Clients

We work with businesses throughout North America from Federal Government through multi-national corporations to public-sector organizations.  No matter how small or large your project we deliver the same level of care and attention to detail.

Department of the Interior
Department of the Interior
Enterprise Content & Records Management
IQBG has engaged in multiple document and records management related projects for the U.S. Department of the Interior (DOI), including records management solution development for multiple DOI Bureaus and Offices through the successful implementation of eERDMS – the eMail, Enterprise Records, and Document Management System developed on the OpenText Content Suite. IQBG continues to support eERDMS, the first Federal Information Security Management Act (FISMA) compliant, software-as-a-service (SaaS) cloud solution that addresses an entire Cabinet Federal Agency. The eERDMS system is leveraged by the DOI to ingest and index over 3 million records (emails and content) per day, and auto-classify over 72 million objects per month that meet records retention and disposition requirements regulated by the National Archives and Records Administration. (NARA)
United States Department of the Interior (DOI)
Halifax
Halifax
Enterprise Content & Records Management
May 2019 The Halifax Regional Municipality, Nova Scotia, Canada (HRM) has selected IQBG to assist with the development of an Enterprise Content and Records Management (ECR) Implementation and Governance Plan. HRM’s unstructured information assets include both paper and digital content; records and non-records; and contain HRM’s key government and operational records. These records are difficult to manage, share, retrieve and preserve over time (as required by law). ECRM solutions, when properly designed and implemented “understand” the entire lifecycle of content, apply appropriate information control and governance, and provide additional support for users during each phase. Content is managed during creation, capture, and storage; and, ECRM solutions include such features as version control, check-in/out, collaboration and workflow, highly functioning search, security and automated records management to minimize risk. ECRM functionality helps distribute, publish, classify and retain, expire, and apply retention and disposition actions to records. The core to business process improvements revolves around HRM’s standardizing on a centralized content repository involving the use of ECRM technology. However, currently there is no enterprise standard at HRM, and much content still resides on networked shared drives and individual hard drives.
Lansing Board of Water and Light
Lansing Board of Water and Light
Records Management Assessment and Recommendations
June 2019 The LBWL is a municipal utility that provides electric, water, steam, and chilled water service to the greater Lansing Area. Lansing has 96,000 electric customers. The LBWL’s FY 13 electric sales were 2,482 GWhs with a net peak load of 470 MWs. The LBWL owns and operates two coal-fired plants, Eckert (337 MWs) and Erickson (156 MWs) generating stations. In July 2013, the REO Town, a natural gas-fired cogeneration plant (146 MWs), began commercial operation. In total, the LBWL has 639 MWs of generation connected to its 138 kV transmission system. Recent EPA regulations may require the retirement of Eckert station. The LBWL owns and operates 48 miles of 138 kV transmission lines that are interconnected the ITC/METC system at two locations: Enterprise/Delhi and Davis/Oneida; and operates 1,198 miles of overhead and 681 miles of underground distribution. Lansing Board of Water and Light (LBWL) chose IQBG to review, report and provide industries best practices and solutions in the areas of document management systems for engineering drawings, operational documents and have a thorough knowledge of engineering workflows, Construction and Materials Standards and Graphic Information Systems.
Lansing Board of Water and Light
The Port of Virginia
The Port of Virginia
Implementation of a Comprehensive Enterprise Records Management (ERM) Program
IQBG assisted the Virginia Port Authority (VPA) to develop a comprehensive Records Management Program by establishing best practice processes for managing the end-to-end records management lifecycle and implementing a governance framework to ensure regulatory compliance and minimize risk while also improving efficiencies and preserving corporate history. Using our proven High Level Assessment (HLA) methodology, IQBG consultants conducted a records inventory and business process analysis across all VPA business Units. Through HLA taks, IQBG assisted with the creation of VPA-specific retention and disposition schedules by identifying port-specific records and gathering required information to submit to the Library of Virginia (the approving body for the Commonwealth of Virginia) for approval.
AICPA
American Institute of Certified Public Accountants
OpenText EIM solutions help AICPA improve collaboration and efficiency
March 2015 The OpenText Content Server (OTCS) implementation at the AICPA serves as the key repository for Member Learning and Competency (ML&C) content to support the ML&C team and other areas of the business. The ML&C team produces learning content that is used by the AICPA members to study for their exams. Content Server provides the AICPA with a user experience for ML&C to collaboratively develop learning content. Founded in 1887, the AICPA develops standards for audits of private companies and other services by CPAs; provides educational guidance materials to its members; develops and grades the Uniform CPA Examination; and monitors and enforces compliance with the profession’s technical and ethical standards.
