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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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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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electronic records

Observations from The Canadian Institute’s Forum on Records Retention & Electronic Information Management

It was my privilege to co-chair this forum on Records Retention & Electronic Information Management from May 28-29, 2013 with Susan Nickle of Wortzman Nickle Professional Corporation. The Canadian Institute assembled an excellent group of industry experts to explore records retention and diverse electronic information management topics such as cloud computing, outsourcing data storage and processing,

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business processes

Will you go paperless in 2013?

A new year brings new resolutions such as losing weight, getting a new job, or – in my household – cleaning out the garage so you can (finally!) park a car in it. The Paperless Coalition recently announced its new year’s resolution to enourage individuals to ‘go paperless’ in 2013.  According to the Coalition’s Paperless 2013 website, “Paperless

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ARMA

Call for Speakers: 2013 ARMA Canada Conference

Second Update (December 18):  The deadline for applications has been extended a second time.  You have until January 11 to submit your speaking applications.

ARMA Canada has issued its call for speakers and poster session presenters for the upcoming 2013 ARMA Canada conference to be held in Saskatoon, June 2-5, 2013.

The 2013 conference theme for 2013 is “Mining RIM Resources”, and applications for sessions are being accepted in four domains.

Applications close on December 1, 2012, so don’t delay!  For more information or to apply, visit the conference site.

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business processes

“The #OccupyIT Manifesto”: AIIM Boot Camp Recap Part 2

In Part 1, I discussed “Systems of Engagement”,  the main theme of John Mancini’s presentation at the recent AIIM Boot Camp, where Ergo exhibited in the ‘Expert Corner’.  In this article I’ll summarize the second part of John’s presentation, which explored the five points (or demands) in AIIM’s e-book, #OccupyIT: A Technology Manifesto for Cloud, Mobile and Social Era (the #OccupyIT Manifesto or the Manifesto).  They are: 1) commit to the cloud, 2) mobilize everything, 3) make the business social, 4) digitize anything that moves, and 5) prepare for extreme information management.

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business processes

“Systems of Engagement”: AIIM Boot Camp Recap Part 1

Ergo Information Management Consulting exhibited in the ‘Expert Corner’ at the recent AIIM Boot Camp in Toronto.  It was a great opportunity to network with current and past clients, and other individuals who are striving to improve their organizations’ recorded information management practices.

In addition to several education sessions and opportunities to visit the vendor sponsors, John Mancini (President of AIIM) kicked off the day with a presentation entitled, “The Process Revolution and the Role of the Information Professional”.  Read Part 1 and Part 2 of my review of John’s presentation.

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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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