Program Implementation

IM Program Implementation

Putting Theory into Practice

We will help you overcome the obstacles threatening your successful IM implementation by providing project management services, change management consulting, recruiting/staffing assistance, and the expertise needed to get you through the rough spots successfully.


Once you have developed or updated the elements needed for good IM practice, we will assist in rolling them out to your end users and client departments. We will supply the supplementary resources and expertise needed to successfully launch your new or improved IM practices.

There are three main obstacles that prevent successful implementation of an IM program or of new/revised IM practices.  Ergo can help mitigate risks and generate project momentum regarding all three:

  1. Employee and/or senior management inertia and resistance to change;
  2. Insufficient resources to deliver promised outcomes; and
  3. Communication and coordination between all the elements involved, including processes, technology and people


We can help you overcome those obstacles by providing the following services:

  • Project management services: Do you need someone “in the trenches” with you to manage an implementation from beginning to end?  We can deliver results on time and within budget.
  • Change management consulting: Having trouble winning over senior management, getting buy-in or securing compliance from employees?  We can help by developing communication strategies and marketing materials.
  • Employee training and mentoring: Do you need someone to develop employee training manuals, training sessions, or webinars to communicate new/revised IM policies and procedures, and instruct employees in their IM responsibilities? Does your staff need mentoring during implementation?  We can help.
  •  Recruiting/staffing assistance: Do you need to hire IM staff?  We are well connected with job-seekers and other IM professionals in the industry.
  • Pinpoint consulting and assistance: Not sure how to overcome a specific problem or find the information you need to succeed?  Our expertise is at your disposal.
  • Temporary staffing: Do you need to do a physical inventory or quickly complete a shared drive clean-up?  We will provide temporary staff to help you meet your deadlines.

Types of Projects



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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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