Is Your Information Out of Control?

Our Services

Ergo supports clients at every step of developing and improving their information governance and records and  information management practices.

From the initial business case to detailed assessment, benchmarking and strategic planning, we can help you start and stay on the right track.

We develop the policies, procedures and tools required to implement your program, and help you evaluate and prepare for the software and other technology you  will need.

And finally we can help you implement your IM program, engage and train your staff, and set up a compliance monitoring and continuous improvement program.

Needs Assessment

We will analyze your current situation, develop the business case for investing in information management, and prepare a prioritized and measurable action plan to accomplish your IM goals.
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Technology Planning

Technology Planning

We assist - without bias - with business cases, functional requirements, RFI/RFP development, vendor selection and implementation planning for ECM and other IM technologies.
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Benchmarking and Compliance

Benchmarking & Compliance

We conduct benchmarking and compliance reviews and provide a gap analysis and risk assessment of current practices. The outcome is an action plan with standards for future performance goals.
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IM Program Implementation

Program Implementation

We help ensure successful adoption of your IM program as you roll out new tools, processes and technology. We offer project management, staff planning & recruiting, and employee training & communications.
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Information Management Program Design

Program Development

We create or update critical IM tools such as policies and procedures, retention schedules, classification schemes, and other elements needed throughout the information life cycle from creation to disposition.
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Custom Information Management Training

Training & Education

We offer customized information and education sessions for your senior management, staff and IM professionals to help build internal knowledge, engagement and competency.
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Expert, Independent and Proven

Our Clients

Our track record speaks for itself.  We have served dozens of clients across many industries in the private, public and not-for-profit sectors to manage and control their information.  Many of these relationships have lasted years as clients have progressed through multiple phases of development and implementation.

We have assisted these clients with overall information management and information governance strategies, and helped them establish systems and technology for managing any type of information in diverse formats.

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About Us

Ergo Information Management Consulting provides product-independent advisory services to assist organizations in managing and controlling their information.

We help clients develop and implement policies, procedures and other tools to minimize the costs associated with the creation, organization, accessibility, security, retention and disposition of all recorded information.

Ergo is based in the Greater Toronto Area (GTA) and serves clients across southern Ontario, throughout Canada and internationally.

Get your information under control today

We're ready to help. Ergo offers decades of proven experience, unmatched quality and attention to detail, and focused, unbiased expertise in information management technology, tools, processes and people.

We help you deliver on what information should be: controlled, cost-effective, secure and serving your organization as an asset. Contact us today.



(905) 702-8756





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Case in Point

That's A Lot of Records!
Often the requirement for a needs assessment is driven by a specific initiative being considered or an immediate problem to be solved, rather than a general desire to establish a corporate (or organization-wide) IM program. We had a client wanting to improve its management of a specific group of critical records – thousands of member files in paper, microform and digital formats containing hundreds of unique document types.
Assess, Plan and Schedule
Ergo reviewed the organization’s current practices for managing those records, compared those practices to best practices, and identified risks and areas for improvement. From there we developed a strategic plan with a focus on records storage and retention. The plan identified the operational, financial and technological requirements for implementing the recommended changes, improvements and enhancements in the lifecycle management of the member records. Activities in the plan were classified as short term (next 6-12 months), medium term (next 12-24 months) and longer term (next 25+ months).
Step by Step Success
Implementation of the strategic plan enabled this organization to ensure its member records are properly identified, organized, accessible, protected and retained as long as necessary to meet operational and other requirements.
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