Strait & Associates provides records and information management (RIM) consulting services. They help clients define RIM solutions, reduce costs and complexity, and maintain compliance. Their services include RIM assessments, program development, policy creation, and training. Representative projects include developing a global RIM program, performing a RIM assessment, and designing data disposition processes. The document provides contact information for the company.

1. Introduction to
Strait & Associates
An Overview of Our Services and
Experiences
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2. Discussion Topics
• Strait & Associates
– Services
– Who We Are
• Experiences
• Contact Information
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3. STRAIT & ASSOCIATES, LLC
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4. Who We Are
Strait & Associates provides clients with the
means to integrate and improve the
management of information regardless of
where it resides.
Our consultants work with clients to:
1. Define realistic core people, process and
technology solutions
2. Achieve reductions in cost and complexity
3. Maintain quality and compliance
“Information and data are coming into and
out of organizations at an alarming rate of
speed and volume. Now is the time to take
action and address the challenge that is
impacting limited resources” -Cheryl Strait
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5. Our Service Offerings
We are committed to working with our clients to enable success within their
organization.
Sample of our unique service offerings: One size does not
Diagnostic RIM Assessment Including an fit all!
Action-oriented Roadmap
Development and Execution of RIM Program
Policies, Procedures and Technology STRAIT utilizes
methodologies and
Records and Information Management templates developed
Processes
from years of practical
Records and Information Management experience and
Technology Selection customizes them to meet
Data and Information Mapping your organization’s needs
and requirements.
Development and Facilitation of RIM Training,
Education And Communication
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6. EXPERIENCES– REPRESENTATIVE SAMPLE OF
STRAIT & ASSOCIATES PARTNER EXPERIENCES
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7. Experiences (1 of 3)
RIM Program Development RIM Assessment
• Description of the effort • Description of the effort
– The client (One of the nation’s largest Power & Utility
– Plan, build, and deploy a records and information Company) had a desire to identify opportunities for cost
management program for a global automotive reductions; minimize legal risk and exposure; realize
company. economies of scale for offsite storage; increase operational
efficiencies; properly address security of records; and
– Client was experiencing significant ramifications in achieve a repeatable process.
court due to poor records management practices. – Task was to perform a records management assessment
and provide a roadmap to build and implement a
• Scope of the effort sustainable RIM Program.
– Plan build and deploy RIM Policy, Records • Scope of the effort
Retention Schedule, acceptable use practices, – Conduct an analysis of the operations and significant
processes which impact the RIM environment, and to
RIM Guidelines, training courses, internal audit perform an assessment of the Client’s records, information,
process, RIM technology, and assorted business preservation risks, and identification of opportunities to
processes integrated with RIM. improve records management operations.
– Perform a diagnostic of RIM practices, including the
– Trained over 100,000 employees in 34 countries identification of opportunities to achieve more effective
around the globe. records management practices using a risk-based, strategic
approach to records and information management.
– The project won the Client’s Chairman’s Honors – Provide a high-level operating model depicting a description
Award for successfully completing the project on of the design for a records management function.
time and under budget. – Create an actionable road map that provides activities that
can be undertaken to improve their RIM program and the
• Value delivered typical sequence of events along with the estimated
amount of time for each initiative.
– The client has been able to maintain a compliant
RIM program. • Value delivered
– Enabled the Client to understand the current capabilities of
– The client has gained a positive reputation with their records management program, identify areas of risk
the legal system for proper management of and a have a plan to increase their overall records
company information. management capabilities across their organization.
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8. Experiences (2 of 3)
Data Disposition Process Data Mapping
• Description of the effort • Description of the effort
– The pharmaceutical Client had over a petabyte of – Client needed to identify its current and historical
unstructured information within their network shared sources of electronically stored information and result
in the preparation or listing of inventory of current and
drives and collaboration sites. The cost to maintain historical corporate information sources and a process
this information was increasing exponentially and had for keeping the inventory current
to be reduced and controlled. – Perform a multi-faceted inquiry into the client’s IT
– Client’s goal was to enhance its records management environment to determine the nature and extent of
current and historical information storage.
program through the development of a framework, – Develop a consolidated work product that enables the
protocols and policies that employees could use as identification of electronically stored information in
part of an internal monitoring function. That function support of future legal or investigative information
was to evaluate whether electronically stored requests.
information (ESI) must be retained under the retention • Scope of the effort
schedule, must be preserved under a legal hold, or – Understand the IT environment at a high-level and
may be subject to disposition. design a customized “data map” template.
• Scope of the effort – Perform detailed fact gathering to populate the map
– Design a decision framework and processes that will and any supporting work products
enable compliant disposal of data; – Develop a routine, repeatable business process for
updating the map and any supporting work products
– Document and iteratively validate a framework such
that it provides reliable and defensible results; and
• Value delivered
– Reduce the risk of non-compliance with legal or
– Facilitate execution of the framework against discreet investigative information requests.
data sources using the client’s RIM technology.
– Enabled expedited identification of potentially
• Value delivered relevant information in response to discovery
– Enabled client to disposition ESI within their requests.
unstructured environments.
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9. Experiences (3 of 3)
RIM Governance & ERM
Legacy System Decommission Assessment
• Description of the effort • Description of the effort
– The Client was in the process of closing down – The Client was seeking assistance in applying management
their US based data center, which housed over & control to their electronically stored information because
575 mainframe systems. They needed a defined their current cost structure was not sustainable.
process to determine what data needed to be • Scope of the effort
retained, migrated to an archival platform, or
could be disposed of. – Define & document a RIM governance framework.
– Conduct an assessment of strategic business drivers for the
• Scope of the effort
Client’s electronic records management practices and
– Conduct fact gathering to identify and review the required capabilities.
archiving systems, backup procedures, regulatory
– Collaborate with the Client to develop their future state
retention requirements and legal hold obligations.
strategy for electronic records management; develop an
– Prepare a documented guideline (process) for operating model for their RIM program and define
applying records retention, legal holds and implications for the future state electronic records
disposition of electronic data and records. management infrastructure.
• Value delivered – Development of an actionable roadmap to achieve the
– The Client was able to determine what was defined electronic records management future state and
required to be retained, preserved and or any recommended improvements to the RIM Program.
archived to meet legal and/or regulatory
• Value delivered
requirements and what could be disposed of.
– Implemented a governance structure that enabled
– Additionally, they were able to determine where coordination, collaboration and focus across the
information was to be retained, by what vendors organization.
and what format information was to be retained – Produced a realistic strategy and roadmap for reducing
in. storage costs.
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10. CONTACT INFORMATION
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11. Contact Us to Find Out How We Can Assist You
Cheryl Strait Kevin O’Donohue
President & CEO Business Development Manager
248-770-2483 517-490-4928
cstrait@straitassoc.com kodonohue@straitassoc.com
Strait & Associates, LLC
Bloomfield Hills, MI
888-700-5695
www.straitassoc.com
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