TUF23: TRIM User Forum 2010

In the last few years we have seen changes in Government along with the broader Information Management community.  

Implementation of the new “Right to Information Act” in QLD, the proposed reform to the Federal Freedom of Information Act, amendments to the Federal Courts Practice Note 17, an increase in Public Private Partnerships and increased litigation against both governments and private sector organizations have all focused the spot light on Information Management and the crucial role it plays in supporting governments and business in day to day activities.

The theme for TUF23 is - Changing the Economics of Information Management (IM).

The TUF23 program consists of two streams with bookend presentations on each day.

Stream A: Business Sustainability (Product presentations and demonstrations, Customer Stories, Partner presentations, Business Best Practice and Industry hot topics).

Stream B: Technology Matters (caters for IT Management & Specialists within the Information Management space. A range of presentations and workshops providing face to face access with members of the TRIM development team as well as senior HP TRIM consultants).

5 minute change over

Product Presentation & Demonstration: HP TRIM 7 new features
Presenter: Kris Brown, WW Product Manager HP TRIM
Synopsis

5 minute change over

Customer Story - Energy Australia. "The REX Program - building records management capability at EnergyAustralia"
Presenter: Sheryl Mapp, Project Manager - Rex Implementation Program
Synopsis

Partner Presentation 3, EzeScan: Speeding up Correspondence Scanning and making Forms work in your business.
Presenter: Fabian De Angelis, Support Manager

Synopsis

Information Management - capabilities to support future business Part 1
Presenter: Debra Bordignon
Synopsis

Product Presentation: HP TRIM for SharePoint
Presenter: Kris Brown, WW Product Manager HP TRIM
Synopsis

Lock-note: HP Information Governance – the future of information management
Presenter: Brian Wick, Chief Marketing Officer, HP Information Management

Synopsis

Key Note - From Freedom of Information to the "Right to Information", the Queensland experience.
Presenter: Dr David Solomon Chair of the Independent Panel that reviewed Queensland's Freedom of Information laws.
Synopsis

5 minute change over

Partner Presentation 5 – Icognition: Enterprise Information Implementations: Case Study & Business Case Comparison
Presenter: Nigel Carruthers-Taylor, Director & Principal Consultant

Synopsis

Partner Presentation 7, AlphaWest: Driving User Adoption and Collaboration to Help Maximise your HP TRIM investment
Presenter: Michael dal Maso, National Practice Manager & Roger Hogg, Solution Architect

Synopsis

Lunch

5 minute change over

5 minute change over

Customer Presentation: Information Management Evolution Case Study: NSW Department of Corrective Services
Presenter: Peter Konstantin, Director Information Management

Synopsis

Morning Tea

Marketing Manager Information Management South Pacific
Michelle is the Marketing Manager for HP Software & Solutions Information Management (IM) group, South Pacific. Michelle has over 9 years experience in the IM market most of which was spent with TOWER Software selling and marketing the TRIM information management platform. Michelle is responsible for marketing programs covering HP’s IM portfolio of products including; HP TRIM, Integrated Archive Platform (IAP), Medical Archive System (MAS) and Data Protector. Michelle has a Bachelor of Technology majoring in Optoelectronics from Macquarie University and a Post Graduate Certificate in Marketing Management from the Macquarie Graduate School of Management. 

Michelle is the proud mother of two children, a dog, cat, 3 fighting fish and four horses. You can imagine what life is like at her place. TUF is one of Michelle’s most favourite holidays as she doesn’t have to feed anyone.

Sheryl Mapp is an information manager specialising in the implementation of frameworks covering records management and program/project management.

Sheryl has worked with some of the leading Australian and international organisations and governments including ANZ Bank, Hong Kong Bank, Merrill Lynch, State Library of Victoria, Tenix Defence Systems, New Zealand Parliament, State Government of Victoria and NSW State Government.

Sheryl has worked in senior roles in the VIC/NSW state governments since 2003 and has consulted with other Australian state governments.

In 2008, Sheryl joined Sydney-based EnergyAustralia to project manage a large scale records management implementation (to 4000 seats).

In addition, Sheryl is also a sessional lecturer in records and archives management with the RMIT University in Melbourne and has also been on the state executive of the Institute for Information management (IIM).

Rory started working on the HP TRIM product in 1986 and managed the Research and Development activities of Tower Software for 20 years. He now works as a software developer and systems architect for the HP Information Management team. His recent projects have been as lead developer for the new search technology in HP TRIM and the HP TRIM SDK.NET project. Rory currently works in an office in the pretty seaside town of Narooma and hopes to be spending more time in France.

