Annual Conference 2010

Broadening Horizons – Solving Business Problems with Digital Images (Case Studies) Our opening session will provide attendees with a broad perspective of what fits under the “Imaging” umbrella. Three presenters will give an overview of successful projects they have undertaken. Covering classic document scanning, report management (working with print streams and other electronic output) and workflow, the presenters will discuss their project from initial discovery through implementation with a focus on solving customer’s problems as well as the technology they utilized to complete the project.

Information Management Basics In this two-part panel discussion attendees will have an opportunity to explore the fundamentals of three key vertical service offerings: hard copy record storage, data protection services and confidential destruction services. Experts from each of these areas of operation will review the basic aspects of each business to business service offering and how to develop your business by offering one of these services. All aspects of the various service offerings will be discussed, as time permits. Both parts of these sessions are highly interactive and provide significant opportunities for questions and answers and dialogue with presenters. Don’t miss this opportunity to explore the foundation skills of these service offerings.

Job Cost Analysis and Justifying Project Work Based on ROI One of the most difficult aspects of an imaging presentation and sale is to move clients beyond the “sticker shock” associated with the cost of a major imaging project. In this session, Gail will guide attendees in defining the benefits and cost savings associated with the completion of a successful imaging project. This presentation will focus on key areas such as understanding client needs, identifying client costs, defining areas and points of workflow where client savings might be realized, and quantifying savings in terms of payback over time. This session is an advanced level presentation for those already familiar with the fundamentals of imaging.

Teaching Sales and Customer Service You have invested a lot of money in your business; your future success depends, in large part, on the quality of your sales and customer service employees. But how can you ensure these employees are providing the most consistent and effective message about your company and the products and services you provide? By creating your own training program and doing your own employee orientation internally you can ensure that new hires are provided with a complete overview of your operation and how they fit in. This session will explore how to train your customer service and sales employees to improve their productivity.

Opening Keynote: The Great Game of Business No company can compete effectively in the new economy without teaching people how to think and act like owners, and no CEO has done that more successfully than Jack Stack, President of SRC Holdings Corp. in Springfield, Missouri and author the The Great Game of Business and A Stake in the Outcome. In this presentation, Stack shows what it really takes to build a business of business people by harnessing the most powerful management tool a company has. You hear a lot about equity-sharing, stock options, and employee stock ownership, but only Jack Stack will give you the inside story from someone who’s actually done it. This presentation is packed solid with lessons, tips, caveats and stories from real-life, hands-on experience.

Changing the Game: Moving to a Tape Library Business Model IT experts and trends observers have been noticing a shift in the role of tape. Once the best value in disaster recovery media, tape seems to be finding a new and robust role in digital archiving. Meanwhile disk-to-disk backup is carving out its own market share from the niche formerly dominated by tape. In this complex atmosphere of constant change and unknowable impacts of innovation, Dale Mitchell will discuss his perception of the current shifts regarding the use of tape by IT professionals and offer his thoughts on where business opportunities might be found.

Stationary Plant vs. Mobile Shredding Services This session will compare and contrast the difference between mobile and plant based shredding operations. This session is structured as a fun debate between two advocates for each method. Points of comparison offered by the presenters include start up issues, marketing, capital outlays, operations, accreditations, markets and the session will end with questions from the audience. Don’t miss this fun and informative session!

I Hate Paper! (Hello, I'm Your New Customer) So what happens when the progressive elements of the records management world start to work to bring about a “less paper” office on their way toward a destination of a “paper-less” office? Prominent records manager, ARMA and ICRM member Steve Whitaker will explore the internal changes he has worked to bring about at Duke Power and now at the City of Reno. The session will also explore the new opportunities for outsourcing that digital records management creates and how information management outsourcing companies can adjust their service offerings in order to take advantage of these opportunities. Don’t miss this glimpse of the future.

Privacy Laws: Business Opportunity, Risk Management Strategy or Both? Andrew will be updating us on applicable privacy laws that influence our industry, and providing opinions on whether the laws discussed are a business opportunity, risk, or both. Andrew will also be discussing various privacy resources and tools we can use to find opportunities for revenue or risks within our businesses.

