Technology Trends and Information Management — ARMA PEI Chapter — November 13, 2015

The ARMA PEI chapter has invited me again this year to present at their fall education event.  I will be talking about key technology trends in RIM today.  Below is the session description:

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Technology Trends and Information Management

Every year, analysts and futurists attempt to predict the technologies that will most likely change the way organizations conduct business. Many of those technologies will impact the way records and information are created, stored, used, disposed of, and preserved.

Attend this education program to learn how to manage the records and information management (RIM) challenges of three technologies that many organizations already use: cloud computing, BYOD (bring your own device), and social media.


More more information or registration information, please visit

If you are not attending this session but are interested in this topic, feel free to contact me to enquire regarding offering a similar session for your organization or event.


Nov 13, 2015


8:30 am - 3:45 pm




St. Peter’s Cathedral Hall
11 All Soul’s Lane


ARMA PEI 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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