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Needs Assessment

Getting Started with Information Management
We will analyze your current situation and deliver a business case for presentation to senior management and/or a prioritized action plan detailing how you can proceed with your next steps.
Situation
Are you creating a new information management program or addressing a specific objective in your current one such as:
- running out of storage space
- meeting privacy requirements
- facilitating legal discovery
- converting to a new record format
Ergo will assist you in being able to:
- Present the business case for improved IM practices to your senior management; and
- Begin planning and implementing an IM program or a specific IM initiative (e.g. improved management of e-mails) in a systematic and successful way.
Solution
A needs assessment will identify your current information management (IM) practices and evaluate them against standards, best practices and applicable legislated requirements to identify gaps and risks, and provide a plan for moving forward.
Typically you will receive:
- A report of our findings;
- A detailed business case to aid in decision-making regarding next steps. Â Typically the business case includes a risk analysis, resource and staffing analysis, etc.; and
- A customized, prioritized action plan with measurable, relevant metrics to meet organizational objectives, improve IM and address the risks faced.
Types of Projects
- Overall Needs Assessment
- Gap Analysis
- SWOT Analysis
- Risk Analysis
- Strategic Plan
- RFP/RFI Planning