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ARMA Houston E-Mail Management Seminar
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ARMA Houston E-Mail Management Seminar

Save the Date! Please join us for the ARMA Houston E-Mail Management Seminar.

When: 12/10/2014
From 8:00 AM until noon
Where: Murphy Exploration & Production Company
9805 Katy Freeway
Suite G200
Houston, Texas  77024
United States
Presenter: Tom Forsyth, CRM

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Save the Date!!

Strategies for Effective Email Management

Presented by Tom Forsyth, CRM

DataBank IMX

December 10, 2014  8:00am – Noon


Murphy Exploration & Production Company
9805 Katy Freeway, Suite G200
Houston, Texas 77024

$50 per attendee


Program:  Strategies for Effective Email Management
The program presents the challenges of managing emails and offers strategies and best practices for managing emails including the development of an internal email policy.  Procedures for managing emails that have business content are discussing including:

  • Declaring emails as business records
  • Classifying them for subsequent retrieval
  • Managing them according to your retention schedules

The program also explores how you can manage emails within the context of an Enterprise Content Management System.

Program  Agenda

  • E-mail Usage and Challenges
  • E-mail as a Business Record
  • E-mail Strategies
  • E-mail Best Practices
  • E-mail Retention
  • E-mail Classification
  • E-mail Strategies with ECM
  • E-mail Policies
  • E-mail Management Imperatives


Biography of Tom Forsyth, CRM

Tom Forsyth, CRM, is an ECM Software Specialist for DataBank IMX LLC.  Tom’s career in document and records management started in 1980 as a salesman for 3M Micrographic products with Lanier Worldwide where he worked for 21 years.  Tom has been with DataBank IMX since 2001 providing complete document management services and solutions in Texas.

Tom has served as a solutions consultant, account manager and in management roles over his career.  He has sold and implemented micrographic, CAR, document imaging, ECM and workflow solutions.   The solutions that he implements today range from fully turnkey in-house operations to completely outsourced solutions to help organizations achieve maximum benefits from a successful deployment of ECM.

Tom currently serves as a Region Advisor for the ARMA Southwest Region.  He has served as President, Senior VP, VP Public Relations, Immediate Past President, Past President and ICRM Liaison for the ARMA Dallas chapter.  The Dallas Chapter received recognition from ARMA International for the “Newsletter of the Year” in 2007, Website of the Year in 2007 and “Special Project of the Year” for three consecutive years during the time that Tom served on the Dallas Chapter board.

The ARMA Dallas Chapter has had a positive impact on Tom’s career development.  The CRM Seminars, Study Sessions and Mentoring that the Dallas chapter and ARMA provided were instrumental in his success in passing the CRM exams on his first try in 2003.  He has given back to ARMA by participating as an instructor for the Part V of the CRM exam at many of the Southwest Region CRM Conferences. He has also been an instructor for local CRM study groups held by the Dallas and Ark-La-Tex chapters.

Tom lives amidst the beautiful trees and hills of Oak Cliff in southern Dallas where he enjoys his passion of gardening with two water gardens that feature waterfalls, koi and aquatic plants.

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