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communication

Organizational Data + An Internet Connection = A Recipe for Disaster

For many years, most organizations have had policies governing employees’ use of e-mail (e.g. no political solicitations, no profanity, etc.) and the Internet (e.g. don’t download or share information that’s offensive, illegal, discriminatory, etc.). And many organizations are in the process of implementing policies to guide employees on what organizational information/data can (and cannot) be

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April 4, 2014 No Comments
electronic records

RIM and SharePoint: Some Resources

If you’re like me, you’ve probably read a lot of articles about SharePoint’s business benefits (e.g. collaboration, workflows, etc.) but rarely found articles that discuss the RIM implications of implementing this increasingly ubiquitous technology.  You’ve also probably searched in vain for RIM information in books about SharePoint.  And apart from some sessions at ARMA conferences

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April 1, 2014 No Comments
cloud

Government of Canada prohibits e-mail storage outside Canada

Due to the broad data/information collection, review, and retention provisions of the USA Patriot Act, RIM professionals have expressed concern about the risks to privacy rights and confidentiality when Canadian organizations store e-mails (and other cloud-based data) on servers in the United States. Recent developments suggest the Government of Canada (GoC) shares their concern when

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March 19, 2014 No Comments
information governance

The Sedona Conference® Commentary on Information Governance

The Sedona Conference®  recently released a public comment version of its Commentary on Information Governance, a project of The Sedona Conference Working Group One on Electronic Document Retention & Production (WG1). A new definition of Information Governance The Commentary adds another definition of ‘information governance’ to our lexicon.  According to The Sedona Conference®, information governance

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February 24, 2014 No Comments

Our Recent Hiatus

You may have noticed that we haven’t published any new articles recently (blogging is hard!).  It’s been a hectic fall, continuing into an equally hectic winter.  If you’ve missed our articles, we apologize and hope to be back soon. If you do enjoy our articles and newsletters, please contact us  or leave a comment here.

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January 7, 2014 No Comments
ARMA

The Information Governance Professional (IGP) Certification: My Experience . . . so far

As a consultant and educator, I’m often asked about information management certifications so I’ve been watching the development of the Information Governance Professional (IGP) certification by ARMA International (ARMA) with interest. According to ARMA, a certified Information Governance Professional “creates and oversees programs to govern the information assets of the enterprise.  The IGP partners with the business to facilitate

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July 31, 2013 No Comments
communication

Metadata . . . Its Not Just for Records

Information management practitioners are familiar with metadata (or data about data) in the context of records.  It is one of many tools that can be used to identify and categorize information, thus making it easier and faster to find in the future.  Records metadata is a useful tool which doesn’t get a lot of attention. But metadata

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July 26, 2013 No Comments
communication

RIM shot — Finding the Humour in What We Do

(Please note: Some cartoons originally posted in this article caused some technical difficulties, so they have been temporarily removed and replaced with links. Hopefully we will be able to restore the original images soon.) I’m always on the look out for humourous cartoons to use in training materials and the Dilbert comic strip by Scott

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July 19, 2013 No Comments
IM professionals

What Does Unstructured Information Cost?

Many organizations have vast accumulations of unstructured (and usually uncontrolled) information such as word-processed documents, spreadsheets, emails and social media content.  What does unstructured information cost an organization? Barclay T. Blair, President and Founder of ViaLumina, set out to answer that question and the following related questions earlier this year: Which kinds of costs should

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July 8, 2013 No Comments
access to information

McGuinty Liberals Broke Ontario’s Archives and Recordkeeping Act

In the just released report – Deleting Accountability: Record Management Practices of Political Staff – A Special Investigation Report – Ontario’s Information and Privacy Commissioner (Ann Cavoukian) says high-ranking staff in Dalton McGuinty’s liberal government illegally deleted documents tied to the $585M gas plant scandal. The Commissioner’s investigation was prompted by NDP complaints that key liberal political

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June 6, 2013 No Comments

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

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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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