Expertise and Experience

• Review and recommendations for records and information (RIM) management policy design and development to achieve ultimate compliance tailored to each individual Municipality;

• Development of Privacy and Access to Information policies and programs;

• Development and implementation File Plan and Retention Schedule for the ultimate disposition of records to ensure fully defensible records management programs;

• Definition of Enterprise Taxonomies (metadata) framework for the classification and organization of records and information;

• Records management training based on ARMA’s Generally Accepted Recordkeeping Principles (GARP) and AIIM best practices;

• Legislative research and validation, and specifically tailored rules and regulations for all jurisdictions in North America according to organization size and scope;

• Enterprise document records management technology procurement development, proposal evaluation and vendor selection;

• Information architecture design and development with a specific focus on the user experience (UX) to successfully align user goals and business goals with the usability of the solution;

• Develop content migration strategies to support the classification and migration of records from legacy applications to Electronic Document and Records Management (EDRM) Solutions;

• Change management and awareness to support records management objectives.
  

In 1990, the InfoPros in conjunction with the Association of Municipal Managers, Clerks & Treasurers of Ontario (AMCTO), was instrumental in the development of The Ontario Municipal Records Management System (TOMRMS) and the Boards of Education Records Management System (BOERMS). Today, the InfoPros actively maintains TOMRMS and we offer ongoing Compliance Services to Ontario Municipalities related to the maintenance of TOMRMS on a yearly basis, across the Municipal enterprise.

As a service-line, the InfoPros Compliance Services are provided to more than half of the Municipalities in Ontario (>200). The InfoPros Compliance Services was created in response to an overwhelming need: hundreds of Municipalities that found themselves repeatedly exposed to litigation risks brought on by yearly changes to Records Management compliance rules, regulations and legislation. Through the InfoPros Compliance Services, we help Municipal organizations follow legally acceptable practices for compliance in response to moving targets that change both annually and on a rolling year-over-year basis. The InfoPros Compliance Service includes a comprehensive review and audit of all applicable legislation, annotations of the changes that were made, the provision of a thoroughly updated Retention Schedule, and a detailed explanation of the net effect of all legislative changes. Based on the extensive information we provide, Municipalities simply need to make the changes required to maintain compliance and reduce litigation risk, in a timely manner. Through our Compliance Service, the InfoPros provides the insurance policy that Municipal organizations need to make sure they stay on the right side of the law. This means that Municipalities can focus on other priorities, with the peace of mind that comes from knowing that the InfoPros are continually monitoring and mitigating litigation risks against an ever-moving target.