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[Documation '97 East - October 13-15, 1997, Hynes Convention Center, Boston, MA]
[Conference and Tutorials][Exposition][Exhibit Sales Info][Register] [Travel]
[Register by Sept. 19 and SAVE! Register on-line NOW or call 781-871-9000.]
Session Descriptions
. Sunday Morning, 9:00 am-12:00 pm
[Go to: ConferenceTutorial Descriptions
[Emailbox] A key part of all Documation events are the tutorials preceding
the Document Software Conference. These tutorials provide a way
Expo and for folks new to the technology to get up-to-speed quickly so
Conference they can get the most benefit from the main conference and from
Location the exhibits. Given by expert consultants, analysts, or
integrators these tutorials are a valuable educational
Hynes Convention experience. If you are an AIIM member you can receive credit
Center toward a "Masters of Technology" certification program. Below
900 Boylston are the topics to be covered.
Street
Boston, MA 02115 Tutorial 1
Tel: Introduction to Document Management
617-954-7000
Fax: Document Management is now crossing the threshold into
617-954-2125 mainstream awareness. It is now on the agenda for many
organizations. This tutorial will provide a
practitioner's view of Document Management derived
Exhibit Hours from many years of implementing these solutions.
Monday, Topics covered will include a short history of
October 13 document management systems, an overview of standard
11 am - 6 pm document management system components, how to select
partners for document management, common
Tuesday, implementation issues, document viewing approaches,
October 14 workflow issues and opportunities, common integration
11 am - 6 pm points with other systems and the impact of the World
Wide Web.
Wednesday,
October 15 Instructor: Kurt Conrad, Senior Consultant, Workgroup
10 am - 2 pm Management, Inc.
Conference Hours Mr. Conrad is a Senior Consultant with
Sunday-Tuesday Workgroup Management, Inc., a company which
October 12-14 specializes in enterprise document
8:30 am - 5 pm integration. Prior to that, he founded The
Sagebrush Group -- a consulting company
Wednesday which focused on SGML, information policy,
October 15 and knowledge management -- and spent 10
8:30 am - 3 pm years with the Boeing Company where he
developed enterprise-wide document
production systems and spearheaded the use
of SGML within the Department of Energy. He
has also worked with a wide variety of
groups to resolve the organizational
problems that often plague large document
management and non-document initiatives
through the use of a stakeholder-focused
strategic planning process called AtStake.
Tutorial 2
The How To's of Knowledge Management
Wondering what knowledge management is really all
about, and how the practices associated with it can
improve productivity and enhance the competitiveness
of your organization? This tutorial provides a
no-nonsense introduction to the basics of knowledge
management and will cover such topics as:
* How to assess your knowledge management needs.
* How to model the resources in your organizational
knowledge base.
* How to pick technologies, methods, and tools that
meet your knowledge management needs.
* How to measure the effectiveness of your
knowledge management activities.
* How to select strategies for gaining acceptance
of knowledge management activities at all levels
of the organization.
Participants will learn how implementing knowledge
management strategies and practices can benefit their
organizations now, and help them identify and plan for
future needs. The session will examine various types
of initiatives for managing knowledge, including
benchmarking and best practices, customer-support and
help-desk implementations, and organizational learning
and cultural approaches. Participants will have an
opportunity to review a variety of commercially
available knowledge management applications and tools
and evaluate their usefulness for specific
organizational knowledge management needs.
Instructors: Philip C. Murray, Principal and
Co-founder, Knowledge Management Associates, Inc.
Mr. Murray is a principal and co-founder of
Knowledge Management Associates, Inc. and
Editor-in-Chief of Knowledge at Work, an
online journal about knowledge management.
He is co-author of CAP Ventures' in-depth
market report, The Practice of Knowledge
Management. He has served as editor-in-chief
of KM Briefs and KM Metazine, and co-founded
and developed the critically acclaimed
Electronic Document Report.
Mr. Murray has consulted for a variety of
businesses and publishers in the areas of
hypertext and electronic publishing and has
written extensively on electronic/print
publishing technology and knowledge
management at several major conferences,
including Seybold Seminars, Documation, and
ISKO (International Society for Knowledge
Organization). He is the author of From
Ventura to Hypertext, a critically acclaimed
book about converting print sources into
on-line hypertext documents.
Rebecca O. Barclay, Principal and Co-founder,
Knowledge Management Associates, Inc.
Ms. Barclay is a principal and co-founder of
Knowledge Management Associates, Inc., and
managing editor of Knowledge at Work, an
online journal about knowledge management.
She is co-author of CAP Ventures in-depth
market report, The Practice of Knowledge
Management. She formerly served as managing
editor of KM Briefs, KM Metazine, and the
critically acclaimed Electronic Document
Report. In addition to providing knowledge
management consulting services, she has
advised government and industry on ISO and
ANSI standards development and
implementation.
Ms. Barclay is co-author of Knowledge
Diffusion in the U.S. Aerospace Industry -
Managing Knowledge for Competitive Advantage
(Ablex, 1997). Her research interests
include knowledge management methodologies
and metrics, intellectual property issues in
an electronic environment, and US and
international information and technology
policy.
Tutorial 3
An Introduction to SGML, HTML, and XML
Are you wondering about the differences between SGML,
HTML and XML, and which one is right for your
information management applications? This tutorial
will define each and specify what their relationship
is in an information management and delivery
environment. An overview of current industry
applications that use them will be presented. A
description of the current types of tools that can be
used to create and deliver SGML, HTML, and XML
information will be discussed. Target audience: No
prerequisites. Intended for people who need to know
what these standards can be used for.
Instructor: Elaine Brennan, Information Architects,
Inc.
Tutorial 4
Corporate Documents: Viewing Format and
Delivery Strategies
There's a bewildering profusion of formats, systems,
and solutions for delivery documents electronically:
e-mail attachments and Internet fax; document format
viewers, PDF, and cutting edge Java-based viewers;
Web-based "pull," and Internet "push" systems,
document delivery servers, and more. This tutorial
will define and explain the range of delivery formats
and technologies, provide an overview of document
delivery systems on the market, and put the many
choices into context, using a matrix of user
requirements and technology capabilities. This is an
introductory-level tutorial.
Instructor: Adina Levin, Consultant, CAP Ventures
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.
. Sunday Afternoon, 1:00 pm-4:00 pm
Tutorial 5
Document Management and Web Integration
Traditional Document Management was hot at the last
western Documation show, and the industry is abuzz
with debate over what it encompasses, how it can be
applied, and implementation challenges. The intent of
these tutorials are educational in nature, designed to
be a precursor for anyone needing to understand the
basics of document management, its benefits, and
trends.
This session will focus on the Web-based
implementation issues, such as stateful connections,
Java, inheriting client/server search forms, and
others. Site content management is also an area of
interest, and the session will discuss the varying
approaches and the implications from an implementation
perspective.
Instructors:
Jeetu Patel, Senior Systems Analyst, Doculabs
Mr. Patel has consulting and development
experience in technologies such as imaging,
workflow, COLD, and the Internet for both
the departmental and enterprise-wide
client/server environments. He has a
thorough understanding of network
interconnectivity and the impact of imaging
and workflow applications on networks. He
has co-authored in several articles in
publications such as Imaging Magazine and
INFORM magazine (the trade publication of
AIIM) concerning benchmark testing of
different hardware and software solutions
for the document management conferences,
including AIIM, Xplor, Database/Client
Server World, Imaging Expo, Internet Expo,
and many others. Prior to Doculabs, Mr.
Patel worked as a consultant/analyst for the
College of Nursing at the University of
Illinois at Chicago. He also worked as a
systems engineer at Cert-Aire Technical
Services, Inc., where he developed testing
software for air moving equipment.
Emeka Ojukwu, Senior Research Analyst, Doculabs
At Doculabs, Mr. Ojukwu is a technical
specialist for testing and consulting. He
has considerable development and consulting
experience in systems applications for
departmental and enterprise wide
client/server environments, particularly in
financial and banking systems. He also
participates in many of Doculabs' benchmark
studies and product evaluation programs, and
has been the lead analyst on its recent
workflow performance testing.
Before joining Doculabs, Emeka worked as a
consultant for SEI Information Technology in
Chicago, where he was involved in the
development and implementation of many
systems designed for automating
data-intensive manual processes. His
customers included ABN-AMRO, Searle
Pharmaceutical, The Northern Trust Co., and
Navigation Technologies.
Tutorial 6
Information Assets Management
Managing the exponential growth of documents has
caused a large quantity of software solutions to be
developed. The term document is used in this
presentation to mean any form of information, be it a
hard copy piece of paper or a electronic file
containing a word processing document, engineering
drawing, video, or sound. These software solutions are
designed to control the entire document life cycle,
from creation to active use in a business process to
archival and, ultimately, to destruction. They aim to
help an enterprise manage information as an asset, and
in today's market, they have labels like document
management, records management, imaging, and workflow
systems.
