Category: Mergers and AcquisitionsView all Categories

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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 […]

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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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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 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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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 […]

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Best of 2016 Part 3: The Year’s Top RM Guides

Thursday, December 29, 2016

Today, we continue our four-part blog post looking at the top records management resources of 2016. So far we have covered the year’s top case studies and white papers. These covered a range of hot topics, including file acquisitions, space optimization and records management outsourcing, metadata, mergers and acquisitions, and managing electronic and paper records […]