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business processes

Sheila Taylor Quoted in Canadian Lawyer magazine

Sheila Taylor was one of several experts interviewed by Luis Millan for the cover story on Information Governance in the November/December 2014 issue of Canadian Lawyer magazine. Although the article focuses on information governance (IG) in law firms, the information and guidance provided are applicable to any organization struggling with operational or legal concerns regarding  information. The article provides

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business processes

Two Solitudes: The Next Step in BYOD

Some people say that the current BYOD (Bring Your Own Device) trend got its start in 2009 when it was widely reported that newly elected US President Barrack Obama refused to give up his Blackberry in favour of the phone supplied by the secret service. He wound up keeping both phones, but I wonder if

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business processes

Fighting the Ocean — Record Proliferation and You

In 2011, Futurist Thomas Frey predicted the emergence of new career trends which will be increasingly important over the coming decades.  One of these he called a “Waste Data Manager”, which he describes as follows: “To insure data integrity in today’s fast evolving information storage industry, multiple redundancies have been built into the system. Achieving more streamline (sic) data storage in the future will require de-duplication specialists who can ,,,

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archives

Carbon Dated: The Last Carbon Paper Company in Canada

The Toronto Star recently profiled Form-Mate, the last carbon paper manufacturer in Canada. Like most people, I haven’t used carbon paper for many years.  In fact, many younger people have probably never encountered this relic from our typewriter generation at all, or experienced the original, pre-email version of  “cc:” (“carbon copy”).  Before we had the “print

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business processes

Digital Notetaking: Friend or Foe?

Traditionally, you’d show up to a meeting toting a paper notebook in which you’d jot down comments, ideas, decisions, and action items.  Then, after most meetings, you’d return to your desk and transcribe your notes, issue e-mails re: action items, and maybe update some electronic resources (e.g. a wiki) with information from the meeting.  And if you were the

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business processes

Will you go paperless in 2013?

A new year brings new resolutions such as losing weight, getting a new job, or – in my household – cleaning out the garage so you can (finally!) park a car in it. The Paperless Coalition recently announced its new year’s resolution to enourage individuals to ‘go paperless’ in 2013.  According to the Coalition’s Paperless 2013 website, “Paperless

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business processes

“The #OccupyIT Manifesto”: AIIM Boot Camp Recap Part 2

In Part 1, I discussed “Systems of Engagement”,  the main theme of John Mancini’s presentation at the recent AIIM Boot Camp, where Ergo exhibited in the ‘Expert Corner’.  In this article I’ll summarize the second part of John’s presentation, which explored the five points (or demands) in AIIM’s e-book, #OccupyIT: A Technology Manifesto for Cloud, Mobile and Social Era (the #OccupyIT Manifesto or the Manifesto).  They are: 1) commit to the cloud, 2) mobilize everything, 3) make the business social, 4) digitize anything that moves, and 5) prepare for extreme information management.

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business processes

“Systems of Engagement”: AIIM Boot Camp Recap Part 1

Ergo Information Management Consulting exhibited in the ‘Expert Corner’ at the recent AIIM Boot Camp in Toronto.  It was a great opportunity to network with current and past clients, and other individuals who are striving to improve their organizations’ recorded information management practices.

In addition to several education sessions and opportunities to visit the vendor sponsors, John Mancini (President of AIIM) kicked off the day with a presentation entitled, “The Process Revolution and the Role of the Information Professional”.  Read Part 1 and Part 2 of my review of John’s presentation.

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business processes

AIIM’s Paper Free Day – October 25, 2012

October 25 is Paper Free Day.  Sponsored by AIIM, this annual event asks you to commit one day to:

  • Conscientiously make a point to not PRINT
  • Investigate a business process or technology that can cut the paper waste in your office
  • Participate or Produce a local Paper Free Day event

More than 57,000 people reportedly participated in last year’s Paper Free Day.  Did you participate?  Will you participate this year?  Embrace the challenge of going paperless on October 25th.

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  • About the Author

  • Sheila Portrait
    Sheila Taylor
  • Sheila Taylor is a well known consultant, educator, speaker and writer with more than 25 years of experience in the information management (IM) field.

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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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