Tag Archives: records management


Reader Favorites July 2017: Our Most Popular RIM Resources

Thursday, July 13, 2017

Our latest roundup of popular resources includes a white paper showing you how to use a virtual data room make information accessible during an acquisition or divestiture. We also share a webinar outlining best practices for managing electronic and physical records together. Lastly, for those of you looking at a possible office relocation we bring […]


Learn How to Save Money in Records Management

Thursday, April 27, 2017

Cost savings is one of the most common themes in our discussions with records management colleagues. Requirements and expectations only ever grow, while budgets remain fixed, and often inadequate. Our recent toolkit offers four resources that help you create a well-supported, effective RIM program that will help save money for the organization. The toolkit includes […]


Don’t forget the physical files in a credit union merger or acquisition! (Part 2)

Thursday, April 6, 2017

In last week’s blog post, we outlined why it is so important for credit unions to properly manage the physical files involved in a merger or acquisition. First and foremost, acquired files have the potential to create legal and compliance issues. If not handled well, the physical files can also hamper the efficiency of your […]


Don’t forget the physical files in a credit union merger or acquisition! (Part 1)

Thursday, March 30, 2017

Mergers and acquisitions are changing the credit union landscape in Canada. The impact of these transactions goes well beyond the boardroom and branch offices, reaching into every corner of the organization – including the file room. In a two-part blog post we will explain why physical files require special attention during a merger or acquisition, […]


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. We also offer six simple tips for records classification – another foundational element for your RM program. For your electronic records, we offer an assessment tool […]


How to Deal with a Never-ending Stream of Energy Records – Part 2

Thursday, February 9, 2017

In last week’s blog post, we discussed the challenge faced by Laramie Energy in dealing with a continual influx of records from acquisitions. Laramie Energy’s goal was to develop a records management system that would allow it to hit the ground running as soon as a new acquisition was closed. After a thorough vendor search, Laramie Energy choose TAB FusionRMS records management software as the platform on which to develop their system.