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Name:
Robert Smallwood

Location:
United States

Phone:
504-324-2340

E-mail:
robert.smallwood@imergeconsult.com

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Email Policy & Management: Email Archiving, Policy and Software for Compliance, Governance and Litigation Readiness

Email Policy & Management: Email Archiving, Policy and Software for Compliance, Governance and Litigation ReadinessEmail Policy & Management: Email Archiving, Policy and Software for Compliance, Governance and Litigation Readiness (e-book)

Download: $129.95

This updated and expanded 88-page report is current for 2009. It is an email archiving Management Primer that covers trends in email use and management including using Microsoft SharePoint Server as a records repository and also how to manage the security and compliance risks of using Instant Messaging (IM) in business. This report covers Best Practices and methods for developing a comprehensive email policy supported and enforced by email management software. The goal is to comply with external regulations and internal governance policies while readying the organization for any potential litigation. The most current text available today, it includes a review of preparations and processes needed for the new Federal Rules of Civil Procedure, (which began in December 2006.) The author is Robert Smallwood, Partner at IMERGE Consulting, and expert in enterprise content management (ECM) specializing in email management. He is the author of over 100 articles on related topics.

Records Management Issues for Corporate Social Media

Records Management Issues for Corporate Social MediaRecords Management Issues for Corporate Social Media (book)

Print: $129.00

Download: $124.95

The use of social media has recently passed email as the leading computer application. This Management Primer addresses records management issues for the exploding trend of corporate social media use. Policy issues, records definitions and requirements are covered in the context of the social media trend.

Utilizing Social Media for Knowledge Management  in the Enterprise

Utilizing Social Media for Knowledge Management in the EnterpriseUtilizing Social Media for Knowledge Management in the Enterprise (book)

Print: $229.00

Download: $225.00

This Management Guide deals with issues at the intersection -- or overlap -- of social media (SM) and knowledge management (KM). It will help organizations integrate and utilize SM in KM efforts. But also, key questions are answered: Are SM and KM at War? Will SM supplant and kill KM? Is KM adapting? Is it a generational thing? This concise and current report discusses trends and influences in the SM and KM fields, and outlines potential conflicts as well as complementary roles between them. It informs and instructs managers charged with KM and related knowledge-sharing responsibilities on how to make sense of the technologies and methods available today.

Leveraging MS SharePoint for Document Management & Workflow

Leveraging MS SharePoint for Document Management & WorkflowLeveraging MS SharePoint for Document Management & Workflow (book)

Print: $279.00

Download: $269.99

This more than 180-page comprehensive guide to document management and workflow using SharePoint contains new 2009 research. It is a complete Management Guide for managers charged with implementing electronic document management and workflow capabilities using MS SharePoint. It also touches on email archiving, electronic records management and e-discovery with SharePoint. Researched and written by industry expert Robert Smallwood, with the contributions of 4 additional IMERGE Consulting staff, this is the most complete and comprehensive SharePoint DM guide available today.

2009 Electronic Records Management Mega-Report: A Comprehensive Guide for Records Professionals

2009 Electronic Records Management Mega-Report: A Comprehensive Guide for Records Professionals2009 Electronic Records Management Mega-Report: A Comprehensive Guide for Records Professionals (book)

Print: $479.00

Download: $469.95

This comprehensive guide for records professionals, new for 2009, covers everything from e-records compliance and governance issues, to international e-records standards and best practices. It covers e-discovery planning, "green" records management, utilizing MS SharePoint for archiving e-records and email messages, crucial business process management (BPM) considerations for the records professional and other key topics. It also includes new Web 2.0 trends like social networking, and a final section on career planning and new opportunities for the RIM professional.

Leveraging Corporate Social Media in the Enterprise: Finding Value & ROI

Leveraging Corporate Social Media in the Enterprise: Finding Value & ROILeveraging Corporate Social Media in the Enterprise: Finding Value & ROI (book)

Print: $199.00

Download: $194.95

This is a current and complete Management Primer that covers the trends in social media, including social networking, blogs, wikis and Web 2.0 and how these technologies may be applied in corporations. It specifically addresses how organizations can leverage these new technology sets in collaboration and knowledge sharing to find value and return on investment. It also covers social media policy issues, electronic records ramifications and e-discovery preparations.

Leveraging Microsoft SharePoint Services to Manage Electronic Records

Leveraging Microsoft SharePoint Services to Manage Electronic RecordsLeveraging Microsoft SharePoint Services to Manage Electronic Records (book)

Print: $379.00

Download: $375.95

This 2009 Management Guide is a special report on how organizations can utilize Microsoft Office SharePoint Services (MOSS) to implement records management. It includes using MOSS for archiving email messages as records and preparing for e-discovery. Researched and written by industry expert Robert Smallwood, with assistance from Charmaine Brooks, CRM, this is the most comprehensive, concise and current report on this topic available today.

