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SPEAKERS BIOGRAPHY AND ABSTRACT

Conference Tutorials

Morning Sessions 9:00 AM - 12:00 PM

1-Introduction to Document Management

Rejean LeBel, Vice President, Training Division, InterDoc Corporation

Biography

M. LeBel has been president and co-founder of LeBel, Bergevin & Associates inc. - information technology consultants - in 1986. He is currently Vice-President Training Division and co-founder of InterDoc Corporation and is also acting as a consultant on strategic mandates.

He has a bachelor degree in information technology and is currently completing an MBA at Ecole des Hautes Etudes Commerciales. He has more than fourteen years of experience in Information Technology with ten of them as consultant. He is a Certified Management Consultant (CMC) and is an active member of the Canadian Information Processing Society (CIPS).

He has strong experience in the architecture of major systems and has built a strong expertise in CASE (Computer Aided Software Engineering) tools and Data Base Publishing Systems. His last major assignment has been to architect and implement a major Data Base Publishing System for a major aeronautical company.

2-Introduction to Workflow

Michael Strenge, Workflow Solutions Group

3-Implementing Document Management Systems for an ISO 9000

Ann Jackson , President, Jackson Hill Consulting

Biography

Jackson Hill Consulting provides market research, product assessment, planning, training and marketing communications services to technology companies - including software, hardware, systems integrators and service providers. Jackson Hill Consulting helps companies build and market solutions for ISO 9000 compliance, manufacturing and document management.

Ann Jackson, M.Ed. is founder and principal of Jackson Hill Consulting. Ann has twelve years experience as a consultant and trainer for manufacturing software implementations and as a marketer of document management software. Ann is the author of The ISO 9000 Guide.


Afternoon Sessions 1:30 PM - 5:00 PM

4-Introduction to Intranet

Instructor: David Weinberger, VP of Strategic Marketing, Open Text Corporation

Biography

Dr. Weinberger is Vice President of Strategic Marketing for OpenText Corp. Previously, he was the founder and President of Evident Marketing, Inc. He speaks frequently on the Future of Documents, and writes for a wide variety of publications, including Wired Magazine, The New York Times, Smithsonian, TV Guid, and major computer magazines. He has published two books- one on phyilosophical consideration of the arms race, and the other programming in LISP.


5-Interoperability Standards- DMA & Corporate Library Services

Instructor: TBA


6- Electronic Document Delivery & Distribution for Corporate Applications

Instructor: Tim Bray, Principal, Textuality


All Day Tutorial Session 9:00 AM - 5:00 PM

7-Introduction to Print On Demand - From Concept to Implementation

Instructor:


Conference Program

Tuesday Wednesday Thursday

Tuesday, November 12, 1996

General Sessions 8:30 AM - 12:00 PM

Document Management- Annual State of the Industry

Chair

Frank Gilbane, CAP Ventures

Biography

Mr. Gilbane, Director of CAP Venture's Compound Document Management Consulting Service, has over 20 years experience in adapting computer technology to business problems, including over 15 years management and consulting in the publishing software and document management industry. Founder and former President of Publishing Technology Management, Inc., Mr. Gilbane is founder and chair of the Documation conferences in the U.S and Europe, and founder of The Gilbane Report on Open Information & Document Systems. He is a member of the Board of Advisors to SGML Open and served on the editorial advisory boards of the CALS Journal, and Print On Demand Business Magazine.

Speakers

Ed Koepfler, President and CEO, Interleaf

Biography

Ed Kopfler, President and CEO of Interleaf, Inc. came to Interleaf from System Software Associates (SSA), where he was vice president of operations and had established all operations for the company outside the US.

Before joining SSA, Koepfler was vice president of sales and marketing for Walker Interactive. Prior to that, he was vice president of Product Services for Fortex Data Corporation Koepfler has master's degree in information systems from Bowling Green University.

Interleaf software and services help organizations manage the entire document lifecycle, from accessing information to distributing it electronically or on paper. Interleaf sales offices, subsidiaries and distributors are located worldwide.


David Weinberger, Vice-President of Strategic Marketing, Open Text Corporation

Biography

Dr. Weinberger is Vice President of Strategic Marketing for OpenText Corp. Previously, he was the founder and President of Evident Marketing, Inc. He speaks frequently on the Future of Documents, and writes for a wide variety of publications, including Wired Magazine, The New York Times, Smithsonian, TV Guid, and major computer magazines. He has published two books- one on phyilosophical consideration of the arms race, and the other programming in LISP.

Abstract


Jim Meyer, Vice-President of Marketing, Saros Corporation

Biography

Abstract


Conference Sessions 1:30 - 3:00 P.M.

1-How to Plan & Build an Intranet Infrastructure

Chair

Adina Levin, Consultant, CAP Ventures

Biography

Ms. Levin is a Consultant with the Compound Document Management Consulting Service at CAP Ventures, where she provides strategic advice to vendors and end users regarding opportunities and requirements for document technologies on the Internet. She is Associate Editor of The Gilbane Report on Open Information and Document Systems. She also manages a multi-client project on the Future of Print, analyzing and quantifying the long-term opportunities and threats of electronic technologies on the markets for paper and printing. Previously, MS. Levin tracked the markets for traditional and digital publishing at BIS Strategic Decisions.

Speakers

Vern Hanzlik, Vice President Product Marketing, Intranet Solutions, Inc.

