Consultancy and Services

We offer consultancy and services tailored to meet your specific needs. In the following areas we offer:

Design of intuitive and easy to use record and file classification structures and systems.
Development of records and information policies, procedures and guidelines in line with international standards and industry best practice.
Information inventories of what information your organisation creates and holds, the format it is in and how it is used.
Reviews/audits of information systems and services and recommendations for improvement.
Development of information management strategy and policy.
Development of retention and disposal policies and schedules
Development of strategies and processes to handle non-current records.
Management of the implementation process needed when a new record or file classification structure has been developed.
Developing a Corporate Taxonomy or Corporate Thesaurus.
Developing vocabulary lists for a range of uses in your organisation. It is also possible to create thesauri, with preferred terms and non-preferred terms and relationships between terms. Can be used for managing both paper and electronic records.
Physical storage reviews and recommendations

Appraisal of non-current records for archival value recommending what should be retained and what should be destroyed. For government agencies covered by the Public Records Act 2005 this includes the submission of appraisal reports to Archives New Zealand for approval.
Assistance with planning an archives facility and policy for your organisation.
Reviews of existing archives facilities and services.

Development of knowledge management strategies.
Knowledge mapping your organisation. Auditing what your organisation and staff know and how they share that knowledge.
Developing a Corporate Taxonomy or Corporate Thesaurus. Developing vocabulary lists for a range of uses in your organisation. It is also possible to create thesauri, with preferred terms and non-preferred terms and relationships between terms. Can be used for managing both paper and electronic records.

Assessment of electronic document management systems for purchase.
Assistance during RFP or selection phase for a system.
Assistance with design aspects of electronic document management systems for your organisation such as metadata schema, security models, document type.
Post implementation audit of electronic document management systems to ensure that users and administrators are getting the best out of the system. Includes recommendations for improvements.
Identification of core metadata for the information held by your organisation and development of strategies for capturing that metadata.
Document management software training.
Digitisation scoping and advice.

Provision of tailored locum services within your organisation to cover extended staff leave or staff shortages pending a permanent appointment.
Short to medium term assignments.
Experienced SWIM Ltd consultants working within your organisation as acting Records/Information Managers or internal experts.

If you want to talk to us about your project or have any feedback or queries you can do so through the feedback form