Johnson & Galyon
Conducted four-phase consultancy for a well established contractor in Knoxville. Worked with company's CFO and chief accountant. Surveyed and interviewed unit heads, identified issues needing resolution, undertook records inventory, created records retention schedules. Worked with staff to remove obsolete records, re-box, and move inactive records into space freed up by reorganization of records and the destruction of obsolete records. Prepared documents for use in making records management work for J&G.
This company is a very fast-growing startup selling jewelry and gemstones via cable TV. Provided needs assessment and recommendations consultations. Surveyed and interviewed staff in each division. Created a variety of records management policies and general procedures from scratch (e.g., records retention policies, active records, vital records, archival records, destruction, litigation, personal, and imaging policies).
Worked with CEO and CFO of national-level forms manufacturer in developing commercial information storage services. Designed existing 22,000 square foot warehouse space for use as a commercial records center; applied standards (e.g., fire) to site and operation; recommendations for future media vaulting services; oversaw purchase of resources (e.g., records shelving, records management software, retention research products, records destruction methods, etc); recruited vendors; conducted market analysis and developed pricing recommendations for services; developed marketing efforts; led process to hire first director of information services, a CRM.
Development for rapidly growing southeastern U.S. developer of preliminary assessment of records management needs (e.g., resolution of space-based records problems, vital records, records security, etc.). Evaluation of paper-based records impaction, especially in financial areas; assessment of need for records retention schedules; review of filing systems and equipment; suggested alternatives to inefficient and ineffective equipment used; presented short- and mid-term plans of action.
Oak Ridge, Tennessee
Employed by information management consulting firm to supply advanced expertise in records/document center management particular to the federal sector. Offered technical information about processes and procedures as well use of facilities in the management of records in various media; suggested use of government and professional standards (e.g., National Fire Protection Association, CFR-listed requirements, NARA federal records center guidelines); advice on calculation of costs to be incurred.
Oak Ridge, Tennessee
Assisted management consulting firm with plant document hierarchy revision for Department of Energy's Rocky Flats Plant (Golden, Colorado). Provided suggestions for articulation of plant's document hierarchy and downflow, document precedence analysis, document dissemination efforts, and preliminary concept for design of in-plant document requirements and commitments control system.