Case studyView more

0

How to Deal with a Never-ending Stream of Energy Records – Part 2

Thursday, February 9, 2017

In last week’s blog post, we discussed the challenge faced by Laramie Energy in dealing with a continual influx of records from acquisitions. Laramie Energy’s goal was to develop a records management system that would allow it to hit the ground running as soon as a new acquisition was closed. After a thorough vendor search, Laramie Energy choose TAB FusionRMS records management software as the platform on which to develop their system.

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How to Successfully On-board 130,000 Acquired Loan Files

Thursday, January 12, 2017

For a top-20 U.S. bank, the acquisition of two smaller banks created a huge influx of mortgage and loan files. To integrate the acquired files into its existing operations, the bank needed to undertake four steps: Review and organize the files, purging all non-records. Convert retained paper files to the bank’s standard formats for folders […]

Cost SavingsView more

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Four ways to save money and “go green” with your RM program

Thursday, June 15, 2017

Many organizations have learned that doing the right for the environment is also doing the right thing for the bottom line. For example, consider the case of business travel for staff members. Replacing flights and long commutes with online meetings not only reduces the organization’s carbon footprint, it saves a lot of money on travel […]

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Reader Favorites MAY 2017: Our Most Popular RIM Resources

Thursday, May 18, 2017

Our latest roundup of popular resources starts with a  seven tips for developing a functional classification system. We also have a guide to managing paper and electronic files in the hybrid environment, and a guide to helping you add value to the organization during difficult economic times. 1. 7 Tips for Developing and Applying a […]

Document ImagingView more

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How to Plan a Successful Document Imaging Project – Part 4

Thursday, March 16, 2017

Over the past three weeks we have showed you how to create a plan for your document imaging project. In a step-by-step approach, we have showed you how to complete each section that should appear in your plan. In our final post in this series, we share tips for completing the sections on change management, project reviews and budget.

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How to Plan a Successful Document Imaging Project – Part 3

Thursday, March 9, 2017

We are now at week three of a four-part blog series on how to create a plan for your document imaging project. In this week’s post, we take a look at planning the scanning process and the post-scanning process. This section is where you get into the nuts and bolts of how the actual scanning process will unfold. There are several key stages to address:

Electronic Records ManagementView more

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Reader Favorites June 2017: Our Most Popular RIM Resources

Thursday, June 8, 2017

Our latest roundup of popular resources includes a guide to storing records in the cloud. We also have a webinar outlining document imaging best practices, and a toolkit that provides an overview of records management fundamentals, including classification and retention. 1. Records Storage in the Cloud: What You Need to Know Thinking of moving your […]

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Reader Favorites: Our most popular records management resources

Thursday, January 19, 2017

In this month’s roundup of popular resources, we address a few of the records management fundamentals. First up, we a have a white paper that exposes some of the myths of records retention.  We also have a guide to records classification and an assessment tool to help you create an organized electronic folder structure. 1. […]

File Folders, Labels and SuppliesView more

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RIM in Banking: How to Make Your Loan Vault More Efficient – Part 2

Thursday, December 1, 2016

In last week’s blog post we introduced three best practices to make your loan vault more efficient: using a loan inventory management software tool, using the appropriate manila file folders, and color-coded file labels. This week, we follow that up with four more best practices.

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Reader Favorites: Our most popular records management resources

Thursday, November 17, 2016

Our most popular resources over the past month address a few issues that don’t always get a lot of press, but that doesn’t make them any less challenging, or important. First up, we a have a white paper that shares three tips to help you navigate corporate file moves. We also have a toolkit to help you plan and develop an environmentally friendly records management program. Finally, we share a guide that outlines nine elements of a successful document imaging project.

File Storage and Space OptimizationView more

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Reader Favorites: Our most popular records management resources

Thursday, November 17, 2016

Our most popular resources over the past month address a few issues that don’t always get a lot of press, but that doesn’t make them any less challenging, or important. First up, we a have a white paper that shares three tips to help you navigate corporate file moves. We also have a toolkit to help you plan and develop an environmentally friendly records management program. Finally, we share a guide that outlines nine elements of a successful document imaging project.

