Automated Information Governance Case Studies
Use cases for your all-in-one solution for data cleansing, federated search, AI data classification, and automated information lifecycle management.
Sound familiar?
- ✓Content scattered across repositories
- ✓Accumulated ROT
- ✓Unenforced retention
- ✓Regulatory deadlines at risk
- ✓AI on bad data
- ✓Staff can't find files
For Compliance-Heavy Industries
Modern Information Governance & Information Lifecycle Management
Trusted by highly regulated, content-rich organizations across government, legal, financial services, energy, and healthcare.
Defensible Disposition Against Approved Schedules
Apply Library and Archives Canada disposition authorities and NARA schedules automatically to every record. Capture a full audit trail for every classification and disposition action.
Unstructured Data Inventory Before Migration
Identify ROT, duplicates, and sensitive content across GCDOCS, SharePoint, and network drives before migrating. Move only what belongs in the new environment.
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Town of MiltonOntario, Canada · Municipality
Challenge
Over 4 million files needed to be cleaned, classified, and prepared for records management legislation — without disrupting day-to-day staff operations.
- Files governed
- 4M+
- FOI compliance
- 100%
- Staff disruption
- Zero
Read case study → -
County of NewellAlberta, Canada · County
Challenge
Significant document management challenges tackled using modern technology and Lean methodologies to transform records management processes.
- Docs under management
- 98%
- Storage reduction
- 27%
- Hours saved annually
- 10K+
Read case study → -
Dunedin City CouncilNew Zealand · City Council
Challenge
Bloated file systems were costing staff thousands of hours per week. The council needed enterprise-wide cleanup and search without a migration.
- Productivity hrs/week reclaimed
- 6,500
- Migration required
- Zero
Read case study →
Client Matter Identification & CMID Tagging
Automatically tag unclassified files to the correct matter number across iManage, NetDocuments, SharePoint, and file shares. Eliminate manual review and misfiled records at scale.
Defensible Matter Destruction
Apply retention policies to closed matters across iManage and NetDocuments and disposition with a full audit trail. Prove what was destroyed, when, and under what authority.
eDiscovery & DSAR Response
Surface privileged, responsive, and sensitive content across every repository in one federated search. Cut response time from weeks to hours.
OSFI & FINTRAC Audit Readiness
Classify and locate records required for regulatory examination across SharePoint, OpenText, and core system repositories. Demonstrate governance on demand without last-minute scrambling.
PII & Sensitive Data Exposure Reduction
Identify personal and financial data sitting unprotected across SharePoint, OpenText, and network drives. Reduce PIPEDA breach exposure before regulators ask.
File Share Cleanup Before Platform Migration
Eliminate ROT from decades of accumulated engineering files across SharePoint, OpenText, and network drives before migrating. Move only what belongs in the new environment.
Asset Documentation Discovery
Find critical operational records across SharePoint, OpenText, and engineering document management systems in seconds. One federated search covers every system without migration.
FDA 21 CFR Part 11 & HIPAA Compliance Readiness
Apply retention schedules to clinical and research content automatically across every connected repository. Demonstrate audit-ready governance on demand under FDA 21 CFR Part 11.
Regulatory Submission Record Management
Classify, retain, and locate FDA submission documentation across research repositories and EDMs. Ensure records are findable, governed, and protected when regulators ask.
In Their Words
Testimonials from Enterprise Organizations
"Visibility is everything. If we didn't have Shinydocs, there's no way we could have disseminated what was in all those shares to make business decisions on data. It's probably the most transformative thing that we've done digitally."
"Shinydocs has done what years of dedicated service capacity could not — provide records management to County documents across all unmanaged repositories through automation, visibility, and improved search capabilities."
"With Shinydocs, we established a new way of work which allows our users to instantly find any information, across any system. Shinydocs has simplified our users' lives, made onboarding new staff more efficient, and helped improve compliance and information accuracy."
"Shinydocs is helping us meet our records management goals faster and without creating disruption."
"We have full confidence in Shinydocs to deliver results that drive business value."
- Storage Cost Reduction
- 27%
- Records Under Active Governance
- 98%
- Backlog Cleared in 12 Months
- 20 Years
- On Governed Content
- 4.5x ROI
- Saved in Year One
- $408k
- Regulatory Response Times
- Days →to Min
What We Solve
Challenges Shinydocs Information Governance Software Solves
| Challenge | Shinydocs Solution |
|---|---|
| Information spread across multiple repositories | Federated search with no migration required — find content across every connected system from one interface. |
| Legacy content and ROT accumulation | Ongoing content cleanup — redundant, obsolete, and trivial data identified and disposed of with a full audit trail. |
| Data that accumulates faster than teams can manage it | Automated retention schedules applied to every classified record from creation forward. |
| AI tools drawing from ungoverned, inaccurate content | Continuous classification and cleanup ensures AI tools draw from clean, accurate, governed data. |
| Lack of productivity and disorganized files | Staff find files in seconds from one governed interface — regardless of which repository the content lives in. |
| Regulatory deadlines at risk | Federated search surfaces responsive records in minutes — not days. Meet ATIP, FOIA, audit, and discovery deadlines consistently without manual hunting across repositories. |
How It Works
Automated Information Governance & Federated Search
An information lifecycle and records management platform designed to reduce risk, improve compliance, and increase internal visibility.
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01
Inventory & eDiscovery
Every repository scanned, tagged, and scored. Find files across repositories from one place without migrating any content.
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02
PII & Data Classification
High-confidence AI flags all content across every connected system. ROT and duplicates identified and addressed simultaneously.
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03
Humans Review Edge Cases
Ambiguous content routed to a qualified reviewer with context. Reviewers only see what genuinely requires a decision.
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04
Defensible Disposition of ROT
Redundant, obsolete, and trivial data disposed of with a full audit trail. Automated governance keeps content clean going forward.
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05
Retention Schedule Enforcement
Schedules automatically applied to every classified record. Your retention policy becomes enforced reality, not documented ideal.
FAQ
Frequently Asked Questions
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