Biography

Vern Hanzlik is the Vice President of Product Marketing of IntraNet Solutions, Inc., a Minneapolis-based company that assists large companies in implementing open, integrated technology solutions for managing and distributing business-critical information across and outside their enterprises.

Hanzlik has been in the computer industry for more than 16 years, but over the last five years, Hanzlik has focused his talents on document management and product data management systems, and has developed innovative system architectures to overcome the complex implementation of such systems. Hanzlik leads product marketing for the Intra.doc!tm Management System, a turnkey system that automates the management of data on content-based internal or external Web sites.

As a pioneer in document management systems, Hanzlik offers a unique perspective on how companies can use technology to advance from just managing information to actually distributing their business knowledge.

Abstract

This session will cover technology both hardware and software applications to move and control document based information to your intranet at a workgroup or enterprise level. Additionally, the session will discuss the balance between document management and Web access when you start your intranet.


Joe Gollner, Director, IconText

Biography

Abstract


Gary M. Arndt, President / CEO, Creative Internet Solutions

Biography

Gary Arndt is the President and CEO of Creative Internet Solutions, a Minneapolis based Internet software consulting and development company. CIS specializes in the development of Internet and Intranet solutions for large and mid sized companies, specializing in dynamic, data-driven web applications.

Abstract

The advent of corporate the corporate Intranet has provided firms with a superior way to distribute and access information over current LANs. However, the benefits of Intranet technology are often offset by additional staff, increased centralization of data, and large amount of manual data entry for the creation of HTML pages. As the amount of data convered by the Intranet expands, the organization of data, links, and overall maintenance costs can increase dramatically.

The use of relational databases can lead to dramatic cost and time saving, and provide a superior way of data organization. Through the use of data templates, sites can be maintained such that the integrity of links and data associations remain up to date with little or no manual effort. It has the additional benefit of allowing distributed administration of content throughout the company, with little or no knowledge of HTML on the part of the content administrators.

Companies that have adopted this approach are able to eliminate the need for a staff of webmasters, and empower employees throughout the firm to take an active part in the development and maintenance of the corporate Intranet.

2-Workflow & Document Management: How Do They Relate & How Should They be Integrated?

Chair

Robert G.Courteau, Vice-President and General Manager, Xerox-Advanced Solutions Organization

Biography

Robert Courteau is Vice President and General Manager, National Accounts and Solutions at Xerox Canada Limited, located in Toronto, Ontario. Robert directs the National Accounts Program, which includes Sales and Marketing responsibility for Xerox Canada's largest customers. He is also responsible for Xerox Professional Document Services and Xerox Quality Services. Xerox Professional Document Services provides Integrated Document Management Solutions through Consulting. Systems Integration and Software capability.

Xerox Quality Services provides Xerox-developed process re-engineering, quality improvement and facilitation training.

Mr. Courteau joined Xerox in 1993 from a leading Information Technology vendor where he held a variety of Sales and Marketing management positions. He attended Concordia University where he earned his Bachelor of Commerce degree.

Speakers

Marilyn Carr, Consulting Director, LGS

Biography

Marilyn Carr is a Management Consultant with LGS Group Inc. She has over 10 years experience consulting to a wide range of companies including financial services, utilities, petroleum and retail. Her practice focuses on all aspects of work and information management. She helps clients assess and redesign their operations, and apply appropriate technology to improve quality, productivity and access to information. Prior to moving to consulting, Marilyn held senior positions in library management, corporate planning and office systems.

Abstract

Many organizations are turning to document management solutions to help them manage their information assets more effectively. However, document management is just one piece of the larger puzzle of work management. Information in the form of documents is normally retrieved as part of a work process. For example, customer service representatives need access to correspondence, procedures, policies, memos and other business documents in order to handle customer inquiries. Increasingly, these work processes are being assisted by workflow technology to assign, route and track work. The integration of document management and workflow places an internal information repository at the fingertips of anyone performing a work process.


Heather Stark, Senior Consultant, OVUM (UK)

Biography

Since joining Ovum in 1992, Heather Stark has focused on analysing the dynamics of the software market, and evaluating software products. In addition to her consultancy work at Ovum, Heather has worked as Managing Editor of Ovum's European Software Market Service, and as lead author of Ovum Evaluates: Workflow. Prior to joining Ovum, she researched issues in human computer interaction and the design of electronic documents. She is a frequent speaker at industry colloquia and seminars worldwide.

Abstract

Both workflow and document management systems are concerned with supporting and controlling processes, but many people are justifiably confused about where one begins and the other leaves off. This session explains the relationship between the two technologies. It will help you to understand whether you need one of them, both of them - or neither.

What is workflow?

Workflow systems provide a process control backbone for business processes: they mediate the flow of responsibility in a process from person to person and task to task. They differ from conventional approaches to application and system design because of the way that they 'cut' the world. Instead of hardwiring a process, and making it implicit (and hard to change), they enable you to approach a problem with process in focus, and make the right abstractions in your design. Workflow systems provide design and run-time support for: o match-making between people and tasks o providing information resources for tasks. Workflow systems may also provide you with very powerful means of process management.

Very nice, but is it document management?

Conceptually, the distinction between workflow and document management is fairly simple: o document management addresses organisation, control, and access of document information resources, which may or may not take part of structured processes o workflow addresses structured processes, which may or may not use document information resources. However, this tidy distinction is blurred in practice, because there are many products which have both workflow and document management functions: o there are products which have both document management and workflow capabilities o many workflow systems do not have any document management capability o many document management systems do not have any workflow capability o it is sometimes possible to integrate document management and workflow products.

