|
 Books
& White Paper by
IMERGE Consultants
Business Process Management
Electronic Records Management
E-Discovery
Email Management
Forms Automation
IT
Social Media
SharePoint
Search Engine Optimization
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Business Process
Management |
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by Robert Smallwood
Print: $99.00
Download: $97.50
The current fast-paced, knowledge-based business environment
requires that business processes be continually measured,
analyzed and improved. Business Process Management (BPM) is a
key enabling tool. The maturation of Business Process Management
Suites (BPMS) to automate processes has exciting possibilities
for businesses that can implement them properly. This 52-page
management primer is packed with BPM information to help
managers quickly understand the concepts, methods, tools and
techniques of successful business process management. It also
educates and informs with clear definitions, vertical industry
examples, industry standards and project caveats for
implementing BPM solutions. It covers all aspects of BPM
including Business Process Improvement principles, successful
process optimization strategies, BPM Suites and technologies,
the BPM Notation standard for mapping/flowcharting, a complete
listing of leading BPM vendors and a comprehensive Glossary of
Terms.
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Electronic
Records Management |
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By
Robert Smallwood
Print: $379.00
Download: $369.99
This comprehensive guide for records professionals, new for
2009, covers everything from e-records compliance and governance
issues, to international e-records standards and best practices.
It covers e-discovery planning; "green" records management,
utilizing MS SharePoint for archiving e-records and email
messages; crucial business process management (BPM)
considerations for the records professional; and other key
topics. It also includes new Web 2.0 trends like social
networking, and a final section on career planning and new
opportunities for the RIM professional.
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By
Robert Smallwood
Print: $249.00
Download: $245.50
This
book covers advanced e-records technology topics, including
e-document security, international e-records standards, handling
email and instant messaging as records, moving to "green"
records management, e-records surveys and evaluations, project
planning and even career development for records managers. The
publication details current and complex topics for records
managers and provides valuable training materials in those
areas. Preview the Table of Contents for a full listing of the
key topics that are covered.
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The Big 3 of Compliance & Governance:: A Complete Guide to
Electronic Records Management, Email Archiving and E-discovery:
for U.S. & Canadian Practitioners
By Robert Smallwood
Print: $649.00
Download: $639.95
Current for
2010, this Advanced Management Guide provides records
management, I.T. and legal professionals in the U.S. and Canada
with a comprehensive approach to the "Holy Trinity of E-Records"
-- e-records, email archiving and e-discovery systems. It covers
over 65 software and hosted providers of the 3 types of
software, including standards, market analysis, Best Practices
and evaluation and implementation approaches. It includes
processes and procedures for organizations operating in the U.S.
and Canada. This is the most complete and cohesive report on
these 3 key areas, researched and written by leading experts in
the industry. Records and I.T professionals cannot afford to be
without this 2010 resource.
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By
Robert Smallwood
Print: $249.00
Download: $245.50
This 97-page DECISION GUIDE is packed with expert advice on
making prudent electronic records management systems evaluations
for successful projects. This newly-released publication
(December '07) covers 16 leading ERM system vendors and the
entire selection and contract negotiation process. Robert
Smallwood, Partner with IMERGE Consulting has over 25 years
experience in systems evaluations, contract negotiation and
project implementation. He has never overseen a project that has
failed and your organization can benefit from his insights and
expertise.
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By
Robert Smallwood
Print: $179.00
Download: $169.95
This
Management Guide provides a comprehensive review of Canadian
electronic records standards, Best Practices, technologies,
decision points and project implementation issues. It also
covers leveraging Microsoft SharePoint for records management
and email archiving, and it gives tips for "green" records
management. Co-authored by Vigi Gurushanta, who served as
national President of Canadian Information and Image Management
Society (CIIMS), and is a Fellow of CIIMS and of AIIM.
