Renee Couture March 29, 2000 Trends in Records Management "Electronic Recordkeeping Systems - Simplified Solutions over Complex Infrastructures"

Renee Couture

March 29, 2000

Trends in Records ManagementTrends in Records Management"Electronic Recordkeeping Systems - Simplified Solutions over Complex Infrastructures"

Who is iRIMS

Formerly PSSoftware, Acquired by Open Text August 1999

Founded in 1986, 35 persons in business unit Headquarters Ottawa Ontario Markets: US, Canada, Europe, Asia Vertical markets

• Government ( 80% Canadian Federal market)

• Pharmaceutical

• Financial

• Oil & Gas

Business BenefitsBusiness Benefits

Risk Management against audit/litigation• 1997 Federal Court ruling

• Microsoft litigation

Accountability for corporate information holdings• Audit trail

• Compliant with federal/industry legislation

Information sharing across the organization

• Avoid duplication

Record vs Document ManagementRecord vs Document Management

RM DM

•Retention & Disposition •Work Flow

•Search and Retrieval

•Paper & Electronic •Version Control

•Storage/repository

•Imaging

•Classification

Current TrendsCurrent Trends

Simplified Solutions

Integrated Environments

The Web

Auto- Classification, Auto-Filing

Standards

Simplified SolutionsSimplified Solutions

Simplified Solutions are designed to deliver:

Uniform access to RM functionality to all applications including custom Databases

Access to key RM functions across the web

Higher-Level integration of service components and desktop applications

Less Visibility to the End User

Consolidated Access to entire repository

Uniform retention and disposition

IntegrationIntegration

Corporate Desktop Applications

Document Management Work Flow

Operating Systems

Unique or Custom Applications

E-business transactions

4 Microsoft• Integrating images, paper and electronic

documents into one interface

• integrates with legal billing system tied to SAP

4 DCAA• integrated directly into Corporate Office and OS

applications

4 US Air Force• Integrated Document Management and Workflow

4 Attorney General of Ontario• Integrated Justice project

• Integrates multiple applications from multipleDepartments

4 Dow Chemical• Integration with PeopleSoft database

Examples of integrated EnvironmentsExamples of integrated Environments

Ability to save/view ALL electronic and paper documents

through your Outlook Filing Bin

E-mail Integration

The WebThe Web

What’s the big deal about RM on the Web?

IT departments love it because...

Easy to deploy, Scalable, Easy to support

Flexibility, high level integration,

API

Good for Information Management because...

Universal Access

e-communities, Knowledge centers, sharing

Corporate Intranets

4 First Church of Christian Science• Web Based document management and records

management for publications

4 Conoco• 2 web based solutions - one as a standalone RM

application, the second as a integrated Documentmanagement tool

4 UNHCR• Web Based document management and records

management

4 Integrated Justice• Web Based case management for remote locations

Examples of Web based RMExamples of Web based RM

Auto Classification / Auto FileAuto Classification / Auto File

Automated Solutions include:

Third Party Applications

XML

Organization Charts

Server based

Pros and ConsPros and Cons

Pro ConOption

Third Party Expensive, difficult to set up, constant monitoring

XML Documents would need to be converted

Organization Chart

Constant up dates, and maintenance

Server Based

Thorough, transparent

Format Neutral, emerging e-business standard

Easier to implement, inexpensive, mirrors current “personal” work space

Most Transparent, easy to support, easy to install,

Captures all information, privacy issues, may require information weeding out

RM StandardsRM Standards

iRIMS Business Development ContactsiRIMS Business Development Contacts

Colleen Francis ext. 3284Director of SalesTerritory - [email protected]

Laurie Murphy ext. 3280Business Development ManagerTerritory - Central US & South East [email protected]

Sally Plows ext. 3232Business Development ManagerTerritory - Western US & Canada - B.C and [email protected]

Patrick Richardson ext. 3271Business Development ManagerTerritory - US Federal and North East [email protected]

Robert Skanes ext. 3251Business Development Manager Territory - US Air Force, North East [email protected]

Cory Ottier ext. 3272Business Development ManagerTerritory - Eastern Canada - Mid US [email protected]

Kristine Haselsteiner ext. 3239Business Development ManagerTerritory - Europe & North East [email protected]

Renee Couture ext. 3292Marketing [email protected]

CONTACT US BY PHONE AT 888-252-8552

Thank YouThank You

TM