Category: Electronic Records ManagementView all Categories


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

Thursday, October 15, 2015

This month’s popular RM resources tackle challenges new and old. Many of our colleagues are interested in learning more about the relatively recent practice of storing records in the cloud. Our first resource provides an overview of all the things you need to know in order to make cloud storage work. Next up, we have a tool to help with the age-old challenge of how to training staff so that they will comply with your records management program. Finally, we offer an action plan to help kick-start your records retention program. Continue reading


How to prepare your paper records before going electronic – Part 2

Thursday, September 24, 2015

In last week’s blog post we began a discussion of how to prepare for the move to electronic records. We learned that a key ingredient of a successful electronic migration is a foundation of records management best practices. With such a foundation in place, you can then focus on the steps required to prepare your physical collection for the move. Continue reading


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

Thursday, September 10, 2015

This month’s popular resources address issues in physical and electronic records management. First up, we have a white paper to help you master metadata in records management. We also have a webinar to help you manage physical and electronic records together in the hybrid records environment. Continue reading


Five keys to success when making the move to electronic records

Thursday, September 3, 2015

Whether you are imaging paper documents or adopting an electronic content solution, “going electronic” requires careful planning. Organizations don’t publish statistics of this sort, but in our experience, somewhere around … Continue reading


Questions to ask a prospective provider of cloud records storage

Thursday, August 6, 2015

In our last blog post, we looked at the key pitfalls to avoid when moving to a cloud records storage provider. As we found out, one of the keys to success is conducting due diligence on the provider itself and its offering. To help you do that, we present a list of questions to ask a prospective cloud storage provider. This will help you maintain compliance, ownership and control, as well as the security of your records. Continue reading


Four pitfalls to avoid when outsourcing records to the cloud

Thursday, July 30, 2015

In some ways, moving to an outsourced cloud provider is a bit like outsourcing the storage of your physical files – whether to an active records center or to a box storage provider. In both cases, the files themselves now reside within facilities owned and managed by the outsourcing provider. In both cases you are relying on another party to help ensure the privacy and security of your records. Continue reading