Tag Archives: how to

0

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

0

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

0

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

0

A Practical Approach to Managing Shared Drives – Part Two

Thursday, October 13, 2016

In last week’s post we shared the challenges of managing a shared drive at a mid-sized oil and gas company that had grown quickly through acquisition. After failing several industry operational audits, and with more acquisitions pending, the TAB team was engaged to redesign their shared drive. This week’s post focuses on the TAB methodology for this engagement with some tips and key takeaways from the project. Continue reading

0

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

0

Key RIM considerations for a merger or acquisition – Part 2

Thursday, March 10, 2016

In last week’s blog post, we began our look at the important questions to ask before a corporate merger or acquisition. In this week’s blog post we cover three additional considerations for M&A. Continue reading