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CONDAR
Project
Summary
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.
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