There are problems with these systems, however, such
as overlapping functionality, lack of integration, and
no single source vendor. One way to address these
problems is to think of the individual technologies as
part of an application called an Information Assets
Management System.
This tutorial focuses on Information Assets
Management. It defines the concept; explains how
workflow, records management, document management, and
imaging technologies are integrated into one
application; and describes the benefits that it can
bring to a business enterprise.
Instructors:
Lowrie W. McIntosh, PE, CRM, MIT, Infologics, Inc.
Mr. McIntosh is president/founder of
Infologics, Inc., suppliers of the
Electronic Records System (ERS). He has
achieved international recognition for his
work as an information systems professional.
For more than 20 years, he has pioneered new
approaches to records and information
management, and has designed comprehensive
systems for some of the country's largest
multinational companies. Among his
accomplishments are the development of
software systems for computerized records
management.
Mr. McIntosh's contributions have included
works in McGraw Hill's Encyclopedia of
Science and Technology and The Industrial
Engineering Handbook. He is co-author of
. "Information Assets Management" white paper
and holder of the patent for a Uniform
Subject Classification (USC) system.
Dave Weldon, Vice President Technology, Infologics,
Inc.
Mr. Weldon has achieved recognition in
software technologies. He has over 17 years
of information technology management
experience and applications development.
Coming from a consulting firm specializing
in the design, construction, and
implementation of custom client/server
applications, Mr. Weldon joined Infologics,
Inc. as vice president technology. There he
spearheaded the development of versions IV
and V of the Electronic Records System
(ERS), an integrated solution for document
management, records management, and imaging.
He is co-author of "Information Assets
Management" white paper and brings the
knowledge and perspective of applications
management to his audience.
Tutorial 7
A Tour of W3C (World Wide Web Consortium) Standards
The W3C has enormous influence these days. They are
the primary arbiter of HTML, and are the only real
protection users have from being at the mercy of
different software vendors who naturally have a
special interest in what form Web related standards
take. The W3C serves as a forum for Microsoft,
Netscape and others to hash out their differences. It
is not just which HTML tags should be in new versions
of HTML and how they should work that the consortium
needs to be concerned with, however. Standards for
"extensible HTML" (XML), "Cascading Style Sheets"
(CSS), and metadata (RDF) are critical components of
future intranet applications. No one should be
designing any kind of document system on an intranet
without an understanding of what is going to be coming
out of the W3C efforts. This tutorial will take you on
a tour of the standards work that is going on at the
W3C and explain what it means to you.
Instructor: Tim Bray, Principal, Textuality
In 1986 Mr. Bray became the manager of the
New Oxford English Dictionary Project at the
University of Waterloo. In 1989, he and two
project colleagues founded Open Text
Corporation. At Open Text, Mr. Bray
performed a variety of executive and
engineering tasks, most visibly the creation
of the Open Text Index of the World Wide
Web. Mr. Bray opened an independent
consulting practice under the name of
Textuality in 1996. He consults in the areas
of publishing technology, large-scale Web
architectures, and information retrieval. He
also serves as co-editor of the World Wide
Web Consortium's "Extensible Markup Language
(XML)" standard, and as editor of The
Gilbane Report.
Tutorial 8
Choices: Document Management, Groupware, and Workflow
Technology convergence has been one of the hot issues
over the last year as a wide variety of technologies
and systems step up to solve organizations' business
process and information management problems. Document
management systems, groupware, workflow systems and
Internet-based systems all offer solutions in this
space. This tutorial gives managers and IT
professionals the information they need to understand
the issues and make the right choices among these
various tools.
We'll look at groupware tools, document management
systems, workflow tools, and the emerging hybrid
systems such as Lotus Domino.Doc and the recent
integrations between Netscape and document management
systems. We'll survey the capabilities of these
systems and the types of problems each solves. We'll
discuss the difference between deploying a system for
a particular application and deploying an
infrastructure system. Since this field is changing so
rapidly, you'll be faced with migration challenges.
We'll cover these issues and discuss how the Internet
and its technologies affect them.
Instructor: Lee Fife, Consultant
Mr. Fife is an independent consultant who
specializes in distributed document systems.
He provides a variety of services to
companies ranging from strategic product
direction through tactical development
decisions to product architecture and
development. In this work, he helps clients
understand the confluence of object
technologies with document centered
technologies such as intranets, publishing,
and information retrieval and how these
technologies can be used to address crucial
business problems. Mr. Fife has a long-term
interest in making information available and
accessible to people in their daily lives
and jobs. He has focused on enabling access
to distributed stores of document
information and on using document structure
to improve user performance. In a variety of
management and technical positions including
director of engineering at Interleaf,
director of engineering at OpenDisc Systems,
and chief architect at Avalanche Development
Company, he has been responsible for the
design, implementation, and deployment of a
variety of products ranging from SGML
conversion products to distributed document
middleware.
[Go to Monday] .
. Monday Morning, 8:30 am-12:00 pm
[Go to: ConferenceGeneral Session 1
[Emailbox] State of the Industry
Our state of the industry session will bring you
up-to-date on the latest technology, trends and
Expo and strategies for implementing document management
Conference solutions. The session will open with Conference Chair
Location Frank Gilbane's analysis of the critical developments
of the past year, sharing recent research on how
Hynes Convention document software is being used in corporate
Center environments, and providing insight on what to
900 Boylston consider when making strategic and near-term
Street purchasing decisions. Senior managers representing
Boston, MA 02115 some of the leading vendors of document software
Tel: solutions will debate where the market is and where
617-954-7000 the technology is going.
Fax:
617-954-2125 Moderator: Frank Gilbane, Conference Chair
Mr. Gilbane, director of CAP Ventures'
Exhibit Hours Document Software Strategies Consulting
Monday, Service, has over 20 years' experience in
October 13 adapting computer technology to business
11 am - 6 pm problems, including over 15 years management
and consulting in the publishing software
Tuesday, and document management industry. Founder
October 14 and former president of Publishing
11 am - 6 pm Technology Management, Inc., Mr. Gilbane is
founder and chair of the Documation
Wednesday, conferences in the US and Europe, and
October 15 founder of The Gilbane Report on Open
10 am - 2 pm Information and Document Systems. He is a
member of the Board of Advisors to SGML Open
Conference Hours and served on the editorial advisory boards
Sunday-Tuesday of the CALS Journal and Print On Demand
October 12-14 Business Magazine.
8:30 am - 5 pm
Speakers:
Wednesday Frank Gilbane, Director, CAP Ventures
October 15
8:30 am - 3 pm Steven R. Vana-Paxhia, President, CEO, and Director,
Inso Corporation
Mr. Vana-Paxhia became president and chief
executive officer of InfoSoft International
at the time of the company's initial public
offering in March 1994. InfoSoft
International was formerly the software
division of Houghton Mifflin Company. As of
May, 1995, InfoSoft International, Inc.
changed its name to Inso Corporation. Mr.
Vana-Paxhia joined Houghton Mifflin in 1990
as director of the software division. He was
elected vice president in April 1991. He
also founded and was chairman of PUBNET, the
publishing industry's book ordering and
fulfillment network.
He received his bachelor's degree from the
State University of New York, Cortland. He
holds a master's of education administration
from SUNY, Albany, and an MBA from the
Rochester Institute of Technology.
Bill Lane, Vice President, Marketing for Document
Management, FileNet
Priscilla Emery, Senior Vice President, AIIM
Dan Bricklin, CEO, Trellix
. Monday Afternoon, 1:30 pm-5:00 pm
. Workshop Descriptions
Workshop 1
Projectware: Collaboration and Document Management
Collaborative computing, or groupware, used to be a
niche. It was what Lotus Notes did. Over the last year
this part of the market has exploded; intranets have
suddenly made the use of documents for collaboration
more possible and effective than ever before. So,
groupware companies are adding document management
capabilities and document management companies are
adding collaboration. The result is a new product
category - "projectware" - that allows users to manage
the documents, discussions, and workflows surrounding
business processes.
We have assembled a panel of leading vendors offering
these new breeds of systems so that we can find out
how the systems differ, and how this whole area
differs from first generation document management. The
session is structured to allow ample time for members
of the audience to test and extend the presentations
from the panel. The goal is to give conference
attendees a clearer idea of what these new systems do,
and of how the competitors are positioned against each
other.
