Is Your Organization Ready for Governance?
Proven Experience in Public SectorS
Our work includes delivering a full Records Management & Information Governance Framework for a State & Municipal districts, including:
- A complete Gap Analysis and Implementation Roadmap
- Departmental Taxonomy Models and a Retention Crosswalk Workbook
- Recommendations for SharePoint configuration, metadata, and lifecycle workflows
- A Center of Excellence planning guide for long-term sustainability
We’ve developed deliverables that have been adopted by stakeholders across administration, operations, legal, HR, and finance—bridging silos and preparing the organization for digital governance at scale.
Structured - Practical - Aligned
Our Approach
We don’t drop in with a template. We co-develop frameworks that are right-sized for your environment, grounded in industry standards (ISO 15489, NIST, ARMA GARP), and built to evolve with your systems and capacity.
Our deliverables are actionable, not theoretical and our recommendations are designed to integrate into your existing architecture, whether you're in Microsoft 365, SharePoint Online, or a legacy ECM.
Building the Frameworks
Building a sustainable Records Management (RM) and Information Governance (IG) program requires more than policies and technology—it demands a structured framework, cross-functional alignment, and practical execution steps grounded in real-world constraints. We partner with organizations to design, implement, and operationalize governance frameworks that align legal, operational, and compliance priorities.
Framework Components We Deliver
Governance & Policy Design
- RM Policy aligned to public records requirements and your organizational structure
- Roles and responsibilities across departments, IT, and legal/compliance
- Governance Charter and procedures for oversight, reviews, and exceptions
Records Classification & Taxonomy
- Business function-based classification schema
- File plan aligned to state retention schedules and local policy
- Crosswalks that connect your departments, systems, and records to the right retention and disposition rules
Retention & Disposition Strategy
- Retention schedules mapped to systems, metadata, and business processes
- Procedures for cutoff, retention, deletion, and archival—both electronic and physical
- Guidance on managing legacy records and ROT (redundant, obsolete, trivial)
Metadata Models & ECM Configuration
- Enterprise metadata fields and content types mapped to record classes and retention
- Department-specific content types with layered attributes (e.g., Function, Area, DocType, RSI, Security Level)
- ECM document library and folder strategies aligned to lifecycle workflows
Security, Access, & Privacy Controls
- Role-based access aligned to security classifications
- Audit trails and defensible disposition procedures
- Integration guidance for Purview, E5 Security & Compliance, and sensitivity labels
Training, SOPs, & Change Management
- End-user and administrator playbooks
- SOPs for content creation, capture, declaration, and review
- Governance dashboards and metrics to track adoption and compliance