Strategic planning for records, information, knowledge and archives requirements.
Clients often are aware that their existing systems are no longer functioning efficiently or are preventing them from taking advantage of newer technologies. But they don't know what to do to fix the problem, or don't know where to start. Privacy breaches, complaints, fraud and corruption allegations or simply the frustrations of being unable to respond to subpoenas are all drivers for improvements in information and records services.
A strategic planning session is about developing a vision, matching the vision and requirements to the organisation's capability, and developing the components of a systematic program that will meet the needs. Past engagements have been driven by the need to achieve compliance with statutory recordkeeping requirements and/or improve efficiency in the management, retrieval and use of vital business information. Our experience of working in various Australian and overseas jurisdictions has given us a unique insight into the workings of archival institutions and the legislative basis for archival institutions. We have written key planning reports to inform legislative changes and amendments, and strategic planning documents for archival collections, such as the Public Record Office of Victoria and Alexander Turnbull Library, NZ.
As professionals working in the records continuum paradigm, we operate across the range of services in records, archives, information and knowledge work, from a practical level dealing with technology change and implementation, to integrating recordkeeping approaches into business systems and also managing records (particularly digital records) for as long as they are required. We recognize that frameworks for managing access, the responsibilities for third party access and the issues of custody and ownership of digital resources have changed considerably with the advent of truly distributed electronic systems.
The work we do in this area is informed by a thorough knowledge of quality and compliance benchmarks such as ISO 15489, the HB 278 for Records Management compliance, the DIRKS Methodology, Australian State and Commonwealth recordkeeping legislation, emerging metadata standards for the digital world and digitisation standards and guidelines.
Our planning services are informed by many years experience in records and archives. Our work takes a long term view. This provides a sustainable records system, where the recordkeeping tools and controls are stable, can be migrated over different generations of software. We provide innovative and practical solutions.
HB 278 for Records Management compliance
http://infostore.saiglobal.com/store/details.aspx?ProductID=1118889
DIRKS, Strategies for documenting Government Business
http://www.records.nsw.gov.au/recordkeeping/dirks-manual
metadata standards, ISO 23081 Parts 1 and 2, available from
http://www.iso.org/iso/iso_catalogue/catalogue_tc/catalogue_detail.htm?csnumber=40832
After Wikileaks is it all over for the Archives?
Wikileaks
When planning:
By developing a statement of requirements (often using the compliance standards), a gap analysis and developing recommendations in achievable stages.
Retention and Disposal Guidelines Policies and Procedures Email and network chaos Business Process and Taxonomy EDMS Systems Assessment and Selection Moving? Training Paperless Office Standards and Development Information overload Records and Information Strategies Metadata Management Archives Planning Training and Events Mergers, Acquisitions & Amalgamations Innovation
