Perpetual - EDM Implementation & Relocations

• Provided strategic direction and implementation of a document management system to support the business including developing an overall information management program through analysis of the requirements with recommendations for ongoing efficiencies and longer-term enhancements.
• Provided advice to business units in relation to implementation of efficiencies and enhancements including description (business classification scheme), structure, tracking, workflow and electronic formats aswell as improving the arrangements to manage the large volume of material held offsite.
• Managed the relocation of physical documentation for over 900 Sydney staff from 3 locations to new premises including identification, quantification, logistics, advice, communications, establishing a management system in TRIM Context and organising a dedicated team of 10 to ensure implementation including appraisal, disposal/retention determinations and registration.
• Managed the relocation of over 3 kilometers of security documents to the new Martin Place vault and 80,000 in Brisbane (advice, methodology, logistics, security, risk management and communications).