Big buckets have been the trend in recent years, but if they are too big and designed without a sound strategy, unnecessary risks are created for your organization. While everyone wants a simple retention schedule, ignoring necessary exceptions leads to over-retention of records that effectively counteract the benefits of simplicity. The two areas impacting big…
It’s a common mistake in records and information management (RIM) to put all your focus on creating your records retention schedule (RRS) and neglect what comes next: implementation. Lax planning, poor preparation, and a lack of oversight will frustrate even the best efforts in creating an RRS and expose your organization to unnecessary risks. Don’t…
Long gone are the days of intricate departmental records retention schedules—often very long, with duplicative record categories scattered across multiple business areas. Today, a simplified functional (or Big Bucket) records retention schedule (RRS) is the way to go and is now considered industry best practice. A 2018 multi-sectoral survey of practitioners confirmed that a simplified…
A records retention schedule (RRS) is truly the linchpin of a sound and legally defensible records management program. Each RRS must be designed to provide a balance between robust coverage of business operations on the one hand, and simplicity of use and administration on the other. A bottom-up approach that incorporates input from businesses and…
Big buckets have been the trend in recent years, but if they are too big and designed without a sound strategy, unnecessary risks are created for your organization. While everyone wants a simple retention schedule, ignoring necessary exceptions leads to over-retention of records that effectively counteract the benefits of simplicity. The two areas impacting big…
Litigation is stressful! Its adversarial, complex, and mistakes can lead to bad outcomes, including penalties and increased costs for your organization. As a Records Management Professional, what can you do to prepare? This joint presentation with the ARMA Triangle and ARMA Madison Chapters aims to introduce some RIM steps and considerations that will make the…
BOISE, IDAHO — Zasio Enterprises, Inc., a global leader in business-to-business information governance and records management solutions, is pleased to announce that it has successfully completed the Service Organization Control (SOC) 2 Type 2 audit with respect to Zasio’s Versatile Software as a Service System. Zasio utilizes the Versatile System to provide its suite of…
If there’s one thing that the past couple of years have taught us, it’s to expect the unexpected. Crises are sure to affect us all, whether it’s through extreme weather, natural disasters, or global pandemics. In these unpredictable times, having a strong business continuity plan has never been more important. A pillar in any business…
Litigation is stressful! Its adversarial, complex, and mistakes can lead to bad outcomes, including penalties and increased costs for your organization. As a Records Management Professional, what can you do to prepare? This joint webinar with the ARMA Triangle and ARMA Madison Chapters aims to introduce some RIM steps and considerations that will make the…
Natural disasters have increased in both frequency and destructiveness. In 2020, the United States experienced a record-breaking 22 weather or climate disasters that resulted in the loss of life, billions in property damage, and numerous irreplaceable items. Some of these irreplaceable items included vital business records—information that an organization needs for daily operation.[i] Knowing which…