Gurushanta is the current Chairman of Canadian General Standards
Board (CGSB) Standards Committee on Electronic Records as
Documentary Evidence, and is a member of ISO and AIIM Standards
Committee on Evidentiary Support and Document Imaging Standards;
and Robert Smallwood, ECM expert and former member of the AIIM
International Board of Directors specializes in email policy and
technologies.
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By
Robert Smallwood
Print: $179.00
Download: $169.95
This
Management Guide, updated for 2009, includes sections on
leveraging Microsoft SharePoint Services for records management,
moving to green records management, Instant Messaging records
issues, and archiving emails as e-records. The report also
provides a comprehensive review of U.S. and global electronic
records standards, Best Practices, technologies, decision points
and project implementation issues. The last section of the
publication covers issues specific to email records, policy and
management. Co-authored by Charmaine Brooks, CRM who has
hands-on electronic records implementation expertise; and Robert
Smallwood, ECM expert and former member of the AIIM
International Board of Directors and Executive Committee who
specializes in email policy and technologies.
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By
Robert Smallwood
Print: $299.00
Download: $295.99
This
new report covers standards, guidance, Best Practices and
implementation issues for multinational organizations
considering or implementing e-records systems. It is the ONLY
resource available today that covers U.S., U.K., European,
Canadian and Australian standards for electronic records
management. Just published in 2008, the book covers all aspects
of implementing e-records systems for global organizations
including email privacy crossing international boundaries,
e-discovery considerations, taxonomies and business
classifications schemes, file plans, security and access
control, audit trails and more.
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By Arthur Gingrande
Print: $65.00
While the application structure of document management is
changing, so is its communications infrastructure. Technology
convergence plus the broad bandwidth provided by fiber optics
and other cutting edge Internet technologies open possibilities
in document management, content delivery, multimedia
entertainment, and electronic commerce that were, until
recently, only dreamed of. Applications like workflow,
groupware, electronic imaging, and document management are
merging under the corporate Intranet umbrella, breaking down the
barriers that separate traditional business software
applications to the point where it is nearly impossible to tell
where one begins and the other ends. This book serves as a guide
to discovery in a world that is being permanently changed by
digital innovation.
Available for purchase:
www.techstreet.com
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By
Robert Smallwood
Print: $179.00
Download: $175.50
This
is a complete guide to learning about e-document security and
enterprise digital rights management (E-DRM) software for
protecting e-documents both inside and outside an organization.
The gaping hole in the security schemes of enterprise content
management (ECM) systems is that few, if any, protections exist
once the information is legitimately accessed. Enterprise
Digital Rights Management software protects e-documents through
their life cycle by attaching permissions (e.g. print, edit,
forward, time of expiration) to electronic documents. E-DRM
helps organizations comply with privacy laws and government
regulations that require assurance of the validity and integrity
of documents. Managers will learn about the key standards and
players in the marketplace, uses and applications for E-DRM in
different industries, and key considerations for selecting and
implementing a successful E-DRM project.
