e-Records Conference 2023
- e-Records Conference 2022: Discovering the Path Forward
- e-Records Conference 2021: Accelerating Towards the Texas of Tomorrow
- e-Records Conference 2020: Records are Virtually Everywhere
- e-Records Conference 2019: Better Together in a Digital Word
- e-Records Conference 2018: Tackle Tough E-Records Challenges
- e-Records Conference 2017: Information Governance
- e-Records Conference 2016: At the Intersection of Technology and Records Management
You can request info about previous e-Records conferences.
The annual e-Records Conference will be in person this year on Friday, November 3, 2023. The theme is For the Win! Records and Data.
#TXeRecords
This event is organized by the Texas State Library and Archives Commission (TSLAC) and co-sponsored by the Texas Department of Information Resources (DIR) to promote electronic records management in Texas government. The conference gathers records management and information technology staff from the state and local level together to learn from each other by sharing case studies, solutions, best practices, challenges, and lessons learned.
Registration | Program Agenda | Presentations | Venue and Travel Info
Exhibitor Listing | Exhibitor Registration | Conference Contacts
The Texas State Library and Archives Commission and the Texas Department of Information Resources have co-sponsored this annual event since 2000.
REGISTRATION
Attendee Registration
Conference registration is now open! Register through the registration portal.
Please see this blog post for details about rates, deadlines, and more.
About e-Records 2023
For the Win! Records and Data is the theme of this year’s conference. The volume and variety of data Texas governments collect, create, use, and store has grown exponentially since our first conference in 2000 and doesn't appear to be slowing down anytime soon. Working together, records and data management staff can maximize the value of data while mitigating serious financial, legal, and reputational risks. This conference is your opportunity to learn from your colleagues and other records and information management professionals about winning strategies for developing and administering a framework that works for your government.
PROGRAM AGENDA
Room assignments for concurrent sessions to be determined by attendee preferences submitted during conference registration.| Session Type | Start Time | End Time | Session Title |
|---|---|---|---|
| Start | 8:00 a.m. | 8:30 a.m. | Check-In and Networking |
| General | 8:30 a.m. | 8:50 a.m. | Welcome |
| General | 8:50 a.m. | 9:50 a.m. | Conflict Management for RIM Professionals |
| Break | 9:50 a.m. | 10:10 a.m. | Morning Break |
| Concurrent | 10:10 a.m. | 11:00 a.m | RSOC: Boots on the Ground for Local Texas Governments |
| Concurrent | 10:10 a.m. | 11:00 a.m. | Modernizing Microsoft Governance: A Case Study in Applying Purview Features to an Existing Environment |
| Break | 11:00 a.m. | 11:10 a.m. | Break |
| Concurrent | 11:10 a.m. | 12:00 p.m. | Hiring, Retaining, and Reskilling Your RIM and IT Workforce (working title) |
| Concurrent | 11:10 a.m. | 12:00 p.m. | Google Cloud Document AI : Unlocking the Potential of Government Data |
| Concurrent | 11:10 a.m. | 12:00 p.m. | A Better Way to Get Repetitive Work Done: A Primer on Robotic Process Automation |
| Lunch | 12:00 p.m. | 1:00 p.m. | Lunch |
| Concurrent | 1:00 p.m. | 2:15 p.m. | The Wins of Change: Using Organizational Change Management to Increase the Odds of Success in Data Governance |
| Concurrent | 1:00 p.m. | 2:15 p.m. | Data Driven Decision Making |
| Concurrent | 1:00 p.m. | 2:15 p.m. | Managing Odd Projects: Tools, tricks, and tips for managing projects that don't fit a mold |
| Break | 2:15 p.m. | 2:30 p.m. | Afternoon Break |
| Concurrent | 2:30 p.m. | 3:15 p.m. | The Practical Road to Digital Transformation: Retain, Digitize & Destroy |
| Concurrent | 2:30 p.m. | 3:15 p.m. | How to link Data and Records retention schedules |
| Concurrent | 2:30 p.m. | 3:15 p.m. | For the Win: Becoming a Records Influencer |
| Break | 3:15 p.m. | 3:25 p.m. | Break |
| General | 3:25 p.m. | 4:10 p.m. | DMO Panel with Ed Kelly (working title) |
| End | 4:10 p.m. | 4:10 p.m. | Conference Ends |
PRESENTATIONS
Session Descriptions
Presentations are listed in the same order they appear on the program agenda.
