records retention management

Case Study

Records management systems that meet legal and business requirements

Complying with legal and regulatory recordkeeping requirements can put a strain on business resources. In many cases some minor adjustments to existing operating practices can mitigate the risk of noncompliance.

Let us evaluate your current system and make recommendations that will find and fix the gaps and patch the holes. We know that small changes can enhance the overall effectiveness of your program. The resulting customization will help meet records retention requirements without disrupting your own operating and workflow procedures.

Steps in the process
  • Survey current retention practices and identify the business/legal basis for the current framework
  • Evaluate existing vital records program
  • Review document storage and destruction processes
  • Present recommendations
  • Revise records management policies
  • Train employees (if desired)