SEO Facts and Fiction: A White Paper

SEO Facts and Fiction: A White PaperSEO Facts and Fiction: A White Paper (book)

Print: $79.00

Download: $75.50

This is a complete and current (2009) White Paper on Search Engine Optimization. Written by SEO expert Roman Latkovic, with Robert Smallwood of IMERGE Consulting, this easy-to-follow White Paper includes specific examples and explanations in plain language so any businessperson can understand the dynamic and critical concepts of SEO. The publication includes instructions on how to maximize the return on Pay-Per-Click campaigns such as Google AdWords. It also reviews 10 top SEO service providers, a list of what to avoid such as those SEO firms that use "black hat" techniques and "keyword stuffing." It even includes some little-known inside "tips of the trade" and a detailed glossary of SEO and search engine marketing (SEM) terms.

Instant Messaging Compliance, Security & Records Management Issues :  A White Paper

Instant Messaging Compliance, Security & Records Management Issues : A White PaperInstant Messaging Compliance, Security & Records Management Issues : A White Paper (book)

Print: $179.00

Download: $174.95

This White Paper is a complete guide to instant messaging (IM) compliance, security and records management issues. Packed with current information, this report is critical for enterprises today, as IM use is soaring, and is largely not controlled and not secure.

Green IT Practices for Results: A Management Guide

Green IT Practices for Results: A Management GuideGreen IT Practices for Results: A Management Guide (book)

Print: $180.15

Download: $174.50

This 36-page Management Guide covers green IT practices and end user tips for moving to a more eco-friendly approach. It includes case study examples and in-depth steps for making a more power-efficient, "green" data center. It also reviews what leading hardware vendors are doing with their own green initiatives.

Taming the Email Tiger: Email Management for Governance, Compliance & Litigation Readiness

Taming the Email Tiger: Email Management for Governance, Compliance & Litigation ReadinessTaming the Email Tiger: Email Management for Governance, Compliance & Litigation Readiness (book)

Print: $29.95

Download: $25.95

This new book is the most current and comprehensive on the subjects of email archiving and email management, and details of email electronic records and their role in governance, compliance, e-discovery and litigation readiness. Written by one of the industry's top experts, this is the essential survival guide for organizations today.

ELECTRONIC RECORDS MANAGEMENT: Advanced Topics for Records Managers

ELECTRONIC RECORDS MANAGEMENT: Advanced Topics for Records ManagersELECTRONIC RECORDS MANAGEMENT: Advanced Topics for Records Managers (book)

Print: $329.00

Download: $325.95

This book covers advanced e-records technology topics, including e-document security, international e-records standards, handling email and instant messaging as records, moving to "green" records management, e-records surveys and evaluations, project planning and even career development for records managers. The publication details current and complex topics for records managers and provides valuable training materials in those areas. Preview the Table of Contents for a full listing of the key topics that are covered.

Protecting Electronic Documents: E-Document Security and Enterprise Digital Rights Management;  A Management Primer

Protecting Electronic Documents: E-Document Security and Enterprise Digital Rights Management; A Management PrimerProtecting Electronic Documents: E-Document Security and Enterprise Digital Rights Management; A Management Primer (book)

Print: $126.14

Download: $119.00

This is a Management Primer created to inform managers on e-document security and enterprise digital rights management (E-DRM) software for protecting e-documents both inside and outside an organization. The gaping hole in the security schemes of enterprise content management (ECM) systems is that few, if any, protections exist once the information is legitimately accessed. Enterprise Digital Rights Management software protects e-documents through their life cycle by attaching permissions (e.g. print, edit, forward, time of expiration) to electronic documents. E-DRM helps organizations comply with privacy laws and government regulations that require assurance of the validity and integrity of documents. Managers will learn about the key standards and the Adobe and Microsoft influences in the marketplace, uses and applications for E-DRM in different industries, and useful websites for additional E-DRM project research.

Protecting Electronic Documents: Evaluating & Selecting Enterprise Digital Rights Management Software;  A Decision Guide

Protecting Electronic Documents: Evaluating & Selecting Enterprise Digital Rights Management Software; A Decision GuideProtecting Electronic Documents: Evaluating & Selecting Enterprise Digital Rights Management Software; A Decision Guide (book)

Print: $250.38

Download: $243.50

This is a complete guide to learning about e-document security and enterprise digital rights management (E-DRM) software for protecting e-documents both inside and outside an organization. The gaping hole in the security schemes of enterprise content management (ECM) systems is that few, if any, protections exist once the information is legitimately accessed. Enterprise Digital Rights Management software protects e-documents through their life cycle by attaching permissions (e.g. print, edit, forward, time of expiration) to electronic documents. E-DRM helps organizations comply with privacy laws and government regulations that require assurance of the validity and integrity of documents. Managers will learn about the key standards and players in the marketplace, uses and applications for E-DRM in different industries, and key considerations for selecting and implementing a successful E-DRM project.

