Managing Records in the Cloud — Legaltech Toronto 2015 — September 25, 2015

I will be participating in a panel discussion with Christine Ardern (Information Management Professionals), moderated by Julie Mazzotta (York Regional Police) on the topic of “Managing Records in the Cloud”.  The specific topics to be addressed include the following:

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  • Public, private, or hybrid cloud: do the records and information management (RIM) requirements differ?
  • RIM and your organization’s cloud computing plans
  • Cloud computing agreements and RIM
  • The team approach: multi-disciplinary approach to cloud computing


This session is part of a full day event offered at the Legaltech Toronto 2015 conference in partnership with ARMA International.  The first 30 ARMA members to register may attend for free.

Please see the full program here to view the full program or to register.


Sep 25, 2015


1:15 pm - 2:30 pm



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Metro Toronto Convention Centre
255 Front Street West


ARMA International
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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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