Explore an EDRMS Roadmap and Strategy for a Canadian Municipality
A mid-sized Canadian municipality with 35,000 residents partnered with Gravity Union to transform their outdated records management practices. The municipality needed a compelling business case to secure budget approval for a modern Electronic Document and Records Management System (EDRMS).
Despite recognizing the need for improved records management for years, the municipality struggled to gain momentum.
When they approached Gravity Union, their directive was straightforward but ambitious: develop a comprehensive business case and budget to support a full-scale EDRMS implementation that would finally "get it done."
A practical step-by-step approach to build a roadmap
We followed a logical and practical process to build out the EDRMS Roadmap:
The result
The project delivered three critical outcomes:
1. Strategic Direction: A comprehensive Microsoft 365 roadmap with SharePoint Online and Purview at its core, providing clear implementation steps.
2. Budget Justification: A detailed business case that quantified benefits and costs, giving the Legislative Services team powerful ammunition to secure leadership approval.
3. Implementation Framework: A practical, scalable plan for transitioning to the new EDRMS platform that accommodated the municipality's resource constraints while maximizing efficiency.
