News & Events
Stay on top of the changing information governance landscape with expertly written blogs and industry-driven webinars by Zasio experts. Our case studies show how we’ve served every industry from pharmaceutical to utilities.
Revamping Your RIM Program: A Roadmap to Resilience and Efficiency
A successful RIM program assessment is the first step toward transforming how your organization manages records and information. In our recent Virtual Coffee with Consulting webinar, Jennifer Chadband and Rick Surber of Zasio, explored practical strategies for conducting an effective assessment that supports compliance, reduces risk, and drives digital transformation. | Read the Full Transcript
Why RIM Matters More Than Ever
A robust RIM program is no longer a back-office function. It’s a strategic asset. Here’s why:
- Legal & Regulatory Compliance: Stay ahead of evolving mandates like GDPR, HIPAA, and SOX.
- Risk Mitigation: Avoid non-compliance penalties and minimize expensive...
Hidden Dangers of Poor Records Retention Policies in Messaging Apps
In today’s fast-paced digital environment, messaging apps like Signal, WhatsApp, and Telegram have become indispensable tools for communication. Their convenience, however, comes with a significant risk—especially when organizations fail to implement robust records retention policies. For records and information management (RIM) professionals, the stakes are even higher when these platforms include features like auto-deletion and end-to-end encryption.
The Legal Landscape: What’s Required?
In the United States, federal and state laws impose strict requirements on records retention, particularly for public entities and regulated industries. The Federal Records Act mandates that government agencies preserve records that document the organization, functions, policies, decisions,...
Buckets, Benefits, and Boundaries: HR Records in a Growing Privacy Climate
With evolving privacy regulations and increasingly complex HR data, organizations face a significant challenge in managing records effectively while meeting strict privacy standards.
This presentation explores why the 'big bucket' retention schedule remains a best practice for HR records, covering areas such as background checks, recruitment, drug testing, benefits, labor relations, and how to manage these buckets considering increased privacy pressures.
We’ll examine the obstacles companies face in aligning retention policies with privacy principles and standards and offer practical strategies to bridge the gap between operational simplicity and privacy.
We look forward to having you join us!
Thursday, Aug. 21...
Zasio Staff Selected to Present at ARMA InfoCon 2025 in Phoenix
Zasio is proud to announce that three of our distinguished team members will be speaking at ARMA InfoCon 2025, taking place Oct. 19–22 in Phoenix, Ariz.
Warren Bean, Vice President of Technology and Product Development, and Rick Surber, Senior Consultant and Consulting Team Manager, will co-present a session on process-driven retention management. In a separate session, Frank Fazzio, Senior Analyst on the Consulting Team, will discuss strategies for securing high-value records in the digital age.
These sessions will tackle some of today’s most pressing challenges in information governance and records and information management (RIM). In addition to these educational presentations, Zasio will be featured in the InfoCon exhibit...
The Sound of Records: Managing Audio as a Primary Record Type
In today’s digital workplace, communication is no longer confined to written emails. Audio has become a preferred and powerful form of business communication, making managing audio records more important than ever. However, many organizations still overlook the importance of managing audio records, often treating them as secondary or temporary (something organizations often delete, ignore, or leave unmanaged).
This mindset has become outdated. In fact, audio is not just a byproduct of communication. Depending on its content, it could be a primary record that must be governed with the same care as any other business record.
Why Managing Audio Records Is...
Understanding the New Colorado Privacy Act Amendment on Precise Geolocation Data
Colorado recently enacted an amendment to the Colorado Privacy Act (CPA), designating “precise” geolocation data as sensitive personal data. Since its passage in 2021, the CPA has positioned Colorado as a leader among the growing number of states enshrining privacy protections into comprehensive privacy laws.
With this amendment, Colorado has further strengthened and refined privacy protections for Colorado consumers to keep pace with new digital technological and legal developments. The state joins the trend of states defining precise geolocation information (i.e., any information enabling a person to be located within 1,850 feet) and classifying it as sensitive personal data.
As consumers increasingly rely on...
Unlocking the Future of RIM with AI
Artificial Intelligence (AI) is no longer a futuristic concept. It’s a transformative force reshaping how organizations manage records and information. As AI technologies evolve, so do the opportunities and challenges for Records and Information Management (RIM) professionals. From automating classification to enhancing compliance and governance, AI is redefining the RIM landscape.
This article explores how leading organizations are leveraging AI to modernize their RIM programs, based on insights from Zasio's most recent Virtual Coffee with Consulting webinar, "Unlocking the Future of RIM with AI" on May 20, 2025. | Read the Webinar Transcript
The New Information Revolution
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When Data Becomes a Record: How to Tackle the Master Data Retention Dilemma
Is data a record? Traditionally, experts have answered no. Organizations originally designed records retention schedules for documents (official records, not raw data). However, as privacy laws expand and data volumes skyrocket, the traditional boundaries between data, information, and records have become blurred.
Zasio’s recent webinar, “When Data Becomes a Record: Master Data Retention Dilemma,” explored this evolving challenge in depth.
During this session, Warren Bean, Zasio Vice President of Technology and Product Development, and Rick Surber, Senior Consultant, tackled these pressing RIM challenges: how to manage, retain, and defensibly dispose of data in a world where data can...
The Day the Internet Archive Wayback Machine Saved My Credibility
We were nearing the end of a long and detailed review of our team’s global policy recommendations when one comment in the Excel sheet immediately caught my eye. I leaned in and squinted to read the small text in the Excel comment box:
"Recommendation cannot be adopted because the administrative guidance cited doesn't exist."
This is the kind of scenario that fuels RIM nightmares, the kind that keep you up at night. Citing an incorrect law is scary enough—but a legal requirement that doesn’t exist? That could seriously jeopardize the deliverable, not to mention our credibility with the client....
Common Pitfalls in Retention Schedule Refreshes and How to Avoid Them
Introduction
You started from scratch with the goal of crafting a comprehensive records retention schedule (RRS). After months of analyzing regulatory requirements, gathering feedback from stakeholders, and fine-tuning details to align the policy with your organization’s needs, the dust has settled. Now, it is time to refresh your retention schedule. While this task may seem overwhelming, avoiding these four common pitfalls can make the retention schedule refresh process more efficient and less painful.
Legal and Regulatory Changes
To minimize the risk of quickly failing out of compliance, start by reviewing legal and regulatory changes. These include new requirements not previously...
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