Managing Electronic Records for Multinationals: Standards, Best Practices & Implementation Issues

Managing Electronic Records for Multinationals: Standards, Best Practices & Implementation IssuesManaging Electronic Records for Multinationals: Standards, Best Practices & Implementation Issues (book)

Print: $399.00

Download: $389.25

This new report covers standards, guidance, Best Practices and implementation issues for multinational organizations considering or implementing e-records systems. It is the ONLY resource available today that covers U.S., U.K., European, Canadian and Australian standards for electronic records management. Just published in 2008, the book covers all aspects of implementing e-records systems for global organizations including email privacy crossing international boundaries, e-discovery considerations, taxonomies and business classifications schemes, file plans, security and access control, audit trails and more.

Business Process Management: Concepts, Practices, Standards & Technologies

Business Process Management: Concepts, Practices, Standards & TechnologiesBusiness Process Management: Concepts, Practices, Standards & Technologies (book)

Print: $127.18

Download: $119.95

The current fast-paced, knowledge-based business environment requires that business processes be continually measured, analyzed and improved. Business Process Management (BPM) is a key enabling tool. The maturation of Business Process Management Suites (BPMS) to automate processes has exciting possibilities for businesses that can implement them properly. This 52-page Management Primer is packed with BPM information to help managers quickly understand the concepts, methods, tools and techniques of successful business process management. It also educates and informs with clear definitions, vertical industry examples, industry standards and project caveats for implementing BPM solutions. It covers all aspects of BPM including Business Process Improvement principles, successful process optimization strategies, BPM Suites and technologies, the BPM Notation standard for mapping/flowcharting, a complete listing of leading BPM vendors and a comprehensive Glossary of Terms.

Evaluating and Selecting Electronic Records Management Systems

Evaluating and Selecting Electronic Records Management SystemsEvaluating and Selecting Electronic Records Management Systems (book)

Print: $299.00

Download: $289.50

This 97-page DECISION GUIDE is packed with expert advice on making prudent electronic records management systems evaluations for successful projects. This newly-released publication (December '07) covers 16 leading ERM system vendors and the entire selection and contract negotiation process. Robert Smallwood, Partner with IMERGE Consulting has over 25 years experience in systems evaluations, contract negotiation and project implementation. He has never overseen a project that has failed and your organization can benefit from his insights and expertise.

E-Discovery Readiness for Records and IT Managers

E-Discovery Readiness for Records and IT ManagersE-Discovery Readiness for Records and IT Managers (book)

Print: $251.50

Download: $245.00

This 115-page MANAGEMENT GUIDE is the most current - updated in December 2007 with a review of rulings involving the new FRCP - and comprehensive text available today on electronic discovery for Records and IT managers. Presented in two books, Book 1 focuses on e-Discovery and Book 2 on Email as Evidence (a particularly challenging area of e-Discovery), organizations will be well-prepared for litigation and the e-discovery process within the new Federal Rules of Civil Procedure. Co-authored by e-Discovery expert Amy Girst, J.D. and Robert Smallwood, email policy and technology expert at IMERGE Consulting. This book is a valuable resource for all managers, most especially records managers, IT managers and in-house counsel.

Canadian Edition - Email Policy & Management: Email Policy and Email Management Software for Compliance, Governance & Litigation Readiness

Canadian Edition - Email Policy & Management: Email Policy and Email Management Software for Compliance, Governance & Litigation ReadinessCanadian Edition - Email Policy & Management: Email Policy and Email Management Software for Compliance, Governance & Litigation Readiness (book)

Print: $101.22

Download: $97.75

This 60-page report is a Management Primer for Canadian managers that covers Best Practices, standards, and methods for developing a comprehensive email policy supported and enforced by email management software. The goal is to comply with external regulations and internal governance policies while readying the organization for any potential litigation. The most current text available today, it includes a review of Canadian electronic records law, regulations and standards. The author is Robert Smallwood, Partner at IMERGE Consulting, and expert in enterprise content management (ECM) specializing in email management. He is the author of over 100 articles on related topics. The Canadian content was contributed by Vigi Gurushanta of IMERGE's Toronto office, an expert in Canadian records management.

