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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 […]Read More
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 […]Read More
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, […]Read More
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.Read More
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:Read More