Records retention is . . . the component of a records and information management program that provides policies and procedures specifying the length of time an organization’s records must be retained.

Consulting > Records Retention

 

 

Record Retention and Life Cycle Management

Developing comprehensive records retention programs for our clients remains a mainstay of our consulting practice. During the past ten years, we have become a national leader in migrating this practice from physical records to electronic records. We frequently work with IT specialists and business owners to define retention requirements for electronic records in a variety of computing environments—from the mainframe to the desktop. We also work with applications development specialists to develop the functionality to implement these retention requirements.

 

pdf Life Cycle

 

 

The Records Retention Solution

The Total Solution includes a records inventory (paper, micrographics, electronic) across the enterprise, determination of how long the law requires these records to be retained, assessment of business needs for information retention, and creation of retention policies that are in the client's best interest.

 

pdf Digital Retention

 

 

Legal Research

In order to make records retention schedules that are legally compliant, all applicable laws and regulations must be considered. We conduct legal research to determine the laws and regulations that prescribe a minimum period of retention for your records, and the various types of records to which these requirements relate. The end result: a records retention schedule that can be demonstrated to be fully compliant with all applicable laws and regulations.

 

pdf International

 

 

Globalization Projects

Globalization of records and document management initiatives is at or near the top of the agendas of nearly all our multi-national clients. We have some of the best expertise and resources in the U.S. to address these requirements. We frequently perform legal research to discover recordkeeping requirements in countries outside the U.S. We develop retention schedules in these areas and perform technical training in every area of records and document management. We identify global best practices and implement them wherever our consulting practice takes us.

 

pdf Going Global

 

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