Project List

Recent experience of Coherent Information and its principal, Joanne Wiens, includes:

¨ Heavy Oil Battery Fire - Insurance Claim Support - Tracked information requests, populated and maintained a secure FTP site (used to share information with insurance adjusters), and provided quality control of the property damage cost summary.

¨ Oil Sands Fractionator Fire - Insurance Claim Support - Tracked information requests, populated and maintained a secure FTP site (used to share information with insurance adjusters), and designed and analyzed the property damage cost database. Claim successfully settled within two years of incident.

¨ Corporate Finance filing room - Records Management - Provided project management for this re-organization.  Prepared standard filing classification structures, designed inventory database and filing labels, contributed to written records management procedures, and assisted with the implementation.

¨ Energy Trust physical clean up - Records Management - Provided guidance to staff at all levels for cleaning out non-record materials.  Prepared records for off-site storage.

¨ Information Technology “Request for Service” process - Document Management - Analyzed the business and technical requirements.  Prepared recommendations for document management and control.

¨ Multiple litigation cases - Litigation Support - Provided project management and litigation support to various law firms; consulted with clients on case-specific use of software (Summation and SUPERText^®); provide software training, document imaging and coding services.

¨ NGO records requirements - Records Management - Reviewed paper, electronic and e-mail records.  Conducted interviews, summarized results, prepared standard filing classification structures, and assisted with implementation of records management solution.

¨ Financial crime investigations - Document Management - Installed and implemented a document management system (SUPERText^®) to handle financial crime investigations.  Set up software and scanning hardware.  Consulted with law enforcement officers and Crown Counsel regarding their system requirements.  Designed databases, reports and custom data entries forms for four different cases.

¨ Electric utilities management - Records Management - Analyzed records management requirements; recommendations resulted in the implementation of a standard filing system for electronic documents, paper documents, and e-mail.

¨ Federal government investigative agency - Litigation Support - Provided consulting, training and support services on the SUPERText^® suite of document management and investigation software.

¨ Electric utility EDMS feasibility study - Document Management - Conducted a feasibility study for an enterprise-wide Electronic Document Management System.  Interviewed representatives from over 20 departments within four subsidiary companies.  Analyzed the resulting business and technical requirements, and requested information from software vendors.  Prepared a business case including an ROI analysis along with an approach and estimated budget for a pilot implementation.  Delivered on time and on budget.