Welcome to the Gimmal customer education registration for Gimmal Physical! During these 30-minute sessions, we will guide you through optimizing your Gimmal product to effectively address your physical records challenges. Sessions will be recorded and made available to registrants.

Data Focus – Creating, Updating, and Deleting Join this session to ensure you know all the Gimmal Physical tips and tricks to help provide greater efficiency and consistency.

Join us Wednesday evening at the president’s reception, where you’ll network with peers and meet new friends. Thursday morning we’ll begin with a keynote address from Dennis T. Clark, Librarian of Virginia. Throughout the day and into Friday, you’ll learn about information governance and artificial intelligence, outreach initiatives, Microsoft365, the Freedom of Information Act, and more.

The program and hotel information are available on the conference site.

Welcome to the Gimmal customer education registration for Gimmal Discover! During these 30-minute sessions, we will guide you through optimizing your Gimmal product to effectively address your data governance and records challenges. Sessions will be recorded and made available to registrants. 

Workflow Builder: Part 1 Join this session to learn how to create new Gimmal Discover workflows using fundamental building blocks. You’ll learn how to add ‘Decisions’ to analyze metadata and content, as well as ‘Actions’ to generate reports and remediate data. The session will cover workflows applicable to both files and messages.

Join us at ARMA InfoCon, the largest conference dedicated to information management professionals. This year’s event will feature insightful sessions, practical workshops, valuable networking opportunities, and an interactive expo hall. Connect with industry leaders and learn about the latest trends, technologies, and best practices in information management.

At ARMA InfoCon, you’ll have access to a wide range of sessions that cover topics such as electronic records management, data privacy, information governance tools, and more. These sessions are designed to provide practical knowledge and skills that you can apply in your daily work. You’ll also have the chance to earn professional development credits recognized by the Institute of Certified Records Managers (ICRM).

Welcome to the Gimmal customer education registration for Gimmal Records! During these 30-minute sessions, we will guide you through optimizing your Gimmal product to effectively address your electronic records challenges. Sessions will be recorded and made available to registrants.

Inbox: What’s New? Join this session to learn about the latest updates and enhancements to the Gimmal Records Inbox.

Microsoft 365 Ottawa Event is a free community‐focused technology event dedicated to educating and engaging members of the local technical community. The event draws upon the expertise of IT professionals, developers and solutions architects who come together to share their real-world experiences, lessons learned, best practices, and general knowledge with other like‐minded individuals. These individuals bring invaluable experience and lessons across the broad suite of services Microsoft offers like: SharePoint, Microsoft Teams, Security and Compliance, Power Platform, Dynamics 365, Azure, and other M365 applications. Although admission is free, we request attendees to bring non-perishable food items for donation to the Ottawa Food Bank (https://www.ottawafoodbank.ca). Non-perishable food items include canned foods, snacks, cookies, dried foods, nuts, etc. A special need exists for baby food donations. Please, no cash donations.

In the age of AI, proliferating data privacy regulations, and costly data breaches, the business success

and corporate reputation of any organization hinges on how well it will manage and protect its

information assets, beginning with its sensitive data and records, including emails.

This webinar delves into the critical role that data governance and modern records management play in driving successful business outcomes. Join us to get a hybrid combination of C-Suite, big-picture strategy and communicating the business value of information governance programs, as well as technical best practices and real-world case studies how to implement robust data governance frameworks.

We’ll also discuss modernizing records management initiatives that streamline operations and safeguard valuable data, especially for email data management and for those organizations looking to enhance their Microsoft 365 ecosystems.

Whether you’re looking to improve your email management and records management efficiency, boost your data security, or gain a competitive edge and translate technical implementations into organizational ROI, this session will provide actionable insights to protect your data and records as well as unlocking its business value.

Are you looking for insights and metrics to help your organization make informed decisions about your data policy?

Join this session and explore how to make the most out of Gimmal Discover’s Data Governance’s reporting capabilities. Learn how to create Detailed and Summary reports that will help you identify data to improve your records and governance strategy.

Get ready to hit a home run! Join us for an unforgettable evening of baseball at EMPOWER24 with co-sponsors ARMA New England Chapter on Friday, September 20th at Fenway Park! Cheer on the Boston Red Sox as they face off against the Minnesota Twins. It’s going to be a grand slam of fun, networking, and baseball excitement. Don’t strike out on this chance to catch all the action with us!