Understand the trade-offs Ovum's evaluation criteria for workflow and document management explain the trade-offs that you will face in selecting a system. Compared to pure workflow systems, document management systems which incorporate workflow often have limited capabilities. On the other hand, integrating separate best of breed solutions is not always possible, because products don't always expose the right 'hooks'. This session explains what your options are, and how to make the most of them.


Mike Howard, Industry Manager, Interleaf Inc.

Biography

Abstract

3-Search Text & Information Retrieval Technologies

Chair

Bill Zoellick, Director, CAP Ventures

Biography

Bill Zoellick is Director of the Document Software Strategies service at CAP Ventures, the leading strategic consulting partner for document management and print on demand solutions. The DSS service provides market research, market analysis, and consultation to help document creation, management, retrieval, and delivery vendors and customers make better strategic decisions.

Before joining CAP Ventures, Zoellick was Vice President of the Avalanche subsidiary at Interleaf, and served as President of Avalanche Development Company. He also served as director of Corporate Development at Interleaf. He sits on AIIM's Emerging Technology Advisory Group and speaks frequently on industry issues and direction.

Speakers

Jean Guy Meunier PH.D, Senior Professor, University du Québec in Montréal

Biography

Jean Guy Meunier .PH.D is a senior professor at the University du Québec in Montréal. He is now director of the Laboratoire d'Analyse Cognitive de l'Information (LANCI) Since 1970, he has done research on computer text analysis designs and systems. His ongoing research pertains to connexionist modelling of knowledge extraction in text and to the construction of multifunction workstation for textual information processing. He has published many scientific papers on these subjects.

Abstract

Title: Textual information retrieval versus textual information analysis.

Textual information retrieval in a computer environment pertains essentially to the task of finding and recalling pertinent segments of a textual data base. Although very useful when one wants to find specific pieces of information, retrieval tasks are but one of many possible ones . Indeed, a user will often wish to go much deeper into the information content itself not just find and recall it. He requires "analysis" of information . At first sight, these "analysis" requests may seem sophisticated and only done by academics. This is not the case. In fact, they are very common ones and are part of the every day tasks of many "text professionals"such as writers, secretaries, decision makers, linguists, advertisers, lawyers , etc. Here are examples of such requests: terminological, stylistic, lizability evaluation, thematic analysis, indexing and retrieving, summarizing, routing, knowledge extraction , data mining, classification , content analysis, decision assistance, hypertext tractability and navigation , etc.

All these examples illustrate types of requests on textual data. On the part of the user , they are not sophisticated ones, they are even routine ones. There is a simple reason for this: with a text, one does not want just retrieve pertinent pages, he or she wants to read it! That is : extract concepts and knowledge from it . Can the computer help in this field? Where is research , development and market headed for on these topics. ?

Jean Guy Meunier . Ph.D.


Judith Feder, Director of Market Development, Excalibur Technologies

Biography

Judith Feder is the Director of Market Development for Excalibur Technologies Corporation. Ms. Feder joined Excalibur following its merger with ConQuest Software in July, 1995. Prior to this, she spent over eight years as a consultant in the information industry, working with such firms as H. Donald Wilson Inc., IDC/LINK Resources, SIMBA/Communications Trends and International Resource Development. Ms. Feder has worked extensively with information providers and vendors, telecommunications companies, and hardware and software vendors, developing business and strategic plans, providing competitive analyses, identifying alliance partners and acquisition candidates, and analyzing market trends. She has also been a frequent contributor to trade publications and newsletters, and the author of numerous industry research reports.

Abstract


Charlie Rabie, Vice President Software Products, Dataware Technologies

Biography

Vice President, Software Products for Dataware Technologies (formerly the President of Megalith Technologies inc., an Ottawa-based firm doing business for Dataware Technologies in Canada) a software and services company providing leading CD-ROM, Internet and information management solutions to Government and Fortune 500 Corporations.

Prior to founding Megalith, Mr. Rabie lectured on a full-time basis at McGill University and was employed for 13 years with Monenco - an international engineering consulting firm. Mr. Rabie has a Masters Degree in Computer Science from Concordia University in Montreal.

Abstract

4-User Perspectives & Case Studies

Chair

Peter Bomberg, Consultant, Sound Foundation

Biography

Speakers

Paul A. French, Manager Technical Publications, SONY Electronics, Inc.

Biography

Mr. French is the Technical Information Services Manager for the Business and Professional Group of Sony Electronics Inc. He is located at Sony's Western Headquarters in San Jose, California. Mr. French has a bachelors degree in mathematics and more than 25 years of experience in the electronics industry and technical communications. That experience includes corporate environments ranging from the classic "Silicon Valley startup" to multi-national and international corporations.

The technical Information Services group he manages is responsible for the reception, creation, and distribution of a variety of technical information relating to the service, use, and maintenance of products primarily for broadcast and business/professional customers. Much of the input comes from Japan. Some of it is simply routed to the appropriate recipients. Other materials require more extensive editing or rewriting, before they reach Sony's customers in the United States.

Abstract

Like most everything else in life today, the Technical Information Services department of Sony's Business and Professional Group is in a state of transition. We are being asked to take on a broader scope of responsibilities, shift the core of our traditional products, and do more with less or - at best - flat head count. This is happening because the nature of business in the electronics industry is changing rapidly and we must move with it to be competitive and ultimately successful.

