Get ready to roll up your sleeves! In this co-sponsored webinar with ARMA International, we dig into a series of specific examples so you can see, firsthand, how to simplify an overly complicated retention schedule. The webinar considers common pain points and opportunities for retention schedule simplification, including:
- Addressing common sources of vertical and horizontal record series sprawl
- Optimizing “bucket size” to match your organization’s risk appetite
- Carving out exceptions when required
- Considerations in wording new record series
- Simplifying the use of triggers
- Harmonizing a global schedule
- How technology can help
- And more…
We had so many great questions come in during the webinar, we added another session dedicated to addressing them!
During this Q&A session, the Zasio team addresses questions about bucketing, records retention schedule mechanics, triggers, and more!