Needs Assessment

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.


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:

  1. Present the business case for improved IM practices to your senior management; and
  2. 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.


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:

  1. A report of our findings;
  2. A detailed business case to aid in decision-making regarding next steps.  Typically the business case includes a risk analysis, resource and staffing analysis, etc.; and
  3. A customized, prioritized action plan with measurable, relevant metrics to meet organizational objectives, improve IM and address the risks faced.

Types of Projects



(905) 702-8756



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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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