Our first step into this new world was the shifting of document production and distribution from paper to CD-ROM. We collected 27 different data types from around the world to create a single disc containing our technical bulletins, repair parts information, and mechanical exploded views. All of this data has been linked and made available through a variety of search and viewing tools.

Even before that project was fully completed, we began the next phase, which is to expand on the applications employed in the creation and manipulation of the CD-ROM data repository. We are currently developing an electronic document managment system that will allow us to receive data from around the world, catalog it, manipulate it where necessary, and distribute it on a worldwide basis.

CD-ROM was our "on ramp" onto the much touted "information highway". We are now merging into traffic with our electronic document managment system. The electronic horizon is before us and we will continue to drive toward it in our efforts to better support our customers.


Albert (Al) Knott, Manager - Information Technology, Ontario Legal Aid Plan

Biography

The Ontario Legal Aid Plan operates fifty-one offices across the province to facilitate access to legal aid. The Plan began implementation of a Strategic Plan for Information Technology in 1993. The Service Encounter System is a client/server system developed to automate the paper processes that have been in place for the past twenty-eight years to handle the hundreds of thousands of applicants each year.

Albert Knott was hired to manage the implementation of the Strategic Plan in early 1993. His past experience includes work as a consultant with Price Waterhouse, IS manager for a large Bay Street law firm and a variety of management positions with AES Data, BC Tel and Bell Canada.

Abstract

Imagine an organization with 51 remote locations, spread across the province of Ontario, from Cornwall to Windsor to Kenora. Each office manually processes paper applications that run to six or seven legal sized pages and then sends them to Toronto for processing. The Toronto head office operates an AS/400 with only nineteen offices having any kind of on-line query capability. Your job is to develop and implement a state-of-the-art client/server solution that will allow for decentralization of the computer function while at the same time allowing for the downward dispersion of job functions and decision-making.

The presentation will include a look at the project structure and the responsibilities, the tools and the team members. We will also deal with the issues of automating a completely computer-illiterate user community and how that impacted the design and development phases of the project. The involvement of users in the project and the difficulties that this entailed. We will review the selection of software products that were adopted and the ubiquitous problem of revision levels and enhancements. This project used three pilot sites and they provided a wealth of information that was used to alter some of the design elements and to develop the implementation plan for the remaining offices. And finally hindsight observations that will hopefully help with future projects of this type or scope.


tba

Biography

Abstract

Conference Program

Wednesday, November 13, 1996

General Sessions 8:30 AM - 12:00 PM

Document Management Implementor Forum

Chair

Frank Gilbane, CAP Ventures

Biography

Mr. Gilbane, Director of CAP Venture's Compound Document Management Consulting Service, has over 20 years experience in adapting computer technology to business problems, including over 15 years management and consulting in the publishing software and document management industry. Founder and former President of Publishing Technology Management, Inc., Mr. Gilbane is founder and chair of the Documation conferences in the U.S and Europe, and founder of The Gilbane Report on Open Information & Document Systems. He is a member of the Board of Advisors to SGML Open and served on the editorial advisory boards of the CALS Journal, and Print On Demand Business Magazine.

Speakers

John Dolan, Senior IT Manager, Allied Irish Bank

Biography

Abstract


Graham Silver, Director, Bell Sygma

Biography

Senior Consultant, Bell Sygma.
Resposible for the technology, strategies, architectures, infraestructure and methodologies within Bell Sygma and Bell Canada. Provides consulting expertise in a variety of technology areas including the effective use of client/server, Internet/Intranet, electronic mail, document management, EDI, electronic commerce, and computer telephony integration. Technical and architectural prime for the area of Office Services and is the design authority for the Bell Intranet.

Bell Sygma is one of the largest commercial providers of end-to-end telecommunications systems, and one of the largest telecommunications systems integrators in North America. Bell Sygma is a world class Canadian player in the global data processing and outsourcing markets, providing systems and network management services to a broad range of customers. Bell Sygma is a recongnized leader in client-server and distributed technologies, and business solutions.

Abstract

Document Management Implementor Forum- A brief look at an implementation of the first major Intranet implementation of a Compound Document Management System within Bell Canada. This presentation describes the background to the Intelligent Workstation System Project which is designed to support 10,000 customer service employees within Bell. The issues of selecting the appropriate Compound Document Management System along with the business, developmental, technical, network, operational and content creation challenges are also presented.


James Roser, Apotex Inc.

Biography

Abstract

Conference Sessions 1:30 - 3:00 PM

5-Cultural Challenges- Keeping Employees Happy with Changes

Chair

Patricia Ellis, Director Consulting Services, InterDoc Corporation

Biography

Patricia Ellis brings to InterDoc Corporation more than 10 years experience in the management of information systems. She earned Masterís Degrees in Library Science and Business Administration from the University of Western Ontario -- a background ideally suited to understanding the process and importance of assessing business information needs in relation to system capabilities. Her experience includes senior management positions with Geac Computers and Thomson Newspapers. At Geac, Patricia progressed rapidly from a role in education to front-line responsibilities in account management. In that capacity, she worked with more than 20 major public and academic libraries in Canada and Us in installing and managing sophisticated information storage and retrieval systems. At Thomson Newspapers, she successfully directed the implementation of complex business systems in 14 Thomson properties.

Patriciaís perspective encompasses both the vendor and user sides of the information systems paradigm. Through her extensive experience in education, sales, product development, project management, and account management, she provides a broadly-based foundation for understanding information needs in a rapidly changing market. She offers an unbiased approach to guiding clients in both the public and private sectors to effective business information solutions.

