• February 17th - 21st, 2020
  • Melbourne, Australia
  • Current discount ending!

    2 Days

  • Priority Code: QA3

11th Digital RIM Summit

Revolutionise records and information management to align with the vision of your organisation

  • February 17th - 21st, 2020
  • Melbourne Convention and Exhibition Centre


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- Incorporate intelligent records and IM systems
- Construct a robust information governance framework
- Implement technology for enhanced efficiency and accuracy
- Build a skilled and sustainable digital workforce


  • Nicole Atkinson
    Director, Information Management
    Department of Transport and Main Roads QLD
  • Darshil Mehta
    Head of Data Strategy
    Bupa Australia
  • Manohar Esarapu
    Head of Data & Information
    City of Port Phillip
  • Mark Gill
    Director, Health Information Management & Standards
    Department of Health and Human Services Victoria
  • Esther Carey
    Assistant Director, Information Policy Collection Management
    National Archives Australia


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Current discount ending!

2 Days

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Acquire skills to manage records & information with Office365 and SharePoint
Drive growth by reducing paper & streamlining processes - Go paper-lite
Ad hoc to adherence - Evolve the records management culture
Construct your information governance framework - Maximise value & minimise risk
More than metadata - The importance of a high level information architecture model
Explore the past, present & future of records management
Transformation of a traditional records management & archives program
Manage structured data, unstructured data & the in-between
Prepare for the digital age - Enable greater usability & accessibility
Accountable records management with Office 365 & SharePoint
Harness the power of AI & ML to improve records & documentation accuracy
Establish a change management strategy for records & information management
Challenges & considerations of GDPR implementation
Explore New Horizons
Day One - Be a better leader of you
Be a better leader in your organisation
Pre-Summit Workshop

17 Feb


Public and private segment organisations are progressing towards hybrid and cloud solutions. Accompanying this development, Microsoft Office 365 and SharePoint have risen as dominant records and information management solutions.

It is now vital for information and records managers, CIOs, SharePoint support teams, and organisational leaders to comprehend the advantages, gaps, and risks in this dynamic business environment. Organisations can instinctively and conveniently manage classification and retention policies using these platforms, across document repositories, collaboration, emails, personal files, and much more.


This workshop will help you gain an in-depth understanding of using Microsoft Office 365 and SharePoint as an evolving toolset and learn best practices to harness the powerful information management features, classification, retention, and compliance.

Regardless of whether you're an Office 365 expert or new to the platform, this session will leave you well equipped with practical skills for taking control and managing your organisation's records and information.

Learn the fundamentals of Microsoft Office 365 

- Install and configure Office 365

- Introduction to the elements of Office 365 ecosystem

- Acquire an understanding of records management in Office 365

- Overview of Office 365 groups and admin portals

Explore the functionality of the tools 

- Overview of retention labels and policies and how they work in Exchange, SharePoint, OneDrive for Business and MS Teams

- Learn about mapping records disposal authorities to create Office 365 retention labels and policies and a file plan

- Application management, configuration, and governance in Office 365

Design your records and information management system

- Information architecture and governance for SharePoint

- Configure SharePoint Online to manage records, implement records retention labels, and policies to manage retention outcomes

- Set-up eDiscovery and in-place holds in SharePoint Online

Achieve seamless records and information integration with Office 365 and SharePoint 

- Unlock intellectual capital and boost collaboration

- Share knowledge, plan, and work together towards shared goals

- Enable a digitally skilled workforce

  • Andrew Warland Office 365, SharePoint Online, Records & Information Management Specialist Andrew Warland Consulting

Summit Day 1

18 Feb

Case Study

The Department of Transport and Main Roads is a leading agency in Queensland for establishing and implementing governance arrangements for risk and value-based information management. With a paper-lite process optimisation strategy, their fresh approach challenges purpose. Process owners must consider why an activity is undertaken and confirm the value of the information produced.

The paper-lite method has shone a light on corporate business processes, ceasing redundant activities and reallocating resources to manage valuable information assets which pose a risk to the department if they are unable to be found.

The uptake of this strategy by function and process owners has resulted in a tremendous change to the way information is managed since the launch of the Queensland Public Records Act 2002. Benefits realised by the business include millions in savings and staff effort redirected to other value-add tasks.

Nicole has established and is leading this program of work. She will advise and answer questions on how you can develop an efficient, contemporary, measurable, and transformative information management strategy for your organisation using existing resources.

- Develop a value-based information management decision-making tool and process design criteria

- Save organisational resources through optimising processes

- Exploit pre-existing capabilities to explore the performance frontier

  • Nicole Atkinson Director, Information Management Department of Transport and Main Roads QLD

Case Study

Implementing records management in different parts of a single enterprise requires an understanding of your target audience. EnergyAustralia has recently been building records management capability in three different business areas – Retail, Generation, and the Legal and Compliance units. Each requires a unique approach to establishing a case for change, system design, and deployment.

