http://www.optismo.com to learn more - An overview of the leading Information Governance consultancy, Optismo.

1. YOUR
INFORMATION:
OPTIMIZED.

2. n Governan
Process Management | Strategy Develo
RFP Development | Vendor Selection | Policy Review | Individualiz
ce | Information Management | Change Management | Records Management | Business Proc
ment | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP
ment | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |
on Management | Change Management | Records Management | Business Process Managem
y Development | Process Improvement | User Adoption | Needs Analysis | RFP Development
Selection | Policy Review | Individualized Coaching | Information Governance | Information
ment | Change Management | Records Management | Business Process Management | Strat
ment | Process Improvement | User Adoption | Needs Analysis | RFP Development | Vendor
n | Policy Review | Individualized Coaching | Information Governance | Information Managem
Management | Records Management | Business Process Management | Strategy Developme
s Improvement | User Adoption | Needs Analysis | RFP Development | Vendor Selection | Pol
| Individualized Coaching | Information Governance | Information Management | Change
ement | Records Management | Business Process Management | Strategy Development | Pro
ement | User Adoption | Needs Analysis | RFP Development | Vendor Selection | Policy Revie
ualized Coaching | Information Governance | Information Management | Change Manageme
ds Management | Business Process Management | Strategy Development | Process Improvem
Adoption | Needs Analysis | RFP Development | Vendor Selection | Policy Review | Individuali
ing | Information Governance | Information Management | Change Management | Records
siness Process Management | Strategy Development | Process Improvement | U
t | Vendor Selection | Policy Review | Individualized
Management | Records
We are Optismo Consulting and we
exist to help you meet and exceed
your information management goals.
Others Talk. We DO.
We are creators, innovators, and thought
leaders. We created The Information
Governance Conference. We created The
Information Governance Model. We built the
official ARMA IGP Course. We created the
RDRV, Relative Data Repository Value
Methodology. We created the EIM3, Enterprise
Information Management Maturity Model. We
are the new leaders in Information Management
Consulting Services.

3. n Governan
Process Management | Strategy Develo
RFP Development | Vendor Selection | Policy Review | Individualiz
ce | Information Management | Change Management | Records Management | Business Proc
ment | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP
ment | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |
on Management | Change Management | Records Management | Business Process Managem
y Development | Process Improvement | User Adoption | Needs Analysis | RFP Development
Selection | Policy Review | Individualized Coaching | Information Governance | Information
ment | Change Management | Records Management | Business Process Management | Strat
ment | Process Improvement | User Adoption | Needs Analysis | RFP Development | Vendor
n | Policy Review | Individualized Coaching | Information Governance | Information Managem
Management | Records Management | Business Process Management | Strategy Developme
s Improvement | User Adoption | Needs Analysis | RFP Development | Vendor Selection | Pol
| Individualized Coaching | Information Governance | Information Management | Change
ement | Records Management | Business Process Management | Strategy Development | Pro
ement | User Adoption | Needs Analysis | RFP Development | Vendor Selection | Policy Revie
ualized Coaching | Information Governance | Information Management | Change Manageme
ds Management | Business Process Management | Strategy Development | Process Improvem
Adoption | Needs Analysis | RFP Development | Vendor Selection | Policy Review | Individuali
ing | Information Governance | Information Management | Change Management | Records
siness Process Management | Strategy Development | Process Improvement | U
t | Vendor Selection | Policy Review | Individualized
Management | Records
Meet Our Leaders
Nick Inglis
CEO, Optismo
Nick is the former Director of Professional Development
at AIIM. He is the co-creator of The Information
Governance Conference, creator of the Information
Governance Model (InfoGovModel.com), and co-creator
of the ARMA IGP Official Course. He is a contributor to
U.S. News & World Report and Yahoo Finance. When not
adding to his certificate and certification collection
(SharePointM, E2.0m, ECMm, ERMm, IMCP), he is likely
spending time with his son, Conor Atom.
Jim Merrifield
CMO, Optismo
Jim is the co-creator of The Information Governance
Conference and co-creator of the ARMA IGP Official
Course, as well as Past President of ARMA Connecticut.
He is a published author and speaker on many
information governance topics including records
management, e-discovery, privacy, and cyber-security. His
experience as a practitioner, solution provider, and
consultant has enabled him to see the industry from all
sides of the spectrum.
Rich Mesquita
CTO, Optismo
Rich Mesquita has over 15 years of experience in both
information technology and marketing. Rich is a well
respected technologist and business operations
specialist. Rich is a regular speaker on the topic of
communicating strategy to executives. Mesquita has
helped organizations of all sizes build strategic plans
and implement compliant software solutions.
Steve Weissman
Sr. Vice President, Consulting, Optismo
Steve Weissman, “The InfoGov Guy”, is the Sr. Vice
President of Consulting at Optismo and Founder of The
Holly Group. Weissman, a respected thought leader,
consultant, and educator in the information management
arena, is a Certified Information Professional (CIP) and
an accredited instructor in ECM and BPM. He is highly
sought after as a resource for organizations seeking
expert practical guidance.

4. n Governan
Process Management | Strategy Develo
RFP Development | Vendor Selection | Policy Review | Individualiz
ce | Information Management | Change Management | Records Management | Business Proc
ment | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP
ment | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |
on Management | Change Management | Records Management | Business Process Managem
y Development | Process Improvement | User Adoption | Needs Analysis | RFP Development
Selection | Policy Review | Individualized Coaching | Information Governance | Information
ment | Change Management | Records Management | Business Process Management | Strat
ment | Process Improvement | User Adoption | Needs Analysis | RFP Development | Vendor
n | Policy Review | Individualized Coaching | Information Governance | Information Managem
Management | Records Management | Business Process Management | Strategy Developme
s Improvement | User Adoption | Needs Analysis | RFP Development | Vendor Selection | Pol
| Individualized Coaching | Information Governance | Information Management | Change
ement | Records Management | Business Process Management | Strategy Development | Pro
ement | User Adoption | Needs Analysis | RFP Development | Vendor Selection | Policy Revie
ualized Coaching | Information Governance | Information Management | Change Manageme
ds Management | Business Process Management | Strategy Development | Process Improvem
Adoption | Needs Analysis | RFP Development | Vendor Selection | Policy Review | Individuali
ing | Information Governance | Information Management | Change Management | Records
siness Process Management | Strategy Development | Process Improvement | U
t | Vendor Selection | Policy Review | Individualized
Management | Records
YOUR
INFORMATION:
OPTIMIZED.
Respected.
Trusted.
Proven.
We are the new leaders in
Information Management
Consulting Services.

5. WWW.OPTISMO.COM