue, regulatory, licensing, or other reasons, government agencies continue to have extensive records. As the cost of digital record storage continues to decline, the amount of information swept up and kept in records by government will continue to grow as government agencies struggle to deal with current ERM issues. But where is ERM headed tomorrow? This session will focus on the factors and technologies like storage, analytics, and search that will form the foundation of ERM in the future.

“Have Fun Storming the Castle!” The importance of records management & IT collaboration for digital preservation and the development of the Texas Digital Archive

Mark J. Myers, Electronic Records Specialist, Archives and Information Services Division, Texas State Library and Archives Commission

In this presentation, TSLAC’s newly hired electronic records specialist will discuss his previous work in the development of a data archive and digital preservation program at the Kentucky state archives, and how the archives built its productive relationship with the state’s IT agency. He will then talk about applying those skills to TSLAC’s plans for an electronic records archive starting with Governor Rick Perry’s records and working with Texas state agencies in managing and preserving their electronic records.

ERM Case Study - Implementation of ERM Standards

Co-Presenters: Barbara Mercer, Vice President and Principal Consultant, Information Network International and Stephen Sepulveda, Project Manager, PacoTech, Inc.

This session will provide an overview of how a Texas state agency, Information Network International, and PacoTech identified challenges and solved them in a collaborative environment during the implementation of ERM policies and procedures.

Intentional Design: Embedding Records Management Into Technology

John Rhoades, Senior Vice President, Access Sciences Corporation

This session will discuss how to engage user communities in defining records management requirements during technology design. Specific focus will be given to a proven process for completing iterative, agile development that achieves your compliance objectives.

Negotiating Enterprise Metadata Standards for E-Records

Co-Presenters: Jessica Higgins, Business Systems Analyst, City of Austin, Office of the City Clerk and Katherine Cranford, Corporate Records Analyst, City of Austin, Office of the City Clerk

Electronic records require robust metadata in order to be useful and findable. Metadata can be powerfully shared across entire organizations if stakeholders are willing to agree on metadata standards and definitions. The City of Austin, Texas is implementing an enterprise electronic records management system to standardize records management practices, retention requirements, and destruction procedures. In this session, we will present case studies of our experiences working with key stakeholder groups to establish enterprise metadata standards for electronic records. Participants will benefit from the City of Austin's challenges and lessons learned as they implement their own records management systems.

Streamlining with SharePoint

Natalie Acevedo, Program Manager, Texas Department of Public Safety

The presentation will describe how the Texas Department of Public Safety was able to streamline the records management process, using the agency’s available technology, Sharepoint. The Department was able to provide real time access and information to agency staff using limited technology in an innovative manner.

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Speaker Bios (Alpha by Last Name)

Natalie Acevedo, Program Manager, Texas Department of Public Safety

Natalie Acevedo has been employed with the Texas Department of Public Safety since January 2005, and as of August 2012 has been responsible for the agency records management program. Natalie is the Program Manager for the agency's IT Infrastructure and Law Enforcement Support enterprise projects and currently provides oversight to the DPS Records Management program.

Katherine Cranford, Corporate Records Analyst, City of Austin, Office of the City Clerk

Katherine Cranford is a Corporate Records Analyst for the City of Austin, Texas with a focus on electronic records management. Before coming to the City of Austin, Katherine worked in the technical sector, specializing in taxonomy, organization theory and knowledge management for content management teams. She holds a Masters in Information Science from the School of Information at the University of Texas.

Jessica Higgins, Business Systems Analyst, City of Austin, Office of the City Clerk

Jessica Higgins is a Business Systems Analyst for the City of Austin, Texas, where she is a leader in the implementation of the City's enterprise electronic records management system. She is also engaged in a number of technical and records management projects. She holds a Masters in Information Science from the School of Information at the University of Texas, and currently serves as webmaster for the Austin ARMA chapter.

Barbara Mercer, Vice President and Principal Consultant, Information Network International

Ms. Barbara Mercer has been in the records and information management industry for over thirty years. She helps clients identify their needs and helps them implement technological solutions that address their unique issues. She specializes in process design, audit control, electronic information management integration, and accounting and financial reporting standards.

Mark J. Myers, Electronic Records Specialist, Archives and Information Services Division, Texas State Library and Archives Commission

Mark J. Myers is the electronic records specialist with the Texas State Library and Archives Commission (TSLAC) and has over 15 years of experience in electronic records management and digital preservation. Mark started with TSLAC in June, 2014, and is working on building a data archive to preserve and make accessible the electronic records of state government, beginning with the records of Governor Rick Perry in 2015. Mark will also be providing advice and assistance to state and local government agencies for the long-term preservation of their electronic records. Prior to his work in TX, Mark was the electronic records archivist with the Kentucky Department for Libraries and Archives for 13 years. Mark has a bachelor’s degree in secondary education from the University of Kentucky and graduate work from Auburn University. He now lives in Austin, with his wife and two children.

John Rhoades, Senior Vice President, Access Sciences Corporation

John Rhoades is Senior Vice President of Consulting and Corporate Strategy at Access Sciences Corporation. He has over 15 years of experience leading change programs for both global and regional clients, preparing organizations for the implementation of large-scale information systems and records management programs. John currently serves Access Sciences and clients as an organizational leader, methods developer, program lead, program advisor, and quality assurance lead.

Stephen Sepulveda, Project Manager, PacoTech, Inc.

Stephen Sepulveda is Project Manager for PacoTech, Inc. in Austin Texas. He has worked in the field of Records Management for over 17 years; his experience includes managing data centers for oil and gas companies, and records programs for state agencies. In Austin, he successfully manages a state contract for PacoTech, Inc. Over the past nine years, he has been a member of the Austin ARMA chapter and will be working towards his CRM certification.

Alan Webber, Research Director, IDC Government Insights

Alan E. Webber is Research Director for IDC Government Insights. Specific areas of research interest for Alan are digital government including technology innovation, digital strategy, eGovernment, citizen engagement, social media employment, open government, data transparency, impact of technology on the future of government, private-public business models, performance management, internet of things, digital risk and security, and privacy.

BACKGROUND

Alan is a public sector professional with more than 20 years of analyst, management, and technology experience working with government vendors and government clients.

Alan’s primary research interests are to assist clients in understanding the intersection of society/culture, technology, and government. Alan’s research covers the market forces and the transformative technologies that are critical to the evolution and success of national government agencies and programs. Alan’s research enables political leaders, line of business executives, and IT executives to become more efficient, more effective, and reduce risk by being informed about today's technology challenges and preparing for tomorrow. Alan advises clients around the globe on issues pertaining to digital government, eGovernment, and technology innovation/adoption/disruption as well as digital risk and privacy.

EDUCATION/INDUSTRY ACCOMPLISHMENTS

Alan has a BA, MA, and an MS from Colorado State University, and is ABD for his Ph.D. from George Washington University. Alan is currently an adjunct faculty member at the Naval Postgraduate School where he lectures on the future of technology.

During his career Alan has been a Partner and Principle Analyst at the Altimeter Group covering digital risk, a Principal Analyst covering digital engagement and public sector at Forrester Research, and has led various strategic planning, performance management, eGovernment, and Web initiatives for the US Government agencies. He has also implemented enterprise-wide ERP and business systems and managed the accounting department for a Fortune 500 subsidiary.

Alan has been quoted in numerous business and technology publications including B2B Magazine, Business Week, The Washington Post, Government Computer News, Congressional Quarterly, CIO Magazine, CIO Today, Government Technology, and French CIO Magazine among others.

Alan's Twitter handle is @alanwebber.

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