- Avoid over-engineering any system design

- Train and re-train staff

- Leverage the prevailing cultures in different parts of the business – be it competitive, risk-averse, authoritarian or consensus-based

  • Annabel Hay Information Management Lead EnergyAustralia


Information is a critical intangible asset of modern organisations. It's a survival tactic, providing businesses with a competitive advantage. One of the challenges enterprises face is the lack of information management across business processes. Constructing a robust governance framework will ensure your organisation leverages information across all divisions.

Our panel of experts will discuss solutions for building a feasible governance framework and highlight its capability to maximise the value of information while minimising associated risks and costs.

- Understand the legal, regulatory, risk, and business context of your information assets 

- Align information strategies and policies to your organisation

- Embed a culture that values information 

  • Esther Carey Assistant Director, Information Policy Collection Management National Archives Australia

  • Mark Gill Director, Health Information Management & Standards Department of Health and Human Services Victoria

  • Sheryl Mapp Director, Enterprise Records Management National Australia Bank

  • Kerrie Webb Head, Governance & Corporate Compliance TAFE NSW

Expert Commentary

Steam was the powering force behind the second industrial revolution. Electricity powered the third. The fourth industrial revolution - digital transformation - is being powered by data. Artificial intelligence is all around us, from the algorithms that identify new and old friends, jobs or things to purchase, to bots we interact with and applications that learn from our swipes and clicks.

A high-level Information Architecture (IA) model that defines conceptual and logical information structures helps organisations understand their data, improve it, harvest, and use it in different ways. IA models are used in conjunction with other architecture models to provide a holistic understanding of corporate data.

Drawing on seven years' experience developing and maintaining an IA model, Andrew will examine and discuss its value. Discover why an IA model is essential, how it's developed, the benefits it will bring, and how it connects with records management metadata.

- Understand data to harvest and use it in new ways

- Design the navigational context of your corporate data

- Build an information architecture framework for records management

  • Andrew Warland Office 365, SharePoint Online, Records & Information Management Specialist Andrew Warland Consulting

Case Study

As we enter the digital age with advanced methods of records and information management systems, staff face diverse challenges which can be emotionally and mentally exhausting. Ruth, Tracey, and Jess will discuss their transitioning journey, how to think outside the box, and what it means to look “beyond and deeper” to embrace countless opportunities.

- Invest in self-learning

- Take charge of your destiny

- Find your way through digital disruption

  • Jess Sharlott Business Support & Liaison Officer Cardinia Shire Council

  • Ruth Edge Corporate Information Team Leader Cardinia Shire Council

  • Tracey Wade Data Analyst Cardinia Shire Council

Case Study

The records and information management landscape is rapidly changing. Catherine and Janet will talk about the changes they have overseen in recent years to the Records Management and Archives programs at Monash University. You'll learn the core elements to their strategy, including record keeping literacy, digital preservation, and information asset register.

- Create a new information policy to reflect the compliance environment

- Utilise traditional retention and disposal activities to address big data management issues

- Understand the role of risk management, audit programs, and record-keeping assessment tools

  • Catherine Nicholls  Records Manager, Records & Archives Monash University

  • Janet Brennen Manager BCM, DR, Records & Archives Monash University

Summit Day 2

19 Feb

Expert Commentary

Do you know the difference between structured and unstructured data? Each presents distinct challenges, especially when it comes to data security, and you must know how to avoid costly information being lost. Darshil is an expert with big data and will discuss the value of data harmonisation.

- Understand consistent data management

- Mitigate the risk of data breaches

- Build your data strategy for critical business decision making

  • Darshil Mehta Head of Data Strategy Bupa Australia

Case Study

Demand pressures for storage and access to information in a discoverable format have made digital preservation a top-line issue for archives departments. Bethany will discuss the advantage of digital preservation, how to conquer the barriers, and achieve what is required to be prepared for the digital age.

- How to manage legacy systems

- Obtain archival flexibility and sustainability

- Ensure access to reformatted and born-digital content

  • Dr Bethany Sinclair-Giardini, MRIM Digital Archivist Yarra Ranges Shire Council

Expert Commentary

The uptake of Office 365 and SharePoint Online by public sector agencies has focused attention on their ability to manage information per government requirements. Information managers have struggled to gain access and control over these complex products, posing a risk to agencies’ ability to maintain authentic and reliable records.

Drawing on PROV’s engagement with agencies, hosted service providers and consultants, Peter will set out some of the key risks and benefits identified. He will share approaches to implementation and management of the products agencies are using to support their business needs and meet their legislated obligations.

