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.
– 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