American Institute of Certified Public Accountants
DC CFSA
District of Columbia Child and Family Services Agency
Digital Forms Solution for DC Child and Family Services Agency streamlines business processes
July 2015 The District of Columbia Child and Family Services Agency (DC CFSA) selected IQBG to implement Avoka, an automated forms solution, to capture and process forms using a digital platform. The platform facilitates the efficient management of forms processing by collecting information using web based forms and routes each form to the appropriate party according to a structured workflow. DC CFSA realized increased efficiencies including better tracking of requests, improved prioritization, and decreased completion times by using the digital solution compared to the previous manual process. IQBG implementer IQBG provide continues to develop and release new forms for the Agency and provides maintenance and support of the solution.
District of Columbia Child and Family Services Agency
InTouch Solutions
InTouch Solutions
High Level Assessment
Our ECRM High-Level Assessment (HLA) is a proven consulting service designed to build a multi-year roadmap around Enterprise Content & Records Management (ECRM) including imaging, workflow, document management, records management, auto-classification of content, and other workstreams. A complete HLA is an assessment of operations that result in business requirements, a technology roadmap, a business case with ROI, and a tactical implementation sequence. It can take as long as six months and require dozens of interviews in some organizations. Intouch Solutions had a need to conduct an abbreviated assessment to define a taxonomy, improve automation and implement rigorous records management. Our partner, Mint Management Technologies (Mint) had already been engaged to implement SharePoint Online as a foundational element in the Content and Records Management initiative and recommended IQBG to assist in developing the governance structures needed to accelerate adoption.
NASWA
National Association of State Workforce Agencies
Enterprise Content & Records Management (M-Files)
The National Association of State Workforce Agencies (NASWA) requested assistance from IQBG, Inc. (IQBG) to improve the efficiency of the State Case Peer Review process. IQBG worked with NASWA to gain an understanding to the Case Review process and modeled a preliminary case review process to illustrate the interfaces, features and capabilities of M-Files Online. NASWA then hired IQBG to implement M-Files and configure a version of the workflow that dramatically improves efficiencies. Prior to the M-Files solution, NASWA would host several events each year where staff would travel and assemble at a central location with supporting documentation to conduct manual, labor intensive audits.
National Association of State Workforce Agencies
Howard County
Howard County
Enterprise Content & Records Management
October 2019 Howard County, MD Government engaged The IQ Business Group, Inc. (IQBG) starting in late 2012 to plan, design, and implement a centralized, ECRM solution. The solution was designed to seamlessly integrate with County email systems, file shares, and other content repositories. Over the past seven years IBG has supported the enhancement of County capabilities to satisfy Records Management and e-Discovery requirements and overall has improved business processes through enhanced Electronic Content and Records Management (ECRM) and broad-search functionality. IQBG used a Hybrid Agile software development lifecycle (SDLC) approach and a disciplined project management methodology to implement the solution. A detailed project plan was developed and implemented to structure the engagement and provide stakeholders with information about their roles and responsibilities. Considerable time was allocated to establishing three environments (Development, Training, & Production). The Project Plan enumerated all departments that needed to be migrated, and scheduled implementation tasks and the move to production for each department. A sub-project plan was developed and implemented for each department to gather requirements, review department-specific needs, and schedule plan conversions.
Harris County
Harris County
Enterprise Document and Digital Asset Management
Enterprise Document and Digital Asset Management (EDDAM) initiative for over 65 business areas serving 4+ million constituents using a shared document management infrastructure and a set of document management-related technology services including: - Document and Image Management - Records Management and Information Archiving - Search and Usage Analytics - Scanning and Optical Character Recognition - Record Auditing Capabilities
City of Austin
City of Austin
OpenText Capture Center Deployement
Organizational silos are pervasive across Divisions, Departments, and Business within the City of Austin and this is reflected in the current technology architecture and applications. IQBG worked with the City to install OpenText Capture Center in order to replace an expensive Kofax system and integrated with existing OpenText content management solution eDocs. Since initial implementation with the City Clerks Office, Austin Public Library, and Office of Vital Records two additional business areas (Austin Health Adolescents and the Development Services Department) have also adopted the Capture Center solution. This has resulted in Higher Records Management and other Regulatory compliance through automated records retention management and digital preservation as well as an estimated over $100k thousand dollars in annual savings to the city.