Moderator: Bill Zoellick, Director, CAP Ventures
Mr. Zoellick is a member of CAP Ventures'
Document Software Strategies Consulting
Service. Previously he was director of
business development for Interleaf. Prior to
that he was president of Avalanche
Development Company, now an Interleaf
subsidiary. He serves on AIIM's Emerging
Technology Advisory Group and speaks
frequently on industry issues and
directions.
Speakers:
David Weinberger, Ph.D., Vice President of Strategic
Marketing, Open Text Corporation
Dr. Weinberger is vice president of
strategic marketing for Open Text
Corporation. Before that, he was founder and
president of Evident Marketing, Inc. a
strategic marketing communications
consultancy and edited The Gilbane Report.
Previously, he was a vice president at
Interleaf, Inc. Before that, Dr. Weinberger
was an assistant professor of philosophy at
a New Jersey state college for five years.
He has published two books, one on
philosophical considerations of the arms
race and the other on programming in LISP.
Dr. Weinberger speaks frequently on the
future of documents at conferences such as
Documation, Comnet, Seybold, AIIM, Xplor,
and Comdex. He writes frequently for Wired
and has been published in a wide range of
magazines including The New York Times,
Smithsonian, and TV Guide, as well as having
written for many of the major computer
magazines. He is on the Seybold Conference
Advisory Board, the World Congress of
Philosophy advisory board and is a member of
AIIM's Emerging Technologies Advisory Group.
Tim Kounadis, Product Marketing Manager, Domino
Document Manager
Mr. Kounadis is Product Marketing Manager
for Domino Document Manager, a newly
announced document management solution from
Lotus Development. Previous positions
include marketing positions at Computer
Associates and Access Technology.
Owen Carton, Vice President of Marketing, FrontOffice
Technologies
Mr. Carton is vice president at FrontOffice
Technologies, a Silicon Valley-based
developer of document management and
workgroup collaboration software for use
with Microsoft Exchange. Mr. Carton has made
expert corporate presentations on the
subject of technology adoption and workplace
integration throughout the US and Europe,
and has been a guest speaker at several US
and European universities. For eight years
previous to FrontOffice, he held senior
management positions at Microsoft
Corporation. Mr. Carton was responsible for
the successful positioning, launch, and
market acceptance of Microsoft Access as
well as other Microsoft products. He holds a
Master of International Business, and a
Bachelor of Computer Science.
Workshop 2
Metadata for Networked Information
As the volume of information that's available on the
Web continues to grow exponentially, so, too, does our
need for standard ways of describing that information
so that it can be accessed, exchanged, and processed
by either humans or computers. This session focuses on
the use of metadata for such purposes. We'll talk at
the practical rather than theoretical level about
metadata and the kinds of information processing tasks
that it makes possible. We'll also explore the key
issues associated with defining standard metadata
schemes, and examine the considerations that software
vendors must take into account when building tools and
systems that make use of metadata for resource
description. We'll also bring you up to date on
current initiatives within the W3C and elsewhere to
develop standards for the expression of metadata.
Moderator: Mary Fletcher Laplante, Director, CAP
Ventures
Ms. Laplante manages CAP Ventures' strategic
consulting service covering the electronic
document publishing market. Her career
includes 13 years' experience in the
electronic publishing industry. Previously,
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.
Speakers:
Tim Bray, The Gilbane Report, Textuality
In 1986 Mr. Bray became the manager of the
New Oxford English Dictionary Project at the
University of Waterloo. In 1989, he and two
project colleagues founded Open Text
Corporation. At Open Text, Mr. Bray
performed a variety of executive and
engineering tasks, most visibly the creation
of the Open Text Index of the World Wide
Web. Mr. Bray opened an independent
consulting practice under the name of
Textuality in 1996. He consults in the areas
of publishing technology, large-scale Web
architectures, and information retrieval. He
also serves as co-editor of the World Wide
Web Consortium's "Extensible Markup Language
(XML)" standard, and as editor of The
Gilbane Report.
Steven J. DeRose, Ph.D., Chief Scientist, Inso Corp.
Dr. DeRose's hypermedia work began in 1979.
In 1989, he completed his Ph.D. at Brown
University and co-founded Electronic Book
Technologies. He designed DynaText, the
first SGML online delivery engine and other
EBT products. He is now Chief Scientist for
Inso, EBT's parent company. He is active in
standards with ISO, the TEI, SGML Open, and
with W3C as co-editor of the XML linking
specification (XLL). He is a frequent
speaker in industry and academe, and has
written many papers and two books: Making
Hypermedia Work: A User's Guide to HyTime
(with David Durand) and The SGML FAQ Book.
TBD, Microsoft
Workshop 3
Documents and Content Management for
Intranets and Extranets
Intranets are a powerful platform for publishing
corporate information, and they are a way to provide
broader access to corporate repositories. Extranets
take this information and expose it to business
partners and customers. In this session, we will
explore the relationship between web content
management and intranet-enabled document management,
and examine the new applications and technical
requirements for extranet publishing.
Moderator: Adina Levin, Consultant, CAP Ventures
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:
Dr. Jothy Rosenberg, NovaSoft Systems, Inc.
Max Panjwani, NetRight Technologies, Inc.
Bob Schoettle, Wayfarer
Workshop 4
Information Retrieval and Knowledge Management
Information retrieval has become a fundamental
requirement on intranets and in document management
systems. At the same time, the information retrieval
market has become very competitive. Consequently,
leading vendors in this area have begun to use their
information retrieval capabilities in new ways. In
particular, they are restructuring their companies and
products to offer "knowledge management" systems. In
this session we bring together senior management from
three companies leading this transition from
information retrieval to knowledge management. We will
ask them some tough questions. Is there more to this
change than "marketecture?" What do knowledge
management products offer the customer? Where is the
opportunity for each of their companies and for VARs
and integrators using their products?
How is each of them going to take business away from
the other two companies represented on the panel? Or
is this new market so big that they all can play? A
subsequent moderated discussion will allow the
audience to check the panelists assertions and raise
other questions about the transformation of
information retrieval into knowledge management.
This session complements James Watson's subsequent
workshop entitled "Information Retrieval Benchmark
Results," where we look at the capabilities and
features of current information retrieval products.
Moderator: Bill Zoellick, Director, CAP Ventures
Mr. Zoellick is a member of CAP Ventures'
Document Software Strategies Consulting
Service. Previously he was director of
business development for Interleaf. Prior to
that he was president of Avalanche
Development Company, now an Interleaf
subsidiary. He serves on AIIM's Emerging
Technology Advisory Group and speaks
frequently on industry issues and
directions.
Speakers:
Eric Goodwin, Fulcrum Technologies
Charlie Rabie, Vice President, Software Products,
Dataware Technologies
Mr. Rabie is vice president, software
products for Dataware Technologies, a
software and services company providing
leading CD-ROM, Internet, and information
management solutions to government and
Fortune 500 Corporations. Previously he was
president of Megalith Technologies Inc., an
Ottawa based firm doing business for
Dataware Technologies in Canada
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. He has a Masters Degree in
Computer Science from Concordia University
in Montreal.
Dan Agan, Excalibur Technologies Corp.
Workshop 5
XML Applications: Using the New Standard
SGML has expanded rapidly to the web through the use
of a relatively new standard: XML. The ease of XML has
allowed vendors to quickly develop tools to support
the standard. And users are seeing immediate benefit
in its incorporation into their intranet and Internet
applications. This session will identify ways XML can
be used and how new business applications are
incorporating this standard in areas where SGML was
once considered not appropriate. The development of
XML brings SGML to a new level of users and
applications.
Moderator: Robin A. Tomlin, Executive Director, SGML
Open
Ms. Tomlin is the executive director for
SGML Open, the international industry
consortium dedicated to promoting SGML. She
is responsible for the overall leadership of
the consortium and management of the
business operation. Most recently, she was
an executive manager of marketing for the
Intergraph Corporation, a sponsor member of
SGML Open. Her responsibilities included
product and industry marketing, strategic
third party relationship management, and
business development for the corporate
document management technology. Prior to
Intergraph, Ms. Tomlin was the director of
marketing for Datalogics, Inc. and
established the SGML consulting services
group for the company. Before joining
Datalogics, she worked for Navy Publishing
and Printing Service where she managed
publishing systems supporting the CALS
initiative. She has been involved in the
publishing industry for the past 15 years
and much of that time has been dedicated to
the understanding, promotion, and
implementation of SGML.
Ms. Tomlin holds a BS degree from James
Madison University.
