Assessment and Strategic Roadmap

Assessment and Strategic Roadmap


Goals: Assessments developed using in-depth interviews, review of existing documentation, surveys and data collection. Results summarized using a RIM maturity model framework, combined with in-depth findings, examples and recommendations in each assessment area.


As part of the Assessment process, baseline data must be collected to support development of program goals, benefit metrics and implementation plans. Examples include: Record Types Inventory, application inventory, email usage behavior metrics, unstructured data repository profiles, existing policies, current IT roadmaps. 


The Strategic Roadmap would close the gap between assessment findings and recommended practices by identifying specific projects to address each key area including people, process and technology for an implementation program. Goals to be framed in terms of benefit objectives and proposed metrics for measuring success.

RIM Assessment

Litigation Readiness Assessment

Baseline Data Collection

Strategic Roadmap and Benefit Objectives

Resource & Cost Models