Training in March 2018

Training Courses - March 2018Information Proficiency offers a range of courses that have been developed with our customers in mind based on years of experience in the information management industry. Our courses range from basic End User training to advanced technical knowledge for your IT team. We know we have a course to suit all your training needs.

If you have specific training requirements, Information Proficiency can develop custom courses to suit your company requirements. To register for one of our upcoming courses, please see our training schedule.

If you would like to discuss a group training session either on your premises or ours please contact us to talk to one of our friendly sales staff.

For more information, or to register, please contact us on 08 6230 2213 or email today!

Important Advice:

Changes required for EDRMS (CM/RM/TRIM) integration with authority release V6.11 patch 10.

Customers are reporting issues when applying this patch. This change impacts integration configurations in both Authority and HPE CM, as well as the format of metadata stored in the EDRMS.

If you are applying this patch, call us for assistance.

How can we help?

Information Proficiency provides support to a large number of clients who have both the HPE EDRMS and Authority solutions, and can successfully resolve the issues with a cost effective approach.

For more information, please call us on 08 6230 2213 or email us today!

End of Sale Date

We would like to remind you of the upcoming end of sale date regarding the following products:



End of Sale

Latest Product Version Available / Newer Product

HPE Records Manager  8.3x Aug 1, 2017 HPE Content Manager 9.1x

End of Support Date

We would like to remind you of the upcoming End of Support date regarding the following products:



End of



End of Self-



Latest Product

Version Available or

Newer Product


HP Records Manager

8.0x, 8.1x

& 8.2x

Apr 30, 2018

Apr 30, 2020

HPE Content Manager 9.1x



May 31, 2017


HPE Content Manager 9.1x


Information Proficiency Announced as Finalist - Most Impactful Social Benefit - WAITTA 2017

The WAITTA INCITE Awards showcases ICT innovation and excellence across 10 awards - recognising individual achievement, product innovation and project excellence. The program provides opportunities to both the companies at the cutting edge of technology innovation as well as leading professionals across the industry to be recognised and celebrated. On Friday the 16th of June WAITTA Awards were announced.

Information Proficiency made it through all the stages to become a finalist. The submission for the award was under Most Impactful Social Benefit and for a project at DFES capturing content from the field during emergency incidents and feeding it live to Records Manager and the control room. This category had 5 finalists including us. Unfortunately we did not win the final award but we are proud to have made it to the finals.

We would like to offer our congratulations to all winners, including Global Live who won this category. The Balconi Smart Torch was developed by Global Live, is a handheld two-way video conference system is primarily developed for remote telehealth care..

The newly developed technology provides most remote and disadvantaged communities access to medical specialists globally, with connection over Satellite, 3G, 4G and Wi-Fi.

The video for our nomination is available below:

IMGF 2017

Information Proficiency are presenting again at IMGF in Perth! At this year's presentation Ben Brown from Information Proficiency will co-present with Luke Burns from ECU on how they led a team to solve an access to information problem.

The solution publishes documents directly from HPE RM to a web-search complimented with pre-defined filters and searches. Students and lecturers can now access important content quickly using the familiar interface of the ECU Webpage completely unaware of the content being delivered from the corporate EDRMS.

We will have quite a few members of our delivery team attending and we would love for you to come down and say hello.

Our staff will also be attending the IMGF in Sydney and Melbourne.

Hope to see you there!

To register, go to:


       Information Proficiency Join ELO in        


Information Proficiency Join ELO in Partnership 

Thursday 30 March, 2017

ELO has announced that one of Australia’s most experienced Information Management specialist organisations, Information Proficiency (part of the Proficiency Group Pty Ltd), has formally joined ELO's certified business partner network.

Information Proficiency's reputation for excellence and efficiency precedes them; said Rainer Krause, Managing Director of ELO Australia & New Zealand. "Needless to say that I jumped at the opportunity to set up a formal business partner relationship".

ELO has made significant inroads into the Australian EDRMS market, and in particular into the Western Australian sector. The partnership with Information Proficiency gives ELO access to an expanded capability.

Following the completion of ELO certification training Information Proficiency is now certified to provide installation and professional consultancy services for ELOprofessional and LOenterprise’s EDRMS.

We are excited at the opportunity of being able to offer ELO to new customers looking for a powerful EDRMS at an affordable price” said Dennis Strydom, Information Proficiency’s General Manager of Business Development. “Organisations across Australia, especially SME’s are in desperate need of a quality information management tools. Our technical team rigorously tested ELO with a specific customer profile in mind and concluded that ELO enables customers to access important management and productivity features and realise the benefits of an Information Management tool at a low cost entry point.”

Mr. Krause concluded “the partnership between ELO and Information Proficiency is one based on mutual respect and admiration. We’re looking forward to collaborating closely together and delivering more for our clients”.

