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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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November 19, 2014 No Comments
ARMA

Chucking Daisies

Chucking Daisies: Ten Rules for Taking Control of Your Organization’s Digital Debris (published by ARMA International in hard copy and PDF download) is a useful, inexpensive resource for educating IT, legal, risk and other professionals and line of business managers about fundamental R/IM principles and the imperative for any organization to effectively manage its ever-increasing volume of digital information. In just over 50 pages, the

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August 28, 2013 No Comments
disaster recovery

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
communication

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

  • 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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    • 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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