Needs Assessment:
Classification Systems: A File Plan is the methodology of how your company needs to file its documents and data. We analyze your needs, and then establish a classification system that takes into account the types of files each department/division uses.
Electronic Records Systems: To provide ease of access and storage, we can recommend electronic document management systems and bar code tracking systems.
Records Retention Schedule: Every company needs to have a Retention Schedule which sets the framework for what records your firm is required to keep and which can be disposed of legally. We research all legal requirements (federal, state and local), then develop a policy for your company to manage.
Procedures and Manuals: We develop policies and procedures for your firm's Records Management Program. Training staff is the key to any successful Records Management Program.
Vital Records Program: Certain records are essential to your organization's functions in the event of a disaster such as a fire, flood, or earthquake. We identify which records are vital to your organization.
Inactive Records Storage. Storage of inactive records is expensive when stored in an office. We assist clients in evaluating their inactive storage requirements within the organization or with a third party vendor.
Bar Code Systems: We can recommend systems to install bar code tracking so each file's location can always be determined.
Conversion: We can recommend systems for converting paper and electronic files
for easier storage.
Classifications:
Contingency Planning: We develop contingency plans identifying essential records that need to be backed up or recreated in the event of a disaster.
Business Continuity Planning: We provide expertise in all areas of developing this plan, which includes:
Records Relocation
Equipment Evaluation