Thinking Outside the Box: Finding Non-Traditional Clients This session will explore the mysteries of acquiring unorthodox clients or non-standard types of storage items that may require the same high degree of tracking and retrieval characteristics that are common with commercial records and information management. One special focus of this session is the storage of permanent archival materials maintained along special environmental guidelines. This session will help you open your mind to the many possibilities of broadening your business to a wider range of clients.

Looking Back: The Last 30 Years This session will take a fun look back at the last 30 years of the information management industry on the 30th Anniversary of the founding of ACRC (one of the parent organizations of PRISM International). Richard Reese, Executive Chairman of Iron Mountain, will review the history and significant events and people in the development of our industry. This session will be a rare treat to explore the history, anecdotes, mythology and context that led to the creation and explosive growth of the industry. Richard Reese was at the center of most of the crucial moments in the industry’s industry and his unique perspective is much appreciated by all PRISM International conference attendees.

Roundtable 2: The Future of the IT Industry We will discuss about where the Information technology industry is going in the future. Is DR dead and what new practices are just around the corner for the IT industry? High availability systems are on the increase and what is cloud computing. How will cloud computing affect the IT and back up industry? Is online back ups service companies still growing? We will discuss many subjects that may have you worried. The future is changing very fast so do not miss this round table.

Roundtable 4: Media Storage Presentation The Media Storage Presentation will provide information on the various products available in the market place to store physical media, such as DLT, LTO, Cartridge Tape, CD, DVD, and other tape and disk media. There are many types of storage products available that will enhance Prism Members current media storage collection. In utilizing the proper media storage product some benefits realized will be reducing the current floor space required to store media and reallocate the reclaimed space for other revenue producing services. Information will also be discussed in how to secure net new media storage business from traditional paper archive customers. Most companies that use archival records services also require safe keeping of their data media information. This session will be beneficial for Prism members that are considering entering the media storage business or would like to maximize the efficiencies of their current data media library.

Roundtable 6: Critical Keys to Developing Successful Record Centers This session will feature the five critical keys to starting and sustaining a successful records center. The discussion will revolve around those issues that must not be ignored or taken lightly when planning your business start-up or next growth step. In today’s economy, trial and error methods are just not affordable in your business practices. Planning your business must focus on the key points presented here to succeed. This session is designed for start up and advanced record centers.

Roundtable 8: Professional/Privacy Liability Concerns…Have You Kept Up On The Changes? For years, record storage/destruction companies have been happy to provide their services to health care providers (doctors, clinics, hospitals, etc.). There was ample work to be had and minimal risk (people assumed) in moving, storing and even destroying paperwork. If you provide service to this industry segment – have you kept up on the changes? The recent changes to Health Insurance Portability & Accountability Act of 1996 (HIPAA) by The American Recovery and Reinvestment Act of 2009 (ARRA), signed into law on February 17, 2009 have increased your liability exposures dramatically. While the effectiveness of this recent legislation is destined to be debated for years to come, one result is absolutely certain; the expansion of the Privacy Rule and subsequent fines and penalties to include “Business Associates” has added significant risk to those companies performing work for health care providers, health care systems, some government entities, and even insurance companies! Now, business associates are going to have the same duty to protect private health information as the covered entities have had in the past. If the business associate fails to protect this information and a security breach occurs, the business associate must follow the same guidelines as a covered entity for notifying effected parties and even provide credit monitoring to those parties, if it is deemed necessary. Perhaps the biggest effect on the business associate, however, is that of the civil fines and penalties which accompany any security breach. While there are various levels of violations and penalties to coincide with each level, the maximum possible penalty for any HIPAA violation is $1,500,000!

