Information Governance

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


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