Kurt Thies, Vice President, Gimmal Lifecycle Governance | Gimmal

Kurt Thies is a well-recognized Digital Transformation Executive, Innovator, and Thought Leader with proven ability to design solutions, develop loyal customers and business partners, build and inspire teams, and lead growth and transformation. Areas of expertise include strategic vision, sales and marketing, planning and execution, business development, account success, and corporate development. A visionary, transformational leader who creates high performing teams and instills a customer-centric culture.

Kurt founded and built a leading information management software company, developing a loyal customer base, including global projects with several Fortune 50 customers. When the company was acquired by the $3 billion leader in the industry, he led their innovation strategy, integrating with their technology platforms, building strategic partners, and developing solutions for their largest customers. Kurt is currently Vice President, Gimmal Lifecycle Governance solutions.

At the InfoGov World Conference, you’ll hear directly from world-class experts, and leading authors and innovators on the latest IG trends, Technologies, and Best Practices. You’ll learn how governance and business demands drive change, engage in fun and stimulating interactive workshops and discussions, and network with like-minded individuals with the same opportunities and challenges! 

Join industry experts from Gimmal, a global information governance technology and services provider and CloudNine, a SaaS-based eDiscovery leader with a review platform for self-service processing, analysis, review, and production for both traditional and modern data, as they delve into practical solutions for managing modern corporate data governance.

What will you learn?

1. How IG practice, good or bad, impact downstream processes like FOIA requests, eDiscovery, Compliance and Risk Management
2. Best ways to cut costs with the intersection between information governance and eDiscovery
3. New considerations for corporate data governance like:
4. Corporate and personal communication applications outside of email
5. Shifts in communication habits that may impact data requests
6. Privacy, compliance and other types of considerations with modern data
7. FOIA and similar request management from data collection through export
8. Investigations, litigation, audits and any other considerations around data management, review and data delivery

Are you fully leveraging Records Requesting functionality within your Gimmal Physical solution? Join this session to ensure you know the various configuration options and the value they provide.

What happens when your record properties are inconsistent across sites, libraries, or repositories? How can you create a classification or Legal Hold rule that applies to all variations? Managed Properties can help! By organizing and managing your properties, you can use Rule Sets to create reusable rules, simplifying file plan management and ensuring consistency.

In this session you will:

See examples of disparate property definitions

Learn how to create a Managed Property

Use a Managed Property in a Classification Rule

Learn how to create and use a rule set

Do you perform legal or internal investigative searches?

Join this session to explore Gimmal Discover’s eDiscovery module search capabilities. Learn how to enhance and expedite your searches, optimizing your investigative processes.

Join us for an insightful presentation where we unravel the complexities of Digital Transformation and its impact on modern organizations. As we transition from physical to electronic records, understanding the nuances of this digital evolution is crucial. This webinar will provide a clear distinction between Digitization, Digitalization, and Digital Transformation, helping you grasp their unique roles in the digital journey, including how to effectively deploy Change Management and Knowledge Management Transfer across your organization and teams.

Key Topics to be covered include:

1. Digital Transformation:
– Understanding the comprehensive change that Digital Transformation entails.
– Identifying its significance and benefits for your organization.
2. Physical + Electronic Records:
– Strategies for managing the coexistence of physical and electronic records.
– Best practices for transitioning to a predominantly digital record-keeping system.
3. Digitization vs. Digitalization vs. Digital Transformation:
– Defining and differentiating these key terms.
– Exploring how each process contributes to the overall digital strategy.
4. Change Management and Eliminating Organizational Silos:
– Techniques for effectively managing change within your organization.
– Strategies for breaking down silos and fostering a collaborative digital environment.
5. Reducing Storage Costs and Expenses:
– Practical steps to streamline storage needs and reduce associated costs.
– Implementing efficient digital solutions to enhance operational efficiency.

Did you know that Gimmal Physical maintains three distinct metadata fields that reference the location of an item? Join this session to discover:

The purpose of each field

Their relationships

The multiple ways location changes can be made

Concerned about the content residing on your users Windows or Mac endpoints, such as desktops and laptops? Learn effective ways for searching, analyzing, and addressing content to stay compliant within your governance policies.

