OnRecord Blog

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?Read More

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.Read More

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.Read More

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 bank needed to undertake four steps: Review and organize the files, purging all non-records. Convert retained paper files to the bank’s standard formats for folders […]Read More