Our Services
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.
Program Development
Build a strong foundation for effective Records Management
We help organizations create, launch, and manage records programs from the ground up. From policies to people, we ensure every component of your program is aligned and supported.
Build a strong foundation for effective RM.
Key Components
Charter Development
Policy Development
Standard Development
Procedure Gap Analysis and Development
Relationship Building (IT, HR, Legal, etc.)
Executive Buy-In (Obtain)
Program Strategy & Execution
Communication Strategy
Change Management Strategy
Advisory Services
Current & Future State Roadmap
Compliance and Risk Management
Protect your organization with strong governance and proactive risk management.
We identify risks, develop mitigation strategies, and align your RM practices with industry standards and legal expectations.
Build a strong foundation for effective RM.
Key Components
Assessments (Risk, Privacy, Security)
Best Practices & Industry Standards
Audit Support
Legal Holds Support
eDiscovery Support
Risk Matrix Automation
Standardization
CIS Model Development
Retention Schedule
Provide expert guidance and strategy to ensure compliance.
We work closely with clients to evaluate, design, and recommend updates to retention schedules, helping them remain aligned with evolving legal and regulatory standards.
Build a strong foundation for effective RM.
Key Components
Schedule Review
Citation Review
Record Type Recommendations
Retention Review Recommendations
Records Inventory
Partner with 3rd Party Vendor for Buildout
Content Services
Structure and streamline content across platforms.
We help you understand what records you have, where they are, and how to manage them responsibly and securely.
Build a strong foundation for effective RM.
Key Components
Physical Records
Electronic Records
Destruction Processing
Records Cleanup Services
Physical Vendor Management Services
Training & Education
Equip your teams with knowledge and tools to maintain compliance.
We provide customized training for staff across departments, ensuring your RM program is sustainable and well-understood.
Build a strong foundation for effective RM.
Key Components
RM 101
MS365 / OpenText Content Server
Records Coordinator Training
Departmental Training
Records Cleanup
Disposition Training
Inventory Management
Gain visibility and control over your records—digital or physical.
We help you understand what records you have, where they are, and how to manage them responsibly and securely.
Build a strong foundation for effective RM.
Key Components
Physical Records
Electronic Records
Destruction Processing
Records Cleanup Services
Physical Vendor Management Services
Managed Services (RMaaS)
Ongoing, flexible support for your RM operations.
We deliver long-term or project-based leadership and staffing to maintain RM excellence.
Build a strong foundation for effective RM.
Key Components
Leadership Services (CRM)
Staffing Services
Recruitment & Placement Support
Mergers, Acquisitions, and Closures Support
Custom Support Services