Records Management

• 25 years working exclusively in Information Management field

• Charter member, National Archives Canada team on electronic recordkeeping

• Active ARMA member, 20 years+

• Deep operational knowledge of concepts, principles, and operations of paper and electronic IM requirements and practices in Canada, USA, Europe.

Recordkeeping Standards

• US DoD 5015.2 - Leading Industry Expert

• ISO 15489

• ICA Modules 2, 3

• MoReq

• DIRKS, VERS

​Software Development

• Provided functional specifications and software design consulting to various software vendors

• Conceived of new recordkeeping engine concept, developed from concept through to product design and development, take-to-market.

• Integrated software engine into IBM Content Manager ECM platform.

• Wrote 400+ pages of end user and administrator documentation

• Consulting to software vendors on achieving US DoD 5015.2 certification

Recordkeeping Standards

• US DoD 5015.2 - Leading Industry Expert

• ISO 15489

• ICA Modules 2, 3

• MoReq

• DIRKS, VERS

Business Management

• Grew Provenance Software (developer of ForeMost) from 2 to 39 employees. Managed overall development and operations.

• Grew Tarian Software (developer, Tarian Engine) from 2 to 28 employees. Managed overall development and operations.

• Secured $7M+ funding and strategic partnerships in support of product development

US DoD 5015.2 Standard

• Worked with JITC to write the first draft of US DoD 5015.2

• Worked with JITC to develop first 5015.2 software test scripts

• Worked at JITC Fort Huachuca Records Management Software testing lab.

• Achieved first-ever certification of a software product against US DoD 5015.2 (ForeMost).

• Led approximately (7) US DoD 5015.2 software certifications. Each certification = $30,000 and 4-8 person-weeks of effort for preparation and testing

• Peer reviewed and edited revision (2) of US DoD 5015.2

• Active working relationship with JITC testing certification team

• Advised (4) software vendors on how to achieve certifications

Writing

• Book “Managing Records in Microsoft SharePoint 2010”. ARMA best seller.

• Book “Managing Records in Microsoft SharePoint, Second Edition

• Reports (Sample only)

  • Government of Canada Electronic Recordkeeping Requirements – An Assessment

  • Big Bucket Theory

  • Software-Ready Retention Schedules

  • Municipal Recordkeeping

  • Integration of OpenText and SharePoint

Public Speaking

• 5-10+ conference presentations per year

• National, regional, local conferences

• USA, Canada, Europe

• Expert panels, round -tables, plenary sessions

• Pre-conference training workshops