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Protecting Electronic Documents: E-Document Security and
Enterprise Digital Rights Management; A Management Primer
By Robert Smallwood
Print: $95.00
Download: $89.99
This is a Management Primer
created to inform managers on e-document security and enterprise
digital rights management (E-DRM) software for protecting
e-documents both inside and outside an organization. The gaping
hole in the security schemes of enterprise content management
(ECM) systems is that few, if any, protections exist once the
information is legitimately accessed. Enterprise Digital Rights
Management software protects e-documents through their life
cycle by attaching permissions (e.g. print, edit, forward, time
of expiration) to electronic documents. E-DRM helps
organizations comply with privacy laws and government
regulations that require assurance of the validity and integrity
of documents. Managers will learn about the key standards and
the Adobe and Microsoft influences in the marketplace, uses and
applications for E-DRM in different industries, and useful
websites for additional E-DRM project research. |
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Executive Guide to Digital Asset Management: Definitions,
Benefits, Technologies & Success Metrics
By Robert Smallwood
Download: $69.00
This Executive Guide is intended
to educate and update managers charged with managing digital
assets. It compactly and clearly provides definitions and
distinctions between different types of Digital Asset Management
(DAM) systems, and delineates the benefits and key success
metrics. It describes DAM positioning within enterprise content
management (ECM), and the categorization of leading vendors in
the DAM space. It also includes information on standards, and
how DAM systems operate. |
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E-Discovery
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E-Discovery Planning & Decision Guide: Technology, Process &
Policy
By
Robert Smallwood
Print: $249.00
Download: $245.00
eDiscovery (EDD) planning and decision guide, newly researched
in August 2009, reviews market trends and covers 20 leading
software companies in the marketplace that is crowded with 5,000
suppliers. It also contains a complete eDiscovery project
planning guide, and detail on FRCP compliance, as well as
additional resources to stay current on the EDD software
marketplace and eDiscovery Best Practices. |
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By
Robert Smallwood
Print: $279.00
Download: $275.50
This Decision and
Implementation Guide is the most thorough and comprehensive
available today covering e-Discovery software, practices and
procedures and project planning. It covers the key principles of
e-Discovery in Canada, reviews more than 20 leading software
providers, details the EDD (electronic data discovery) software
evaluation and selection process, including soliciting RFP
responses and contract negotiation tips. It also lays out steps
and procedures for e-Discovery project planning and provides a
list a resources to keep current on developments. A complete
guide, written in clear language, it is intended for Canadian
records managers, IT managers, barristers, litigation support
managers, compliance managers, risk managers and others involved
in e-discovery project planning and implementation in Canada.
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By
Robert Smallwood
Print: $149.00
Download: $145.50
This
115-page MANAGEMENT GUIDE is the most current - updated in
December 2007 with a review of rulings involving the new FRCP -
and comprehensive text available today on electronic discovery
for Records and IT managers. Presented in two books, Book 1
focuses on e-Discovery and Book 2 on Email as Evidence (a
particularly challenging area of e-Discovery), organizations
will be well-prepared for litigation and the e-discovery process
within the new Federal Rules of Civil Procedure. Co-authored by
e-Discovery expert Amy Girst, J.D. and Robert Smallwood, email
policy and technology expert at IMERGE Consulting. This book is
a valuable resource for all managers, most especially records
managers, IT managers and in-house counsel.
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By
Robert Smallwood
Print: $229.00
Download: $225.50
This
115-page ATTORNEY GUIDE is the most current and comprehensive
text available today - just updated in December 2007 - on
e-discovery. Presented in two books, Book 1 focuses on
e-Discovery and Book 2 on Email as Evidence (a particularly
challenging area of e-Discovery), attorneys will be
well-prepared for litigation and the e-discovery process within
the new December 2006 Federal Rules of Civil Procedure.
Co-authored by e-Discovery expert Amy Girst, J.D. and Robert
Smallwood, email policy and technology expert at IMERGE
Consulting. This book is a valuable resource for all attorneys,
most especially litigators and in-house counsel.
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Email
Management
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By
Robert Smallwood
Download: $95.00
This updated and expanded 88-page report is current for 2009. It
is an email archiving management primer that covers trends in
email use and management including using Microsoft SharePoint
Server as a records repository and also how to manage the
security and compliance risks of using instant messaging (IM) in
business. This report covers best practices and methods for
developing a comprehensive email policy supported and enforced
by email management software. The goal is to comply with
external regulations and internal governance policies while
readying the organization for any potential litigation. The most
current text available today, it includes a review of
preparations and processes needed for the new Federal Rules of
Civil Procedure, (which began in December 2006.) The author is
Robert Smallwood, Partner at IMERGE Consulting, and expert in
enterprise content management (ECM) specializing in email
management. He is the author of more than 100 articles on
related topics.