Speakers:
Bertrand MClase, Ph.D., President and CEO, GRIF SA
Dr. MClase founded GRIF SA in 1991. He is a
specialist in software technology and has
concentrated specifically on technologies
for handling structured information. He is
at the origin of the wide acceptance of SGML
in Europe for which he designed the first
easy to use editor. Dr. MClase is at the
origin of the first authoring tool based on
the two new emerging standards, XML
(eXtensible Markup Language) and CSS
(Cascading Style Sheets). GRIF SA is the
first vendor to provide a full XML/CSS
authoring tool. Dr. MClase worked at INRIA
as director of research for seven years. He
holds a Ph.D. in Computer Science from the
University of Paris.
John Tigue, Data Channel
TBD
Workshop 6
Documents and Content Delivery for
Intranets and Extranets
Push technology went from media darling to media dog
in Andy Warhol's proverbial 15 minutes. Beyond the
hype, using Internet technology to distribute
documents and information, within an organization,
with partners and with customers, is a powerful and
practical concept that is here to stay. In this
session, we will examine several very different
methods of distributing documents and information in
an intranet or extranet. Audience members will get a
better sense of how the different types of electronic
delivery options relate to their own needs and
objectives.
Moderator: Adina Levin, Consultant, CAP Ventures
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:
Judy Kirkpatrick, Adobe Systems, Inc.
Alex Blum, Vice President Business Development,
FirstFloor Software
Mr. Blum currently serves as vice president
business development for FirstFloor. Prior
to joining the company, Blum served as vice
president of sales and marketing for Sierra
Software, Inc., now known as Borealis, and
one of the leading providers of customer
asset management software. Mr. Blum also
served as director of sales for Sales
Technologies, a Dun and Bradstreet
corporation, and regional vice president for
After Hours Software, Inc. He holds a BS in
mechanical engineering from the University
of Colorado and an MBA from Seattle
University.
FirstFloor is the leading provider in
web-based business document delivery
solutions for application developers. The
FirstFloor Smart Delivery product line
enables the delivery of up-to-date documents
and web pages so users have only the
information they need, when they need it.
FirstFloor's application customers include
Aurum, Calico Technology, CorNet
International, Market Power, PowerCerv,
SalesBook, SalesKit, Sales Technology,
Saratoga Systems, and The Vantive
Corporation.
Robert Krauss, Tumbleweed Software
[Go to Tuesday] .
. Tuesday, Morning, 8:30 am-12:00 pm
[Go to: ConferenceGeneral Session 2
[Emailbox] Document Management Implementor Forum
This session continues our tradition of ensuring a
balanced dialog between users and suppliers of
Expo and document systems. You will hear the most knowledgeable
Conference and experienced users of document software discuss
Location what was easy to implement, what was hard, what was
successful, and what was not. Topics will include
Hynes Convention internal selling of document management, vendor
Center negotiation, product interoperability, cultural
900 Boylston challenges, and organizational issues. Key issues will
Street include what kinds of user requirements were common
Boston, MA 02115 across applications, how these requirements were met,
Tel: and whether user expectations and strategies had to be
617-954-7000 modified after "real-world" experience, and how
Fax: intranet technology can and cannot be used.
617-954-2125
Moderator: Frank Gilbane, Conference Chair
Exhibit Hours Speakers:
Monday, John Sroka, Director of Information Services, Ballard
October 13 Spar Andrews and Ingersoll
11 am - 6 pm
Brian Jones, Vice President Product Management and New
Tuesday, Business Development, Fidelity Investments
October 14
11 am - 6 pm Mr. Jones is vice president product
management and new business development for
Wednesday, Fidelity Investments correspondence
October 15 services, a division of Fidelity
10 am - 2 pm Investments.
Conference Hours Fidelity Investments is the nation's largest
Sunday-Tuesday mutual fund company and one of the leading
October 12-14 providers of financial services. Fidelity
8:30 am - 5 pm offers investment management, retirement,
brokerage, and shareholder services directly
Wednesday to individuals and institutions, and through
October 15 financial intermediaries. At July 31, 1997,
8:30 am - 3 pm Fidelity had total managed assets of $585.9
billion. Mr. Jones is responsible for
product planning and development in the
areas of publishing, document management,
and document services.
John Battista, Rhone-Poulenc SA
Special Presentations
A State-of-the-Market Report on SGML
Ten years have passed since the adoption of SGML as an
international standard (ISO 8879). In that decade,
SGML has come a long way from early implementations in
which it served primarily as a substitute for
proprietary publishing system markup. SGML now enables
a wide range of sophisticated applications that go
beyond traditional publishing, including management of
large-scale collections of structured information,
expression of metadata for locating electronic
resources, and automatic transportation of data
between critical business processes. Extensible Markup
Language (XML), a derivative of SGML developed last
year specifically for managing and delivering
structured information on the Web, is increasing the
momentum behind the innovative use of structured data
in business applications. In response to the
increasing demand for a definitive statement of
opportunities associated with SGML adoption, CAP
Ventures has researched and published a major
multi-client study on SGML markets and applications.
In this presentation, we highlight some of the key
findings from the primary end-user research on which
the study is based, with an emphasis on document
management applications for structured information.
The topics that we expect to cover include SGML
adoption trends, early indicators of XML market
activity, the impact of HTML and XML on SGML market
growth, and user expectations regarding document
management product functionality. This is a must-do
session for all SGML "stake-holders", users and
vendors alike.
Speaker: Mary Fletcher Laplante, Director, CAP
Ventures
Ms. Laplante manages CAP Ventures' strategic
consulting service covering the electronic
document publishing market. Her career
includes 13 years' experience in the
electronic publishing industry. Previously,
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.
The Barbarian Legacy
The Web and intranets have brought about enormous
changes in the way document systems are used and sold.
Speaking at Documation Canada in early 1996, Bill
Zoellick compared the changes in the document systems
market to the crossing the Rhine by barbarians early
in the fifth century, on their way to sack Rome and
change the course of civilization. In short, the
changes are big, all-encompassing, and create new
opportunities while foreclosing others.
We are now almost two years into the invasion by
intranet barbarians, and it is possible to pick out
some of the effects. New buyers are coming into the
market, existing buyers are using document systems in
different ways, and there are many new vendors and
tools available to buyers.
Bill Zoellick has been observing and commenting on the
intranet invasion ever since first calling the
market's attention to it. In this session he picks out
what he sees as the most important trends and shifts
over the past two years. He also looks ahead to
predict what is to come in the next couple of years.
Whether you are a vendor, an integrator, or a company
buying document systems, you will find Bill's focus on
the big issues and trends to be both thought provoking
and useful.
Speaker: Bill Zoellick, Director, CAP Ventures
Mr. Zoellick is a member of CAP Ventures'
Document Software Strategies Consulting
Service. Previously he was director of
business development for Interleaf. Prior to
that he was president of Avalanche
Development Company, now an Interleaf
subsidiary. He serves on AIIM's Emerging
Technology Advisory Group and speaks
frequently on industry issues and
directions.
Workshop 7
The Document as an Information Management
Tool for Health Care
In the transition from paper to electronic health
records, documents remain central to medical practice.
This panel will describe The Kona Proposal for
healthcare record exchange that, while based on SGML,
uses a layered architecture that allows exchange of
all types of documents from scanned images to
highly-structured text. Participants will demonstrate
document workflow and interchange in a mixed,
distributed healthcare environment.
Moderator: Liora Alschuler, The Word Electric
Ms. Alschuler is a consultant and writer
specializing in the application of SGML in
healthcare information systems. She is the
author of ABCD...SGML: A User's Guide to
Structured Information, International
Thomson Computer Press, 1995.
She is active in the HL7 SGML SIG which is
developing standards for the application of
SGML to healthcare information exchange. She
was the project manager for Operation
Jumpstart which created the Kona
Architecture, a proposal for scaleable
exchange of SGML-encoded clinical records,
and she is developing a proposal for
application of SGML and XML to claims
attachment processing. She has spoken on
hypertext and SGML at local, regional,
national, and international conferences and
she writes often for Seybold publications.
She is a member of the W3C XML Special
Interest Group and of SGML Open.
Speakers:
Rachael Sokolowski, Project Manager, Kurzweil Applied
Intelligence, A Division of Lernout and Hauspie
Ms. Sokolowski is the principal
investigator, system architect, and project
manager of "Open, Voice-Enabled, Structured
Medical Information", a two year research
grant from the National Institute of
Standards and Technology (NIST) Advanced
Technology Program. The focus of the
research is a reporting system that produces
encounter notes dictated by clinicians in
SGML and employs CORBA to distribute the
data. She is the inventor on two patents and
a third patent is pending. Ms. Sokolowski is
a co-chair of the Health Level 7 (HL7) SGML
Special Interest Group (SIG).