As you implement your records management program, what will you do with all the content currently stored on network file shares? Simply dragging and dropping these files into a SharePoint library merely shifts the problem from one place to another without resolving it. 

Join us to learn how Gimmal Records can apply records policy on file share content just like it does to SharePoint Online, Box, and other content sources. We will review: 

• How the Gimmal Records file share connector works 
• What properties you can capture from file share content 
• Creating classification rules for file share content 

Concerned about the content residing on your users Windows or Mac endpoints, such as desktops and laptops? Learn effective ways for searching, analyzing, and addressing content to stay compliant within your governance policies.

With digital transformation and AI initiatives accelerating, the need for a comprehensive data and information governance framework for both physical and electronic records has become more important than ever.

Gimmal’s end-to-end information governance solutions enable you to consistently manage the lifecycle of records, ensuring compliance requirements are met, while also maturing your program over time. Additionally, sensitive data can be discovered across enterprise systems and brought into the governance framework to protect your data and mitigate risk. Implementing a complete information governance framework will ensure that your organization’s information is properly managed, protected, and leveraged to support your digital transformation journey.

Don’t miss the opportunity to learn more about Gimmal’s solutions and services and how we can support your organization, whether it’s meeting with us at NAGARA’s annual conference and events, or scheduling a personalized conversation and demo at www.gimmal.com/contact-us.
Explore products and services from NAGARA’s sponsors and exhibitors from your home or office. Lightning-fast 20-minute presentations. Free admission!

We are delighted you will join us for our Gimmal Discover User Group Showcase. This event offers a great learning opportunity as we demonstrate a variety of Gimmal Discover use cases.

Agenda

• Sensitive Data Discovery: How to use specific syntax to locate Personally Identifiable Information (PII)
  • Learn how to leverage Discover’s capabilities to take proactive measures and mitigate PII risks.
  • Utilize keywords, advanced search operators, and contextual clues (e.g. NEAR)
• Redundant, Outdated, or Trivial (ROT) Data: Tips & tricks for ROT identification & remediation
  • Learn about Discover’s commonly used identifiers such as age, location, folders, extension, etc.
  • Hear why data classification is important and how it contributes to an effective remediation strategy.
• Legal Hold Notifications: The importance of having a defensible & reliable system to keep you compliant
  • Ditch the spreadsheets! Learn about Discover’s system to easily create, dispatch, and monitor hold notifications.
  • Explore the capabilities to manage ongoing communication, maintain a transparent audit trail, and mitigate the risks of spoliation.
• Exclusive Preview! Integration between Gimmal Discover & Microsoft Purview labels

As organizations race to implement AI for various internal and external applications, the readiness of structured and unstructured data is a critical element for compliance and success. In this webinar, we will delve into the critical aspects of preparing your company’s data for AI, which likely includes sensitive data and personally identifiable information (PII).

Join us for this webinar where we’ll cover key considerations for data quality, data cleanup, the significance of robust data governance frameworks, and effective strategies to structure and clean your data. Attendees will leave with actionable insights on how to prepare their data to minimize risk and ensure their AI projects deliver ethical and compliant outcomes, and drive innovation.

Featuring:
Jeff Dunning, Director of Corporate Cloud Services, Innovative Driven
Kim Tran, Head of Marketing & Business Development, Gimmal

Experience the ultimate gathering of Records & Information Management, Information Governance, Security, and Privacy experts from across the region! Mark your calendars for June 12th, 2024, as we invite you to Princeton University for a day brimming with dynamic educational sessions, innovative business solutions, and invaluable networking prospects. From 8 am to 5 pm, immerse yourself in a tailored multi-track program crafted to enrich your knowledge base and empower your professional journey. Cap off the day with a networking reception, where connections flourish and insights abound. ARMA NJ proudly presents INFORM24—an educational extravaganza set to rival national conferences. Don’t miss your chance to elevate your expertise and expand your network!

Looking for a way to associate electronic documents to your physical records meta-data within Gimmal Physical? Attend this session to discover the possibilities.

In an earlier session we talked about managing the Inbox. But how do you manage the process of moving records through a more structured approval process? In this session, we’ll cover how to set up approval workflows in Gimmal Records.

