Tag Archives: management

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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.

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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.

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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.

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How to effectively manage a shared drive: Part 2

Thursday, December 18, 2014

In our last blog post we shared four initial steps to help you optimize the use of your shared drives. These first steps involved creating an information framework, designing the folder structure and establishing user permissions. From there, we were able to implement the new structure on the shared drive itself. However, before your new structure is ready for prime time, you’ll need to take care of a few additional steps.

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Dealing with large documents… 4 steps to sanity

Wednesday, October 2, 2013

If your organization relies on regular access to large documents, you’ll know what a headache they can be to manage. From blueprints and schematic diagrams to maps and historic records, large documents are harder to store, harder to access and harder to share. These challenges often lead to significant business inefficiencies that can hamper growth and productivity. This blog post covers four steps that you can take to help manage your large documents and eliminate these headaches.