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…

Is it a Myth? Or is it a Legendary Lesson?

To believe or not believe, that is the question. These days it can be hard to tell myth from reality. For companies seeking records management help, there are several myths out there that can hamper improving your record management program. Examples of these include: you should hang on to records forever as you never know…

Get Your Records Retention Schedule Under Control — And Keep It That Way: A Case Study in Global Retention Scheduling

Developing an international retention schedule is a major challenge, but for Zasio it’s what we do every day. During this co-sponsored webinar with ARMA International, our presenters will walk you through a case study on global retention scheduling involving a major pharmaceutical contract organization, PRA Health Sciences.  You’ll see the step-by-step process used, and see…

ARMA ‘Virtual’ InfoCon 2020 – October 26-30, 2020

We were thrilled to showcase our great technology solutions and connect with you virtually during ARMA InfoCon 2020! Below is information on the sessions Zasio hosted. During these two great sessions, you will hear from our Sr. Sales Engineer, Warren Bean, CRM and Sr. Analysts and Licensed Attorneys, Jennifer Chadband, CRM, IGP, ECMp and Rick…

Big Bucket Retention Schedules

Is the Big Bucket Retention Schedule Dead in the Age of Privacy?

Big Bucket records retention schedules (RRS) are common practice in the Records and Information Management (RIM) industry. The Big Bucket approach involves grouping records together based on similar business processes and events to the greatest extent possible.  Routine records are classified separately.  Implementing a Big Bucket approach means that duplication and overlapping between business areas…

Zasio international research for consulting clients and Versatile Retention Records Management Software, including the adoption of the GDPR, General Data Protection Regulation.

2017 Zasio Research Summary

Our Zasio research summary team had another eventful year in 2017. We conducted international research for 58 countries, which includes all states and DC for the U.S. and all Australian and Canadian territories/states. This research was performed for Consulting clients and Versatile Retention (VR) software subscribers in a wide range of industries, including financial institutions,…