Topics to be covered include:
1. How to set up a workflow
2. Groups or users in a workflow
3. Moving items through the process
4. Reviewing approvals

Join us to learn how to automate your Gimmal Records approval process.

ARMA Canada Information Conference is back in 2024…and better than ever!

Meet us May 12-14, 2024 in Calgary, Alberta and get ready for an unforgettable event against the backdrop of Calgary’s stunning landscapes and vibrant culture.

Our last conference in Toronto was a huge success, with engaging sessions, inspiring speakers, and endless networking opportunities. The atmosphere was electric! Big thank you to everyone who joined us and contributed to the amazing experience.

In 2024, we’re taking it up a notch! We’re crafting an even more enriching program that combines cutting-edge knowledge with fun and networking, all in the unique charm of Calgary. Whether you’re a returning participant or a first-timer, this is an event you don’t want to miss.

Stay tuned for more details on registration, speakers, and exciting activities and get ready for 2024 in Calgary!

Interested in enhancing your search skills using keywords, phrases, operators, or regular expressions? Join us for a comprehensive session on search syntax, complex expressions, and the capabilities offered by Gimmal Discover.

Topic: Transforming the Litigation Lifecycle: Integrating Information Governance & eDiscovery to Reduce Costs

Speakers/Panelists:

• Rick Clark, VP, Strategic Partnerships at CloudNine
• Dean Gonsowski, CRO at Gimmal
• Matt Krengel, Discovery Counsel & Director of Information Retention Counseling at Cooley LLP

Join us for an informative and engaging session on Gimmal Physical and meet your like-minded Gimmal user community. Whether you’re a seasoned veteran or newcomer, this is an excellent opportunity to connect with your peers, share insights, and stay up to date with industry trends.

Event Schedule

1. Customer Speaker Panel

• Led by Kurt Thies, VP of Gimmal Physical

2. Peer-to-Peer Breakout Sessions

• A space for our community to connect on a deeper level, exchange ideas, and collectively explore insights on records management

3. Ask the Gimmal Experts

• Discuss your questions about Gimmal Physical best practices, tips & tricks with our subject matter experts, Tim Butler, Cindy Matter, and Terry Butler.

4. Gimmal Physical product updates

In an era dominated by data-driven decision-making, the volume of digital information generated by organizations continues to soar. However, amidst this data overwhelm lies a hidden challenge: digital data sprawl. Characterized by redundant, obsolete, and trivial (ROT) data, data sprawl not only inflates storage costs but also undermines organizational efficiency and data security.

Learn about the different options you have when creating or maintaining new record classes or categories.

Topics we’ll cover include:
1. Create, Cut and Paste
2. The Archive is and Destruction Certificates
3. What Priority does
4. Case-based record classes and rules
5. Inheritance
6. Permissions

Regulations and requirements change, and file plans must be maintained. Don’t do it the hard way, join us to learn how to streamline managing your record classes and categories in Gimmal Records!

Hit The Innovation Jackpot

You want to bet on big ideas. Make sure your buy-in pays off. Our agenda is jam-packed with classes, labs and workshops so you can bring home big wins for your organization.

Empower 2024 welcomes you to the Mandalay Bay Resort and Casino, right on the famous Las Vegas Strip. Enjoy attractions, dining and lodging, all a quick walk from the conference floor.

ARMA Houston equips records managers, information governance and compliance professionals to better impact their organization’s business strategies and objectives.

ARMA Houston connects industry thought-leaders, solution providers and professionals with thought provoking, interactive, and solution-oriented engagement and learning experiences.

ARMA Houston engages in teaching and exploring information governance issues from the Legal, Financial, Operational and Technical aspects at its monthly meetings and annual conferences.

ARMA Houston’s continuing missions is to provide educational and research opportunities to advance the improvement of Records and Information Management practices.

ARMA Houston with over 300 members is the largest of the ARMA International 170 chapters worldwide.

Designing the future of information management requires architecting a new ecosystem based on best of breed tools that are tuned for the next generation of leadership who will be charged with operating it. Put simply, the future of information management must enable next-level organization and control throughout the information governance lifecycle.

We invite you to watch our panel of visionary leaders from three best-of-breed solution providers as they discuss the future of information management and next-gen managers from records retention policy to data retention schedules to managing all your records information in one place.

