Tag Archives: best practices

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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 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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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

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RIM in Banking: How to Make Your Loan Vault More Efficient – Part 1

Thursday, November 24, 2016

In our tours of loan vaults, we have observed many examples of poor processes that hamper loan operations, including excessive manual handling of files and inefficient storage and retrieval practices. Together, these issues lengthen the time it takes to process loan files and severely limit the capacity of the vault. Fewer loans processed equals lower profitability. In addition to that, the error-prone manual processes create significant compliance risks. In a two-part blog post, we outline seven proven best practices that will help you avoid these issues and maximize the productivity of your loan vault. Continue reading

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Reader Favorites: Our most popular records management resources

Thursday, May 12, 2016

Our top resources from last month offer great tips and insights on how you can save money, reduce your impact on the environment and manage records in the electronic world. Continue reading

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Records retention: busting the myths to get it right

Thursday, April 28, 2016

Whether your documents are electronic, paper or a mix of both, it is important to have an accurate records retention program in place. This reduces the likelihood of several costly outcomes, including: hefty fines for disposing of documents before the legally mandated retention period has passed, and losing a lawsuit because you held on to unneeded information for too long. Continue reading