Services
Records Management as a Service
Elevate YOUR Business with Our Strategic Leadership
Records Management as a Service provides companies with access to the expertise and strategic leadership of a group of Record Management experts on an as-needed basis. This service offers a flexible, cost-effective alternative to hiring a full-time Records Manager, enabling you to leverage top-tier experience to drive growth, navigate challenges, and achieve your Records Management requirements.
Key Offerings:
We partner with your organization to deliver strategic guidance and leadership, ensuring alignment with your vision and goals. Our Records Management as a Service includes a comprehensive suite of capabilities tailored to address your specific needs.
– Charter Development
– Policy Development
– Standard Development
– Procedure Gap Analysis and Development
– Relationship Building (IT, HR, Legal, etc.)
– Executive Buy-In (Obtain)
– Program Strategy
– Program Execution
– Communication Strategy
– Change Management Strategy
– Advisory Services
– Current & Future State Roadmap
– Assessments (Risk, Privacy, Security)
– Best Practices
– Industry Standards
– Audit Support
– Legal Holds Support
– eDiscovery Support
– Risk Matrix Automation
– Standardization
– CIS Model Development
– Schedule Review
– Citation Review
– Record Type Recommendations
– Retention Review Recommendations
– Records Inventory
– Partner with 3rd party vendor for buildout
– Platform Support (OpenText, 365, Purview)
– ECM Platform Assessments and Recommendations
– File Plan Development
– Data Classification
– Security and Permissions Recommendations
– Content Migrations
– Design and Readiness Assessments
– Information Inventories and Mapping
– ECM Health Checks
– RM 101
– MS365
– Opentext Content Server
– Records Coordinator
– Departmental
– Records Cleanup
– Disposition Training
– Physical Records
– Electronic Records
– Destruction Processing
– Records Cleanup Services
– Physical Vendor Management Services
– Leadership Services (CRM)
– Staffing Services (CRA, Document Controllers, ECM Admins)
– Recruitment and Placement Support
– Mergers, Acquisitions and, Closures Support
– Custom Support Services
– Charter Development
– Policy Development
– Standard Development
– Procedure Gap Analysis and Development
– Relationship Building (IT, HR, Legal, etc.)
– Executive Buy-In (Obtain)
– Program Strategy
– Program Execution
– Communication Strategy
– Change Management Strategy
– Advisory Services
– Current & Future State Roadmap
– Assessments (Risk, Privacy, Security)
– Best Practices
– Industry Standards
– Audit Support
– Legal Holds Support
– eDiscovery Support
– Risk Matrix Automation
– Standardization
– CIS Model Development
– Schedule Review
– Citation Review
– Record Type Recommendations
– Retention Review Recommendations
– Records Inventory
– Partner with 3rd party vendor for buildout
– Platform Support (OpenText, 365, Purview)
– ECM Platform Assessments and Recommendations
– File Plan Development
– Data Classification
– Security and Permissions Recommendations
– Content Migrations
– Design and Readiness Assessments
– Information Inventories and Mapping
– ECM Health Checks
– RM 101
– MS365
– Opentext Content Server
– Records Coordinator
– Departmental
– Records Cleanup
– Disposition Training
– Physical Records
– Electronic Records
– Destruction Processing
– Records Cleanup Services
– Physical Vendor Management Services
– Leadership Services (CRM)
– Staffing Services (CRA, Document Controllers, ECM Admins)
– Recruitment and Placement Support
– Mergers, Acquisitions and, Closures Support
– Custom Support Services
Next Steps
To kickstart our partnership, we recommend an initial consultation to understand your business challenges and goals. This helps us tailor our services to your specific needs, ensuring maximum impact and value. Through this collaborative approach, we identify key areas for improvement and set a strategic direction for your organization’s growth and success.