Speakers:

• Aaron Ryssemus, Founder and CEO, Annex
• Kurt Thies, Vice President, Gimmal Physical
• Wanne Pemmelaar, CEO/Co-founder, filerskeepers

** Prerecorded LIVE on Tuesday, April 9, 2024, at INFONEXT Conference 2024

Learn about the various types of available lists within Gimmal Physical, their uses, and how to manage them.

InfoNEXT 2024, scheduled for April 8-10, 2024, in Palm Springs, CA, is a summit tailored for Information Governance (IG) professionals, visionary leaders, and solution providers. The event aims to equip IG practitioners with advanced strategies for securing company information assets and driving tangible business value. Globally recognized as a hub for IG thought leadership, the summit will delve into the impact of artificial intelligence and emerging technologies on information governance, covering key areas such as Cybersecurity, Privacy, Records Management, and eDiscovery. Attendees will gain insights into evolving IG laws and regulations to ensure compliance within their organizations.

InfoNEXT 2024 stands out by offering a forward-thinking perspective on IG, showcasing novel technologies, and emphasizing transformative changes in the IG landscape. Unique features, including the Executive Experience, Interest Group Council discussions, and the establishment of industry councils, position InfoNEXT 2024 as the epicenter of IG thought leadership.

Step into the realm of the Guardians of the Future at the AIIM Conference 2024, where information leaders are driving better business outcomes with information management in the era of AI and exponential data growth.

Hosted by the Association for Intelligent Information Management (AIIM), AIIM24 is a foreword-focused, technology-rich event for information leaders striving for a future where data is not just managed but transformed into a strategic asset.

Earn 12 continuing education units at this can’t-miss event, featuring 70+ hours of interactive workshops, exciting technical sessions, and real-world case studies. Connect with solution providers and other information and data professionals.

Get more out of your data and information and join us at AIIM24 and be at the forefront of the AI era, charting a course towards a more informed, organized, and empowered tomorrow.

Join us as we host Joe Shepley, CIPP/US, Managing Director at Alvarez & Marsal to discuss why data cleanup efforts so often fail, in spite of organizations’ desire and urgency to dispose of data they no longer need, or are legally required to get rid of.

And while the latest and greatest technology solutions might seem like the first answer to solve all data problems, there are four other critical areas that must be in place so that teams and organizations can experience less data mess, and more data cleanup success.

Main webinar takeaways:
– Explore common challenges faced during data cleanup initiatives
– Practical tips and strategies for overcoming these challenges, including a roadmap and best practices for successful data cleanup projects
– Live Q&A

We will review how to secure your data with Gimmal Discover’s automated classification to gain clarity, organization, and control over your information without disrupting the business. Leverage classification categories to track data and ensure compliance with regulatory, privacy, and internal policies.

In the highly-regulated landscape of Life Sciences, compliance and effective records management are critical components for success.

Ensuring that your organization is audit-ready is not only a regulatory requirement but also fundamental to track and mature as regulations and laws evolve and update.

Join Gimmal along with our partner, NNIT, as we delve into the unique challenges faced by the Pharma and Life Sciences industries, and walk through how to build and maintain a resilient records management system that meet the highest standards of compliance.

Join us to learn:
– Challenges and benefits of records and information lifecycle management within Life Sciences
– How to accelerate the implementation of a good practice (GxP) solutions
– How to manage the quality and compliance of records and information with a defined validation process, especially for customers within the Microsoft ecosystem

Submit your questions ahead of time and we’ll address them during our live Q&A!

Join us for an informative and engaging session on Gimmal Records and industry topics. Whether you’re a seasoned veteran or newcomer, this is an excellent opportunity to connect with your peers, share insights, and stay up to date with  industry trends.

Event Schedule 

1. Guest Speaker: Diana Chen from General Networks 

Information Governance with Microsoft 365: Essential Considerations for Success!  

2. Round Table Forum led by David Quackenbush (EVP & Chairman) 

Come ready to exchange ideas on a variety of Gimmal Records topics. 

Automatic crawl & classify * Best practices * Preservation & permanent records * Information Architecture * Reporting: what’s useful & what’s not * 

3. Ask the Gimmal Experts 

Discuss your questions about Gimmal Records best practices, tips & tricks with our subject matter experts, Colin Langston & Will Irwin. 

