Information Governance and Records Management Planning

CAPP offers a range of consulting engagements to help you get your Information Governance program up and running or to simply update your existing framework.

Program Development and Strategy

• Charter and Mission, Roadmapping
• Analysis – Prioritizing IT and IG Initiatives
  • Data Governance, Legal Hold, Records Management, and Privacy, Compliance, Service Operations, Software Procurement
• Governance  – Executive Sponsorship, Steering Committees, Stakeholder Workshops, Board Level Compliance Reporting, Risk and Control Audits, Assurance Provider Alignment
• Policy Management and Procedures Development
  • Data Classification, Privacy, Electronic Communications, Records Retention
  • Data Governance Best Practices 
  • PMO Frameworks
  • Regulatory Compliance Frameworks
  • Privacy By Design

Change Management, Engagement, Training, and Awareness – Materials and marketing videos explaining records management and information governance,

• Quarterly Newsletters and Communications
• Employee Development

Organization and Roles – Establishing teams with the right skill sets and tactical capacity, restructuring or realignment if needed, Records and Data Coordinator networks

• Scorecards and Program Measurement

Project Management

• See Additional Services

Some Key Benefits of IG and Privacy Compliance Programs

• Creation of standardized platforms and policies to manage and protect your company and customer’s data throughout its lifecycle
• Providing information to customers in a format they require, compliant with rules such as GDPR and the CCPA
• Faster access to information to support customer queries and accurate information to customers to reduce the number of queries
• Lower cost to store data and records
• Reduced risk of exposure due to lost information
• Reduced loss of intellectual capital
• Tighter security and access control to records
• Proper and accurate control of contracts and supporting documentation in conjunction with contract lifecycle management systems
• Use of the correct versions of contracts
• Easy access to contracts to support decision-making processes
• Easier and faster access to accurate information
• Reduced time to complete processes
• Greater collaboration between employees, especially in cross-function or operational divisions
• Standardized processes, naming conventions, and procedures lead to reduced time and effort in creating, storing, finding, and retrieving information
• Less time spent wasted on unproductive tasks
• Enabling a knowledge-sharing environment
• Employees prefer working in organized, well-governed environments with easy access to supporting tools