Clinton has 11 years experience in the Information Technology Industry including 5 years in the Information Management space. His breadth of knowledge across technologies and specialist expertise in HP TRIM has allowed him to be heavily involved in many large and small HP TRIM Implementations across Australia.

Clinton holds a Bachelor of Software Engineering from the Australian National University which allows him to communicate with all levels of IT and Business. Starting as a technology specialist with TOWER Software and then moving to the ACT Branch Manager role, Clinton brings his industry and technical experience to the HP TRIM Sales team.

David Solomon was Chair of the Independent Panel appointed by the Bligh Government in 2007 to review Queensland’s Freedom of Information laws.

He retired from full time journalism at the end of 2005. He spent most of his career in Canberra, writing about politics and the law, for such newspapers as The Australian, the Financial Review and The Canberra Times. He went to Brisbane in 1992 to Chair the Electoral and Administrative Review Commission, and, when that Commission was wound up, stayed and worked for the Courier-Mail as a Contributing Editor. He has written almost a dozen books on parliament, politics constitutional law and the High Court.

He has degrees from the Australian National University in Arts and Law, and a Doctorate of Letters. He was appointed a Member of the Order of Australia in 2006.

In July 2009 he took office as the Queensland Integrity Commissioner.

HP TRIM Documentation and Training Developer
Helen is a member of the HP IM Learning Products team based in the Canberra office. She has worked with HP Software for 4 years but was in a long term relationship with HP TRIM for 6 years as a customer before joining the, then, TOWER Software team. As a customer, she was responsible for providing TRIM system support and advice for the whole of NT Government (NTG) TRIM implementation, as well as training NTG employees on using TRIM within the NTG. Helen now creates and maintains the HP TRIM application training resources (and other duties as required!). She also trains HP Software staff on new features included in the product suite.

Apart from presenting at TUF 2009, the high point of Helen's 2009 was designing, implementing and leading the certification of TRIM against the DoD 5015.2 Freedom of Information Act (FOIA) and Privacy Act modules.

Helen loves Shark movies and owns all of the Jaws movies on DVD. She has actually sat through all of the movies in one day (yes, they do get progressively worse). Her current favourite Shark movie is “Mega Shark vs Giant Octopus” – it is so bad it is good! During her trip to Washington D.C. for the DoD certification she took the opportunity to visit the Smithsonian Institution National Museum of Natural History and to see a replica of a Megalodon shark jaw!

Debra leads the Innovation and Industry Solutions Group (IIG) of HP ES, which represents the peak thought leadership, transformational consulting, enterprise architecture and solution design capability of the organisation.

Her role at HP encompasses; delivering strategy, shaping of service offerings and solutions, ensuring the best of global solutions are adapted for client’s in-region and driving innovation that is aligned with measurable business value.

In a career over 20+ years in ICT, Debra has focused on management and consulting in the domains of Information Management and transformational change, working with clients across many industries, but particularly Government, Defence and Financial Services sectors.

Fahad has both a Bachelor of Law & Bachelor of Commerce. As a Student at UNE Fahad worked part time on the UNE ITD Service Desk and has a full knowledge of all UNE corporate information systems. Fahad joined the Records Management Office in February 2009, and since then has totally revamped UNE’s training strategies, developing close alliances with TRIM users across campus.

Michael Andrews is currently a Backup and Recovery Sales Specialist for Hewlett-Packard (HP) Software & Solutions in the South Pacific region.

His key duties include being responsible for the direct and Partner-driven sales of HP’s backup and recovery solution, HP Data Protector, for the entire South Pacific region.

Prior to joining HP, Michael was the National Sales Manager for AXS-One, who provided information management solutions. Michael also worked at EMC for four years as the Southern Region Manager for EMC’s backup, recovery and archiving software solutions.

Michael has also held senior sales executive roles with CSC and Tower Technology.

Based in Melbourne, Michael holds a Bachelor of Applied Science in IT from Monash University.

Director Information Management DCS NSW
Peter Konstantin has worked with Corrective Service NSW for over 15 years, applying his extensive understanding of the business to establish a business-focused Information Management Service (Branch) within a previously technology-centric IT Division. The Corrective Services NSW experience demonstrates the use of TRIM in taking a large organisation from a non-compliant Records Management state to one where information assets and services are developed and delivered in alignment with the strategic needs of the business. Peter has a Degree in Commerce and Marketing and Graduate Diplomas in both Business Administration and Public Sector Administration. His associated understanding of Planning, Project Management Methodology and Enterprise Architecture places him in good position to articulate the requirements and pitfalls of driving a successful information management program. 

