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Forum on Records Retention & Electronic Information Management — May 28-29, 2013 — Toronto

On May 28 and 29, Susan Nickle, co-founder of Wortzman Nickle Professional Corporation (an e-discovery law firm), and I will co-chair The Canadian Institute’s Forum on Records Retention & Electronic Information Management.

The forum is designed to provide records and information management (RIM) professionals and in-house legal counsel with innovative risk management strategies to manage and enforce records retention policies. 

In addition to co-chairing duties, I will be presenting on the topic “In-Depth Strategies to Mitigate the Risk of Your Records Retention Policy Being Terminated at the Implementation Stage” (May 28, 10:00 am).

 Mention my name when you register and you will receive an additional $200 discount.

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May 24, 2013 No Comments

Black, White and Shades of Gray: IM vs. IT vs. Legal

While presenting in Ottawa last week at the Infonex seminar, Managing E-records in Canada’s Public Sector, I attended a presentation by Lewis Eisen.  A former practising lawyer and a former IT systems manager, Lewis is currently the Manager of Records Management Services at Industry Canada. Entitled “Improving Collaboration Among IM, IT, and Legal Professionals“, Lewis explored  the challenges that

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January 28, 2013 No Comments

Call for Speakers: 2013 ARMA Canada Conference

Second Update (December 18):  The deadline for applications has been extended a second time.  You have until January 11 to submit your speaking applications.

ARMA Canada has issued its call for speakers and poster session presenters for the upcoming 2013 ARMA Canada conference to be held in Saskatoon, June 2-5, 2013.

The 2013 conference theme for 2013 is “Mining RIM Resources”, and applications for sessions are being accepted in four domains.

Applications close on December 1, 2012, so don’t delay!  For more information or to apply, visit the conference site.

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November 19, 2012 No Comments

“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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November 1, 2012 No Comments

“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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November 1, 2012 No Comments

Strategic Planning & Marketing for IM Professionals – December 4 – Calgary

Join me at this full day ARMA Calgary Chapter event on strategic planning and marketing for information management (IM) professionals. The morning session will explore the strategic planning process, including how to set and measure objectives.  The afternoon session will focus on one of the key challenges in achieving those objectives — obtaining compliance and buy-in through effective marketing and communications.  Both

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August 31, 2012 No Comments

  • 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.