Below are links to Ergo white papers and other publications.
We also provide links to published articles and book reviews (for which we have received reprint permission) including Association Magazine, Canadian Facility Management & Design, Information Management Journal, and Records and Information Management Report.
Records Retention Scheduling II -- Retention Schedule Development – June 2021
Records Retention Scheduling I -- Terminology and Concepts – December 2020
Blockchain and Recordkeeping – January 2019
RIM Strategies for BYOD – March 2016
Social Media and Records and Information Management – November 2015
RIM Professional Development in Canada – V.2.0 – November 2014
Book Review: Information Bombardment, Nick Bontis
Benchmarking for Records Management Excellence
Tight Squeeze for Paper Records
Information Management Strategy – Eight Success Factors
Book Review: Scrolling Forward, David Levy
Ergo Information Management Consulting provides product-independent advisory services to assist organizations in managing and controlling their information.
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.