2012 SharePoint Conference - ECM? Nothing to See Here...

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After last year's SharePoint Conference I wrote about the change in tone, subject matter and attitude in the Microsoft SharePoint community. Specifically, it appeared that Microsoft and their partn... read more

Five (and a half) Things I Learned at the 2011 SharePoint Conference

Having spent three and-a-half days in Southern California at the SharePoint conference I have two choices about the level of detail to go into on this topic: Provide a high-level summary of what I ... read more

Five Things I Hope to Learn at the 2011 SharePoint Conference

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The 2011 Microsoft SharePoint conference is coming up next week and I'm excited to see what's new from the hype machine that is Microsoft. I'm also excited to have my family join me for our first p... read more

Creating an ECM Organization Structure: Part 2 - Sample Structures

In Part 1 of this post I talked about the roles and responsibilities that make up an ECM program team. In this edition I will share some sample organization structures and discuss some consideratio... read more

Creating an ECM Organization Structure: Part 1 - Building Your Team

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Part 2 of this post is now available Creating the right organizational structure for your ECM program can set the stage for success. In the first of a two part article, I will talk about the... read more

The Information Lifecycle Matters

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My last post generated a lot of very good feedback about whether it is ever okay to maintain two separate repositories, one for collaborative content and one for records.  This proved very helpful ... read more

Is It Ever Okay to Copy "Final" Documents to a Separate System?

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I had two very similar and very surprising discussions with different clients this week. Both organizations have mature ECM implementations and in both cases have had their ECM programs in place fo... read more

The Perfect is the Enemy of the Good - Getting on the Right Side of the 80/20 Rule

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I was in Edmonton, Alberta last week presenting at the first AIIM Western Canada chapter session to be held there. It was a big success and I want to thank Damian Hollow, Steve Widen and the entire... read more

Open By Design, Closed By Exception - Best Practices in Information Security

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It's a debate that is as old as the information management industry itself (which isn't really that old, but bear with me).  Users want to collaborate freely and access the internal information the... read more

Things I Learned about ECM on My Summer Vacation

As I recover from a too-short summer and get back into the full swing of things at work, I thought I would summarize a few things I learned about records and information management on my summer vac... read more

8 Things to Think About if You're Thinking About Moving to SharePoint

Most conversations about enterprise information or records management  these days seem to involve SharePoint in one way or another.  Many organizations are finding that information management is no... read more

Lessons From the Knee of the Master: Battle-Tested Tips for ECM Success

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Not many people have heard of Duncan Stanners. Forget Twitter, LinkedIn and Facebook, Duncan was quietly plying his craft when the internet was but a twinkle in the DoD's eye. But make no mistake, ... read more

The Lasting Impact of Canadians in Records and Information Management

In honour of Canada Day today (and yes, "honour" is spelled with a "u"), I thought I would share the significant contribution Canadians have made to the information and records management industry.... read more

Where Should the Records and Information Management Function Live in Your Organization?

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I am often asked where I think the Records and Information Management function should exist within a company's org chart.  This question usually comes up in the context of a frustrated practitioner... read more

More Fundamentals of a Successful Records and Information Management Strategy

My recent two-part series on the Fundamentals of a Successful Records and Information Management Strategy (which you can find here: Part 1 | Part 2) seems to have struck a nerve.  I received severa... read more

The Fundamentals of a Successful Records and Information Management Strategy (Part 2)

Last week I talked about some of the opportunities and challenges inherent in the deployment of a records and information management program. This week I will share some tips for taking advantage o... read more

The Fundamentals of a Successful Records and Information Management Strategy (Part 1)

My two part series on the impact Microsoft SharePoint may have on the information managment marketplace was well recieved so I thought I might try another two-part article. I've been thinking a lot... read more

Enterprise Content Management at a Crossroads - The Case for Microsoft SharePoint (Part 2 of 2)

This is the second of a two-part series that summarizes the main points in the ongoing debate about the impact of Microsoft SharePoint on the ECM community.  Last week I reviewed several reasons wh... read more

Enterprise Content Management at a Crossroads - The Case for Traditional ECM Tools in a Microsoft World (Part 1 of 2)

After death and taxes, there are two other things in this world that seem to be a certainty; 1) If you want to start a debate in the enterprise content management (ECM) community mention ShareP... read more

When the Ideal Solution is not the Ideal Solution

The alignment of business and technology is absolutely critical to the success of an ECM implementation. This isn’t a big secret and I’m certainly not the first to come up with that groundbreaking ... read more

Measurement Matters - And the Important Measures May Not be What You Think

For this week's blog post I was going to provide my perspective on the recently completed AIIM show but there are already so many excellent summaries out there I'm not sure what more I could add.  ... read more

From Records Management to Information Governance

I want to make the world safe for records management. Scratch that. I want to make the world safe for records managers. Why? Because they don't seem to get the respect they deserve and in most ... read more

Why I Love What I Do

When you spend more time with your work colleagues than your family you had better enjoy what you're doing. I have had the great fortune in my ten-plus years as an information management consultant... read more