As part of the grant, Kurzweil Applied
Intelligence is building a prototype
"front-end" for computer-based patient
records (CPRs). This prototype combines text
inputs to produce structured electronic
documents that can be interfaced to a CPR,
clinical data repository, or other medical
information system, either proprietary or
open. Clinicians will be able to use this
system to simultaneously document the
current case, retrieve relevant medical
information from the data repository, and
initiate other computer-based operations,
e.g., electronic prescription generation.
Anil Sethi, Chief Executive and Technology Officer,
Sequoia Software Corporation
Mr. Sethi has over twelve years' computer
industry experience, including engineering
positions at Hewlett-Packard Company and
Apple Computer. He successfully acquired
contracts and designed imaging systems for
the State of Maryland, University Hospital,
CCF, The SurgiCenter, and Kaiser. As a
biomedical engineer applying computers to
medicine, he understands issues associated
with medical informatics. Mr. Sethi
performed his graduate work at the Johns
Hopkins Hospital in the area of Clinical
Engineering. As an AIIM committee member, he
has worked on ISO Standards in the areas of
forms design, compound document file
headers, and bi-level image compression. As
a voting member of ANSI-HL7, he regularly
participates in health care standard setting
meetings.
TBD
Workshop 8
The Evolving Synergy of Document Management
and Knowledge Management
Knowledge management is an enterprise-wide strategy
for turning individual knowledge and explicit
information assets into results that are expressed
both as improved individual performance and corporate
competitiveness. Many of the functions of document
management - access, analysis, production, management,
and delivery of information - play a key role in how
effectively we manage knowledge. However, Web-based
technologies and the incorporation of document
management functions into operating systems are
changing not only the look but also the purpose (and
value) of document management. A panel of experts will
offer their perspectives on knowledge management as a
strategy for integrating document management into
overall corporate objectives.
Moderator: Philip C. Murray, Principal and Co-founder,
Knowledge Management Associates, Inc.
Mr. Murray is a principal and co-founder of
Knowledge Management Associates, Inc. and
editor-in-chief of Knowledge at Work, an
online journal about knowledge management.
He is co-author of CAP Ventures' in-depth
market report, The Practice of Knowledge
Management. He has served as editor-in-chief
of KM Briefs and KM Metazine, and co-founded
and developed the critically acclaimed
Electronic Document Report.
Mr. Murray has consulted for a variety of
businesses and publishers in the areas of
hypertext and electronic publishing and has
written extensively on electronic/print
publishing technology and knowledge
management at several major conferences,
including Seybold Seminars, Documation, and
ISKO (International Society for Knowledge
Organization). He is the author of From
Ventura to Hypertext, a critically acclaimed
book about converting print sources into
on-line hypertext documents.
Speakers:
Brian Newman, Business Consultant, Quintus Corp.
Mr. Newman is a knowledge management expert
currently implementing vertical market
knowledge management strategies. He is the
founder, host and moderator of the
internationally recognized Knowledge
Management Forum, an Internet-based
community of practice working on developing
a better understanding of the theories,
methods and practices which collectively
have become known as knowledge management.
Steven Kaye, Senior Vice President of Business
Development, KnowledgeX, Inc.
Mr. Kaye has nearly twenty years experience
in the high tech and electronics fields. As
senior vice president of business
development, Mr. Kaye oversees all of
KnowledgeX's sales, marketing, and
third-party relationship activities. His
accomplishments include the branding and
launch of KnowledgeX's premiere product
line, bringing to market a highly
competitive group of SAP complementary
products and the creation of global product
distribution infrastructure.
Previously, he also served as vice president
of ISV/OEM sales for KnowledgeWare, and vice
president of business development for
KASEWORKS, Inc., a visual software design
company.
He has been instrumental in the
implementation of best practices for
results-oriented market assessment and has
instituted competitive knowledge management
methodologies and tools to identify and
secure licensing agreements with IBM,
Microsoft, Novell, Tandem, Unisys,
LogicWorks, and other major technology
vendors.
Dan Agan, Excalibur Technologies Corp.
Jay Coomes, NovaSoft Systems, Inc.
. Tuesday, Afternoon, 1:30 pm-5:00 pm
. Workshop 9
Managing Documents for Enterprise Printing
While we hear more about Web publishing and electronic
documents than paper these days, the vast majority of
organizations need to deliver paper documents as well
as electronic. Delivering paper however does not mean
that a document management system is less critical. In
fact, certain kinds of paper delivery requirements can
increase the complexity of the management process.
This session looks at the "enterprise" and how
document repositories can help with the challenges of
managing and printing the various types of documents.
Moderator: James S. Summers, Director, CAP Ventures
Mr. Summers has over 15 years' experience in
the graphic arts and electronic printer
industries related to prepress systems and
supplies sales, marketing, product line
planning, and business strategy. Before
joining CAPV, he was the director of
marketing at Eastman Kodak's electronic
publishing systems group. There he was
responsible for product management and
marketing, sales team development, analyzing
competitive strategies, and developing
strategic plans. Prior to this position, he
worked at Linotype-Hell in marketing and
strategic product line management focusing
on proprietary imaging and output solutions
and transitioning the business to open
systems. Mr. Summers also worked for Dunn
Technologies in consulting and developing
conferences and technical seminars on
electronics in the graphic arts industry. He
has an MS in Printing Technology and a BS in
Photography from the Rochester Institute of
Technology (RIT).
Speakers:
Paul Trevithick, V.P. Marketing, Bitstream
Mr. Trevithick is the V.P. Marketing of
Bitstream. Previously he was CEO of
Archetype which he directed since its
inception in 1985. Archetype's first product
was an ad layout application called
Archetype Designer. Under his leadership the
company pioneered object-oriented
composition technology, and was the first to
incorporate outline fonts in a desktop
product. Archetype produced the industry's
first OPI Server in 1992, and launched the
widely acclaimed MediaBank Digital Asset
Manager in early 1996.
Previously Mr. Trevithick was the co-founder
and CTO of Lightspeed which developed early
desktop publishing workstations and grew to
40 employees prior to its sale to
DuPont/Crosfield in 1986. Mr. Trevithick
holds a Bachelor's degree in Electrical
Engineering from M.I.T., and conducted
publishing-related research projects at
M.I.T.'s Media Lab.
Denise M. Miano, Executive Vice President, Business
Development, NEPS
Ms. Miano, executive vice president and
co-founder of NEPS, has over eighteen years'
experience in systems design and
implementation of leading edge document
management and printing technologies. She
was actively involved in the procurement of
NEPS by Moore Corporation in April of 1996
and currently is responsible for developing
business strategies and programs for
NEPS/Moore partners and customers.
Ms. Miano holds a BS degree in Computer
Science from Merrimack College in North
Andover, Massachusetts, with additional
postgraduate work at the University of
Lowell in Lowell, Massachusetts. She is
certified Electronic Document Printing
Professional (EDPP).
Judith A. Campbell, Vice President, Herndon Operations
at Xerox Engineering
Ms. Campbell is vice president of Herndon
Operations at Xerox Engineering Systems,
responsible for the development and
marketing of the Xerox Virtual Printroom
(XVP) family of products. XVP is an
integrated 'off the shelf' document storage
and distribution solution installed at over
150 major organizations worldwide. XVP and
the associated intranet Docs product enable
productivity enterprise-wide.
Ms. Campbell joined Xerox in 1977. Among her
various assignments she has served as vice
president, color services in the Xerox
business services division; vice president,
IM and division information officer for
Xerox document production systems division;
corporate director for business process
re-engineering; manager, major account
programs for the US marketing group; and
manager, strategic technology deployment in
corporate information management. Prior to
joining Xerox, Ms. Campbell spent eight
years at IBM.
Workshop 10
Content, Component, and Document Management:
Sorting Out the Confusion
Is it time to redefine "document management"? It would
seem so, since vendors are giving new names to the
repository technologies that hold documents and
information objects, such as content management and
component management systems. Are there useful
distinctions between document, content, and component
management, or are they merely marketing labels for
the same thing? If in fact they are different and
distinct, how do we define each? What are the key
functional differences in the systems that manage
content, components, and documents? Speakers in this
session will answer these and other questions that
will help users sort out the confusion in today's
repository market.
Moderator: Mary Fletcher Laplante, Director, CAP
Ventures
Ms. Laplante manages CAP Ventures' strategic
consulting service covering the electronic
document publishing market. Her career
includes 13 years' experience in the
electronic publishing industry. Previously,
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.
Speakers:
Michael Maziarka, Xyvision, Inc.
Des Cahill, Autonomy, Inc.
TBD, ArborText, Inc.
