New records transfer policy for national Parliamentary body 

10 March 2023 – Metataxis defines robust records management process for public sector organisation.

Metataxis is delighted be supporting a UK government department to futureproof their records management policies.

This Parliamentary body is responsible for improving public services through its high-quality audits and reporting of financial accounts.

The department was seeking to develop and deploy a new appraisal and transfer policy along with supporting guidance to effectively govern and manage how their records series are selected and transferred to The National Archives (TNA). This new policy had to be aligned with the specific requirements for long-term management of records as stated in the Public Records Act 1958 and follows TNA best practice guidance.

After some research on G-Cloud 13, the team found and selected Metataxis to define this new policy.

With our extensive records management experience, the Metataxis team worked closely with the Head of Knowledge and Information Management and conducted interviews with the internal team, to identify the exact requirements in order to recommend a robust records management policy and compliant procedures.

Armed with this research, we were able to draw up a comprehensive appraisal transfer policy and process for the organisation to deploy in line with the set rules and regulations. We also defined a preservation policy – focused on the long-term preservation of records which could be either retained inhouse, transferred to another department or sent to be archived, as well as proposing a clear process for the transfer of paper records to the TNA. Finally, we put forward a report summarising the issues we had observed during our time working together along with some key recommendations for remediation.

Comments Noeleen Schenk, Director at Metataxis: “With this new appraisal transfer policy and clearer records management processes in place, the team can now easily manage, preserve and transfer these vital records, confident they are meeting all the necessary compliance rules and regulations.” 

If you would like to learn more about how we help both public sector organisations and private businesses address the challenges of records management simply contact us.

Mitigate risk with SharePoint records management training

10 Feb 2023 – Metataxis delivers Microsoft 365 and SharePoint Records Management training course in partnership with training experts, Leadership Through Data.

Once again, Metataxis is pleased be presenting the Microsoft 365 and SharePoint Records Management course, in partnership with Leadership Through Data.

Designed and delivered by Records Managers for Records Managers, this comprehensive training course explores the information governance features of Microsoft 365, including licencing and information architecture requirements to support information governance.

This “all you need to know” Microsoft 365 and SharePoint Records Management course is delivered by Metataxis Senior Consultant, Siobhan King. With her specialist background in records management and information governance, this course will help students to improve their SharePoint record management skills and strengthen information governance across their organisation.

Siobhan explains: “It’s always fun teaching this course because with Microsoft things never stay still for very long. This means there are always new things to teach and learn in every session! Upon course completion, students will know how to design, configure and implement Microsoft 365 to get the most of the features, mitigate risk and gain a better understanding how to protect the valuable information created and shared by colleagues on a daily basis.”

This virtual training course is delivered over 4 half days and all attendees will achieve 12 CPD credits. It’s a very popular course and is now fully booked, however it will available again in in April, June, September and November this year.

Learn more and book your place now! 

Information management: A want, or a need?

The value of proper planning 

Marc Stephenson, Director at Metataxis, reveals his three reasons why budget planning and project preparation is so important in his latest blog: 

After many years successfully delivering consulting services to our clients, we’ve noticed that from about November, there is often an end of year rush. Clients urgently contact us to work on projects that need to be delivered by the end of the March – budgets must be spent! Whilst we are always responsive to client requests (even if that means we are very busy early in the year!), it raises the question – why didn’t you plan better?! I think there are a few reasons for this.

Firstly, we are all living through challenging times, budgets are being squeezed, priorities are being questioned, and therefore work that needs to happen, takes precedence over work that you’d like to happen. We get this.

Secondly, work on information management systems is typically started without having the relevant information strategy, information architecture and governance regime in place. These are not optional deliverables, and many clients do not always appreciate their importance – until their projects start to go off the rails. There is then a rush to get Metataxis involved to fix things!  

And lastly, why isn’t information management and the systems that support it a need rather than a want? Ask yourself: 

  • Is keeping your information safe and compliant a need? 
  • Is enabling your users being to find information a need?
  • Is generating value from your information a need? 

Metataxis would argue these are not “nice-to-haves”, they are the essential underpinning of any organisation. You must be able to manage the most important assets your organisation has – it is information.

Sorting your needs from your wants

Here at Metataxis, we understand the value of data. We also understand that proper planning and preparation leads to project success.

Don’t rush to spend your budget on last minute projects. Make 2023 the year to take a moment to plan ahead, prioritise your needs and wants and make that all important budget work harder.

Read more about our information management services. And if you want address your information management challenges to be better prepared for future projects, we can help. Get it touch today.

New Data Management Framework for UK charity

UK charity maximises information value with new data management framework

09 Dec 22 – National charity chooses Metataxis for Information Architecture project

Metataxis is delighted to be appointed to deliver consultancy support to create a data management framework for a UK national charity.

Including the development of clear data definitions, processes, procedures, and competency frameworks, these key deliverables will support this not for profit organisation with the collection, access and use of their data, in order to maximise value, improve usability and reduce duplication.

Working closely with stakeholders across the charity, this comprehensive data management project is made up of 3 key work packages:

  1. Data foundations – including a data governance framework; data asset register, data domain model and data dictionary
  2. Data models for a range of key services
  3. Data management – made up of a data competence framework and data operating model

Once complete, the new framework will lay the foundations for data management, analysis, and integration, enabling a more unified view of the organisation’s data in the future. It will also support the realisation of benefits from the implementation of the new Customer Relationship Management (CRM) platform along with other digital communications tools and dashboards.

Noeleen Schenk, Director at Metataxis explains: “We strongly believe that a governance framework that clearly defines key information and data management principles is essential for the efficient and effective management of an organisation’s information and data, to support its core functions and activities, and to demonstrate compliance with all legal and regulatory obligations. We’re thrilled to be supporting this valued charity with their information governance requirements.”

Metataxis believes that effective information architecture is the key to any successful information (unstructured) or data (structured) project. We work with numerous clients to introduce or adapt structures, semantics, processes and systems for information management, collaboration, findability, and re-use, and have such acquired a wealth of knowledge and experience in designing architectures and models which deliver the required pieces and processes within the constraints of technology.

Metataxis provides information architecture services to help structure and classify information in order to leverage the information’s full value. If you would like to learn more about our information architecture services for your organisation, simply contact us.

Information Revolution Podcast

Join the Information Revolution!

The information revolution is here! 

Information Management in government is in the midst of a long term transition. To be successful now and in the future, we have to be active participants in the day-to-day business of our organisations and in the design of the information resources that our organisations use.

If we get this right, the next big gains in productivity and public good will come from us.

It’s a step change in information management – and we want everyone to be part of it.

Karl Melrose (Leadership Through Data), Judi Vernau (Metataxis UK and NZ) and Michael Upton (Metataxis NZ), get together every fortnight, where they discuss topics in information management practice that are relevant for today and the future.

They also bring in other industry insiders to talk about what they’re doing, and how their practice is changing.

Are you ready learn more? 

Watch our Information Revolution podcast series today and discover more about the latest trends and best practices around information management, information architecture, data retention and more. 

ARA Conference 2023

ARA Conference 2023

27 March 2023 – Meet us at the records management biggest reunion this year! The Archive and Records Association (ARA) Annual Conference is returning to Belfast from 30 August – 01 September 2023. And so are we! Running with a

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Taxonomy expertise delivers single version of truth

03 March 2023 – Metataxis taxonomy expertise improves information management for Central Government department. Metataxis is delighted to be helping a UK Central Government department to improve the management of its information. Our experts have been commissioned to create a

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