Marcus Amann is the Technical Publications Manager for HP TRIM and has taught ebusiness at the Canberra Institute of Technology. He advises authors, non-profits and businesses on how to create and convey their message online using Web 2.0 tools. When not in the office, his family insist that he gets out of the house and play his banjo and perform his stand-up comedy at clubs instead.

Chip’s background in developing and implementing business information systems extends back into the late 80’s. The project he was given in 1999, a small TRIM implementation, has seen his career morph to Corporate Records Manager.

A decade later, a few agency amalgamations, a few downsizing exercises and Chip thinks he has learnt a few lessons along the way, particularly for agencies where records management responsibility has been devolved from corporate services to the business units.

Chip presents a case study on low overhead implementation approaches on issues such as

• Configuring TRIM for end users’ record management;
• Maintenance of the classification database in line with end users requirements;
• Timely delivery of end user training.

WW Product Manager HP TRIM
Kris Brown is the Worldwide Product Manager for HP TRIM. Kris is responsible for the future directions of HP TRIM. Kris has a Bachelor’s degree in IT specialising in Software Engineering, and over 10 years experience in the IT industry, including 7 years in the ECM space. As the Lead Architect for some of the world’s largest and most successful ECM deployments, Kris possesses extensive knowledge with a wealth of hands on experience in this discipline.

Kris is a husband, father and proud owner of a very lazy English Bulldog and has a penchant for supporting the more questionable teams in different football codes.

Grant has worked in the IT industry for almost 30 years, with experience in the education, service, banking and government sectors, as well as in smaller private companies and startups. Starting with the rollout of a conferencing system for remote schools in the days before the world wide web, through intranet design and development, to identity management and integration in large corporations. The common thread linking his various roles has been information delivery and sharing within an enterprise or across the world. Over the last five years Grant's focus has been on securely maintaining consistent personal identity information across the many disparate systems found in most large organisations. He has recently completed his Masters in Enterprise Architecture.

John graduated with first class honours majoring in Logic from the Australian National University in 1976. After five years working for the Office of the Public Service Board in Prime Minister and Cabinet, John worked for five years as a consultant for Arthur Andersen in the government and construction industry sectors.

John formed his own consulting business, Wise Technology Management in 1987 specialising in the design and implementation of world competitive systems, processes and products using advanced technology for manufacturing, construction and government clients. John has worked extensively in the utilities sector including strategic IT related assignments for water utilities such as Yarra Valley Water, Sydney Water, Melbourne Water (Bulk Entitlements), Brisbane Water, and Gold Coast Water. Following the success of award winning workflow projects for clients such as Yarra Valley Water’s Easy Access, and project management and design of electricity market and control systems for NEMMCO in the establishment of the Australian Electricity market, John won projects around the world implementing market, control and asset management systems for leading utilities such as British Gas, Yorkshire Electricity, EDF, PG & E, PJM Interconnector, MISO, Entergy and CALISO.

Since his return to Australia in 2004 John has worked developing IT and Information Management strategies for a range of clients such as SA Water, Veolia Water, Vision Australia, Tower Insurance, and InsuranceLine. All of these projects have involved transforming how these companies do business, using the latest technology to gain competitive advantage through service and cost leadership.

John has written a guide on “How to Implement SharePoint as an Information Management platform” published on the Microsoft Australia web site, and is developing a follow on paper on Best Practices to be followed in integrating SharePoint with an EDRMS. He has also just completed an update of the analysis of SharePoint 2007 and SharePoint 2010 against Australian Records Management standards, a report to be made available early in 2010.

John has spoken on best practices for SharePoint design and deployment at numerous conferences including RMAA in 2008 and Microsoft’s TechEd 2009.

John lives in Noosa and enjoys its unique lifestyle with his two sons.

Adrian Cunningham has worked at the National Archives of Australia (NAA) since 1998, where he is currently Director, Strategic Relations and Personal Records. In this capacity he has oversight of the NAA's collaborations with government, industry, professional and international partners – most particularly on matters associated with digital recordkeeping and other modern recordkeeping initiatives. Between 2006 and 2008 Adrian led the International Council on Archives project that developed the Principles and Functional Requirements for Records in Electronic Office Environments. Adrian was Secretary of the International Council on Archives (ICA) Committee on Descriptive Standards (2002-2004), and is Treasurer of the Pacific Regional Branch of the ICA and a member of Standards Australia's Committee IT/21, Records Management. Adrian was President of the Australian Society of Archivists, 1998-2000 and was inducted as a Fellow of that Society in 2007.