Workshop 11
Document Management/Intranet Benchmark Results
All DMS systems these days support the Internet in one
way or another. Intranets are what you build a
document management system on top of. Document
management vendors have been incorporating Internet
technology into their solution in different ways and
with varying speed. This session will review the
results of the Doculabs Benchmark Study that tested
document management systems use of Internet technology
and ask the panelists to address key strengths and
limitations of their products and strategies. Anyone
looking at implementing a DMS with a significant
Internet component will not want to miss this session.
Listening to controversial discussions is a great way
to learn!
Moderator:
Jeetu Patel, Senior Systems Analyst, Doculabs
Mr. Patel has consulting and development
experience in technologies such as imaging,
workflow, COLD, and the Internet for both
the departmental and enterprise-wide
client/server environments. He has a
thorough understanding of network
interconnectivity and the impact of imaging
and workflow applications on networks. He
has co-authored in several articles in
publications such as Imaging Magazine and
INFORM magazine (the trade publication of
AIIM) concerning benchmark testing of
different hardware and software solutions
for the document management conferences,
including AIIM, Xplor, Database/Client
Server World, Imaging Expo, Internet Expo,
and many others. Prior to Doculabs, Mr.
Patel worked as a consultant/analyst for the
College of Nursing at the University of
Illinois at Chicago. He also worked as a
systems engineer at Cert-Aire Technical
Services, Inc., where he developed testing
software for air moving equipment.
Speakers:
Larry Warnock, Director of Market Development,
Documentum, Inc.
Mr. Warnock manages marketing services,
communications, sales support, and training
functions for Documentum, the leader in
enterprise document management systems. He
is often a featured speaker at industry
conferences on the use of document
management in specific industries.
Mr. Warnock has over 14 years' experience in
the office computing marketplace. Prior to
joining Documentum he was vice president of
sales and marketing for Uniplex, a leader in
UNIX integrated e-mail, office, and document
management software.
Jack Porter, Front Office
David Weinberger, Ph.D., Vice President of Strategic
Marketing, Open Text Corporation
Dr. Weinberger is vice president of
strategic marketing for Open Text
Corporation. Before that, he was founder and
president of Evident Marketing, Inc. a
strategic marketing communications
consultancy and edited The Gilbane Report.
Previously, he was a vice president at
Interleaf, Inc. Before that, Dr. Weinberger
was an assistant professor of philosophy at
a New Jersey state college for five years.
He has published two books, one on
philosophical considerations of the arms
race and the other on programming in LISP.
Dr. Weinberger speaks frequently on the
future of documents at conferences such as
Documation, Comnet, Seybold, AIIM, Xplor,
and Comdex. He writes frequently for Wired
and has been published in a wide range of
magazines including The New York Times,
Smithsonian, and TV Guide, as well as having
written for many of the major computer
magazines. He is on the Seybold Conference
Advisory Board, the World Congress of
Philosophy advisory board and is a member of
AIIM's Emerging Technologies Advisory Group.
Workshop 12
Expanding the Scope of SGML
In the early years of its life as an international
standard, SGML was primarily used for paper
publication and traditional publishing needs. With ten
years of implementation experience behind us, users
are now finding that SGML can help in reaching new
levels of sophistication not only with their technical
publications, but also with other types of
applications that drive their business enterprises,
such as forms and electronic review processes. In this
session, we look at how several companies are
expanding the scope of their SGML systems to reach new
places and functions in their organizations.
In case-study style presentations, users will discuss
the value of SGML beyond tech pubs and show us how
they leveraged the value of structured information
throughout their organizations.
Moderator: Robin A. Tomlin, Executive Director, SGML
Open
Ms. Tomlin is the executive director for
SGML Open, the international industry
consortium dedicated to promoting SGML. She
is responsible for the overall leadership of
the consortium and management of the
business operation. Most recently, she was
an executive manager of marketing for the
Intergraph Corporation, a sponsor member of
SGML Open. Her responsibilities included
product and industry marketing, strategic
third party relationship management, and
business development for the corporate
document management technology. Prior to
Intergraph, Ms. Tomlin was the director of
marketing for Datalogics, Inc. and
established the SGML consulting services
group for the company. Before joining
Datalogics, she worked for Navy Publishing
and Printing Service where she managed
publishing systems supporting the CALS
initiative. She has been involved in the
publishing industry for the past 15 years
and much of that time has been dedicated to
the understanding, promotion, and
implementation of SGML.
Speakers:
Robert Rust, Project Manager Information Technology
Network and Procurement, BellSouth Telecommunications
Mr. Rust has managed the EDM (Electronic
Documentation Management) Projects and
Web-enabled distribution of that
documentation for BellSouth for the last
four years. EDM consists of about 7
different systems (E-FORMS, CDIA, BELS,
BLISS, RMTS, etc.) that organize and
optimize information in an electronic manner
within BellSouth in order to bring the
company into a competitive position before
the year 2000. He was involved with the
original team that indicated SGML as the
standard for corporate documentation in
BellSouth and the security package to meet
requirements for secured documents and
electronic approval of forms within
BellSouth. He was interviewed and published
in InfoWorld Magazine (Sept. 23, 1996 issue)
as the project manager for the electronic
forms implementation at BellSouth, which
rated fifth in the InfoWorld 100 Best Client
Server Systems. He has also recently been
interviewed and published again by InfoWorld
Magazine (InfoWorld 100, Sept. 1997 issue)
as the project manager for the EDM system at
BellSouth.
Mr. Rust is a graduate of Florida State
University and has a Masters Certificate in
Project Management from George Washington
University.
Workshop 13
Information Retrieval Benchmark Results
This session reviews the results of the second
iteration of the original AIIM sponsored text
retrieval benchmark study, yet broadened to include
Lycos, AltaVista, Fulcrum, Verity, etc. The benchmark
looks at searching and information management across
corporate networks, the Internet, Lotus Notes
databases, all simultaneously. It also includes "push"
and "agent" technology.
Moderator: James Watson, Jr., Senior Research Analyst,
Doculabs
Mr. Watson is the primary analyst
responsible for conducting all of the AIIM-
(the document management industry trade
association) sponsored product benchmark
studies at Doculabs, and has authored
articles for INFORM, SIGCAT (the national
CD-ROM users group) and Government Imaging.
Prior to joining Doculabs, Mr. Watson had
eight years' experience in the information
systems business: three years in mainframe
division of NCR Corporation and five years
with the printing systems group in Xerox
Corporation.
Speakers:
Andrew Pery, Fulcrum Technologies
J. Scott Johnson, Chief Technology Strategist,
Dataware Technologies, Inc.
Mr. Johnson is the chief technology
strategist for Dataware Technologies, Inc.
He is currently directing the development of
the Dataware II Knowledge Management Suite,
a next generation knowledge management
system. Prior to joining Dataware, he was
president of NTERGAID Inc., a company
acquired by Dataware Technologies in August
1996. Mr. Johnson is the author of the
Electronic Publishing Construction Kit
published by John Wiley.
Dataware Technologies is the provider of
BRS/Search, CD-Author, Dataware EPMS,
Dataware II, and the Dataware II KMS
products. Dataware Technologies is 10 years
old, publicly traded on NASDAQ and based in
Cambridge, Massachusetts with offices
worldwide.
Chris Wraight, Sovereign Hill Software
Workshop 14
How to Choose a Document Management System
Choosing the right document management system can be a
daunting task. Even when you have narrowed your choice
down to a system with a document repository and
library services you have dozens of solutions to
choose from. This session will provide different
points of view on how to think about your
requirements, how to match them with the most
appropriate product technology, and what some of the
hidden traps and "gotchas" are.
Moderator: Lee Fife, Consultant
Mr. Fife is an independent consultant who
specializes in distributed document systems.
He provides a variety of services to
companies ranging from strategic product
direction through tactical development
decisions to product architecture and
development. In this work, he helps clients
understand the confluence of object
technologies with document centered
technologies such as intranets, publishing,
and information retrieval and how these
technologies can be used to address crucial
business problems. Mr. Fife has a long-term
interest in making information available and
accessible to people in their daily lives
and jobs. He has focused on enabling access
to distributed stores of document
information and on using document structure
to improve user performance. In a variety of
management and technical positions including
director of engineering at Interleaf,
director of engineering at OpenDisc Systems,
and chief architect at Avalanche Development
Company, he has been responsible for the
design, implementation, and deployment of a
variety of products ranging from SGML
conversion products to distributed document
middleware.
Speakers:
Bruce Cohen, President and CEO, NovaSoft Systems, Inc.
Mr. Cohen, who joined NovaSoft in April
1996, brings close to 30 years of
operations, sales, and marketing experience
in the high-tech industry. Emphasis on
strategic planning and teamwork have been
the hallmarks of his career. After twelve
successful years at IBM, he has been
instrumental in the rapid growth of three
diverse companies in minicomputers,
software, and networking. Most recently, Mr.
