Charmaine Brooks CRM (208)

Transcription

1 Charmaine Brks CRM (208) Overview Significant Prjects Ms. Brks is a Certified Recrds Manager and has 25+ years experience in the full lifecycle management f recrds and infrmatin field f management. She has been respnsible fr managing multi-year and cmplex prjects. She has been the crprate recrds manager fr a glbal semi-cnductr manufacturer, manager at a recrds management sftware develpment cmpany and a cnsultant fr recrds and infrmatin management. She has been invlved in a number f taxnmy prjects fr EC/RM implementatins, Oracle Fixed RM, FileNet, MS SharePint, etc. Charmaine has been respnsible fr all activities assciated with recrds management functins fr rganizatins, small t large, in a variety f industries. She develped prcesses, systems, and prcedures fr tracking and scheduling recrds and ensuring cmpliance with gvernmental and legal requirements. Ms. Brks has managed ffsite recrds centers, supervised the recrds management staff, and wrked with all levels and departments t plan fr and meet the recrd retentin requirements. RECORDS MANAGEMENT PROGRAM Develped and administered enterprise-wide recrds and infrmatin management plicies and prcedures fr glbal semicnductr cmpany with 10,000+ emplyees. Implemented recrds and infrmatin management prgram t identify recrd keeping requirements fr legal, regulatry, and business needs. Develped plicies and prcedures fr all recrds management functins. Develped and cnducted training fr all emplyees including new emplyee rientatin, department liaisns, and recrds management staff. Managed ffsite recrds center fr all media types, ensuring security, accessibility, and dispsitin. RECORDS RETENTION SCHEDULES PROGRAM Analyzed and nrmalized existing retentin schedules. Cnducted enterprise-wide and departmental recrds inventries. Cnslidated recrd series and reclassified recrds in Recrds Management System. Mnitred cmpliance with new and existing legal and regulatry requirements. Researched and prepared dcumentatin fr citatins and laws pertaining t the recrds retentin schedules. Develped, maintained, and audited crprate plicies and prcedures, including Recrds Management. ELECTRONIC CONTENT, DOCUMENT, AND RECORDS MANAGEMENT SYSTEMS Develped classificatin structure fr rganizatin-wide deplyment. Cllabrated with IS prject leads t map retentin requirements fr dcuments and recrds. Advised team n retentin requirements fr recrds in accrdance with the crprate recrds retentin schedules.

2 Prfessinal Experience CORPORATE WIDE RECORDS MANAGER Develped and directed all activities assciated with recrds management functins fr the cmpany and subsidiaries. Established systems and prcedures and supervised individuals t perate the recrds management prgram. Develped and cnducted recrds surveys and inventries enterprise-wide and at departmental level. Develped recrds retentin schedules, including recrds appraisal and legal research. Maintained retentin schedules in accrdance with applicable laws, regulatins, and business requirements. Implemented Cmpliance Management System fr tracking, audits, and findings fr nn-cmpliance. Maintained a wrking relatinship with all levels and departments t plan fr and meet the recrd retentin requirements f the cmpany. Develped and cnducted enterprise-wide educatin and training prgram fr new hires, department crdinatrs, and recrds management staff. Crdinated destructin prcess with department managers and the legal and tax departments. Managed recrd center peratins and staff including facilities management, litigatin and audit supprt, check in/check ut, destructin f bslete recrds. Prepared and presented department budgets and reprts t management. MANAGER, ADMINISTRATIVE SERVICES Develped plicies and prcedures fr HR, accunting, recrds management, and general ffice peratins. Maintained crprate recrds management prgrams and prcedures. Crdinated cnfidential management f persnnel activities, including annual perfrmance evaluatins and base pay adjustments. Managed insurance, health-care and retirement plans. Implemented and managed administrative and financial systems, including business planning, frecasting, and budget preparatin. Managed and supervised accunting functins thrugh financial statements. Facilitated Requests fr Infrmatin/Prpsals fr Recrds Management Sftware. RIM ASSESSMENT Assessed existing recrds and infrmatin systems t measure the effectiveness f ability t capture and maintain the recrds f the business activities t reveal gaps between the requirements fr recrds management and perfrmance and capabilities f the existing systems in accrdance with ISO the Recrds Management Standard. ERM STRATEGIC PLANNING Cnducted fcus grups and wrkshps t review cmpliance issues, alignment f the prgram with ther related initiatives (e.g., Dcument Management Prjects), and review the impact f the Electrnic Recrds Management n legacy systems. Identified the needs and difficulties within the rganizatin: staff and training needs, space requirements, cnslidatin f recrds, dispsal f bslete recrds, security, and cntrl, accessibility f recrds, cultural change, etc. TAXONOMY / BUSINESS CLASSIFICATION SCHEMES Develped classificatin schemes, file plans and thesaurus fr categrizing and gruping recrds and dcuments fr electrnic dcument and recrds management. Mapping the classificatin t the recrds retentin schedules and develping dispsitin rules fr dcument and cntent repsitries.