Welcome
Texas State Library and Archives Commission and Texas Department of Information Resources
TSLAC and DIR welcome you and discuss recent and upcoming projects connected to electronic information, data, and accessibility.
Conflict Management for RIM Professionals
Azure G. Brown, Austin Community College
RIM professionals deal with conflict daily. It can range from the need for financial support to finding your forever home in the organizational structure. Either way, you have to be able to effectively communicate and collaborate with various stakeholders and there is bound to be conflict. This presentation will provide an assessment to learn what your conflict management style is, understand what is happening in the brain during conflict and how to effectively manage it.
RSOC: Boots on the Ground for Local Texas Governments
Jeremy Wilson and Jonathan King, Texas Department of Information Resources; Donald Topliff, Angelo State University
High level overview of how to get involved in our award-winning RSOC Program.
Modernizing Microsoft Governance: A Case Study in Applying Purview Features to an Existing Environment
Sarah Holleman, Teacher Retirement System of Texas
The Teacher Retirement System of Texas (TRS) has spent the last 18 months working to apply Microsoft Purview labels and policies to an existing SharePoint Online environment, while expanding to Teams, OneDrive and Outlook. This presentation will cover TRS' goals, strategy, and roadblocks.
Hiring, Retaining, and Reskilling Your RIM and IT Workforce (working title)
Lisa Jammer, Texas Department of Information Resources
Panelists discuss workforce development in Texas government.
Google Cloud Document AI : Unlocking the Potential of Government Data
Keith Athey, Google
Nearly all organization processes begin, involve or end with a document. Due to this, government entities possess a gold mine of unstructured data that could be leveraged to provide better and more timely services to their constituents. Google enables you to unlock the value of your documents with machine learning, next generation search, and advanced analytics to unlock insights from documents with DocAI, Document Warehouse, and Generative AI. This presentation will discuss document processing at scale, AI-powered extraction of business data from documents, business rule-powered workflows, natural language queries of documents, AI-power document summarization, as well as automated redaction, FOIA and PIR processing.
A Better Way to Get Repetitive Work Done: A Primer on Robotic Process Automation
Elista Street and Hyeeyoung Kim, The University of Texas at Austin
Have you ever lost track of a Destruction of Records Request because of endless email chains and copy-pasting information? Amidst it all, have you wondered, "Is there a better way?"
Yes, there is! You can automate repetitive tasks and workflows by implementing robotic process automation. The best part is that you do not need to be a software developer to achieve it.
This session will showcase various automation examples using Microsoft Power Automate, a low-code and no-code development platform. Using everyday Microsoft 365 tools, the session will demonstrate how to automate processes from simple individual tasks to complex collaborative workflows. Additionally, the speakers will share how to successfully implement and maintain your automation solutions.
The Wins of Change: Using Organizational Change Management to Increase the Odds of Success in Data Governance
Moderator: Amanda Stout, ISF
Panelists: Gareth Cales, Eric Keck, and Roger Balettie, ISF; additional state agency panelists TBA
The panel will feature a discussion with technology leaders from state agencies and management and IT consultants from a DIR contracted vendor, highlighting efforts across the state to respond to SB 475 two years after passage. Panelists will focus on how Organizational Change Management (OCM) can help accelerate efforts to implement sound data management, security, and data governance processes. A solid data governance plan will advance organizational maturity across programs, and can help ensure that data sources are secure, intelligible, usable, and remain a source of truth.
OCM is a way to implement process changes at the role level across the entire organization and embed those changes permanently. This is relevant regardless of whether a data governance program is new and in the beginning stages or is more mature and robust. In this panel, attendees will learn how OCM improves the organizational culture, and they will receive actionable insights to unite their teams in their efforts to score big in the data governance game.
Whether change comes as a slow evolution or as a seismic shift, public sector employees often find themselves carrying significant responsibility while having to navigate new terrain without a “playbook” or clarity on how to move forward. Data governance touches all parts of an organization, and so even with funding obstacles, organizational immaturity, staff turnover, system constraints, data illiteracy across business units, and strong resistance to change, every stakeholder has a place on the field! Through the application of a structured change management approach, an organization can achieve success with their data governance objectives while also building a culture of continuous improvement.
