Category: Records AuditView all Categories


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?


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?


Here’s why you need to audit your offsite storage

Thursday, May 16, 2013

Sometimes storing your records at an offsite facility is a necessity. If your organization is acquiring or selling a division, or has moved offices, for example, storing boxes of files can be an efficient way for records managers to handle their information. But choosing an offsite solution shouldn’t be a “set it and forget” proposition. […]


5 Steps to Protecting Medical Records

Tuesday, November 13, 2012

Health practitioners know that the information contained in medical records is highly sensitive and personal, and properly protecting it means complying with the various regulations that apply to patient records. These documents also contain the information necessary to treat patients properly, so making sure they’re safe and accessible is key to the successful operation of […]


Get Records Ready for M&As: 5 Ways TAB Can Help

Thursday, May 3, 2012

When it comes to a merger or acquisition, how records are managed can affect the success of the transaction. Here are 5 ways we can help.


How to Manage Your Inactive Records Collections

Tuesday, May 1, 2012

Our Roadmap to Compliance series continues with a look at inactive collections management, including how to design an inactive collections process to help you cut costs and save time.