Roundtable 10: Using Technology to Increase Efficiency, Cut Cost and Win Customers! Maximize profit and ensure all service revenue is captured through automated billing • Utilize the web to reduce internal cost and offer a competitive advantage • Increase routing efficiencies through systematic scheduling and driver scanning • How to put reports to work for you • Adding additional revenue streams such as Digital Imaging, Scan on Demand, Destruction Management, Vault Management and Asset Management

Roundtable 12: Data Storage of the Future - Developing a Coherent Marketing Plan A watchful eye on the IT Industry reveals that their success is driven by changing technologies, selling new equipment and software. Growth and Profit are driven by innovation and perceived intrinsic value to the corporate world. Offsite tape storage is a result of filling the need for disaster recovery and business resumption. The Holy Grail of the IT Industry is to replace reliable and low cost tape storage with online electronic records and back up storage. Media Vaulting service providers must not only innovate to stay within the sweet spot of the Industry, they must adjust their marketing strategies as well. This session will discuss writing and acting on a viable marketing plan that evolves with the IT Industry. Tape storage and rotation, evaulting, co-location, cloud repository, potential disaster recovery sites, secure media container bays and continued virtualization of the IT Environment. In a world where records and information assets are distributed in a cloud, will the offsite storage center evolve into the client's temporary archive site. Security will continue to move to the fore as threats become more real and persistent and the perpetrators are even more skilled at disrupting the clients operations. Criminal IS Intrusions are dedicated to either be disruptive for competitive sabotage or targeting real intrinsic assets and are therefore more professional and more persistent. Offsite Service Providers must evolve to serve and protect their valued clients. The Marketing Plan must not only help grow the business today but assure existing and potential clients that your company, your security plan and service modules will be relevant in the future and evolve with their needs. This entails developing a Marketing Plan that is detailed and effective in 2010 but will evolve to be effective in 2020. The Plan will also provide ideas on marketing vectors to market to the decision makers for decision makers of today and in the future.

Roundtable 14: Racking 101 Are you new in the business? Thinking of getting into the business? Building a new building? Adding on to an existing system? We will discuss basic box configurations for storage. Preferred aisles in both catwalk and order picker systems. Different types of Racking, Shelving, Decking, grating, VRC's, Pallet Drops, etc. What additional types of accessory equipment is needed to work efficiently in these types of systems.

Roundtable 16: The Changes to HIPAA and the Importance of Container Security This session will address the importance of security as it relates to the upcoming changes to HIPAA legislation, and how it will affect the use and distribution of shredding containers from security through to liability.

Roundtable 18: Doing Business In A Small Market Professional records and information management services are just as necessary in small markets as they are in large cities. The challenges to small business owners operating in these small markets can be much different as owners deal with a smaller customer base, less potential for growth, and restrictions in skilled labor. This session will explore these challenges and also the positive elements of small market operation including improved access to decision makers, lower startup and overhead costs, more efficient operations due to less traffic congestion and less competitive pressure.

Roundtable 20: Building Your Business using the Web A discussion on how to tap the power of the internet to build your influence, reputation, and, of course, profits. We will explore strategies on how to win big by ranking high in search engine results. We will discuss how you can use cost effective marketing techniques to maximize your exposure by having a search engine optimized web site and the benefits of using social networking, email marketing and cutting edge marketing to grow your business.

Leveraging the Power of Social Networking Blogging, Linkedin, Twitter, Facebook and YouTube are buzz words thrown around offices and coffee shops worldwide. Many in the RIM industry are dabbling in it both personally and professionally. The question is... do you know how to use social media and networking to help grow your business? In this workshop, Tom Adams will provide a comprehensive look at social networking and marketing. We'll explore the good, the bad and the ugly. You'll leave this session with a better idea of what you can and should do, what it will take to do it, and the results you might expect.

Looking Ahead: The Next 30 Years Thirty years ago personal computers did not exist, Windows was virtually unknown and MicroSoft and Apple were barely concepts. Records were kept on paper (or microfilm if they were permanent) and computer backup tapes were the size of a serving platter and held less data than an iPod Nano™. In the last 30 years we have lived through digitalization, data conversion, mobile computing, the birth of the Internet, the rise of electronic mail, and the creation of industries such as computer forensics, and e-discovery. So what will the next 30 years be like? Will paper disappear? Will the cloud obscure data ownership? Will industries grow around authentication and digital evidence verification? In this session Dr. Bill Saffady, the guru of records and information management, will share his thoughts on where records management is going and how we can position ourselves as an industry to serve clients who are headed toward the virtual horizon.