Situation Analysis
For a private sector company, reviewed IM program and practices and made recommendations for improvements, revisions, and enhancements.

Classification Structure Design
For a provincial licensing body, developed and implemented a function-based classification structure for all existing paper records and file naming conventions for unstructured electronic records.

Classification and Retention Scheduling
For a large private sector company, developed a classification structure and a retention and disposition schedule.

Strategic Plan and Needs Analysis
For a large provincial government department, conducted a needs analysis and developed a strategic plan.

Shared Drive Restructuring and Workflow Analysis
For a large government department, performed shared drive restructuring and workflow analysis for both the Human Resources and Finance & Administrative areas.

Records Consolidation and Analysis
For a large private sector company, consolidated records and filing equipment.  Records were pooled from several offices into one central location and an analysis was performed to determine the best approach for consolidation, and to make suggestions on how files should be organized/arranged.

RM Program Tools
For an educational institution, developed a records management policy, a classification structure, a retention and disposition schedule, and naming conventions.

Transfer of Legacy Records
For a federal government client, processed and transferred legacy records to offsite storage.

Situation Analysis
For a federal government client, undertook an IM situational analysis and prepared a 3-year action plan.

File Management System and Training
For a federal government department, converted a correspondence tracking system into an electronic document management system to allow for a paperless environment.  Also provided system and classification training to all users.