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Ergo News Archive

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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professional development

Sheila Taylor to teach at U of T’s iSchool

Sheila Taylor, MLIS, IGP, CRM has been appointed as a Sessional Lecturer at the University of Toronto’s iSchool (Faculty of Information) to teach the Managing Organizational Records I course in the winter 2015 term.  This is a required course for students in two concentrations of the iSchool’s Master of Information program: archives and records management, and

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Sheila Taylor Appointed to ARMA International’s Content Editorial Board

Sheila Taylor has been appointed to ARMA International’s Content Editorial Board (CEB). The CEB is responsible for aiding ARMA International in unifying and streamlining content development processes across all formats. The primary role of the task force is both strategic and tactical. Task force members are to be conversant with ARMA International’s strategic plan and

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ARMA

Sheila Taylor is the 2013-14 Director of Program for ARMA Toronto

Effective July 1, 2013 Sheila Taylor will begin a 1 year term on the Board of Directors of the Toronto Chapter of ARMA International.  As Director of Program, she will be responsible for the Chapter’s education events. Sheila is pleased to return to the Board, having previously held the positions of Director of Education (2001-2003),

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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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