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OnRecord Blog

Reader Favorites: Our most popular records management resources

In our latest roundup of popular resources we bring you a white paper on how metadata can help you make your records management program more efficient. We also offer a guide to reducing your offsite storage costs, and an assessment tool to help you prepare for a document conversion. 1. How Metadata Works in Records…Read More

Don’t forget the physical files in a credit union merger or acquisition! (Part 1)

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,…Read More

How to Plan a Successful Document Imaging Project – Part 4

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. So far, we have covered the following sections: Overview and Objectives ✔ Current Situation ✔ Resource Plan…Read More

How to Plan a Successful Document Imaging Project – Part 3

We are now at week three of a four-part blog series on how to create a plan for your document imaging project. In parts one and two of our series, we covered the following key sections of a best-practice document imaging plan: Overview and Objectives ✔ Current Situation ✔ Resource Plan ✔ Project Design ✔ Scanning Design…Read More

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