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The IM Journey

Well-managed information and a properly configured information management solution will allow your organization to reap many benefits. Let us walk you through our experiences with our clients on their Information Management Journey.

The current situation

Often, we see factors in organizations that are hindering or interfering with their IM journey:

  • Organizations do not understand fully their current state of information and records management across the organization – both the bad and the good.
  • They often have minimal strategic direction, guidance and planning in place to guide, shape and improve their future information management landscape
  • Information architectures have been developed in silos or organically formed can hinder access, proper classification,  good management and organization.
  • Their records are vital corporate assets that are often overlooked. 
  • Unclear responsibilities and policies around information management are an all-too-common problem for organizations. 
  • Organizations experience a lack of employee awareness and have low user adoption of information management technologies and processes.  

An organization’s journey

Here are some of the services we offer to help clients during their information journey

1. Current State Assessments

A current state assessment can provide an organization with a real understanding of their situation, educate as to why maintaining the status quo is not a viable option, as well as a baseline against which to measure progress and success during improvement activities. 

2. Defining your strategy & future state

We will work with your team to strategize and plan how the future of your organization should be designed in alignment with a vision for a new way of working.

3. Developing actionable roadmaps & plans:

We will work with you to define the timelines, as well as both short and long-term activities required for your organization to progress towards the defined information management target state and vision.

4. Organizing and classifying your information

Using an information architecture to organize and classify information provides a foundation that allows for proper  and more efficient access, management and organization.  We would work with you to develop a structure for classifying and tagging  information with metadata to support record-keeping, collaboration, security and searching, while making it user-friendly.

5. Improving records management

We provide guidance for managing your records’ retention and disposition by working with legal professionals and leveraging leading practices to recommend record retention periods and disposition actions..

6. Strengthening information governance & compliance

We will work with you to develop policies and procedures that define how information should be organized, monitored and secured, and develop guidelines to clearly delineate who is responsible and accountable for various information management responsibilities.

7. Implementing enterprise content management systems

An enterprise content management system (ECM) is essentially the technology solution put in place to manage all of your information and records. These solutions should support your requirements and manage your information and records throughout their lifecycle.. 

8. Providing relevant communications, awareness & training

We will develop a plan that details how communication and training should be deployed and which stakeholders should be engaged and when. We can also develop training materials and facilitate training sessions that are tailored to your organization.

Need more information or want to chat with our team?

Please reach out if you have any questions or would like more information on any of the services above or anything else information management related.