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             EXTRAORDINARY PEOPLE, EXTRAORDINARY RESULTS

                                     Bridging the gap between process and technology to help you work better, faster, smarter.

About Your Trainers

Charmaine Brooks, ermp, erms, ermm, CRM
Tom Cermak, CDIA+
Bernard Chester, ermp, CDIA+, MIT, edp, ICP
Vigi Gurushanta, ermm, ecmp, MIT, FICB
Terry Menta, ermp, erms, ermm, ecms, CRM
Don Post, ermm, ermp, erms, ecmm, ecmp, ecms, CDIA+, MIT, LIT, ICP

Charmaine Brooks

Principal, ermp, erms, ermm, CRM – Boise
(208) 343-1904 Email: charmaine.brooks@imergeconsult.com

Charmaine’s extensive background provides the full range of administrative and RM expertise. She gained a broad base of knowledge in digital content management integrated RM software solutions as the Manager of Administrative Services for Stellent, Inc. a major content management systems provider. Charmaine also provided analysis and consultation to field professionals regarding the implementation of digital-based RM systems at Select Technologies, Inc.

She has been Records Supervisor for Micron Technology, Inc., a leading worldwide provider of semiconductor memory solutions; and Records and Information Management Coordinator at the Idaho National Engineering Laboratory.

As an RM Supervisor Charmaine maintained a working relationship with all levels and departments to plan for and meet the company’s record retention requirements; developed and conducted enterprise-wide education and training programs for new hires, department coordinators and records management staff; coordinated destruction process with department managers and the legal and tax departments; managed record center operations and staff including facilities management, litigation and audit support, check in/check out, destruction of obsolete records; and prepared and presented department budgets and reports to management.

After 11 years, Charmaine remains an active member of ARMA – Association for Records Managers and Administrators (www.ARMA.org) – previously serving as a Board Member for four consecutive years. She is a local chapter vice president.

Tom Cermak

Senior Consultant, CDIA+ - Chicago, IL
Email: Tom.cermack@imergeconsult.com

Tom Cermak has held key roles in the Electronic Content Management (ECM) industry with several organizations for more than a decade. His primary focus with IMERGE includes requirements definition, business development, client services management and alliance relationships.

His past roles have included business analysis, project management, consulting and sales management. He has direct, hands-on experience with several document and content management platforms as well as image capture hardware and software, ICR/OCR products and workflow programs.

Tom is CDIA+ certified since 2002 and has completed technical training on Hyland OnBase, OnBase Workflow, Kofax and Verity. He is also the founder of InQueue Inc., an ECM Staff Augmentation firm specializing in providing technical resources to ECM VAR’s. He previously worked for MTM, Inc. (an $8MM ECM Solutions Integrator in the Midwest), Plexus Software (BancTec), and Minolta Business Systems.

Over his career, Mr. Cermak has been engaged to provide services and solutions at organizations such as Ford Motor Credit (workflow), Caterpillar (workflow), American Pharmaceutical Partners (ECM), SBC (Scanning). In addition he has served state, county and local government in the U.S. and provincial government in Canada.

Tom holds a BA in Marketing, and an MBA.
 

Bernard Chester

Principal, ermp, CDIA+, MIT, edp, ICP– Seattle
(206) 230-9253 Email: bchester@imergeconsult.com

Bernard has over 35 years of diversified IS/IT experience across a number of industries. He has been a consultant specializing in electronic document and RM for the past seven years, working with a mix of public and private organizations to improve their operations and ensure compliance.

Bernard’s specific RM experience includes: RM requirements for electronic systems; drafting RM policies; records inventories; developing e-Records RFPs; process reviews for compliance; review of RM products; and undertaking the IBM ERM Records Service partner program.

Bernard has been an active participant in industry associations, acting as a board member of local chapters of AIIM, ARMA and TAWPI. He spoke at the AIIM 2001, 2002 and 2003 national conferences.

He is the content management columnist for DB2 magazine, and a frequent columnist for e-Doc magazine. Recent published RM articles include, “Records Management”, Fundamentals Column, e-Doc (Sept/Oct 2003); “Auto-Categorization and Records Management”, e-Doc (Mar/Apr 2004); and “Digital Compliance”, DB2 magazine, Q1 2005.

Bernard has been technical editor of several EDMS industry standards, including Shamrock, DMA and XML for Images. In 2003 he received the Standards Excellence award from AIIM.

Earlier in his career, Bernard designed, implemented, and managed data communications product development and communications networks across a broad range of technologies. He holds the Certified Document Imaging Architect (CDIA+), Information Capture Professional (ICP) and AIIM Master of Information Technology (MIT) designations.

Vigi Gurushanta

Principal, ermm, ecmp, MIT, FICB – Toronto, Ontario, Canada
(416) 949-9558 Email: vigi.gurushanta@imergeconsult.com

Vigi has more than 35 years of diversified IS/IT experience in all areas of records and document management systems and in systems and technology with a major financial institution in Canada. As an IMERGE Principal, Vigi has undertaken projects involving corporate-wide electronic document and records management studies for federal, provincial and municipal sectors on the strategic direction and compliance reviews to meet the national standards on the electronic records evidentiary requirements. His recent engagements to a major financial institution entailed review of records and document management process requirement against the ISO 15489 Records Management and Canadian General Standards Board on Electronic Records as Documentary Evidence Standards.

Vigi is a noted industry leader in the fields of electronic records evidentiary policy, RM, document management, imaging, hybrid imaging and micrographic systems.
Vigi has acted as an expert advisor in the records and document management field for the global divisions of a major Canadian financial institution. This experience translates into a broad understanding of business processes, ROI Analysis, RFP development, vendor selection, workflow analysis and project management.