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Taming the Email Tiger: Email
Management for Governance, Compliance & Litigation Readiness
By
Robert Smallwood
Print: $29.95
Download: $25.95
This
new book is the most current and comprehensive on the subjects
of email archiving and email management, and details of email
electronic records and their role in governance, compliance,
e-discovery and litigation readiness. Written by one of the
industry's top experts, this is the essential survival guide for
organizations today.
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By
Robert Smallwood
Print: $99.00
Download: $97.75
This
60-page report is a Management Primer for Canadian managers that
covers Best Practices, standards, and methods for developing a
comprehensive email policy supported and enforced by email
management software. The goal is to comply with external
regulations and internal governance policies while readying the
organization for any potential litigation. The most current text
available today, it includes a review of Canadian electronic
records law, regulations and standards. The author is Robert
Smallwood, Partner at IMERGE Consulting, and expert in
enterprise content management (ECM) specializing in email
management. He is the author of over 100 articles on related
topics. The Canadian content was contributed by Vigi Gurushanta
of IMERGE's Toronto office, an expert in Canadian records
management.
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Evaluating & Selecting Email
Archiving Systems: A Decision Guide
By
Robert Smallwood
Print: $249.00
Download: $245.95
This over 90-page DECISION GUIDE provides key tips and advice to
consider when making an email archiving decision and
implementation. It covers over 30 leading and notable email
archiving software and hosted services vendors in detail. It
lists which platforms they support, their major customers,
strengths and weaknesses and more. It provides crucial advice on
the evaluation and selection process including writing an RFP,
evaluating consultants, negotiating contracts and contract
caveats. Written by a leading industry expert, Robert Smallwood,
who is author of the book, "Taming the Email Tiger," this guide
provides valuable insight and information for records and IT
managers, and those charged with implementing email archiving to
meet compliance, governance and litigation readiness needs.
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By
Robert Smallwood
Download: $98.00
This
53-page Attorney Briefing covers aspects of email technologies
and policy that corporate attorneys and in-house counsel need to
be aware of to foster litigation readiness, compliance &
governance efforts. Includes preparations for the new Federal
Rules of Civil Procedure governing the e-discovery process.
Authored by Robert Smallwood, Partner at IMERGE Consulting and
expert in email technologies and policy.
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Forms
Automation |
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By Arthur Gingrande
Print: $29.95
This book, by Arthur Gingrande of IMERGE Consulting, explains
forms automation technology and forms processing applications
from the ground up, how they fit into the overall content
management picture, and how you can use them to increase
productivity in your enterprise.
Available for purchase:
www.aiim.org
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By Arthur Gingrande
Print: $120.00
The complete picture of forms processing including the latest
trends, market analysis, and a breakdown of the functionality
and evolution of forms processing. Spells out how technology can
expedite the data entry process. Also discusses the role that
forms-based transactions play in Internet generated business.
Available for purchase:
www.techstreet.com
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By Arthur Gingrande
Learn how to cover all of your bases when justifying
an ICR project to senior management. This handbook
specifically focuses on forms processing and
remittance processing and covers:
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How to calculate "payback" and "return on
investment" (ROI)
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How to generically cost-justify an ICR project.
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The relationships among ICR accuracy, confidence
thresholds and "kill rates", along with the
attendant trade-offs.
Available for purchase from various retailers. May
include
www.aiim.org,
www.tawpi.org,
or
www.techstreet.com.
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IT Practices |
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By
Robert Smallwood
Print: $99.00
Download: $97.50
This
36-page management guide covers green IT practices and end user
tips for moving to a more eco-friendly approach. It includes
case study examples and in-depth steps for making a more
power-efficient, "green" data center. It also reviews what
leading hardware vendors are doing with their own green
initiatives.
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Social
Media |
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By
Robert Smallwood
Print: $99.00
Download: $94.95
The use of social
media has recently passed email as the leading computer
application. This Management Primer addresses records management
issues for the exploding trend of corporate social media use.
