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How to Manage Records During a Merger or Acquisition – Part 3

Thursday, September 8, 2016

Last week’s post, the second of a three-part series, provided direction on how to conduct a pre-integration inventory and audit, as well as some questions to ask yourself in the process. This third and final post in our series focuses on integration and beyond.

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How to Manage Records During a Merger or Acquisition – Part 2

Thursday, September 1, 2016

Our first post of this series shared some preliminary steps that records mangers can take in the early stages of a merger or acquisition. This second post in our series outlines the next major steps: the pre-integration inventory and audit.

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Reader Favorites: Our most popular records management resources

Thursday, August 18, 2016

Our most recent roundup of popular RM resources covers: how to select records management software, outsourcing RM and color-coding.

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Efficient Paper Filing – Centralization Part 3: Filing Controls

Thursday, August 11, 2016

Today’s post is the last installment in our three-part series on centralizing physical records and creating a “paperlite” environment. In the last two posts we covered off file consolidation, conversion and space planning. This week we focus on filing controls, which are critical to the success of a centralized records storage system.

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How to Plan a Centralized File Collection – Part 1

Thursday, July 28, 2016

One of the most common questions in records management is whether to store records in multiple locations or in a single, centralized file room. Centralizing records has many benefits, but whether it is the right move depends on your organization and the specific needs of your team. If you have explored the pros and cons and are ready to move forward with centralization, our three part blog post offers tips and techniques to make your centralization project a success.

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Reader Favorites: Our most popular records management resources

Thursday, July 14, 2016

We have some great tips and info in our top trending resources this month. Topics include buying records management software and space planning. Ready to adopt records management software but aren’t sure about the technical side of things? Get our IT checklist for buyers of records management software. If you have been struggling to get your […]