3 Prjects FEDERAL HOME LOAN BANK Develped a strategy t imprve recrds and infrmatin life cycle management, recrds management radmap, and determined pririties. Opprtunities t imprve current peratins with the existing set f tls and the ptential fr gaining strategic advantages were identified. Cnducted an inventry f the department s dcuments and recrds, perfrmed an analysis f the functinal requirements f the recrd types and develped a functinal Recrds Retentin Schedule GREAT WEST LIFE AND ANNUITY Develped a taxnmy fr the design, cnfiguratin, and rllut f IBM FileNet P8 ECM and BPM prducts. Cnducted an inventry f the department s dcuments and recrds, perfrmed an analysis f the functinal requirements f the recrd types and develped a Business Classificatin Scheme fr the implementatin f FileNet Electrnic Cntent Management System fr Plan Implementatin and Services. CITY OF TORONTO Develped an electrnic recrds management strategy fr the City f Trnt including all cmpnents f an electrnic recrds management prgram, legal cmpliance issues and alignment issues with existing and prpsed dcument management and infrmatin management initiatives. Included alignment with 311 services, IBM dcument management system, and existing classificatin and retentin prgrams. Develped a Business Classificatin System fr the City. The Classificatin was develped using existing Infrmatin Management tls, electrnic inventries and cllabrative sessins and included a prf f cncept n a large City divisin. The prject als invlved a phase t develp an implementatin strategy fr the Business Classificatin System including integratin with ther city vcabulary tls, retentin schedules and systems. The prject was cmpleted frm September t December, Emplyment IMERGE Cnsulting, Inc. Principal and Recrds Management Cnsultant Cmpleted prjects fr recrds and infrmatin management. Develped Recrds Management Prgrams, including Plicies, Prcedures, Recrds Retentin Schedules, Business Classificatin Schemes, Metadata Mdels, etc. Certified trainer fr the AIIM Electrnic Recrds Management certificate prgram. Stellent, Optika, and Select Technlgies Stellent, a glbal prvider f cntent and recrds management sftware slutins, acquired Optika in 2004, which had acquired Select Technlgies, in Stellent was acquired by Oracle Crpratin. Respnsible fr activities related t recrds and infrmatin management. Prvided recrds management advice t the sftware develpers and engineers fr functinality and design f mdificatins and enhancements t the sftware, as well as advice t the field prfessinals wrking with the clients fr prject develpment, implementatin, prcesses and prcedures, training, and general recrds management issues. Micrn Technlgy, Inc. Glbal semicnductr manufacturer Respnsible fr all activities assciated with recrds management functins fr the cmpany and subsidiaries. Develped prcesses, systems, and prcedures fr tracking, scheduling and ensuring cmpliance with gvernmental and legal requirements. Managed the ffsite Recrds Center, supervised the recrds management staff, and wrked with all levels and departments t plan fr and meet the recrd retentin requirements f the cmpany.

4 Awards and Certificatins Standards Wrk Prfessinal Assciatins Certified Recrds Manager CRM Institute f Certified Recrds Management Electrnic Recrds Management Master ERM M Infrmatin Organizatin and Access Specialist IOA M AIIM Internatinal ARMA - Glssary f Recrds and Infrmatin Management Terms 3 rd Editin ARMA ( ARMA - Bise Valley Chapter Bard Member Vice President 2004/2005 President 2005/2006 Past President 2006/2007 Treasurer 2008/2010 Member Relatins Cmmittee 2006/2008 Awards Task Frce 2007/2009 AIIM ( Prfessinal Member NW Chapter Reginal Representative Idah Articles THE FIVE GOLDEN RULES OF RECORDS MANAGEMENT AIIM edc Magazine, May/June 2006 KNOCK OUT POOR RECORDS MANAGEMENT AIIM edc Magazine, May/June 2007 Publicatins MANAGING ELECTRONIC RECORDS: STANDARDS, BEST PRACTICES & IMPLEMENTATION ISSUES A MANAGEMENT GUIDE ; Rbert Smallwd and Charmaine Brks IMERGE Cnsulting, Inc MANAGING ELECTRONIC RECORDS FOR MULTINATIONALS; Rbert Smallwd, Charmaine Brks, and Vigi Gurushanta IMERGE Cnsulting, Inc LEVERAGING MS SHAREPOINT 2010 TO MANAGE ELECTRONIC RECORDS; Rbert Smallwd and Charmaine Brks IMERGE Cnsulting, Inc Speaking Engagements THE LIFECYCLE MANAGEMENT OF RECORDS - San Dieg and Bise Valley ARMA Chapter Meetings THE FIVE GOLDEN RULES OF RECORDS MANAGEMENT - San Antni ARMA Chapter Meeting ELECTRONIC RECORDS MANAGEMENT - ImageSurce Nexus User Cnference and 2008 ELECTRONIC RECORDS MANAGEMENT, TAXONOMY AND CLASSIFICATION - Hawaii ARMA Chapter CLASSIFICATION, RETENTION AND DISPOSITION TWO DAY WORKSHOP - Lrsn Resurces, Trinidad - ARMA Calgary Chapter

5 Certified Trainer ELECTRONIC RECORDS MANAGEMENT CERTIFICATE PROGRAM UNITED STATES CANADA Emplyment Histry JAMAICA AND TRINIDAD IMERGE Cnsulting Recrds and Infrmatin Management Principal Cnsulting fr Recrds and Electrnic Cntent Management 2005 t Current Stellent, Inc. Bise, ID Nw Oracle, Frmerly Optika Inc. and Select Technlgies, Inc. Manager, Administrative Services Accunting, Office Manager, and Recrds Management Cnsulting 1997 t 2005 Micrn Technlgy, Inc. Bise, ID Crprate Recrds Manager 1993 t 1997 Idah Natinal Engineering Lab (INEL) Idah Falls, ID Recrds and Infrmatin Crdinatr 1990 t 1993 Zeiss Avinics San Dieg, CA Cst Accuntant, Cntract and Prject Management 1986 t 1990