Speakers

Jeannine Erb, Director, ISCAN

Biography

With over 18 years of communications and management experience, Jeannine has enjoyed working with senior executives at companies such as Air Canada, Steinberg Inc., Concordia University, and Metropolitan Life, as well as both the Federal and Provincial governements. Providing high technology management expertise to the financial sector throughout the mid-to-late 80s, she gradually focused on the electronic document managment and publishing niche, and joined forces with ISCAN Interlligent Scanning Inc., Canada's largest and sole ISO 9002 certified service bureau, in 1993. Currently in her final year of the Queens University Executive MBA program, Jeannine regularly contributes to the advancement of the electronic document management and publishing field through educational speaking engagements and workshops.

Abstract

Effective information technologies (IT) support the work of individuals; are aligned with organizational objectives; and provide for linkages with other organizations. Managers and their organizations can use IT to make changes, or they can be changed by IT (and not always in a positive manner). Jeannine will examine the processes of accommodation - being changed and making changes - among individuals, organizations, and information technologies such as electronic document and records management systems. New IT capabilities are leading to new kinds of work, new working arrangements, and new human resources issues. To further complicate matters, IT is a moving target, evolving at a rapid pace. This seminar will help managers ensure their information technologies support new arrangements betwwwn people, rather than hamstring them.


TBA

Biography

Abstract


TBA

Biography

Abstract

6-Interoperability Standards for Document Management

Chair

Heather Stark, Senior Consultant, OVUM (UK)

Biography

Since joining Ovum in 1992, Heather Stark has focused on analysing the dynamics of the software market, and evaluating software products. In addition to her consultancy work at Ovum, Heather has worked as Managing Editor of Ovum's European Software Market Service, and as lead author of Ovum Evaluates: Workflow. Prior to joining Ovum, she researched issues in human computer interaction and the design of electronic documents. She is a frequent speaker at industry colloquia and seminars worldwide.

Biography

Abstract

Speakers

David R. Seaman, President/CEO, InfoDesign Corporation

Biography

David R. Seaman is the CEO, president and founder of (http://www.idc.com) InfoDesign Corporation. At InfoDesign, he has directed the company since inception to become a major provider of CALS and SGML expertise to the marketplace. David received his B.Sc. Computer Science from Lakehead University in Thunder Bay, Ontario. As a systems integration and implementation expert with extensive SGML and design expertise he was responsible for leading many projects over the last seven years. Accomplishments to-date are as follows:

His background has provided him with considerable experience in management, publishing, typesetting, SGML, databasing, programming, project management, and systems integration.

Abstract


Marc James, Adobe Systems Inc.

Biography

Abstract


George Florentine, Product Strategy Architect, DMA Technical Commitee, Interleaf

Biography

Abstract

7-What is the Role of SGML in Document Management Systems?

Chair

Rejean Lebel, President Training Div., InterDoc Corporation

Biography

M. LeBel has been president and co-founder of LeBel, Bergevin & Associates inc. - information technology consultants - in 1986. He is currently Vice-President Training division and co-founder of InterDoc Corporation and is also acting as a consultant on strategic mandates.

He has a bachelor degree in information technology and is currently completing an MBA at Ecole des Hautes Etudes Commerciales. He has more than fourteen years of experience in Information Technology with ten of them as consultant. He is a Certified Management Consultant (CMC) and is an active member of the Canadian Information Processing Society (CIPS).

He has strong experience in the architecture of major systems and has built a strong expertise in CASE (Computer Aided Software Engineering) tools and Data Base Publishing Systems. His last major assignment has been to architect and implement a major Data Base Publishing System for a major aeronautical company.

Abstract

Speakers

P.G. Bartlett, Vice-President of Marketing, Arbotext

Biography

Mr. Barlett has served for the past year as Vice President of Marketing for ArboText, which supplies SGML-based software to large organizations that require industrial-strength authoring and composition. Barlett has served 18 years in technical and marketing positions in innovative companies that design and market leading-edge high-technology products. He has written extensively on high-technology topics and co-authores "Introduction to SGML" for SGML Open.

Abstract


J. David Becke, Senior consultant, TECH'N Logos Systems Inc

Biography

J.David Becke is a Senior Consultant at Tech'n Logos Systems, he is the founder of an independent consulting firm providing expertise on the use of Standard Generalized Markup Language (SGML) tools and systems for the creation, support and delivery of published information. Mr. Becke has assisted organizations in all stages of a project from the understanding of SGML to implementation of an SGML system. Mr. Becke has most recently been consulting the Aerospace Industry. Prior to founding his own firm, Mr. Becke held various Management/Supervisory roles within the Information Services area of a major utility organization. Mr. Becke has experience with various IS technologies including, voice activation, video capture, CD ROM and on-line documentation using hypertext techniques based on the SGML standard. Mr. Becke received his B.Sc. in Mathematics and Computer from the University of Western Ontario.

Abstract

While all major Document Management Systems allege to support SGML, it is not always obvious just what these claims mean. This presentation will explore some of the more subtle issues as they relate to the role of SGML in document management systems. The presentation will expose a number of problematic areas and heighten awareness of what to look for in a document management system which claim to support SGML.


Ken Holman, Chief Technology Officer, Microstar

Biography

G.Ken Holman is the Chief Technology Officer for Microstar Software Ltd., an Ottawa, Canada based vendor of national and international standards-based electronic publishing products and professional services. Mr. Holman has participated in the standards development process for many years, has served as Canadian chair of the international working group responsible for SGML and is currently the Canadian chair of the working group's parent subcomittee. He can be reached on the Internet at gkholman@microstar.com.