0

Questions You Need to Ask Before Buying a Shelving System

Thursday, September 22, 2016

Purchasing a new shelving system for file folders and other media is not an easy task. There are so many options available and all with different features and benefits. Unfortunately, choosing the wrong shelving system can have a huge impact on the business – it can reduce worker efficiency, increase operating costs, and jeopardize security […]

File Tracking SoftwareView more

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Tips for a Successful Corporate Move Part 3

Thursday, July 7, 2016

This week we bring you the final post in our three-part series on corporate moves. Our first two posts provided tips on how you can plan and execute an efficient move that minimizes the impact on your employees. This week’s post focuses on the opportunity to improve your records management program when making the move. […]

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Are paper-based processes eating away at your productivity?

Thursday, February 5, 2015

When we speak with business managers about their biggest concerns, operational efficiency is always pretty high on the list. The challenge is to continually improve productivity while: delivering to a high standard keeping costs low, and ensuring that your workers are happy. That can be a pretty tall order! Over time, you may start to […]

financial servicesView more

1

Don’t forget the physical files in a credit union merger or acquisition! (Part 2)

Thursday, April 6, 2017

In last week’s blog post, we outlined why it is so important for credit unions to properly manage the physical files involved in a merger or acquisition. First and foremost, acquired files have the potential to create legal and compliance issues. If not handled well, the physical files can also hamper the efficiency of your […]

0

Don’t forget the physical files in a credit union merger or acquisition! (Part 1)

Thursday, March 30, 2017

Mergers and acquisitions are changing the credit union landscape in Canada. The impact of these transactions goes well beyond the boardroom and branch offices, reaching into every corner of the organization – including the file room. In a two-part blog post we will explain why physical files require special attention during a merger or acquisition, […]

Functional ClassificationView more

0

Reader Favorites MAY 2017: Our Most Popular RIM Resources

Thursday, May 18, 2017

Our latest roundup of popular resources starts with a  seven tips for developing a functional classification system. We also have a guide to managing paper and electronic files in the hybrid environment, and a guide to helping you add value to the organization during difficult economic times. 1. 7 Tips for Developing and Applying a […]

0

Reader Favorites: Our most popular records management resources

Thursday, February 16, 2017

This month’s roundup of popular records management resources covers the basics of records management. First up, we a have a white paper that helps you develop your records retention program. We also offer six simple tips for records classification – another foundational element for your RM program. For your electronic records, we offer an assessment tool […]

Hybrid Records ManagementView more

0

Best of 2016 Part 4: The Year’s Top RM Videos

Thursday, January 5, 2017

We have arrived at the final installment of our four-part blog post on the most popular records management resources from the past year. Over the past four posts we have shared the top white papers, records management guides and case studies. In our final post, we are pleased to share the top records management videos […]

0

Best of 2016 Part 2: The Year’s Top White Papers

Thursday, December 22, 2016

In a four-part series, we are bringing you the top case studies, white papers, blog posts, videos, and guides – all chosen by your records management colleagues! In last week’s post, we brought you the top case studies, covering file acquisitions, space optimization and records management outsourcing. In this week’s post, we reveal the most […]

Inactive Records CollectionsView more

0

The Big Box Project – Saving Money with an Inactive Records Strategy

Tuesday, June 20, 2017

Inactive records may not be the first place companies look for cost savings, but the right records strategy can deliver a significant impact on the bottom line. Ten years ago, an international energy company went through a period of rapid growth, acquiring assets and records from over ten other companies. With several different records collections coming together, the situation would normally require the execution of a strategic plan to integrate all the newly acquired records. However, the company did not prioritize dealing with the inactive records collections and shipped over 35,000 boxes of inactive files to a storage provider with the intention of “dealing with the information at a later date”.

