Rachel O'Farrell is a research analyst in Gartner's enterprise applications technology team. She covers the development and enhancement of document management strategy and solutions including information governance, records and information management, and vendor evaluation and selection.
She has a deep understanding of document management operating models, accountability framework, change management, document retention, classification, taxonomies, and compliance, as well as information governance policy, framework and operating procedures.
Advising on strategy and governance allows Rachel to assist in ensuring investment takes into account both end-user and operational requirements as well as targeting optimal information governance maturity levels.
Rachel specialized in records and information management program strategy and implementation for large enterprise clients across the Financial Services, Media and IT sectors as well as in the public sector. Expertise includes document management compliance, record retention, policy and procedures, digitization initiatives and unstructured document management.
Canadian High Commission - DFAIT, Records & Information Management, 3 years
General Electric - GE Capital, Information & Record Management Lead, 5 years
The Walt Disney Company, Records & Information Management, 2 years
Digital Workplace Applications
MSc Information Management, Aberdeen Business School, Robert Gordon University
BA (Hons) History, University of Sheffield
Developing (or enhancing) an enterprise document management strategy
Developing (or enhancing) an information governance strategy for compliance, protection, privacy
Evaluating and selecting document management solutions/vendors
Evaluating Microsoft 365's enterprise content service capabilities