Fabian is the Support Manager for Outback Imaging. Fabian has been working in Document / Records Management for 10 years. He has worked on many EDRMS implementations over the years and is now tasked with keeping our support and reseller network upskilled in document capture automation and workflows for the EzeScan community.

Fabian is a husband, and an owner of a very spoilt King Charles Cavalier puppy. His favourite TV shows are Air Crash Investigations and Survivor.

Adelle has worked in the information and records management sector since 1979 and has been employed by public and private sector organisations. Adelle has developed records management policies, strategic plans and operational procedures for large-scale organisations operating in legislatively complex business environments.

Adelle has experience in TRIM administration and in project implementation. Having conducted a number of functional software specifications, Adelle possesses a sound knowledge of a number of EDRMS products and is experienced in software configuration. Adelle has taught records management courses through Sydney Institute (TAFE).

Avril Henry Pty Ltd is a management consulting business established in July 2003, focusing on leadership, change management, talent management, diversity, recruitment and retention strategies. In 2008 her business was one of the 5 finalists in the City of Sydney Business of the Year awards.

Over the last five years, Avril has delivered over 550 Keynote Addresses to over 50,000 people in Australia, New Zealand and Asia to companies and industries as diverse as CEDA, IBM, BHP, Department of Defence, ATO, Murray Darling Basin, ABS, Leighton’s Construction, Queensland Health, NSW Health, NSW Police, WA Police, ANZ, Westpac, Astra Zeneca, UTS, Macquarie University, CPA Australia, Telstra, Mortgage Industry Association of Australia, Fitness Industry Association, Australian Superannuation Funds Industry, Real Estate Industry Association, the Property Council of Australia, The Chamber of Commerce in 4 states, and various Singapore government departments.

The topics covered range from Leading in Times of Crisis, Leadership, Change Management, Talent Management, Managing Diversity, Women in Leadership, Recruitment and Retention, Motivating and Managing Different Generations, Conflict Resolution, Communicating Effectively, Flexibility, Building Winning Teams, to The Workforce in the Year 2025.

Avril was contracted by the University of Western Sydney in 2007 to develop a 3-year leadership program for their gifted scholarship students, which she delivers in addition to their academic studies to better prepare them for leadership positions in the future.

During 2006, Avril completed a Ministerial Review for the Minister of Defence, into Recruitment and Retention in the Army, Air Force and Navy. The recommendations of “The Henry Report” were accepted by the government in December 2006. Following the review, Avril was appointed as a Strategic Advisor to the Chief of Navy, and joined the Navy's People Committee, being the only female and civilian on the committee. In 2002, Avril was one of 5 finalists in the Australian HR Awards for Best HR Director. In 2006, Avril won the prestigious Lifetime Achievement in HR Award at the Australian Human Resources Awards. In 2005, she was a finalist in the Sydney Business Review Business Woman of the Year. In 2008, she was recognised by the NSW government, as part of International Women’s Day, as one of the 100 women nominated for the NSW Woman of the Year 2008. Avril has been honoured in the 2009 Australian Who’s Who of Women, as one of the most inspiring businesswomen and female leaders.

Ravi joined the HP TRIM development team in 2006, working in Web-based development. For the past two years he has been Project Manager and a key developer on the MacGyver project, which has completed its first stage with the release of the new HP TRIM Web Client. Ravi has a wealth of experience in web-based development technologies and is currently studying part-time for an MBA.

Lisa is a creative transformation consultant with a proven track record in delivering sustainable results, offering an exciting combination of strategic consulting and operational experience.

With twenty years of experience in a diverse range of industries, including financial services, information technology, manufacturing supply and distribution, health, public sector and higher education, industrial relations, waging, gaming and entertainment, is able to deliver results in all stages of delivering business-aligned strategies.

Lisa has worked with many of Australia's leading organisations including Westpac Banking Corporation, Commonwealth Bank of Australia, National Australia Bank, Challenger, AMP, Veda Advantage, Foster's, Caltex, Singtel Optus, Department of Defence, ANSTO, Sydney Water, Ipswich City Council, Parramatta City Council, Randwick City Council, ACT Library Services, Australian Taxation Office, Tattersall's, Registered Clubs Association of Queensland, Penrith Panthers, AWA Gaming, Cancer Council of NSW, Centre for Information on Drugs and Alcohol, Good Beginnings, Statewide Roads, Stockland, Thakral and Walker Corporation.

Peter Wallington is an Information Systems Architect for HP IM Services and is based in Perth Western Australia. In this role Peter works closely with business partners, and clients providing advice in relation to the implementation and administration of HP TRIM.

Peter has been in the IT industry for over 25 years, working closely with HP TRIM Clients for the past 11 years providing training, technical, data migration, application development, and project management services.