Specifically, Vigi has played a leading role as a project manager and senior technical consultant on various projects in corporate systems and technology. His leadership resulted in a comprehensive study and evaluation of Government of Ontario ministry divisions to establish corporate-wide records and document management long-term e-Government initiatives within the Province.

A past national President of the Canadian Information and Image Management Society, Vigi is the Chair of the Canadian General Standards Board Standards Committee on Electronic Records as Documentary Evidence, and Chair of Canadian Advisory Committee on ISO/TC 171 Committee and a member of the ISO and AIIM Standards Committee on Evidentiary Support and Document Imaging Standards. He is a Fellow of both CIIMS and AIIM-International and Fellow of the Institute of Canadian Bankers (FICB). He has earned the Masters of Information Technologies (MIT) from the AIIM-International.

Vigi has authored several publications on document management systems and strategies and image management systems. He is a highly regarded speaker in Canada, USA, Australia, India, Amsterdam and Jamaica.

 

Donald G. Post

Partner, ermm, ermp, erms, ecmm, ecmp, ecms, CDIA+, MIT, LIT, ICP– Rockford, IL
(815 398 0344) Email: dpost@imergeconsult.com

Donald Post has been a Partner of IMERGE Consulting, Inc. since 1999. Previously, he was Senior Manager of Xerox Professional Services, and a Senior Consultant with A.T. Kearney Management Consultants. Mr. Post has conducted several large business process and electronic document management engagements with well known clients in North America. In these roles he has become an industry expert, and is frequently asked to write and to speak at conferences.

Don was one of the first 28 Certified Document Imaging Architechs (CDIA), and is recognized as an AIIM Masters of Information Technology Laureate (LIT). He is recognized as an Information Capture Professional (ICP) by TAWPI, and is a trainer for the ICP, CDIA+ and AIIM ERM Certificate courses.

Don is a member of AIIM and ARMA. He served as Chair of the AIIM2005 Conference, and spoke at ARMA2005. He has given numerous presentations since 1997 at national conferences including AIIM, ARMA, TAWPI, XPLOR and COMDEX. For TAWPI (The Association for Work Process Improvement) he is Chair of TAWPI2006, and serves on the National Board for 2003-08.

He has a broad understanding of and experience with business processes in many sectors including insurance, banking, utility, manufacturing and government. In recent assignments, Mr. Post completed a strategic assessment of records management for the Ontario (Canada) Ministry of Municipal Affairs & Housing; and completed a study of document & records management requirements for the City of Brampton, Ontario (Canada).

IMERGE Consulting is a leading independent analyst firm providing management and technology consulting services which helps clients save money and improve productivity. This focus includes records management, electronic content management, business process improvement, document and data capture, collaboration and compliance advisory services. IMERGE helps organizations improve ROI, clearly define requirements and business case, evaluate software and deploy systems faster. IMERGE has over 20 offices located near major cities across North America.

Terry Menta

Partner, ermp, erms, ermm, ecms, CRM– Minneapolis- St Paul
(651) 222-4016 Email: terry@imergeconsult

Terry has successfully managed information technology projects that employ emerging technologies for the past 29 years. For the past 19 years, he has specialized in projects devoted to unstructured content and records. His work has tracked the evolution of unstructured data systems through the stages of electronic imaging, document management, content management, self-describing documents, and records management. His experience encompasses the entire range of the systems development life cycle from concept to post implementation review. His expertise includes both digital and analog technologies. He is well versed in process analysis methodologies as well as statutory and regulatory constraints.

Terry has demonstrated a wide range of technical and managerial skills for a diverse set of business clients pursuing a wide range of business objectives related to content and records.

Electronic Document Management (EDM) requirements determination, acquisition, and implementation oversight: Terry assisted more than 20 organizations in developing their electronic document policies, procedures, and implementations. He developed user consensus around business objectives and appropriate technology solutions; educated user community about statutory and regulatory constraints; and assisted in selecting vendors and establishing acceptance criteria and service levels.

Business Process Analysis: Terry analyzed business processes in more than 15 organizations to determine and justify appropriate technology interventions, helping to build consensus among user community in accepting new technology and process change, and communicating process requirements to software vendors and developers to establish delivery parameters.

Document and Records Management Strategic Plans: Terry conducted gap analyses for documents and records in more than 10 organizations. He identified and documented unconstrained user expectations; helped users to constrain expectations by technology, budget, and statutory constraints; and documented strategic plans to set roadmaps for long-term achievement of business objectives.

Electronic Records Management Policy and Procedures Development: Terry developed plans for transitioning from paper to electronic records management for three organizations; identified efficiencies to be gained by the transition; determined organization impact of transition and developed plan for adjustment; and researched and interpreted statutes and assisted diverse user disciplines in assessing transition risks.

Terry is active in professional organizations and received several honors: he is chair, Association for Information and Image Management (AIIM) National Conference; recipient, AIIM National Excellence in Document Management; Chair, AIIM National Education Task Force; Lecturer, AIIM Electronic Records Management Certificate Program; Lecturer, Enterprise Content Management Certificate Program; Chair, Government Imaging Conference; Editorial Board, DataPro Reports on Electronic Document Management; Seminar Provider, US Professional Development Institute, Singapore Institute of Technology, and Technology Training, S. De R.I. De C.V.; Member, Association of Records Managers and Administrators; Candidate, Certified Records Manager.

Terry earned a B.A. from The Wharton School, University of Pennsylvania.
 

 

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