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electronic records

‘Unknown’: A New Category of Records

I attended second thought-provoking presentation at last week’s Infonex seminar, Managing E-records in Canada’s Public Sector, in Ottawa. In his presentation, “Defining and Implementing a Practical, Real-Life Information Governance Plan (IGP) for your Organization“, Bruce Miller (President, RIMtech) covered numerous topics such as policies, roles and responsibilities, change management, and performance measurement for electronic document and records management systems (EDRMS)

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January 28, 2013 No Comments
electronic records

Gartner’s 2012 Magic Quadrant for Enterprise Content Management (ECM)

Earlier this month, Gartner released the 2012 edition of the Magic Quadrant for Enterprise Content Management (ECM).

The Magic Quadrant for ECM focuses on the technology side of ECM by evaluating the functionality of numerous ECM systems to help organizations “assess which ECM vendors have the functional capabilities and vision to support . . . [their] business requirements, and to determine which would therefore make suitable strategic partners.”

Gartner evaluates vendors on six core components of an ECM suite: 1) document management; 2) image-processing applications; 3) workflow/business process management (BPM); 4) records management through automation; 5)  web content management (WCM); and 6) social content for document sharing, collaboration and knowledge management.

Read the full article to see how vendors compare in the 2012 Magic Quadrant for ECM

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October 29, 2012 No Comments

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  • 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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    • Ergo Information Management Consulting provides product-independent advisory services to assist organizations in managing and controlling their information.

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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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