Category: Mergers and AcquisitionsView all Categories

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Get five helpful RIM guides in TAB’s latest resource booklet

Thursday, July 27, 2017

TAB recently published a booklet containing several helpful resources relating to records and information management. In one convenient PDF document, this booklet covers several pressing topics, including: how to implement RIM software, document imaging, and mergers and acquisitions. You can download the booklet here.Here is a run-down of what you will find in the booklet: […]

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Reader Favorites July 2017: Our Most Popular RIM Resources

Thursday, July 13, 2017

Our latest roundup of popular resources includes a white paper showing you how to use a virtual data room make information accessible during an acquisition or divestiture. We also share a webinar outlining best practices for managing electronic and physical records together. Lastly, for those of you looking at a possible office relocation we bring […]

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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, […]

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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.

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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.

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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 […]