On-Demand Webinars

Discover the new workflow-based functionality included with the latest edition of Gimmal Physical. 

Join us to learn how to implement precise, powerful, and comprehensive email retention policies for mailboxes and archives. Discover how you can manage specific groups, mailboxes, and folders—aligning seamlessly with your organization’s unique policies and compliance needs.

Join Gimmal and our featured speaker, Susan Lamb, as she shares insights and lessons learned from her 24-year journey navigating the dynamic world of records management in a global enterprise environment as a data governance leader and lawyer.

Drawing from her extensive experience, Susan will provide practical strategies on how to:
• Transform perceived threats into strategic opportunities
• Position records, data, and information management expertise as essential to successful AI readiness and implementation
• Navigate career challenges in an evolving field
• Advocate for the critical role of high-quality records programs and data governance in producing trustworthy AI outputs

Learn how to streamline the inclusion of emails into your corporate records retention practice for improved compliance and efficiency.

Learn how to perform a RIOT (Redundant, Inaccessible, Obsolete, Trivial) analysis to gain insights into the types of data within your unstructured content and easily identify quick-win opportunities for remediation.

Join us for an exclusive fireside chat with Mark Patrick, CIP, Chief Records Officer at the U.S. Department of Defense, as we explore his leadership lessons and transformative approaches to public sector and enterprise records management. Learn how one of the world’s largest organizations navigates digital transformation, builds robust governance frameworks, and fosters a culture of excellence that scales.

In addition to a live Q&A, you’ll gain insights into:
* Strategic leadership in large-scale records management
* Balancing standardization with organizational complexity
* New technologies and trends reshaping information governance
* Building high-performing, adaptive teams and skills in the age of AI
* Creating sustainable compliance frameworks across diverse operations
This webinar is perfect for information management leaders, records professionals, and anyone interested in scaling excellence in enterprise records management. Have a burning question on your mind? Submit them below for us to answer live!

Part 2: Cut Costs, Stay Compliant: Smart Strategies for Managing Records in Your Email

Join us to learn how to tailor application behavior and maximize efficiencies for your Gimmal Physical users through Preferences. 

Does it feel like everyone is racing towards AI adoption – but your organization isn’t quite ready for it yet? AI readiness is a marathon, not a sprint – and every race requires proper training ahead of time…

Join us for this session, where we will focus on interpreting, locating, and reviewing log files to help you gain insights into system activities, troubleshoot issues, and optimize performance. 

Part 1: Automating the Management of Records in Your Email to Drive Efficiency

This session will demonstrate the integration and synergy between Gimmal Records and Gimmal Discover, highlighting how it enables seamless information governance and enhances compliance by providing visibility and control over records across the organization.

Join this session to discover how Gimmal Physical can be configured to automatically generate patterned sequences tailored to business-specific use cases, using meaningful and unique identifiers. 

This session will focus on how to copy steps and/or sequences between Workflows, as well as a look into the .xml for Workflows. Part 1 & 2 can be found on our YouTube channel, @GimmalSolutions. 

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 2 In this session, you will learn how to use Gimmal Discover’s advanced workflow features designed to help you filter, format, and process data more efficiently, while also learning methods to reduce duplicate ‘Decisions’ and ‘Actions’ within a workflow.

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.

UI Configuration: Field Display, Advanced Field Display, and Quick Description

Join this session to learn how to enhance the presentation of records data in Gimmal Physical, making it more logical and intuitive.

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.

Managing and Using Legal Holds Join this session to learn how to effectively use Legal Holds and understand their impact in Gimmal Records.

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.

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.

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.

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.

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.

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

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.

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

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!

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.

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!

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

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