With over ten year’s experience, Erik is an EDRMS specialist exclusively devoted to the HP TRIM product suite (and relevant integrations). His former stint with TOWER Software and HP partners has given him a broad range of implementation skills that help to deploy the HP TRIM suite throughout organizations. Currently running the North American branch of Kapish Pty Ltd, he is extending the Kapish integration suite, brand, and TRIM knowledge into the US and Canadian markets.

Robert leads the HP Software & Solutions organisation in the enterprise and commercial market segments across for South Pacific.

With a wealth of sales and management experience spanning over 16 years, Robert joined HP following the acquisition of Mercury Interactive where he served as the Sales Director for Australia & NZ.

In his most recent role as a Business Technology Optimisation (BTO) Sales Director within South Pacific, he was instrumental in the transition of the Mercury organisation into HP, and most recently managed the local integration of the Opsware acquisition into HP's Business Service Automation category. Through the rapid growth in the establishment of the Software & Solutions business unit within HP, Robert has been responsible for driving growth by successfully closing several major deals with a wide range of Enterprise customers.

Robert is based in Melbourne. He has a Diploma in Market Research, a Bachelor of Commerce in Marketing and Management, and a Masters of Commerce in International Business.

Liam has more than 20 years of experience in sales and services management for software and hardware companies in Asia Pacific. He joined eCopy in 2008 as Regional Sales Manager for Australia and New Zealand and has extensive experience in document capture, management and distribution of information systems.

Brian Wick is the Chief Marketing Officer for HP’s Information Management business unit. In this role, he is responsible for worldwide product marketing, product management, and technical marketing for HP's Information Management products and solutions. The HP Information Management portfolio of products includes HP Data Protector Software, HP Integrated Archive Platform, HP Medical Archiving, and HP TRIM Document and Records Management.

Wick has held a broad range of executive-level sales, marketing, and business development roles over his 20+ year career. Prior to joining HP, he led the product marketing for Adobe’s LiveCycle suite of enterprise server products helping to grow that business to $280M in revenues. Prior to Adobe, Wick held senior-level marketing positions at Intraspect Software, EMC/Documentum, and Oracle Corporation.

Wick earned his bachelor’s degree from California State University at Northridge, and master’s degree in business administration from Pepperdine University.

In his role as ISYS Search Software’s CEO, Scott Coles is leading the transformation of the company into a major global player in the field of Enterprise Search. Scott’s background includes international sales and technical roles at EDS, Lucent Technologies and AVAYA. With a passion for the commercialization of Australian innovation, Scott was the founder of Bell Labs in Australia for AT&T in the early 90’s.

Michael dal Maso is currently the National Information Management Practice Manager at Alphawest, responsible for the Enterprise Content, Document & Records Management Systems (ECDRMS) and Business Process Management (BPM) practices. Michael has a wealth of experience and expertise in Information Management and has been operating as an ICT (Information and Communications Technology) professional for over 20 years. Throughout his career, Michael has been involved in significant EDRMS/BPM projects in Australia for a number of commercial and government clients.

In his current role, Michael enjoys using innovative solutions to improve business productivity and has been heavily involved in developing Alphawest's mobile document management capabilities. When Michael's not knee deep in managing his practice, he enjoys coaching his children's local soccer and cricket teams.

Roger has been with Alphawest for over 7 years and in that time has developed many initiatives and technologies around the TRIM Context platform.

Recently Roger has been heading up a software development team within Alphawest Business Solutions with the aim of commercialising several technologies including the one you will see at TUF23 during the presentation and on the Alphawest exhibitor stand.

Nigel is Director and Principal Consultant of iCognition, a company that provides advice, implementation services and solution designs to organisations seeking enterprise Information Management (IM) outcomes. Nigel has over 15 years experience in IM and helps organisations develop IM Strategic Plans, define solution requirements, and design and implement IM solutions such as Electronic Document and Records Management Systems and Collaborative Portals.

Nigel is well known in the IM space and often presents at conferences such as the Institute for Information Management and Records Management Association of Australia conferences, as well as trade shows such as the TRIM User Forum. He has written a variety of white papers, including EDRMS business cases and interface options papers, available on www.diemsolutions.com

Conni Christensen has over 15 years experience in the Australian information management industry. She is the Principal Consultant and a director of Synercon Management Consulting and heads a team of 8 staff.

Conni has many years of implementation experience with the major records management software products and her knowledge of the industry and current products in electronic document management and recordkeeping systems is substantial.

Conni is in high demand as a trainer, conference and workshop presenter on records and information management issues.

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