Project Examples

Examples by Project Type

Below are descriptions of representative past projects to illustrate the types of services we provide. As a matter of corporate policy, projects are not linked to client names.

  • Needs Assesment
  • Benchmarking and Compliance
  • IM Program Development
  • IM Technology Planning
  • IM Program Implementation
  • Education and Training
Reviewed and assessed the current IM practices of a health services organization, conducted a gap analysis and made recommendations for a comprehensive strategy for the lifecycle management of the organization’s recorded information
Reviewed a not-for-profit organization’s current practices for managing member records and developed a strategic plan for storing and retaining those records
Reviewed active records storage requirements to assist interior designers and space planners in designing a company’s new (and smaller) office space
Reviewed and assessed a municipality’s Corporate Records Management Program to identify gaps and risks, and developed a corporate strategy for the lifecycle management of the municipality’s records in all media formats
Reviewed a not-for-profit organization’s Records Management and Archives Program, and provided recommendations for action and a strategy for both improving and expanding the program
Assessed the current allocation of corporate IM responsibilities at a municipality, facilitated discussions among key stakeholders, and built consensus regarding recommendations for realigning corporate IM roles, responsibilities and governance
Reviewed IM policies, procedures and forms drafted by City employees against best practices and to identify gaps, and developed additional policies, procedures and forms to support implementation of an Enterprise Content Management (ECM) system
Developed a Records and Information Management (RIM) Program for a not-for-profit organization consisting of several policies, a records classification scheme and retention schedule, file naming conventions for electronic records, and various procedures
Researched legislated records retention requirements and proposed retention periods for the records maintained by a company’s Canadian operations
Completed a needs analysis for an Electronic Document and Records Management System (EDRMS), developed an EDRMS implementation plan, and assisted a corporation to complete a Request for Information (RFI) to gather EDRMS costs for budgeting purposes
Prepared a business case for a municipal agency which was investigating Electronic Document and Records Management System (EDRMS) technology
Assisted a corporate client to complete a classification and retention pilot in a leading Enterprise Content Management (ECM) system by developing a metadata schema, a records retention schedule and an imaging guide
Assisted a not-for-profit organization to staff its new Records Manager position by drafting a job description, participating in the short-listing of candidates, drafting interview questions, conducting interviews, and providing advice in selecting the successful candidate
Provided assistance during implementation of a Records and Information Management (RIM) program at a government agency by conducting one-on-one mentoring sessions with all employees, advising a Shared Directory Clean-Up Team, and responding to employees’ implementation questions
Managed the conversion of approximately 15,000 client files at a financial services organization by providing such services as drafting job descriptions for temporary staff, recruiting temporary staff, and developing procedures
Developed and delivered a two-day records retention scheduling course for an IM vendor’s energy sector clients
Developed and delivered a half-day training session on records retention scheduling for the employees of an archival institution
Developed and delivered an introductory records management presentation for an organization’s administrative employees

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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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