Jackson Squared - A 'fun' murder mystery

Jackson Squared - A 'fun' murder mysteryJackson Squared - A 'fun' murder mystery (book)

Print: $16.95

Download: FREE

A wild tale of Hank Clayborn, a dot-com executive who has been sober for 10 years. After the dot-com bust and a divorce, he resumes drinking and heads to New Orleans to become an artist. He settles into the bohemian life of the French Quarter and makes new friends, while pursuing his art. But soon he is drowning in liquor and then he's in the middle of a series of murders of tarot card readers. He encounters various oddball characters as he tries to find the real killer.

Download Jackson_Squared_book_Format_May_5th_2009.pdfDownload for Free
Managing Electronic Records, 2009 Edition: Standards, Best Practices & Implementation Issues

Managing Electronic Records, 2009 Edition: Standards, Best Practices & Implementation IssuesManaging Electronic Records, 2009 Edition: Standards, Best Practices & Implementation Issues (book)

Print: $279.00

Download: $275.50

This Management Guide, updated for 2009, includes sections on leveraging Microsoft SharePoint Services for records management, moving to green records management, Instant Messaging records issues, and archiving emails as e-records. The report also provides a comprehensive review of U.S. and global electronic records standards, Best Practices, technologies, decision points and project implementation issues. The last section of the publication covers issues specific to email records, policy and management. Co-authored by Charmaine Brooks, CRM who has hands-on electronic records implementation expertise; and Robert Smallwood, ECM expert and former member of the AIIM International Board of Directors and Executive Committee who specializes in email policy and technologies.

Managing Canadian Electronic Records: Standards, Best Practices & Implementation Issues

Managing Canadian Electronic Records: Standards, Best Practices & Implementation IssuesManaging Canadian Electronic Records: Standards, Best Practices & Implementation Issues (book)

Print: $179.00

Download: $169.95

This Management Guide provides a comprehensive review of Canadian electronic records standards, Best Practices, technologies, decision points and project implementation issues. It also covers leveraging Microsoft SharePoint for records management and email archiving, and it gives tips for "green" records management. Co-authored by Vigi Gurushanta, who served as national President of Canadian Information and Image Management Society (CIIMS), and is a Fellow of CIIMS and of AIIM. Gurushanta is the current Chairman of Canadian General Standards Board (CGSB) Standards Committee on Electronic Records as Documentary Evidence, and is a member of ISO and AIIM Standards Committee on Evidentiary Support and Document Imaging Standards; and Robert Smallwood, ECM expert and former member of the AIIM International Board of Directors specializes in email policy and technologies.

E-DISCOVERY READINESS FOR LAWYERS

E-DISCOVERY READINESS FOR LAWYERSE-DISCOVERY READINESS FOR LAWYERS (book)

Print: $299.55

Download: $293.99

This 115-page ATTORNEY GUIDE is the most current and comprehensive text available today - just updated in December 2007 - on e-discovery. Presented in two books, Book 1 focuses on e-Discovery and Book 2 on Email as Evidence (a particularly challenging area of e-Discovery), attorneys will be well-prepared for litigation and the e-discovery process within the new December 2006 Federal Rules of Civil Procedure. Co-authored by e-Discovery expert Amy Girst, J.D. and Robert Smallwood, email policy and technology expert at IMERGE Consulting. This book is a valuable resource for all attorneys, most especially litigators and in-house counsel.

Evaluating and Selecting Email Management & Archiving Systems

Evaluating and Selecting Email Management & Archiving SystemsEvaluating and Selecting Email Management & Archiving Systems (book)

Print: $196.29

Download: $188.99

The 62-page DECISION GUIDE covers over 25 leading email management & archiving vendors in detail. It lists which platforms they support, their major customers, strengths and weaknesses and more. It provides crucial advice on the evaluation and selection process including writing an RFP, evaluating consultants, negotiating contracts and more!

ATTORNEY BRIEFING: Email as Evidence: Email Management, Archiving & Policy for Litigation Readiness, Compliance & Governance

ATTORNEY BRIEFING: Email as Evidence: Email Management, Archiving & Policy for Litigation Readiness, Compliance & GovernanceATTORNEY BRIEFING: Email as Evidence: Email Management, Archiving & Policy for Litigation Readiness, Compliance & Governance (e-book)

Download: $98.00

This 53-page Attorney Briefing covers aspects of email technologies and policy that corporate attorneys and in-house counsel need to be aware of to foster litigation readiness, compliance & governance efforts. Includes preparations for the new Federal Rules of Civil Procedure governing the e-discovery process. Authored by Robert Smallwood, Partner at IMERGE Consulting and expert in email technologies and policy.