4. Gimmal Records product update 

And more… 

Failing to implement a sound Legal Hold strategy can put any organization at risk for severe financial sanctions. That’s why Gimmal is committed to providing a simple, defensible process to streamline the complex (and costly) process of managing custodian notifications.

Join the Gimmal team on Thursday, March 14 at 1:00pm EST for a live webinar to learn more.

We’ll dive into:
The challenges of not having a defensible, auditable legal hold solution
A preview of Gimmal’s straightforward legal hold process
A live demo of Gimmal’s Legal Hold solution including open Q&A

We will review:
· Preferences
· Comparison operators
· Keyword operators
· Boolean operators

Learn how to create custom dashboards and advanced reports with Gimmal Records.

We will review:
· Allow the non-records managers to see what’s approaching disposition for their organization
· Publish records data via custom dashboards in SharePoint or webpages
· Interactive reports that allow point and click filtering and viewing of records data

Learn about enforcing email retention policies with the versatile capabilities of Gimmal Discover. If your organization’s email retention policies demand enhanced precision and granularity, this session is for you.
We will review considerations, options, and roll-out strategies.

We will review:
· Configuring pre-requisites
· Creating notification events
· Associating notification events to users
· Utilizing Broadcast notifications

Legalweek is one week where thousands of legal professionals gather to network with their peers, dive deeper into their professional development, explore topics and strategies tailored specifically to their role, and gain the tools to get legal business done.

Described as the “one legal event that hits all the marks for information, education, and networking” and the “best gathering place for many of the leading legal minds across the industry”, Legalweek is the only place to gain actionable insights that will help legal leaders restructure, rebuild and reinvigorate today’s law firms and legal departments.

Data breaches reached record highs in 2023 and states across the U.S. are giving individuals more rights and controls over their own personal data, highlighting the critical importance of a strong data governance, information governance, and privacy program to properly safeguard, protect, and manage personal information.

However, keeping up with ever-expanding data privacy laws continues to be a challenge for organizations of all sizes and industries, costing valuable time and money among frequently limited and strained resources.

For those looking to thrive and not just survive in this new regulatory landscape, join Gimmal as we host Tom Corey, Director within Harbor Global’s Information Governance practice for a live webinar.

We will:
– Review data privacy updates across 13 U.S. states, from the California Consumer Privacy Act (CCPA) to the Senate Bill (SB) 475 in Texas, and more
– Explore the nuances and implications of revised data protection laws on your existing data and information
management practices
– Provide a privacy framework for you to implement and mature within your information governance program

Register today! Submit your questions ahead of time to get them answered during our live Q&A session!

Featured Speaker:

Tom Corey, JD, CRM, CIPP/US, CIPM
Director in Information Governance
Strategy & Transformation Practice, Harbor Global

Tom Corey is a Director within Harbor Global LLC’s Information Governance team. Tom brings specialized analysis to information governance and records management policies. Much of his work involves assisting organizations in developing information governance policies, records retention schedules, and privacy programs that are compliant with domestic and international laws, regulations, and data privacy requirements.

Tom is a licensed attorney, a Certified Records Manager (CRM), Certified Information Privacy Professional (CIPP/US), and Certified Information Privacy Manager (CIPM).

If managing dispositions during peak times poses a challenge, learn how Gimmal Records can be used when handling a high volume of disposition records.

We will review:
· Guidelines for enhancing visibility and managing disposition
· Ways to refine your processes using filters, custom columns, and bulk approvals

Evolving standards around accountability and transparency are driving the push toward digital document management systems.

Without an efficient records management strategy in place, responding to Freedom of Information Act (FOIA) or other records requests can eat up hours of staff time and lead to lags in responses. With a smart, centralized records system, teams are better equipped to find files, keep track of versions and share content quickly and efficiently.

Join Government Technology, Laserfiche and Gimmal for a live webinar on December 12, 2023, at 10 AM PT/1 PM ET to explore the tools helping agencies stay compliant and meet transparency demands.

You’ll Learn:

• How to build a unified system for managing physical and digital documents
• Tools your agency can leverage to expedite information-requesting services
• Records management practices that make it easy to find information and collaborate