Original article published on

Making short work of data migration at PHMC

Tuesday, April 4, 2017

Migrating more than half a million objects into an EDRMS is never a task to be taken lightly. Port Macquarie-Hastings Council (PMHC), a local government organisation located in northern NSW, recently faced this challenge after implementing HP TRIM for over 400 users.

The council also uses Civica's Authority enterprise solution as its Land Information System and Asset Management solution.

When PMHC implemented HP TRIM as its EDRMS solution, all new correspondence and content was required to be captured directly into the EDRMS electronically.

There is two-way integration between Authority and TRIM via existing plug-ins to both applications. This allows users of both to see related documents and data without exiting the respective software interfaces. However, the council was faced with an archive of 500,000 items sitting on a network fileshare.

When the Authority solution was initially implemented, all document content associated with, or generated by Authority was stored to a file server hierarchy. The council decided this needed to be relocated to HP TRIM and linked to records in Authority.

Before undertaking any large and complex migration project, it is essential to understand what exactly are the business drivers.

For PHMC the ability to have all Property, Rating, and Asset related documents centrally located and managed was critical.

In order to achieve this, the council engaged consultants Information Proficiency to undertake migration of the file server content. After an earlier unsuccessful attempt, the council realised it needed to engage someone with experience in data conversions and migrations within HP TRIM and able to apply specialist tools and techniques.

The Information Proficiency solution included rules-based routing of content and creation of new folder structures in TRIM based on metadata in Authority. This emulates the result that is produced when new content is exported from Authority in its current configuration.

Information Proficiency project manager Simon Blunt said the first challenge was to identify all the documents on the fileserver that related to records in Authority.

"We migrated everything that Authority knew about, which left council with a vastly reduced subset of unmanaged data that they were able to address quickly," said Blunt.

Information Proficiency was able to link file server content to Authority registration data before the migration. This ensures that all property and rating, and asset- related electronic documents are stored and managed in a single, central repository, which is accessible from both Authority and HP TRIM. Users have improved search results and more complete information presented when accessing property, rating, and asset records.

The integration of Authority and the council's ESRI GIS application now means GIS users can also access related document content.

File migration projects are often bedevilled by a multitude of unstructured file types including video files, images and PST files, which in this case did not present such a big issue as PMHC’s main formats on the file server were Microsoft word documents, pdfs and spreadsheets.

However, changes to the way that filing practices had been applied by users over time did provide some challenges.

"The file server and Authority index were only loosely related and files dated back more than a decade, where over time rules for filing documents in Authority had evolved. The historical filing rules had evaporated, so we had to find the rules and then map them." said Blunt

Other issues that needed to be dealt with included changes to filing structure, naming conventions, and recognising links to preserve for relationships with other records.

"We estimated the project would take 20-30 days effort to complete and were pleased to be able to deliver in 27 days" said Blunt

PMHC is now taking advantage of Information Proficiency's expertise to streamline processes and enhance the performance of the EDRMS, as well as capturing and importing legacy hard-copy records and metadata.

Original article published on

       Information Proficiency Team Up        

 with Pacesetter  

Pacesetter Services & Information Proficiency Team up for Local Government

Pacesetter Services has partnered with Information Proficiency to offer a range of services and solutions for Local Government. Pacesetter Services are experts in the Authority Enterprise Suite and Information Proficiency are specialists in Information Management and EDRMS. Together the capability and specialist knowledge of Local Government systems is second to none. 

Richard Love, Managing Director of Pacesetter Services declares “We know from experience that it is quite common for councils to have problems with integration and workflow between Authority and TRIM. We also know it is often a challenge to get problems resolved when having to deal with multiple providers. As a result we looked for a partner that had complimentary skills and services to address this.”

Lisa Read White, Managing Director of Information Proficiency was equally complimentary saying “Pacesetter are experts with the Authority suite and Information Proficiency has the specialist knowledge to wrap around that capability to design and implement good Information Management. We have been working with Pacesetter to upgrade systems, improve and optimise existing installations, migrate unmanaged Authority data and refine processes for Local Governments across Australia.”The Pacesetter and IP team can help with a range of services including:

  • Implementing and Optimising HPE TRIM, Records Manager, Content Manager, Control Point and other products
  • HPE TRIM and RM upgrades
  • Extension solutions such as picture add-ins, document templates, and more
  • Corporate System Integration & MS SharePoint Integration
  • EDRMS Health Checks
  • EDRMS Training
  • Data Cleansing & NAR Cleansing
  • Migration of Unmanaged Authority Data
  • Process Automation
  • Reporting

Contact Pacesetter or Information Proficiency for more information on how they can help.

ABBYY Partnership

We are proud to announce our new partnership with ABBYY, creators of technologies and solutions to enable the action of information. They are a global company that sets the standard for content capture with innovative language-based technologies that integrate across the information lifecycle.

ABBYY solutions optimize business processes to mitigate risk, accelerate decision-making and drive revenue. See this page for an overview of the ABBYY range. Please contact us if you would like more information to understand how cost effective ABBYY is and how it can help you transform your business.