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Our Services

Paper, digital, or both? We’ve got you covered. Information and records are vital to any organization, no matter what format they are in. Here are some of the services we offer to help clients during their information journey.

Understanding your current situation

Understanding the current state of information and records management across your organization is key – both the bad and the good. 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. 

Defining your strategy and future state

A strategic direction and guidance should be developed to shape and improve the future information management landscape. 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. 

Developing actionable roadmaps and plans

Planning is critical to a successful information management journey. 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.

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. A clearly defined structure enables users to more confidently classify information including any security and privacy considerations.

Supporting freedom of information and recordkeeping initiatives

Freedom of Information requests and eDiscovery often create stress and heavy workloads within organizations. We will work with you to strengthen information management, information governance and regulatory compliance in order to support proactive disclosure, eDiscovery, ATIP/FOIP, litigation and recordkeeping initiatives, including retention and disposition.

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, from creation to archival or distruction.

Improving records management and recordkeeping

Records are vital corporate assets that are often overlooked. 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.

Strengthening information governance

Unclear responsibilities and policies around information management are an all-too-common problem for organizations. 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.

Providing relevant communications, awareness and training

Organizations often experience a lack of employee awareness and low user adoption of information management technologies and processes.  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.