Case studyView more

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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. Continue reading

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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 … Continue reading

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. Continue reading

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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: Continue reading

Electronic Records ManagementView more

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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 … Continue reading

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A Practical Approach to Managing Shared Drives – Part Two

Thursday, October 13, 2016

In last week’s post we shared the challenges of managing a shared drive at a mid-sized oil and gas company that had grown quickly through acquisition. After failing several industry operational audits, and with more acquisitions pending, the TAB team was engaged to redesign their shared drive. This week’s post focuses on the TAB methodology for this engagement with some tips and key takeaways from the project. Continue reading

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. Continue reading

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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. Continue reading

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. Continue reading

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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, … Continue reading

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 … Continue reading

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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 … Continue reading

Functional ClassificationView more

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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. … Continue reading

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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 … Continue reading

Hybrid Records ManagementView more

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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 … Continue reading

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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 … Continue reading

Inactive Records CollectionsView more

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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 … Continue reading

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How to Minimize Offsite Storage and Reduce Costs

Tuesday, January 7, 2014

Few records managers will be starting the new year with a big budget increase to cover their wish list of RM programs. So if you are looking for ways to cut costs and stretch your RM budget, why not start with the records you are storing offsite? By following a few simple best practices, you may be able to reduce offsite storage volumes by 40 percent! Continue reading

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, … Continue reading

Mergers and AcquisitionsView more

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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. Continue reading

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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. Continue reading

MetadataView more

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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 … Continue reading

OutsourcingView more

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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. Continue reading

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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. Continue reading

Paper File ManagementView more

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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. Continue reading

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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. Continue reading

Records AuditView more

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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? Continue reading

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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? Continue reading

Records ManagementView more

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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… Continue reading

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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. Continue reading

Records Management Best PracticesView more

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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. Continue reading

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. Continue reading

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. Continue reading

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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… Continue reading

Records Management SoftwareView more

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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. Continue reading

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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. Continue reading

Records RetentionView more

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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. … Continue reading

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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 … Continue reading