0

Tips for a Successful Corporate Move Part 1

Thursday, June 23, 2016

Moving corporate records to a new location can be a great opportunity and a great challenge. During the move there are many items that need to be packed up, but the files under your care can not be treated the same way as desks, chairs and other office equipment. In our next few blog posts […]

Information GovernanceView more

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Reader Favorites, Jan 2015: Our most popular records management resources

Thursday, January 15, 2015

2014 was another big year in records management. In addition to traditional records management challenges, organizations have had to tackle emerging issues such as cloud storage and the “hybrid” records environment, in which both digital and paper records are on the rise.  To adapt to all of this, records managers have had to think carefully about how they […]

Mergers and AcquisitionsView more

1

Don’t forget the physical files in a credit union merger or acquisition! (Part 2)

Thursday, April 6, 2017

In last week’s blog post, we outlined why it is so important for credit unions to properly manage the physical files involved in a merger or acquisition. First and foremost, acquired files have the potential to create legal and compliance issues. If not handled well, the physical files can also hamper the efficiency of your […]

0

Don’t forget the physical files in a credit union merger or acquisition! (Part 1)

Thursday, March 30, 2017

Mergers and acquisitions are changing the credit union landscape in Canada. The impact of these transactions goes well beyond the boardroom and branch offices, reaching into every corner of the organization – including the file room. In a two-part blog post we will explain why physical files require special attention during a merger or acquisition, […]

MetadataView more

0

Reader Favorites: Our most popular records management resources

Thursday, April 20, 2017

In our latest roundup of popular resources we bring you a white paper on how metadata can help you make your records management program more efficient. We also offer a guide to reducing your offsite storage costs, and an assessment tool to help you prepare for a document conversion. 1. How Metadata Works in Records […]

0

Best of 2016 Part 2: The Year’s Top White Papers

Thursday, December 22, 2016

In a four-part series, we are bringing you the top case studies, white papers, blog posts, videos, and guides – all chosen by your records management colleagues! In last week’s post, we brought you the top case studies, covering file acquisitions, space optimization and records management outsourcing. In this week’s post, we reveal the most […]

OutsourcingView more

0

RM outsourcing: what to look for in the team assigned to your records

Thursday, February 25, 2016

In a two-part blog post we are exploring the benefits and business case of records management outsourcing. In last week’s blog post we looked at the business benefits delivered by outsourcing the management of your active file rooms. These included, cost savings, increased revenue, and process efficiencies. Today, we discuss the top three things you should be looking for in the team that will be managing your records.

0

Five reasons to consider records management outsourcing

Thursday, February 18, 2016

In a two-part blog post we will be exploring the business case and benefits of records management outsourcing. But what do we mean by records management outsourcing? In this particular case we are talking about the outsourcing of active file management. Rather than maintaining one or more file rooms “in-house” (often in expensive city-center locations), outsourcing involves transferring your files to an offsite records center managed by a records management service provider.

Paper File ManagementView more

0

Happy Holidays 2016 + a File Folder Craft

Thursday, December 8, 2016

As we approach the end of 2016, many organizations are looking at ways to improve their RIM programs, and this may include reducing paper. Whether you’re considering a transition to an electronic records management environment or simply going “paperlite,” you’re bound to end up with unused file folders and equipment. So what to you do with these unneeded supplies? While some of the more obvious answers may be recycle, donate or trash, we wanted to explore some more creative solutions.

0

RIM in Banking: How to Make Your Loan Vault More Efficient – Part 2

Thursday, December 1, 2016

In last week’s blog post we introduced three best practices to make your loan vault more efficient: using a loan inventory management software tool, using the appropriate manila file folders, and color-coded file labels. This week, we follow that up with four more best practices.

Records AuditView more

0

How to demonstrate ROI for records management programs – Part 1

Thursday, December 3, 2015

Records managers usually have two things on their minds at this time of year: finishing up existing projects in time for the holidays and looking ahead to their programs for the coming year. As you plan your 2016 initiatives, you’ll inevitably come up against the question of ROI. What will your programs contribute to the bottom line?