- Acquire access and control over complex products

- Identify key risks and benefits to maintain authentic and reliable records

- Support your business needs and meet the required legislated obligations

  • Peter Francis Manager Standards and Policy Public Record Office Victoria

Case Study

An intelligent information management solution focuses on automating the time-consuming and manual processes within a business. The Australian Human Rights Commission is the first Australian Government agency to use the power of artificial intelligence and machine learning to automate records classification. Ryan will take you on the journey of project RADICAL from scratch to success.

- Introduce AI and ML in your information management system

- What are the increased benefits of a technological transformation?

- Challenges experienced and lessons learned from RADICAL

  • Ryan McConville Information Manager Australian Human Rights Commission


A practical change management strategy enables a smooth transition for stakeholders and facilitates faster adoption of newly implemented systems. An emergent change strategy ensures a well-ordered transition, engaging stakeholders and establishing the language of records and information across all divisions.

- Understand and tackle your risks

- Communicate strategically and generate stakeholder buy-in

- Provide pre- and post-implementation support

  • Manohar Esarapu Head of Data & Information City of Port Phillip

  • Mary Ann Rosenthal Information Management Team Leader Whittlesea City Council

  • Carissa Rankin Enterprise Records & Content Management Senior Manager NBN

Case Study

The European’s Union General Data Protection Regulation (GDPR) imposes significant changes to privacy laws in Europe and beyond. It has a significant global impact due to its extra-territoriality provisions – applying to small and large organisations, public and private, who operate in the EU, offer goods or services, or monitor individuals within the EU.

Organisations must be able to demonstrate they understand where, what, and how their data is used. ANZ bank has taken this approach to build a compliance framework for organisational information management. Leonie will discuss the impacts of the compliance strategy on the gold standard of data privacy and its ongoing impact on the evolution of privacy codes around the world.

- Align your compliance framework with the gold standard of data privacy

- Learn about the impacts of GDPR on businesses, large and small

- Address challenges following the implementation of the GDPR program

  • Leonie Short Senior Business Analyst - GDPR Program ANZ Bank - Australia


Records and information management has reached a long way. At present, organisations are required to keep with the pace ans hence are required to re-evaluate their current information and records management system to enable efficiency and effectiveness. The roundtable discussion will focus on the 'whys' and 'hows' of entering the digital age with the significance of making the information and records more valuable, accessible and usable.

- Explore ways to make your records and information management system efficient

- Develop skilled workforce and build a digital workplace

- Harmonize individual goals with your organisation's vision

Post-Summit Workshop

20 Feb - 21 Feb


Latest trends, issues, and potential impacts facing RIM & ICT professionals 

- How RIM and ICT is evolving and how you can prepare for future challenges

- Delve into the impacts of technological advances

- Explore essential leadership qualities 

The transition from technical specialist to a strategic business enabler

- The shift from technical specialist to leader - What's the difference?

- What does authentic leadership mean to you?

- Characteristics of exceptional leaders and how to develop them


Modernise your skillset 

- Identify and break habits that derail us

- Develop positive personal leadership habits - planning, productivity, deep work, and continuous learning

- Identify your values and goals


Prepare to be a change leader

- Communicate change effectively and promptly

- Break down complex jargon and processes to communicate with non-IM business peers

- Build consistent visions, goals, and messages of your digital transformation plan

  • Kate Fuelling Consultant, Facilitator & Digital Transformer Kate Fuelling Consulting


Leading digital transformation

- Understand how businesses are evolving and the impact on the existing resource/technology structures in your organisation

- Align your digital transformation plan with business needs

- Create and lead an integrated information, data, and technology approach

Explore project management methodologies – the good, the bad, the ugly

- Lead an IM change project - What is required? What works? What doesn’t? How do you avoid the pitfalls?

- Challenges and issues to mitigate risk and maximise competitive advantage

- Practical strategies to approach change resistance 

- Manage challenging conversations

Digital by design - Create and deliver a seamless user experience

- Understand IM and ICT from the users’ perspective

- Explore and understand Design Thinking

- Applying design thinking to digital transformation and projects

- Support an organisational culture that welcomes innovation

Establish networks and connection for digital transformation

- Identify and understand your internal and external stakeholders

- Practical approaches to building better connection, collaboration, and how to facilitate co-creation

- How to support and partner with others to achieve greater efficiency and productivity

  • Kate Fuelling Consultant, Facilitator & Digital Transformer Kate Fuelling Consulting


Melbourne Convention and Exhibition Centre

1 Convention Centre Place, Melbourne, VIC, 3006, Australia

(03) 9235 8000

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