Our Services
Comprehensive information governance solutions designed to protect your organization, ensure compliance, and enable operational efficiency
Core Service Offerings
We provide strategic guidance and hands-on implementation support across three interconnected practice areas
Records & Information Governance
Strategic RIM and IG program development that balances legal defensibility, operational efficiency, and user adoption. We design sustainable frameworks tailored to your organization's culture, risk tolerance, and business objectives.
Program Development
- •Information governance strategy and roadmap
- •Records retention schedule design and maintenance
- •Records inventory and classification methodology
- •Policy and procedure development
- •Governance model design (roles, responsibilities, committees)
Implementation & Operations
- •Information lifecycle management
- •Disposition protocols and execution
- •Legal hold and eDiscovery readiness
- •Training and change management
- •Program metrics and continuous improvement
Compliance & Risk Advisory
Navigate complex regulatory landscapes with confidence. We translate legal requirements into practical, defensible practices—whether you're managing HIPAA, GDPR, CCPA, SEC, FINRA, or industry-specific regulations.
Privacy & Data Protection
- •HIPAA compliance (healthcare privacy and security)
- •GDPR and CCPA privacy program development
- •Privacy impact assessments (PIAs/DPIAs)
- •Data classification and protection strategies
- •Breach response planning and preparation
Industry Regulations & Audits
- •SEC, FINRA, Dodd-Frank (financial services)
- •FERC, NERC (energy and utilities)
- •FDA, GxP (life sciences and manufacturing)
- •Compliance risk assessments
- •Audit preparation and remediation support
Technology Enablement
Technology alone doesn't solve information governance challenges—but the right technology, properly implemented, can be a powerful enabler. We provide vendor-agnostic guidance from selection through adoption.
Selection & Planning
- •Requirements definition and use case development
- •RFP/RFI development and vendor evaluation
- •ECM, SharePoint, and collaboration platform selection
- •Litigation hold and eDiscovery platform assessment
- •Records management system evaluation
Implementation & Adoption
- •Implementation planning and project management
- •Configuration and taxonomy design
- •Data migration strategy and execution
- •User training and documentation
- •Change management and adoption support
Supporting Services
Program Assessments
Current-state analysis, gap assessments, and maturity evaluations to identify opportunities and prioritize improvements.
Executive Education
Workshops and briefings for leadership on information governance risks, opportunities, and strategic decision-making.
Interim Leadership
Fractional RIM/IG leadership to guide your program during transitions or special projects.
Industry Expertise
We bring deep industry knowledge and regulatory expertise to every engagement
Healthcare
HIPAA, patient privacy, medical records lifecycle
Financial Services
SEC, FINRA, Dodd-Frank, transaction records
Manufacturing
Quality records, IP protection, supply chain documentation
Energy & Utilities
FERC, NERC, operational records, safety compliance
Legal & Professional Services
Client records, privilege protection, matter management
Higher Education
Student records, research data, institutional compliance
Let's Discuss Your Information Governance Challenges
Whether you're starting from scratch or optimizing an existing program, we're here to help. Schedule a consultation to explore how we can support your organization.