FOI analysis / e-document management / records management / forms management / collaborative content management / policy analysis / draft policy development / compliance auditing / online systems support / archiving / accessioning / indexing / DoD 5015 / ISO 15489

Documatics specializes in applying content analysis and workflow analysis to improve business efficiencies. We are dedicated to developing synergies through policy development, project management, Electronic Content Management, Records Management and training. We analyze the business functions and configurations of our clients, and design classification schema for their electronic and hard copy documents.

Laserfiche, Quickfields, "SQL dB administration", "data profiling", data conversions", "document versioning", "template management", "conflict resolution", "security protocols", "inventorying", "data analysis", "field management", "retention reporting", compliance audits. Saved the school district thousands of dollars by recommending an in-house software solution to an online document management project. Exceptional writer of MoUs, RFPs and policy: Drafted a Langley College Memorandum of Understanding (MoU), for managing their student records, Management approval and signoff. Met with College directors to ensure consistency and quality control of the archived data. Client / customer satisfaction through RFP reviews and vendor evaluations, and subsequent recommendations to senior management. Reviewed and evaluated existing applications for compliance with the Board's in-house information management needs (e.g., needs assessment). Recommended and implemented an online application (e.g., Laserfiche), to successfully archive, retain and store offline, Student graduation records.

Draft BylawsRM Policy Analysis and DevelopmentWorkflow AnalysisForms DesignRecords Retention and SecurityMedia and Data Storage StandardsRecords Classification (e.g., ARCS / ORCS)TrainingCONTINUING EDUCATION AND SKILLS DEVELOPMENT: · Laserfiche System's Maintenance and End User Support (How to manage user groups, data tables, metadata, indexing the data repository, systems nomenclature.) · Laserfiche Database Security (Repository indexing, backup, restore, SQL Server ) · Laserfiche Disaster Recovery (How to ensure data integrity and backup measures are robust for your business needs.) · Administering Laserfiche, Intermediate Level (How to design and implement a comprehensive security policy.) · Litigation Hold Best Practices ­ How to Implement an Effective Workflow Process · Personal Productivity Strategies for RIM Professionals

Processed sensitive driver records, liaised with and made recommendations to management; severedrecords; identified mandatory and discretionary harms disclosure; vetting; fee estimates; diplomaticliaison with applicants and third party stakeholders, standardized the application reviews andassessments to create shorter response times; standardized boilerplate FOI forms to increaseconsistency. Developed the "Directory of Records", to produce a "routine release records" classification.

Records Classification and Disposition OfficerProcessed District records (e.g., permits, plans, surveys, maps, etc.), for classification review and finaldisposition. Compiled inventory lists, prioritized tasks, and coordinated the secure physical destruction ofrecords, and secure retention (offsite storage) of records with ongoing legal, audit, reference andoperational retention values in compliance with industry standard DoD-5015 protocols.

Processed sensitive files related to Driver Databases. Vetted records, severing in accordance with mandatory and discretionary harms to disclosure, issues management