Ergo Events


Information Governance and e-Discovery — September 19, 2013 — Toronto

AIIM First Canadian Chapter will be hosting a multi-disciplinary panel consisting of myself, Susan Nickle and Chuck Rothman, providing a records management, legal, and technological perspective on the following topics: Canadian requirements for the admissibility of electronic evidence e-Discovery primer and best practices: what records management and IT professionals need to know Information governance best practices to

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iSchool Institute RM Certificate Courses — Fall Dates — Toronto

This fall I will once again be teaching courses in the University of Toronto iSchool Institute’s  two certificate programs in Records Management.  I will be teaching two of the five courses in the Records Management Fundamentals certificate, and two of the five courses in the Records Management Practice Certificate.  Each course is one day, and

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  • 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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