Abstract

Most Document Management System architectures can be categorized by the ability to handle and organize information of different kinds. Supporting information based on the Standard Generalized Markup Language (SGML) involves unique requirements that bear on the tasks of managing structured documents.

This presentation overviews approaches to suppport SGML documents in a number of Document Management System architectures that were candidates to be used in an actual publishing system supporting the publishing and re-purposing of shared information for technical manuals. This publishing system supports content- and presentation-oriented SGML documents for a supplier of military equipment ot a Canadian Department of National Defence (DND) Projedct Office. This overview describes how each of the implementation plans for SGML support differed based on the different kinds of Document Management System architectures.

8-PDM, EDMS and Document Management

Chair

Ann Jackson , President, Jackson Hill Consulting

Biography

Jackson Hill Consulting provides market research, product assessment, planning, training and marketing communications services to technology companies - including software, hardware, systems integrators and service providers. Jackson Hill Consulting helps companies build and market solutions for ISO 9000 compliance, manufacturing and document management.

Ann Jackson, M.Ed. is founder and principal of Jackson Hill Consulting. Ann has twelve years experience as a consultant and trainer for manufacturing software implementations and as a marketer of document management software. Ann is the author of The ISO 9000 Guide.

Speakers

Kim Bassett, Product Development Manager, Formtek

Biography

Mr. Bassett has been a key member of the FORMTEK technical staff since 1992, a leading supplier and systems integrator of technical product data management solutions for large manufacturing and defense organizations worldwide. Kim has held various positions on FORMTEK's technical marketing and product development teams and is intimately familar with EDM and PDM technologies, applications and implementations. Mr. Bassett's primary role today is to formulate and define key long range technology strategies and product architectures, and be the liaison between the engineering research and development organization and the needs and requirements of current and future endusers.

Prior to joining FORMTEK, Mr. Bassett developed and wrote commercial applications for data management, imaging , and 3-D graphics software for various companies both in the U.S. and Europe. Mr. Bassett holds a B.A. in Applied Mathematics and English Literature from the University of California, Berkeley.

Abstract


Michael Rudy, Vice President Technology, Workgroup Technology Corporation

Biography

Michael Rudy, Vice President, Technology, Workgroup Technology Corporation. Michael Rudy has over 14 years of experience in high-technology manufacturing companies. In his most recent role as director of information services at ELDEC Corporation, he served as the chief architect for the enterprise-wide implementation of PDM systems. Rudy has authored several articles on PDM, and has been a featured speaker with Autofact, CIMData, The Kalthoff Group and The Society of Manufacturing Engineers. He received a bachelor's degree in computer science from Ohio State University.

Abstract


TBA

Biography

Abstract

Conference Sessions 3:00 PM - 5:00 PM

9-Building Strategy Around Intranet

Chair

Adina Levin, Consultant, CAP Ventures

Biography

Ms. Levin is a Consultant with the Compound Document Management Consulting Service at CAP Ventures, where she provides strategic advice to vendors and end users regarding opportunities and requirements for document technologies on the Internet. She is Associate Editor of The Gilbane Report on Open Information and Document Systems. She also manages a multi-client project on the Future of Print, analyzing and quantifying the long-term opportunities and threats of electronic technologies on the markets for paper and printing. Previously, MS. Levin tracked the markets for traditional and digital publishing at BIS Strategic Decisions.

Abstract

Speakers

David Yockelson, Vice President and Director of AINS, Meta Group

Biography

David Yockelson is Vice President and Service Director within the Advanced Information Managment Strategies (AIMS) service at META Group. Mr. Yockelson has extensive experience in the document managment, workflow, and groupware markets, and prior to joining META Group in 1993, held management positions with major vendors in these areas. Mr. Yockelson currently is Second Vice Chair of EmTAG, the emerging technologies board for the Association for Information and Image Management (AIIM).

Abstract

Electronic documents are critical media for internal (corporate publishing, HR information, etc.) and external (customer support, business transactions, sales/marketing information) business. With the Internet/intranet impacting many document-oriented applications, companies must select appropriate compound document management (CDM) technologies (imaging, repository service, database publishing, product data management, etc.) with strong ties to the web.

Mr. Yockelson will focus on:

@ Differentiating imaging, repository, search/retreival, and publishing technologies and vendors

@ Applying and justifying CDM technology

@ The relationship of groupware/workflow, Internet/intranet, and business applications (SAP, PeopleSoft, etc.) to CDM


André Larose, Vice President, Ordiplan

Biography

Abstract


Bill Zoellick, Director, CAP Ventures

Biography

Abstract

10-Building a Business Case for Document Management

Chair
P.G. Bartlett, Vice-President of Marketing, Arbotext

Biography

Mr. Barlett has served for the past year as Vice President of Marketing for ArboText, which supplies SGML-based software to large organizations that require industrial-strength authoring and composition. Barlett has served 18 years in technical and marketing positions in innovative companies that design and market leading-edge high-technology products. He has written extensively on high-technology topics and co-authores "Introduction to SGML" for SGML Open.

Speakers

Biography

Abstract


Vaughan Gunter-Smith, Manger, Andersen Consulting

Biography

Mr. Gunter-Smith is a senior technology manager with Andersen Consulting's Government Practice. He joined the firm in 1990 and has over 11 years experience in the Information Technology idustry.

