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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. Continue reading

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How to Plan a Successful Document Imaging Project – Part 4

Thursday, March 16, 2017

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. In our final post in this series, we share tips for completing the sections on change management, project reviews and budget. Continue reading

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How to Plan a Successful Document Imaging Project – Part 2

Thursday, March 2, 2017

In last week’s blog post we kicked-off a four-part series on how to create a best practice plan for your document imaging project. As we learned, you need to start with a clear idea why you are embarking on the project. You also need a solid grasp of the business context and the collection of files to be scanned. Continue reading

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How to Plan a Successful Document Imaging Project – Part 1

Thursday, February 23, 2017

Planning a document imaging project is not easy. Not only do you have to work out a million little details, but the stakes are often quite high. Based on our clients’ past experiences and feedback from colleagues, we estimate that somewhere around 50 percent of document imaging projects fail to meet their objectives. Considering how much time and money you will invest in a document imaging project, you do not want your project to become one of those statistics. The key to success is to start with a comprehensive plan for your imaging project. But how do you create one? What should be included in the plan? Continue reading

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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. Continue reading

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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. Continue reading