Data Driven Decision Making
Sarah Hendricks, Texas Department of Public Safety
How can your data drive/improve program compliance and leadership decisions? We will discuss how the use of pictures and dashboards created has helped increase program compliance and improved relationships across departments. Will highlight how the data has required shared drive clean up.
Managing Odd Projects: Tools, tricks, and tips for managing projects that don't fit a mold
Jenn Coast and Kate Russell, The University of Texas at Austin
Many of us have projects to retire legacy services, reduce technical debt, or to adopt new services that have aspects that don’t fit into a standard project model or project management methodology.
In this session, we’ll discuss ways to manage projects and project records for these odd projects without using a standard project management tool. We’ll share tricks and tips for managing your data in Excel or SharePoint Lists, creating reports using Excel pivot tables and graphs or Power BI, and managing project records and publishing project status on a SharePoint website and formal email status reporting. (Just kidding: we'd never use email as a records management solution. Honest.)
The Practical Road to Digital Transformation: Retain, Digitize & Destroy
Kurt Thies, Gimmal
The path to a digital records management program requires a comprehensive approach to both new and existing records. As a result, most programs involve a hybrid approach to automate and maintain a digital first process going forward, while reconciling existing inventory that includes physical records.
This requires an information governance framework that addresses all inventory and operational strategies to determine the right path to Retain, Digitize or Destroy, according to your policies and procedures.
Learn how Cities and Counties in the State of Texas are addressing this challenge and modernizing their records programs.
How to link Data and Records retention schedules
Diarra Boye, UTHealth Houston
We will provide roadmap on how to create a Data Retention Policy – inclusion of communication, schedule, indexing, clarity & Execution.
For the Win: Becoming a Records Influencer
Deborah Robbins, Department of Energy, Legacy Management (contractor with TFE)
Individuals weld more power every day in creating, managing, and preserving records, RIM professionals need the ability to successfully engage their organizations and these individuals in best RIM practices. This presentation will focus on ways to successfully influence your organization through records management - from understanding barriers to several practical suggestions for building a record program's influence.
DMO Panel with Ed Kelly (working title)
Moderator: Ed Kelly, The Office of the Texas Secretary of State
Panelists: Brady Cox, Public Utility Commission of Texas; Shiva Jaganathan, The University of Texas at Austin; Tammi Powell, Texas Department of Motor Vehicles; Bonnie Zuber, Texas State Library and Archives Commission, +1 TBA
Ed Kelly speaks with a panel of Data Management Officers about the work of the DMAC (Data Management Advisory Committee); establishing agency data governance programs; coordinating with the Chief Data Officer, TSLAC, and their RMO; and more.
Speaker Information
Coming soon.
VENUE and TRAVEL INFO
Commons Conference Center
2901 Read Granberry Trail
Austin, TX 78758
Located at the southwest corner of Burnet Road and Braker Lane, within the main complex of the J.J. Pickle Research Campus.
There is no designated hotel for this event. The Commons Conference Center maninatins a list of area hotels within three miles of their location.
EXHIBITOR LISTING
AT&T Corporation
National Association of Government Archives and Records Administrators (NAGARA)
Rackspace Technology Government Solutions
EXHIBITOR REGISTRATION
This popular annual conference provides an excellent opportunity for your company to meet decision-makers from Texas government interested in the management of electronic records. Vendors with services and products related to electronic records and data management are invited to exhibit. The exhibit area features tabletop displays rather than large tradeshow-style booths, making for an easy set up appreciated by past exhibitors.
For more information about exhibiting at the 2023 conference or to register for an exhibitor table, please visit the exhibitor information website.
DIR organizes the exhibitor part of this conference. For questions about exhibiting, contact Mark Leavenworth at mark.leavenworth at dir.texas.gov.
CONFERENCE CONTACTS
Registration and Attendees: Contact SLRM at 512-463-7610 or rm_trng@tsl.texas.gov
Speakers: Contact Joshua Clark at 512-936-0270 or jclark at tsl.texas.gov
Exhibitor information: Contact Mark Leavenworth at mark.leavenworth at dir.texas.gov
Billing and Invoice: Contact Jansie Martin at 512-463-5512 or ar@tsl.texas.gov
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