Cohen was senior vice president of worldwide
field operations for Chipcom.
Ann Palermo, Vice President, Worldwide Marketing, PC
DOCS, Inc.
As the vice president of worldwide marketing
for PC DOCS, Ms. Palermo is responsible for
all marketing activities worldwide for the
company including product marketing and
management, public relations, strategic
alliances, advertising, events, marketing
services, and partners program. Prior to PC
DOCS Ms. Palermo spent six years at
International Data Corp., a leading high
technology market research and consulting
firm, where she held the position of vice
president and director of consulting,
electronic workplace technologies. She has
an international reputation for expertise in
the areas of document management, electronic
messaging, and workflow.
Ms. Palermo has been frequently quoted on
electronic document management and workgroup
computing in the trade, business, and
popular. She has appeared as an expert
analyst on Boston's ABC-TV affiliate, CNBC,
CNN, and National Public Radio.
Kitty Cole, Project Manager EDPM, PictureTel
Corporation
Ms. Cole is directing PictureTel's
electronic data and process management
implementation. PictureTel is the world
leader in videoconferencing solutions.
PictureTel's trademark "Anywhere Now"
represents their mission to help people
communicate visually - anywhere, anytime,
across any network.
Ms. Cole has seven years' experience in
document and process administration. Prior
to PictureTel, she participated in the PDM
system selection at MKS Instruments. Her
contributions to document management were
instrumental in obtaining ISO 9001
registration at MKS Instruments and those
efforts continue in sustaining PictureTel's
ISO 9001 registrations. Ms. Cole holds a
Bachelor of Science in Education from
Cortland State University.
[Go to Wednesday] .
. Wednesday Morning, 8:30 am-12:00 pm
[Emailbox] Document Software Analyst's Assessment:
New Technology and Issues
Where the focus is on compound document management
Expo and systems the first morning of the conference, this
Conference session will concentrate on other hot areas of
Location development and controversial issues in the document
software market.
Hynes Convention
Center A panel of outspoken industry analysts will tackle the
900 Boylston tough questions. We may not get to all the answers,
Street but you will come out of this session with a
Boston, MA 02115 collection of critical issues you need to consider -
Tel: some of which you will not get from vendors or the
617-954-7000 trade press. The actual content will be determined as
Fax: we get closer to the conference date to make sure we
617-954-2125 cover the most timely topics. Possible areas include:
What is the future of authoring? Is there any life
left in the market for document viewers other than Web
Exhibit Hours browsers? What linguistic technologies are being
Monday, effectively used in document systems? Will Java
October 13 replace HTML or PDF? Have we moved from text retrieval
11 am - 6 pm to information retrieval yet? Have document management
and groupware and workflow merged? Multiple versions
Tuesday, of HTML; is this a problem? Is XML a solution? What
October 14 about SGML? What is the status of 'style sheets' for
11 am - 6 pm the Web? Are they important or are they simply an
artifact of the Microsoft and Netscape battle? How
Wednesday, seriously should you take other proposed standards
October 15 like CDF, MCF, Dynamic HTML, and DOM? Is anyone
10 am - 2 pm actually using Java or ActiveX in large-scale document
system applications? Will the database vendors be
Conference Hours serious players in document software?
Sunday-Tuesday
October 12-14 Moderator: Frank Gilbane Conference Chair
8:30 am - 5 pm
Speakers:
Wednesday Mark Walter, Editor, Consultant, Seybold Publications
October 15
8:30 am - 3 pm An editor for Seybold Publications and
consultant with the Seybold Consulting
Group, Mr. Walter has been an analyst of
publishing technology for more than a
decade. He currently serves as the editor of
the Seybold Report on Internet Publishing, a
newsletter that tracks new developments in
Internet- and intranet-related publishing
technology. As a frequent commentator on the
Documation scene, he specializes in covering
the application of document management
software and systems to organizations'
internal and external publishing processes.
For more than a quarter century, Seybold
Publications, its consulting group, and
Seybold Seminars have been a trusted source
of education on technology for publishing
professionals. Founded by Jonathan Seybold,
Seybold Seminars is a division of Softbank
Forums, a leading producer of conferences,
trade shows, and educational forums on
information technology.
Ronni Marshak, Vice President, Senior Consultant,
Editor-In-Chief, Workgroup Computing Report
Ms. Marshak specializes in workgroup
computing issues and products, including
workflow automation, documentation
management systems, interface design, and
competitive product positioning. As
editor-in-chief of the Workgroup Computing
Report, she explores the issues,
technologies, products, and vendors that
surround organizational computing,
specifically at the departmental level. She
is the author of Word Processing Packages
for the IBM PC and co-author of Integrated
Desktop Environments and Database Software
for the IBM PC: The Desktop Generation.
Tim Bray, Editor, The Gilbane Report
In 1986 Mr. Bray became the manager of the
New Oxford English Dictionary Project at the
University of Waterloo. In 1989, he and two
project colleagues founded Open Text
Corporation. At Open Text, Mr. Bray
performed a variety of executive and
engineering tasks, most visibly the creation
of the Open Text Index of the World Wide
Web. Mr. Bray opened an independent
consulting practice under the name of
Textuality in 1996. He consults in the areas
of publishing technology, large-scale Web
architectures, and information retrieval. He
also serves as co-editor of the World Wide
Web Consortium's "Extensible Markup Language
(XML)" standard, and as editor of The
Gilbane Report.
Workshop 15
Publishing from the Repository
Up until recently, document management systems have
focused primarily on getting information INTO the
repository. The payoff, however, is in USING the
information -- and "using" it often means publishing
it. Consequently, we are beginning to see the
emergence of vendors focused on the problem of
automating and managing the process of assembling and
publishing information stored in document systems.
We have assembled a panel of a number of these
vendors, each of whom is approaching the problem in a
slightly different way. The goal in this session is to
give the audience a better understanding of what is
available in this emerging area, and where the
technology and market is headed. The vendors will each
describe the problem and opportunity as they
understand it; the audience will have the opportunity
to qualify and extend that understanding in terms of
their own problems and objectives.
Moderator: Bill Zoellick, Director, CAP Ventures
Mr. Zoellick is a member of CAP Ventures'
Document Software Strategies Consulting
Service. Previously he was director of
business development for Interleaf. Prior to
that he was president of Avalanche
Development Company, now an Interleaf
subsidiary. He serves on AIIM's Emerging
Technology Advisory Group and speaks
frequently on industry issues and
directions.
Speakers:
Lee Fife, Consultant
Mr. Fife is an independent consultant who
specializes in distributed document systems.
He provides a variety of services to
companies ranging from strategic product
direction through tactical development
decisions to product architecture and
development. In this work, he helps clients
understand the confluence of object
technologies with document centered
technologies such as intranets, publishing,
and information retrieval and how these
technologies can be used to address crucial
business problems. Mr. Fife has a long-term
interest in making information available and
accessible to people in their daily lives
and jobs. He has focused on enabling access
to distributed stores of document
information and on using document structure
to improve user performance. In a variety of
management and technical positions including
director of engineering at Interleaf,
director of engineering at OpenDisc Systems,
and chief architect at Avalanche Development
Company, he has been responsible for the
design, implementation, and deployment of a
variety of products ranging from SGML
conversion products to distributed document
middleware.
Mike Torto, Interleaf
TBD, Insystems Technologies
Workshop 16
Delivering Strategic Documents on Multiple Media
Do you need to distribute documents to a diverse set
of customers, prospects, and partners? Or, do you send
information to individuals with varying needs and
media preferences in a distributed organization?
Fortunately, there are some new tools and technologies
that make it easier to combine document delivery to
print, fax, E-mail, Web and other media. This session
will examine real-world situations where documents are
distributed to multiple media, and will discuss some
of the new products that make it easier to manage the
process and integrate with existing systems.
Moderator: Adina Levin, Consultant, CAP Ventures
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:
Suaad H. Sait, Director, Strategic and Industry
Marketing, DAZEL Corporation
Mr. Sait joined DAZEL Corporation in
September 1996 and is responsible for the
marketing of DAZEL's Internet products,
industry marketing, and new product
definition. Prior to joining DAZEL, Mr. Sait
was senior consultant at CAP Ventures where
his consulting project clients included
Lanier, Canon, Oce Printing Systems, and
Xerox with expertise in "print centric
workflow". He was also a product manager at
Xsoft with worldwide responsibility for its
InConcert enterprise workflow product. His
prior experience includes engineering on the
DocuTech product at Xerox Corporation as
well as positions in finance and business
strategy. He received his BS in Electrical
and Computer Engineering at the State
University of New York and a MBA from the
William E. Simon Graduate School of Business
at the University of Rochester.
