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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.

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.

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.

Program Implemenation

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.

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.

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.

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.

Energy and Utilities

Energy and Utilities

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Great Lakes Power Transmission LP
Kinder Morgan
Waterloo North Hydro

Financial Services

Financial Services

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Canadian Investor Protection Fund
Inter-American Investment Corporation
Ontario Municipal Employees Retirement Systems (OMERS)

Health Services

Health Services

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Centre for Addiction and Mental Health
London Health Sciences Centre
Pfizer Consumer Health Care

Other Corporate Clients

Other Corporate Clients

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Brookfield Asset Management
DeBeers
Vale (formerly Inco Ltd.)

Associations and Not For Profit

Associations & Not for profit

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The Nature Conservancy of Canada
Ontario Medical Association
Roman Catholic Diocese of Hamilton

Government

Government

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City of Burlington
Office of the Integrity Commissioner (Ontario)
Region of Durham

Other Public Sector

Other Public Sector

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Business Development Bank of Canada (BDC)
Peel Regional Police
TVO (TVOntario)

Ergo News

16th Oct 2021

New Paper – Records Retention Scheduling II: Retention Schedule Development

1 min read

17th Feb 2021

New Paper – Records Retention Scheduling I: Terminology and Concepts

1 min read

Latest Blog Posts

Information Governance & Self-Destructing Messages

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Organizational Data + An Internet Connection = A Recipe for Disaster

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RIM and SharePoint: Some Resources

If you're like me, you've probably read a lot of articles about SharePoint's business benefits …

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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.

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

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