ARMA-MADISON’S PATHWAY TO SUCCESS - NOVEMBER
UPCOMING PROGRAMS
December 8th 11:00 – 3:00
Charity Event & Presentation
IG Case Study Examination
Lani Jacobs – OpenText
TBD
January 12th 11:00 – 2:00
Starting Out Fresh for the New Year
Heather A. Kennedy – Sparq
Coaching & Consulting, LLC
TBD
February 9th 11:00 – 2:00
Designing an IG Audit
Andrew Altepeter – Motorola
Solutions
CUNA Mutual
March 8th 11:00 – 2:00
Joint Session with AIIM-Wisconsin
Information Governance-2016—
They May Come If You Build It
Randy Kahn – Kahn Consulting
WPPI Energy
May 10th 11:00 – 3:00
eDiscovery – A Primer
Mauricio Perry – CSL Plasma
WPPI Energy
PRESENTER: ALIX KNEIFEL
TOPIC: ECM/RIM Gap Assessment Workshop
LEARNING OBJECTIVES:
 Recognize ‘Need to know’ Assessment concepts and details
 Identify common ECM and RIM assessments, their objectives, and when to
perform them
 Become familiar with the Gap Assessment role and its benefits
 Sample one integrated ECM/RIM gap assessment approach
~ STAY FOR THE NEW APPLYING THE PRESENTATION ROUNDTABLE ~
DATE & TIME
DAY:
REGISTRATION:
LUNCH AND NETWORKING:
PRESENTATION:
APPLYING THE
PRESENTATION:
Tuesday, November 10, 2015
11AM – 11:30AM
11:30AM – 12PM
12PM – 1:30
1:30PM
LOCATION:
MENU:
WPPI Energy
Pasta buffet with Penne & cheese tortellini
1425 Corporate Center Dr.
Marinara with meat & alfredo sauces
Sun Prairie, WI 53590
Salad and choice of bread
(608) 834-4500
Assorted Desserts
Water, Pop, Coffee, Tea
COST:
ARMA MEMBERS:
NON-MEMBERS:
STUDENTS:
NO LUNCH OPTION:
PAYMENT:
PAYPAL:
AT THE DOOR:
$15 LUNCH AND PROGRAM
$20 LUNCH AND PROGRAM
$5 LUNCH AND PROGRAM
$10 PROGRAM ONLY
Visit ARMA-Madison website
Check payable to ARMA MADISON**
**REQUIRED – RSVP No later than FRIDAY 5PM November 6th if paying at door
EMAIL/PHONE:
Contact Tammy Goss at
tgoss@wppienergy OR (608) 834-4561
NEW TO ARMA-MADISON OR OUR MONTHLY PROGRAM?
CONTACT PROGRAM MENTOR: Peggy Bourne at
pbourne@wppienergy.org OR (608) 834-4576
Special Offer!
Register for a program*and bring a friend or coworker for half-price!
*Does not include Spring Seminar
ABOUT THE PRESENTATION:
Before leaping into that technical solution, consider assessing your ECM/RIM state!
Has your organization performed a content management assessment recently or does it steer away from assessments
because the time and cost to perform them seem to outweigh the benefit?
Assessments help organizations integrate the ‘technology, people, process, and content’ components of their
information environments. They clarify a condition, benchmark a state, and connect the ‘dots’ found in different
components. Many types of assessments exist, including some that focus on defining strategy, measuring
performance, validating a design or understanding user needs.
In this workshop you’ll learn why Assessments are valuable and why they’re important include in your toolbox.
This is an interactive workshop. Please bring your questions about assessments and plan to assess
your organization’s RIM/ECM state using a sample integrated gap assessment.
Learning Objectives/Key takeaways:
 Recognize ‘Need to know’ Assessment concepts and details
 Identify common ECM and RIM assessments, their objectives, and when to perform them
 Become familiar with the Gap Assessment role and its benefits
 Sample one integrated ECM/RIM gap assessment approach
ABOUT THE PRESENTER:
Alix Kneifel (CIP, PMP, ECMm, Prosci Change Management,) is President and Principal Consultant of A.Kneifel and Associates,
Inc., an information management consultancy. She has over 28 years of experience in RIM and content management, publishing,
and human factors and has consulted for government, non-profit, and Fortune 500 companies. She has conducted a broad range
of assessments and has designed a Gap Assessment tool for RIM and ECM.
Prior to consulting, Alix was employed at NASA Jet Propulsion Laboratory, where she was a pioneer in establishing and maturing
the organization’s information management environment. She was:
o Manager of JPL’s information management program for Mission projects, which responded to records management,
project management, knowledge management, and collaboration requirements
o Project Manager for a wide range of RIM, ECM, enterprise architecture projects
o Member of all RIM and enterprise information architecture advisory boards
o Senior Application Designer, Enterprise Information Architect, and User Experience/Usability Analyst
Alix holds a Master’s in Interaction and Product Design from the University of London, and a Bachelor’s in Communication. She
was a SME for the development of the AIIM CIP Certification and is the President of AIIM Greater Los Angeles Chapter. Alix is a
frequent speaker on content management topics.
DRIVING AND PARKING DIRECTIONS:
From I-90/94
Exit #135 (US-151)
Exit #135B (US-151 North)
Exit #103 (CR-N/Bristol St)
Turn left on CR-N/Bristol St
At first traffic light, turn Right onto Wilburn
Road
Turn left onto Corporate Center Drive
Take first right into WPPI Energy
Visitor Parking is at far end of parking lot closest
to the front door
Park anywhere in lot if Visitor Parking is full
CANCELLATION OR INCLEMENT WEATHER:
Contact Tammy Goss at tgoss@wppienergy or (608) 834-4561