Elizabeth Gooding, President and CEO, Advanced
Programming Techniques
Ms. Gooding founded Advanced Programming
Techniques, Inc. in 1988. As president and
CEO, she has crafted countless business
relationships with and between Fortune 500
companies. She is a recognized expert in
document process design for the financial
services industry. She has been providing
consulting services for over 10 years and
has written industry briefs for numerous
companies including Xerox Corporation and
the Insurance Accounting and Systems
Association (IASA).
Ms. Gooding is frequently invited to speak
at industry events such as The Financial
Communications Forum, Xplor, and Documation.
Her popularity as a speaker within the
insurance and mutual fund industries is a
reflection of the success she has brought to
her clients and her insight on the industry
as a whole. She holds a BS from Northeastern
University in Economics with a concentration
in Computer Science.
Workshop 17
Using Document Management Technology
for Managing Knowledge
Managing knowledge, the intellectual capital of an
organization, has become a key concern for large and
small firms alike. What kinds of issues and challenges
do implementors face? What types of practices do they
institute, and what tools do they use for managing and
leveraging explicit information assets? In many cases,
document management technology may be a natural "fit"
for knowledge management needs. Learn from a panel of
implementors in a variety of disciplines how they are
applying tools that are traditionally associated with
document management to meet the challenges of
knowledge management.
Moderator: Rebecca O. Barclay, Principal and
Co-founder, Knowledge Management Associates, Inc.
Ms. Barclay is a principal and co-founder of
Knowledge Management Associates, Inc., and
managing editor of Knowledge at Work, an
online journal about knowledge management.
She is co-author of CAP Ventures in-depth
market report, The Practice of Knowledge
Management. She formerly served as managing
editor of KM Briefs, KM Metazine, and the
critically acclaimed Electronic Document
Report. In addition to providing knowledge
management consulting services, she has
advised government and industry on ISO and
ANSI standards development and
implementation.
Ms. Barclay is co-author of Knowledge
Diffusion in the U.S. Aerospace Industry -
Managing Knowledge for Competitive Advantage
(Ablex, 1997). Her research interests
include knowledge management methodologies
and metrics, intellectual property issues in
an electronic environment, and US and
international information and technology
policy.
Speakers:
Gene Bellinger, Outsights
Kenneth Meltsner, Johnson Controls, Inc.
. Wednesday Afternoon, 1:00 pm-3:00 pm
. Workshop 18
Publishing Repositories and Retrieval
In the context of this session, a publishing
repository is a collection of "finished" data intended
primarily for information dissemination, as opposed to
a system for storing and managing work in process.
Given this definition, a publishing repository could
be a Web site, a CD-ROM, a set of electronic
documentation stored on a network server, or
ready-to-publish objects stored in a document
management system and automatically assembled upon
user request. And given the fact that they're for
serving up information, they must be optimized for
retrieval. This session examines the various
approaches to retrieval optimization, including data
modeling and structure, user interface design, and the
use of different searching methodologies.
Moderator: Mary Fletcher Laplante, Director, CAP
Ventures
Ms. Laplante manages CAP Ventures' strategic
consulting service covering the electronic
document publishing market. Her career
includes 13 years' experience in the
electronic publishing industry. Previously,
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.
Speakers:
Brad Young, Director of Marketing, Enigma Information
Retrieval Systems, Ltd.
Mr. Young is the director of marketing at
Enigma Information Retrieval Systems, Ltd.
He is responsible for all marketing and
business development initiatives, focusing
Enigma's market exposure on key technical
issues in the industry today. From 1995 to
1996, Mr. Young was director of electronic
publishing, where his responsibilities
included customer system analysis, software
development, SGML design, and
CD/Web/intranet database production. From
1993-1995, Mr. Young was the senior system
analyst, lead design and implementation team
for multi-gigabyte full-text SGML database
creation, responsible for data modeling, DTD
design, workflow integration, and document
management. Prior to that he was a
programmer/analyst, responsible for CD
imaging application development, including
production data systems, application
development, and major customer integration
projects.
Mr. Young has a BA in Computer Systems
Engineering, which he received from
Rensselaer Polytechnic Institute in 1988.
Phillip L. Green, President and CEO, Inmagic, Inc.
Mr. Green has enjoyed a distinctive career
in software and information management
industries. For more than 15 years, he has
played key roles for such firms as Lotus
Development Corporation, Microsoft,
Ashton-Tate, Applix, and Data Resources.
At Inmagic, Inc., which he joined in 1990,
Mr. Green is responsible for executing the
company's strategic shift from vertical
segments to a broader market for the firm's
information management software products.
Founded in 1983, Inmagic, Inc. is a leading
developer of knowledge management and
information retrieval solutions for use in
Web, intranet, CD-ROM, LAN, and WAN
environments.
Workshop 19
Documents and Records Management
Document Management products focus on information
access, emphasizing the benefits of knowledge
repositories, advanced search strategies and low cost
distribution models. Recent developments in legal and
regulatory environments, however, demonstrate the risk
in keeping everything forever. Records management
evaluates documents for their fiscal, legal,
operational, and historic value, recognizing the need
to minimize risk by periodically destroying items no
longer needed. More than a space saving measure,
records management can help with decisions in
repository design and procedural use.
This session will: (1) discuss legal and regulatory
issues surrounding electronic documents; (2) examine
records management principles as they apply to
information repositories; and (3) discuss the role of
the records manager in helping organizations think
through the implementation of document management
products. Examples will be drawn from actual cases and
implementations.
Moderator: Julie Gable, Principal, Gable Consulting
Ms. Gable is the principal of Gable
Consulting, an independent firm that works
with clients to bring business perspectives
to information management issues. She has
more than 20 years' experience in the
analysis, design, and implementation of
information systems, specializing in
document image processing and document
management. Clients include pharmaceutical
companies, financial services firms,
manufacturers, government, and utilities.
Prior to starting her consulting practice in
1989, Ms. Gable was the manager of office
automation technology for SmithKline Beckman
Corporation. Previous posts include
management positions for Reliance Insurance
Company and the Institute for Scientific
Information.
Ms. Gable has served on the City of
Philadelphia's Records Advisory Council and
on the City First Imaging Committee. A
Certified Document Imaging Architech, Ms.
Gable recently received the Master of
Information Technology designation from AIIM
and is an active member of the Association
for Records Manager's and Administrators
(ARMA). She holds a BS in Management from
Drexel University and an MBA in Finance from
St. Joseph's University.
Speakers:
Julie Gable, Principal, Gable Consulting
TBD
Workshop 20
Readable Display Hardware --
The Real Revolution in Reading
The document revolution hasn't really begun. Computers
have made it easier for authors to write better and
possible for the computer literate to browse on line.
But people don't read on computers unless they have to
because the displays aren't nearly as good as paper.
Once we have displays that are as easy on the eyes as
paper, we will see a dramatic change in the way that
we read. This is when the real revolution will begin.
In this session we will get an advanced look at some
of the technologies that may overthrow paper and do
for readers what computers so far have done for
writers.
Moderator: David Weinberger, Ph.D., Vice President of
Strategic Marketing, Open Text Corporation
Dr. Weinberger is vice president of
strategic marketing for Open Text
Corporation. Before that, he was founder and
president of Evident Marketing, Inc. a
strategic marketing communications
consultancy and edited The Gilbane Report.
Previously, he was a vice president at
Interleaf, Inc. Before that, Dr. Weinberger
was an assistant professor of philosophy at
a New Jersey state college for five years.
He has published two books, one on
philosophical considerations of the arms
race and the other on programming in LISP.
Dr. Weinberger speaks frequently on the
future of documents at conferences such as
Documation, Comnet, Seybold, AIIM, Xplor,
and Comdex. He writes frequently for Wired
and has been published in a wide range of
magazines including The New York Times,
Smithsonian, and TV Guide, as well as having
written for many of the major computer
magazines. He is on the Seybold Conference
Advisory Board, the World Congress of
Philosophy advisory board and is a member of
AIIM's Emerging Technologies Advisory Group.
Speakers:
Haviland Wright, Ph.D., CEO, Displaytech
Mr. Wright joined the Displaytech board of
directors in 1994 and became CEO at the
beginning of 1995. Prior to joining
Displaytech, he founded and led Avalanche
Development, a company innovative in the use
of pattern recognition techniques for
electronic publishing applications.
Avalanche was sold to Interleaf in 1993 and
Mr. Wright subsequently served as
Interleaf's senior vice president and chief
scientist. He received his Ph.D. and MBA
from the Wharton School at the University of
Pennsylvania and has held faculty positions
at the University of Colorado at Boulder and
the University of Denver.
TBD
General Session 4
Closing Wrap-up
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