Useful Links

Below are links you may find helpful. Ergo does not endorse any of the organizations or individuals listed, and the links are provided for information purposes only.

Professional Associations

IM Training and Certification

LinkedIn Groups

(Note:  To view the LinkedIn groups below you will need join them first.  Log in to LinkedIn, search for the group name given below and send a subscription request to the group moderator.)

 
  • ARMA International
  •  ARMA Toronto
  •  Electronic Documents and Records Management Professionals
  •  ICRM (Institute of Certified Records Managers) * for CRMs
  •  Records Management in SharePoint

Other IM Blogs

Ergo Information Management Consulting provides product-independent advisory services to assist organizations in managing and controlling their information.

Services

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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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