• Paper Trails: the Dirt Roads Crossing the Information Highway

BENEFIT: Provides the business case for managing all information electronically, a vision for managing information without paper, a strategy for getting organizational support for vision, along with countless stories.

• Make’em Beg for It: How to get support for your Records, Electronic Document Management, Enterprise Content Management project  

BENEFIT: Presents a detailed review of the benefits of the project, how to identify those benefits in every business unit of the organization and carry through to have support at the budget table.

• Are You only Swallowing Water as You Ride the Waves of Change?

BENEFIT: A motivational presentation to get your staff to see the humour in resisting change. They will realize that they have been laughing at themselves and open their minds to the changes facing them in the workplace.

• How to Implement an Electronic Document Management Solution 

BENEFIT: Hear from an old hand at this technology and learn about how to manage all phases of an implementation, how to sell the project internally, the areas you need to focus on and how to move ahead with a successful implementation.

• You can’t just chuck those files: The least you need to know about records retention

BENEFIT: Every organization must be prepared to produce its records at any time. Do you know how long all your records are to be kept? Do you know that you had to make a record of the records you destroy? This presentation will answer these questions and provide a plan of action to address this issue for your organization.

• Customized presentation on any change that your organization wants its staff to embrace  

BENEFIT: Pat can quickly analyze your business and understand what role a new change will have in your organization. She can prepare a list of potential benefits for the affected business units and work with your staff to understand why the change is necessary and to embrace it.  

• Electronic Records as Documentary Evidence

BENEFIT: Organizations are relying more and more on managing their records electronically without printing to paper. This presentation will answer questions around the legality of electronic records – like – can a Word document stand in place of a paper one? How you can implement electronic systems which will protect the interests of your organization in meeting its regulatory and compliance obligations