Tag Archives: records management

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Reader Favorites: Our most popular records management resources

Thursday, March 23, 2017

The latest roundup of popular resources covers a variety of records management issues. Our first download is a guide to measuring the return on investment for your records management programs. For organizations concerned about meeting environmental targets, our white paper on green RIM offers several helpful strategies. Finally, we offer a guide to managing records and information during mergers and acquisitions. Continue reading

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Reader Favorites: Our most popular records management resources

Thursday, February 16, 2017

This month’s roundup of popular records management resources covers the basics of records management. First up, we a have a white paper that helps you develop your records retention program. … Continue reading

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How to Deal with a Never-ending Stream of Energy Records – Part 1

Thursday, February 2, 2017

In a two-part blog post, we explore how one energy company mastered the challenge of dealing with incoming records from a merger or acquisition. When an acquisition goes through, the buyer is immediately hit with an information tsunami. Boxes and boxes of files arrive containing who knows what. Every relevant document has to be quickly incorporated so that revenue generation can start, leases are maintained in an active status, and a host of other obligations can be met. Continue reading

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How to Successfully On-board 130,000 Acquired Loan Files

Thursday, January 12, 2017

For a top-20 U.S. bank, the acquisition of two smaller banks created a huge influx of mortgage and loan files. To integrate the acquired files into its existing operations, the … 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, November 17, 2016

Our most popular resources over the past month address a few issues that don’t always get a lot of press, but that doesn’t make them any less challenging, or important. First up, we a have a white paper that shares three tips to help you navigate corporate file moves. We also have a toolkit to help you plan and develop an environmentally friendly records management program. Finally, we share a guide that outlines nine elements of a successful document imaging project. Continue reading