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“Received. Thanks, Mike” – 3 simple words with big consequences

Most Canadian records and information management (RIM) professionals have heard about the Zubulake v. UBS Warburg litigation presided over by Judge Shira Scheindlin in the United States District Court for the Southern District of New York.  But what you may not know is how a simple e-mail that would typically be considered a transitory record (or perhaps a non-record) provided a key piece of evidence for establishing the timeline critical to Ms. Zubulake’s victory.

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December 4, 2012 No Comments

How not to dispose of confidential documents

Police are investigating after some of the confetti at last week’s Macy’s Thanksgiving Parade in New York City was apparently produced from the confidential records of the Nassau County Police Department (NCPD).

Parade spectators reported seeing confidential information such as Social Security and license plate numbers, names of NCPD officers, information from arrest records, and even information about a motorcade for Mitt Romney when he was the Republican presidential candidate in the confetti that littered the streets after the parade.  From photos in the many, many news reports on this topic, it appears the confidential confetti was in the form of paper shreds from a strip-cut shredder instead of the more secure paper particles that a cross-cut shredder would produce.

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November 27, 2012 No Comments

Offshore Cloud Storage: Do you know where your data lives?

There’s an insightful article in today’s National Post about the legal implications of offshore cloud storage.  This article should be mandatory reading for any organization thinking about implementing cloud storage.  It also provides a remedial lesson for any Canadian-based organization that embraced cloud storage without first determining where its data would be stored and assessing the risks inherent

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November 21, 2012 No Comments

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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November 19, 2012 No Comments

“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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November 1, 2012 No Comments

“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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November 1, 2012 No Comments

Blooper – Using e-mail to fire 1,300 employees . . . by mistake

E-mail is a wonderful communication tool!  A great way to communicate with numerous individuals simultaneously!  So easy to use!  All it takes is the push of a button . . . in this case to mistakenly fire 1,300 employees. Bloomberg reports that the HR Dept. of the investment unit of Aviva PLC (the UK’s second largest insurer

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September 1, 2012 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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    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.