Renee Couture March 29, 2000 Trends in Records Management "Electronic Recordkeeping Systems - Simplified Solutions over Complex Infrastructures"

Who is iRIMS  Formerly PSSoftware, Acquired by Open Text August 1999  Founded in 1986, 35 persons in business unit  Headquarters Ottawa Ontario  Markets: US, Canada, Europe, Asia  Vertical markets Government ( 80% Canadian Federal market) Pharmaceutical Financial Oil & Gas

Business Benefits  Risk Management against audit/litigation 1997 Federal Court ruling Microsoft litigation  Accountability for corporate information holdings Audit trail Compliant with federal/industry legislation  Information sharing across the organization Avoid duplication

Record vs Document Management RM DM Retention & Disposition Work Flow Search and Retrieval Paper & Electronic Version Control Storage/repository Imaging Classification

Current Trends àSimplified Solutions àIntegrated Environments àThe Web àAuto- Classification, Auto-Filing àStandards

Simplified Solutions Simplified Solutions are designed to deliver:  Uniform access to RM functionality to all applications including custom Databases  Access to key RM functions across the web  Higher-Level integration of service components and desktop applications  Less Visibility to the End User  Consolidated Access to entire repository  Uniform retention and disposition

Integration  Corporate Desktop Applications  Document Management Work Flow  Operating Systems  Unique or Custom Applications  E-business transactions

Ability to save/view ALL electronic and paper documents through your Outlook Filing Bin Integration

The Web What’s the big deal about RM on the Web? IT departments love it because... Easy to deploy, Scalable, Easy to support Flexibility, high level integration, API Good for Information Management because... Universal Access e-communities, Knowledge centers, sharing Corporate Intranets

Auto Classification / Auto File Automated Solutions include:  Third Party Applications  XML  Organization Charts  Server based

Pros and Cons ProConOption Third Party Expensive, difficult to set up, constant monitoring XML Documents would need to be converted Organization Chart Constant up dates, and maintenance Server Based Thorough, transparent Format Neutral, emerging e-business standard Easier to implement, inexpensive, mirrors current “personal” work space Most Transparent, easy to support, easy to install, Captures all information, privacy issues, may require information weeding out

RM Standards

iRIMS Business Development Contacts Colleen Francis ext Director of Sales Territory - Worldwide Laurie Murphy ext Business Development Manager Territory - Central US & South East US Sally Plows ext Business Development Manager Territory - Western US & Canada - B.C and Alberta Patrick Richardson ext Business Development Manager Territory - US Federal and North East Us Robert Skanes ext Business Development Manager Territory - US Air Force, North East US Cory Ottier ext Business Development Manager Territory - Eastern Canada - Mid US States Kristine Haselsteiner ext Business Development Manager Territory - Europe & North East US Renee Couture ext Marketing Manager CONTACT US BY PHONE AT

Thank You TM