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Dear Members,

It is always great to have strong finishes to a year and I believe this will be one of those years.  I hope you find the depth and breadth of topics offered by our chapter this year valuable as well as the quality of the speakers.  We are not done yet, however.  We have two more events.
In November, Wells Fargo, one of our chapter members, we will present to you with a key topic of interest to any major enterprise.  Enterprise Record Management.  Even if you have an activity in place on this topic, the discussion on what is working and what is a challenge is bound to provide value.  (See details below)
On December 13th, we have our DAMA Day event and this year it is bigger and broader than before.  The theme will be SOA and Data Management and we are partnering with Integration Consortium to offer you a two track event with 12 different sessions to participate as well as a broader opportunity for networking and discussions as we bring together two different professions.  Register by November 21st for the best discounts.  You can find the event details on www.sfdama.org

Last, please pass this information to your colleagues and if they are not members already, remind them that DAMA Day attendance will give them a several month DAMA membership that  more than pays for itself in a single conference registration discount alone, never mind all the benefits of great local topics and networking opportunities that are possible only when we participate as a group of professionals.

Thank you


SF DAMA November 2007 Meeting

Enterprise Records Management at Wells Fargo

November 14, 2007, 8:30 am - Noon
Location: ATT San Ramon Facility
click for directions

Please RSVP to Jeff Pekrul

8:30 - 9:00 Continental Breakfast
9:00 - 9:15 Welcoming Remarks
9:15 - 10:15 Enterprise Records Management at Wells Fargo
10:15 - 10:30 Break
10:30 - 11:45 Continued Presentation
11:45 - 12:00 Questions and Wrap-Up
12:00 - Lunch Restaurant (to be announced at the meeting)

Enterprise Records Management at Wells Fargo

Robust and effective records management requires a combination of organizational and technical tools. Wells has a wide range semi-autonomous business units, which a supported by many different technologies. Paper records retention policies have been in place for years but are localized and sometimes inconsistent. With the advent of Sarbanes-Oxley, electronic records management has recently come to the fore.

A Corporate Records Management Office has been established, and enterprise classification and retention policies have been developed and are being implemented. Wells Fargo?s records management strategy uses FileNet Records Manager as the hub for classifying and managing both electronic and physical records across a number of related systems.

Our first priority has been to eliminate redundancy and waste in the management of physical records. Policies for electronic records management require agreements on retention classifications, metadata, across disparate imaging and document management systems. FileNet RM is linked via Web Services to systems that manage images and physical records. Support systems for physical records management are in production and several integration projects for electronic records are in the pipeline.

About The Presenter: Bob Carasik

Bob Carasik is a Systems Architect at Wells Fargo Bank in San Francisco, California. He specializes in content and image management systems. Bob is part of the Operations and Corporate Technology Architecture group where he makes design decisions and technical recommendations for projects. He also develops standards in the areas of middleware, XML messaging, and meta data.

Throughout his career, Bob's mission has been to filter out the hype and help the enterprise adopt new technologies in a disciplined way. Recently, Bob has focused document imaging and records management. He has helped to catalyze the use of UML in several application integration projects. Bob developed the open source strategy at Wells.
In past jobs, Bob led research projects in groupware, logic databases, CORBA component interfaces, and conceptual modeling approaches. He has developed data acquisition and document management systems.

Bob has a degree in creative writing from the University of Michigan, and an M.S. in Computer Science from Stanford. He has served on the adjunct faculty at the University of San Francisco. Some of his recent speaking engagements include Meta Data 2002, XML DevCon 2001, and the UML Forum (Tokyo) 2005, and the Wuhan Conference on eBusiness, 2007. 


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