Tag Archives: best practices

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Reader Favorites: Our most popular records management resources

Thursday, April 20, 2017

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 … Continue reading

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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, … 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 3

Thursday, March 9, 2017

We are now at week three of a four-part blog series on how to create a plan for your document imaging project. In this week’s post, we take a look at planning the scanning process and the post-scanning process. This section is where you get into the nuts and bolts of how the actual scanning process will unfold. There are several key stages to address: 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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RIM in Banking: How to Make Your Loan Vault More Efficient – Part 2

Thursday, December 1, 2016

In last week’s blog post we introduced three best practices to make your loan vault more efficient: using a loan inventory management software tool, using the appropriate manila file folders, and color-coded file labels. This week, we follow that up with four more best practices. Continue reading