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Records management best practices for acquisitions and divestitures

Friday, May 30, 2014

When an organization buys or sells a corporate entity, the records involved pose a number of unique challenges for records managers. For example, how do you make records available during the due diligence phase? How do you incorporate the records of the acquired company, or prepare records for hand off to the buyer?

Records ManagementView more

0

The Top 10 Records Management Blog Posts – Part 2

Monday, December 28, 2015

Last time out, we marked the milestone of our 200th blog post by highlighting some of the most popular posts over the past few years. This week we continue the list, counting down your top 5 blog posts. So far, the most popular posts have covered records management fundamentals such as records retention. The same holds true for our top five, which cover records classification, electronic folder structures and shared drives…

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The Top 10 Records Management Blog Posts – Part 1

Thursday, December 17, 2015

It was a nice surprise to discover that we recently published our 200th records management blog post. We’d like to thank you, our valued readers, for encouraging us to keep going! In honor of the milestone, we will be looking back at the Top 10 most popular records management blog posts over the past few years.

Records Management Best PracticesView more

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Reader Favorites: Our most popular records management resources

Thursday, April 20, 2017

In our latest roundup of popular resources we bring you a white paper on how metadata can help you make your records management program more efficient. We also offer a guide to reducing your offsite storage costs, and an assessment tool to help you prepare for a document conversion. 1. How Metadata Works in Records […]

0

Reader Favorites: Our most popular records management resources

Thursday, March 23, 2017

The latest roundup of popular resources covers a variety of records management issues. Our first download is a guide to measuring the return on investment for your records management programs. For organizations concerned about meeting environmental targets, our white paper on green RIM offers several helpful strategies. Finally, we offer a guide to managing records and information during mergers and acquisitions.

Records Management Compliance and Program DesignView more

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How to demonstrate ROI for records management programs – Part 2

Thursday, December 10, 2015

In last week’s blog post we started to look at how records managers can demonstrate ROI for their records management programs. To start our discussion we looked at one of the biggest drivers of ROI in RM programs: cost savings. We showed that our programs will deliver greater ROI when we look for opportunities to apply RM best practices whenever we can. In this week’s post we will look at more ways to create and demonstrate ROI in RM programs.

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How to quantify the value of risk management and compliance

Thursday, July 23, 2015

Over the years, we have talked with countless clients about “making the business case” for their records management programs. Each records management program is different, but the business cases themselves tend to follow a similar script. They usually go something like this…

Records Management SoftwareView more

0

How to Deal with a Never-ending Stream of Energy Records – Part 2

Thursday, February 9, 2017

In last week’s blog post, we discussed the challenge faced by Laramie Energy in dealing with a continual influx of records from acquisitions. Laramie Energy’s goal was to develop a records management system that would allow it to hit the ground running as soon as a new acquisition was closed. After a thorough vendor search, Laramie Energy choose TAB FusionRMS records management software as the platform on which to develop their system.

0

How to Deal with a Never-ending Stream of Energy Records – Part 1

Thursday, February 2, 2017

In a two-part blog post, we explore how one energy company mastered the challenge of dealing with incoming records from a merger or acquisition. When an acquisition goes through, the buyer is immediately hit with an information tsunami. Boxes and boxes of files arrive containing who knows what. Every relevant document has to be quickly incorporated so that revenue generation can start, leases are maintained in an active status, and a host of other obligations can be met.

Records RetentionView more

0

Reader Favorites: Our most popular records management resources

Thursday, February 16, 2017

This month’s roundup of popular records management resources covers the basics of records management. First up, we a have a white paper that helps you develop your records retention program. We also offer six simple tips for records classification – another foundational element for your RM program. For your electronic records, we offer an assessment tool […]

0

Reader Favorites: Our most popular records management resources

Thursday, January 19, 2017

In this month’s roundup of popular resources, we address a few of the records management fundamentals. First up, we a have a white paper that exposes some of the myths of records retention.  We also have a guide to records classification and an assessment tool to help you create an organized electronic folder structure. 1. […]