Tag Archives: how to


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 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 […]


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.


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.


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?


A Practical Approach to Managing Shared Drives – Part One

Thursday, October 6, 2016

Shared drives are a fact of life for many organizations, and when organized properly they can be very useful document storage and sharing tools. But, they can also turn into an unstructured wasteland of information if proper records management best practices aren’t applied. Poorly managed shared drives can lead to a variety of issues including compliance and legal risks, increased retrieval times, versioning issues and unnecessary duplication of documents. The TAB team has worked with many organizations, designing a shared drive infrastructure that makes finding documents and retrieving them simple and efficient.


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.