Andersen Consulting is a global management and technology consulting organization whose mission is to help its clients to change to be more successful. The organization has more than 32,000 persons in 152 offices and 47 countries.

Mr. Gunter-Smith has an in-depth knowledge of document management systems, text retrieval applications and database analysis and design. He has been involved in implementing Electronic Document Management Systems for both public and private sector clients.

Abstract

Vaughan presentation will be structured as:

1) Introduction
2) What is a Business Case?
3) How do you build a Business Case?
4) Document Management Business Cases


Scott McCready, Director of Imaging Research, IDC

Biography

Scott McCready is a Director with International Data corporation and Principal of IDC/Avante Technology, Inc. Mr. McCready has twelve years of experience in both management and technology consulting. He specializes in workflow, image, groupware and document management technologies as well as measuring the business implications of information technology in general. Mr. McCready prodives his consulting expertise to major systems vendors, ISVs, VARs, startups, customers, the press, and Wall Street analysts.

Abstract

Martha Dugand-Saenz, Sonovision Itep Technologies

Biography

SITE is a french company, leader of documentary and logistic engineering. SITE's expertise and know-how are the result of more than 40 years experience in the field of technical information. By Incorporating technological advances as they occur, SITE has been able to develop a range of complementary services and applications covering all manufacturer and operator requirements for improved control of technical and logistic data. SITE works in major defense and civilian programs such as the document management system of nuclear submarines, validation prototypes for the futur Rafale fighter, etc.

Martha Dugan Saenz is a Project Manager currently working in the document management area. She received her B.S. in Computer Science from the University of Los Andes in Bogota, Columbia and her Master degree in CAD/CAM and Al from the ENSTA-Paris VI university in Paris, France. She spent several years as a research engineer in a french laboratory working in defense and european projects in the standardisation and technical documentation areas.

Abstract

Today many industrialists and administrations are pursuing ambitious goals in the field of technical documentation: achieve greater control over documentation variants in correlation with system configurations; favour the sharing of information; optimize document updating cycles; achieve flexible production of conventional or interactive documents best suited to the users.

The two currently favoured approaches to achieve these goals are firstly the "structured documentation" approach based on the use of SGML language, and secondly the "modular documentation" approach based on the management of reusable fragments of information and which is well developed in Europe following its interesting results.

These two approaches can nevertheless be implemented with extremely varied levels of complexity. Furthermore, although they are frequently combined, they do not present the same advantages and constraints and they can be used separately. The following questions must therefore be asked for each individual context and documentary requirement:

@ should one adopt a "structured documentation" approach using SGML language, and if so, to what extent?

@ should one adopt a "modular documentation" approach, and if so, to what extent?

@ should one adopt a joint solution combining the two approaches?

@ which approach presents a greater econimic benefit?

The pertinence of the answers to these questions with respect to each specific context will have a fundamental impact on the technical and economic performance of the documentation project.

We will describe the different possible solutions along with their advantages and constraints, and list the main decision-making criteria. Different options will be illustrated using examples of recent or ongoin projects in various industrial sectors.

11-Publishing to Distribute Under Different Document Formats

Chair

Mary Laplante, Director, CAP Ventures

Biography

Ms Laplante is a Director at CAP Ventures, where she manages the company's strategic consulting service covering the electronic document publishing market. Her career includes 13 years of experience in the electronic publishing industry. From 1993 through 1996, she was the Executive Director of SGML Open, the international consortium of suppliers whose products and services support SGML. Prior to joining SGML Open, she developed and managed a consulting practice providing marketing and technical expertise in publishing-related applications and technologies.

Abstract

Speakers

Michael Maziarka, Director PDM Product Marketing, Xyvision Inc

Biography

Michael Maziarka is the Director of PDM Product Management at Xyvision, Inc. In this role, Mike is responsible for product planning, pricing, packaging, and promotion for Xyvision's Parlance Document Management System. In addition to this role, he holds the Strategic Officer position on the Board of Directors of SGML Open. He has also been active in the development of the CALS electronic publishing standards, and has participated in J2008 and ANSI committee work. Prior to joining Xyvision, Mike held several corporate and product marketing positions at the Datalogics Division of Frame Technology. Mike received an MBA from DePaul University and a BS in computer engineering from Iowa State University.

Abstract

Publishers who must now produce their information, either completely or as abstracts, are faced with a new set of challenges when beginning to publish to the Web. The problems are more complex than simply converting your data to HTML. Although that is one part of the solution, you must also consider the modularization of your data, the links for travsering through the information, search aids, and adding additional data which is not found in your paper publications (such as navigation aids, TOCs, and introductory information). Just as we've automated the document creation and publishing tasks, publishing to the web should be equally automated. This presentation will show how through the use of SGML and document management technology, publishers can create highly automated processes for using the same data to create both the paper document, a Web product, and possibly other electronic deliveries.


Brian Dirking, Director, InfoAccess Incorporated

Biography

Abstract


Peg Donovan, Internet Marketing Manager, Digital Equipment Corp.

Biography

Abstract

12-How to Integrate Document Management Systems with Other IT Systems

Chair

Linda Burman, President, L. A. Burman Associates

Biography

Linda Burman is currently president of L. A. Burman Associates, a consulting firm specializing in the information industry. The company provides strategic business and market planning, business development and various tactical marketing activities including market research.