Policy issues, records definitions and requirements
are covered in the context of the social media trend. |
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By
Robert Smallwood
Print: $199.00
Download: $195.99
This Management Guide deals with issues at the intersection --
or overlap -- of social media (SM) and knowledge management
(KM). It will help organizations integrate and utilize SM in KM
efforts. But also, key questions are answered: Are SM and KM at
war? Will SM supplant and kill KM? Is KM adapting? Is it a
generational thing? This concise and current report discusses
trends and influences in the SM and KM fields, and outlines
potential conflicts as well as complementary roles between them.
It informs and instructs managers charged with KM and related
knowledge-sharing responsibilities on how to make sense of the
technologies and methods available today.
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By
Robert Smallwood
Print: $129.00
Download: $124.95
This
2009 Management Guide is a special report on how organizations
can utilize Microsoft Office SharePoint Services (MOSS) to
implement records management.
It includes using MOSS for archiving email messages as records
and preparing for e-discovery. Researched and written by
industry expert Robert Smallwood, with assistance from Charmaine
Brooks, CRM, this is the most comprehensive, concise and current
report on this topic available today.
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By
Robert Smallwood
Print: $99.00
Download: $95.95
This
white paper is a complete guide to instant messaging (IM)
compliance, security and
records management issues. Packed with current information, this
report is critical for enterprises today, as IM use is soaring,
and is largely not controlled and not secure.
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SharePoint |
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Leveraging MS SharePoint 2010 to Manage Electronic Records
By Robert
Smallwood
Print: $349.00
This new guide is packed with over 100 pages of concise
information about using MS Office SharePoint 2010 for records
management. Printed in full color, it includes screenshots and
examples of administering MOSS 2010 for records management. It
reveals what's new and improved in 2010 for records management,
and how these new features are utilized. It also includes the
downside disappointments in the MOSS 2010 release. This
Management Guide lays out several methodologies and includes
implementation Best Practices for successfully managing MOSS
2010 records management projects. Researched and written by top
experts from IMERGE in e-records implementations, this is a
valuable resource that is clear and complete which will assist
organizations in implementations and individuals in keeping
their training and e-recs knowledge up-to-date |
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Leveraging Microsoft SharePoint Services to Manage Electronic
Records
Print: $279.00
Download: $275.95
This Management Guide is a special report on how organizations
can utilize Microsoft Office SharePoint Services (MOSS) 2007 to
implement records management. It includes using MOSS 2007 for
archiving email messages as records and preparing for
e-discovery. Researched and written by industry expert Robert
Smallwood, with assistance from Charmaine Brooks, CRM, this is
the most comprehensive, concise and current report on this topic
available today. |
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By Robert
Smallwood
Print: $279.00
Download: $269.99
This more than 180-page comprehensive guide to document
management and workflow using SharePoint contains new 2009
research. It is a complete management guide for managers charged
with implementing electronic document management and workflow
capabilities using MS SharePoint. It also touches on email
archiving, electronic records management and e-discovery with
SharePoint. Researched and written by industry expert Robert
Smallwood, with the contributions of four additional IMERGE
Consulting staff, this is the most complete and comprehensive
SharePoint DM guide available today. |
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Search Engine
Optimization |
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Print: $39.00
Download: $35.50
This
is a complete and current (2009) white paper on Search Engine
Optimization. Written by SEO expert Roman Latkovic, with Robert
Smallwood of IMERGE Consulting, this easy-to-follow white paper
includes specific examples and explanations in plain language so
any businessperson can understand the dynamic and critical
concepts of SEO. The publication includes instructions on how to
maximize the return on pay-per-click campaigns such as Google
AdWords. It also reviews 10 top SEO service providers, a list of
what to avoid such as those SEO firms that use "black hat"
techniques and "keyword stuffing." It even includes some
little-known inside "tips of the trade" and a detailed glossary
of SEO and search engine marketing (SEM) terms.
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