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records disposition

New Paper – Records Retention Scheduling II: Retention Schedule Development

Sheila Taylor’s latest chapter, “Records Retention Scheduling: Retention Schedule Development”, was published in the June 2021 supplement to Carswell’s Records and Information Management subscription-based service. This is the second of three chapters on Records Retention. What’s the chapter about? This chapter address records retention schedule development, including the research of legislated records retention and broader

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ephemeral messaging

Information Governance & Self-Destructing Messages

Ephemeral messaging applications like Confide, SnapChat, and Telegram are designed to automatically delete messages from all devices (sender and recipient(s)) after they have been read or after a pre-set (and very brief) period of time.  The increasing use of ephemeral messaging to conduct business creates many information governance challenges. I presented a virtual session at

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records disposition

New Paper – Records Retention Scheduling I: Terminology and Concepts

Sheila Taylor’s latest chapter, “Records Retention Scheduling: Terminology and Concepts”, was published in the November 2020 supplement to Carswell’s Records and Information Management subscription-based service. What’s the chapter about? It introduces records retention scheduling terminology and concepts, illustrates how records retention scheduling is records and information management best practice, highlights the benefits of records retention

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Ergo’s 20th Anniversay

This month Ergo Information Management Consulting celebrates its 20th year in business. We are proud to have assisted many clients over the years, providing unparalleled excellence in the delivery of product-independent records and information management (RIM) advisory services in Canada and internationally. We would like to take this opportunity to acknowledge our clients, partners, employees

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blockchain

New Paper — Blockchain and Recordkeeping

Gregg Astoorian and Sheila Taylor have authored a new chapter for the November, 2018 supplement to Carswell’s Records and Information Management subscription-based service, entitled “Blockchain and Recordkeeping”. The chapter provides a technical overview of blockchain and how it works in applications such as BitCoin, an overview of how blockchain has evolved and where it is heading, its

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BYOD and RIM

Join me on May 29th @ the ARMA Canada conference for an education session on ‘BYOD and RIM’. This session will explore the benefits, risks, and RIM challenges of using employee-owned devices (e.g. smartphones, tablets, laptops, etc.) to connect to corporate networks or access corporate data and information. Strategies and solutions for managing the RIM,

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certification

ARMA Canada conference pre-con: “The CRM or CRA: From Application to Certification and Examinations Parts 1-6”

Paula Sutton, the ICRM’s Regent of Legislation and Appeals, and I will present this pre-con on May 28th at the ARMA Canada conference in Toronto. Here’s the session description: Have you considered, or are you actively planning to pursue, a formal certification in the field of Records and Information Management (RIM)? Do you want to

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  • About the Author

  • Sheila Portrait
    Sheila Taylor
  • Sheila Taylor is a well known consultant, educator, speaker and writer with more than 25 years of experience in the information management (IM) field.

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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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