Prior to starting her own company, Ms. Burman was Director of Worldwide Marketing at SoftQuad Inc. Before that, she was the Publishing Evangelist at Apple Computer and previously held business management, product marketing, and technical positions at Bitstream, MICOM-Interlan, and Datapoint Corporation. She also served as the Chair of the Marketing Research Committee of the SGML Open Consortium and as an advisory board member for the original Documation. And in a previous life, she taught high school English and Theater.

Speakers

Thanos Kaponeridis, President, TECH'N Logos Systems Inc

Biography

Thanos Kaponeridis, founded TECHíN Logos Systems Inc., a Canadian consulting practice in 1988, and has worked as an information systems professional since 1978. Thanos has held key positions in development management and project management in information systems with a focus on editing, interchange, management and publishing of documents. Information technology planning, RFP management and implementation for the public and private sectors represent a major part of his experience. Mr. Kaponeridis has been engaged in Commercial Aircraft Manufacturing since 1992 as systems development project manager in the editing, management, interchange and standardization of highly complex technical manuals compliant to ATA standards. Document Management, Database Publishing and SGML were fully applied in the project. Major clients for Mr. Kaponeridis in the past five years include Bombardier Inc. (Canadair and de Havilland), CIBA-Geigy, ISSC / IBM, Alcan Inc., Ministry of the Attorney General Ontario, City of Toronto and ManuLife. Mr. Kaponeridis prior to becoming the co-founder of TECHíN Logos has held various development management positions at The Transition Group (Gartner Group Canada), Philips Information Systems, ManuLife and the University of Toronto between 1978 and 1991. Mr. Kaponeridis has a B.Ap.Sc. Engineering from the University of Toronto (1976) and a Masterís of Science degree in Human Factors from the University of London, England (1978).

Abstract

Full scale implementations of Enterprise Document Management Systems (EDMS) have been attempted in few industries with varied levels of success and failure. This presentation will cover the Management Perspective of the significant issues relating Document Warehousing Strategies with SGML and in particular with Enterprise Resource Planning Systems (ERP) with respect to Product / Configuration Management. This is the hybrid printing / publishing / distribution challenge with the IT Product / Systems challenge tackled in industries such as Aerospace, Heavy Manufacturing and Pharmaceuticals. The author will relate some of the lessons of early implementations relative to current initiatives, emerging standards and current user expectations.


Peter Halmilton, President, Lava Systems Inc.

Biography

Peter Hamilton, president of LAVA Systems Inc., is a computer industry veteran with 30 years of experience in areas including software development, marketing, services consulting, business partner relations, integration and finance. Previously, Hamilton was executive vice president of SoftKey International and more recently a founding member of Insight Business Consultants, one of the businesses that amalgamated as LAVA Systems Inc. Hamilton's proven leadership and strength of vision deliver clarity and drive to the overall direction of the executive team.

Company Information

LAVA Systems Inc. develops, markets and supports breakthrough productivity solutions for knowledge workers, combininb document management, imaging and workflow software. LAVA Systems creates technology solutions for business problems, enabling the integration of compound document management facilities with popular back-office business applications. Based in Toronto, Ontario, LAVA Systems markets its products through a direct sales force that serves North America, Europe and Australia and through value-added resellers.

Abstract

As the saying goes, "Knowledge is power." If this is true, many organizations have reason for concern because of the way information is handled in their business environments. Mission-critical data is scattered throughout the organization on local hard drives (estimates range up to 80 percent), filing cabinets, desktops and anywhere a mountain of paper can reside.

Recent reports noted that professionals spend up to 30 percent of their time 'looking' for information to make an informed decision. The knowledge worker who has been enabled with the complete integrated solution will spend seconds looking for the proper documents instead hours or days.

A truly document-enabled enterprise must empower knowledge workers--from the data entry clerk to the CEO--to instantly and intelligently access information stored in any form anywhere in their organization. However, information resources are not contained exclusively in text documents. A complete document management system should encompass all types of documents and business objects including spreadsheets, word processing documents, presentations, graphics, audio, video and project management objects. This solution requires the creation, capture, storage, retrieval, search, revision, dissemination and routhing of all types of business objects.

This presentation will explore how organizations can gain better control of their resources by changing the ways documents are handled within the enterprise. Re-engineering these processes does not mean that current office systems need to be eliminated. The ideal solution is complete document management, imaging and workflow solution integrated with current back-office legacy business applications. This solution will take businesses to the nexty level of information engineering, enabling their knowledge workers to make better, more informed decisions and be more responsive to business demands. The results are reduced operational costs and faster customer response time.

In order to reach this goal, organizations will leverage the knowledge and resources already available. IS managers want document management systems that won't require extensive and costly changes to existing infrastructure or time-consuming retraining of employees. This will be no easy task and requires rethinking the current business processes.

This presentation will look at document administration options that are currently available for the IS managers, the limitations of only implementing a partial solution and the importance of a fully integrated system that can manage information contained in many different formats.

Area of Interest and Audience:

This session is geared towards high-level IT and business managers who are responsible for managing information resources throughout their organization.


Todd Harter, Manager, Anderson Consulting

Biography

Mr. Harter is a manager in Andersen Consulting's Government practice, specializing in document management. Mr. Harter has been with Andersen for eight years, the last three focused on managing the implementation and integration of a document management system for the State of Wisconsin Legislature. That implementation included the integration of several off-the-shelf document management tools to form a cohesive system that combined document composition, workflow, and management functions with custom job-sp ecific functions required for the Legislative process. Prior to joining Andersen, Mr. Harter received BS and MA degrees in Mathematics from the University of Wisconsin - Madison.

Abstract

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