Virtual Coffee with Zasio Consulting

Keeping records longer than needed for legal, regulatory, and business or operational needs exposes companies to significant risks and expenses, particularly in the age of privacy. Despite the threats, companies continue to fall behind in executing defensible dispositions successfully. Disposition is a critical step in the records and information management lifecycle, and a challenge is…

Virtual Coffee with Zasio Consulting

Keeping records longer than needed for legal, regulatory, and business or operational needs exposes companies to significant risks and expenses, particularly in the age of privacy. Despite the threats, companies continue to fall behind in executing defensible dispositions successfully. Disposition is a critical step in the records and information management lifecycle, and a challenge is…

Poking Holes in Big Buckets — The Impacts of Data Privacy and Security on Simplified Retention Schedules

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…

Part 3: It’s a Marathon, Not a Sprint – Successfully Implementing Your Simplified RRS

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…

Part 2: Keep it Simple, Duh. – Developing a Simplified RRS

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…

Poking Holes in Big Buckets – The Impacts of Data Privacy and Security on Simplified Retention Schedules

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…