Information Governance and e-Discovery — October 2, 2013 — Ottawa

I will be participating in a multi-disciplinary panel at the upcoming Information Governance and e-Discovery Seminar hosted on October 2 in Ottawa by the AIIM First Canadian Chapter.  I will provide the records management perspective while Susan Nickle and Chuck Rothman will provide the legal and technological perspectives, respectively.  We will be addressing 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 support e-discovery
    • The activities completed at each stage in the e-discovery process (Electronic Discovery Reference Model,
    • Canadian vs. US e-discovery practices
    • How to ensure e-discovery remains cost effective through good information governance?
  • Canadian case law: what are the courts saying about information governance?
  • Litigation readiness: information governance as the foundation for e-discovery
  • The team approach: multi-disciplinary approaches to information governance and e-discovery
  • Emerging technologies for information governance and e-discovery

Hope to see you there!  If you would like to register please go to this site.  The cost is $35 for AIIM members and $45 for non-members.


Oct 02, 2013


1:00 pm - 4:00 pm


$35 / $45

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Residence Inn by Marriott Ottawa
161 Laurier Avenue West


AIIM First Canadian Chapter
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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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