TAB Records Management Blog | TAB OnRecord

The big box project – saving money with an inactive records strategy

Sue St. Denis — Thu, 15 Oct 2020 00:00:00 +0000

Inactive records may not be the first place companies look for cost savings, but the right records strategy can deliver a significant impact on the bottom line...Read More

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Shopping around for RM software? Technical questions you need to ask – Part Two

Sue St. Denis — Thu, 17 Sep 2020 00:00:00 +0000

In last week’s blog post we started to outline the key technical questions to ask before purchasing records management software. Understanding the technical aspects of the solution up front helps avoid frustration and disappointment later on. We will complete our list with five more technical factors to explore.Read More

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Shopping around for RM software? Technical questions you need to ask – Part One

Sue St. Denis — Thu, 10 Sep 2020 00:00:00 +0000

When evaluating an RM software solution, it is essential to look beyond the features and benefits to understand the technical aspects of the solution. If a solution doesn’t work from a tech standpoint – then it simply doesn’t work! In the first of a two-part blog post, we’ll share some of the most important technical questions to consider as you evaluate a potential RM software solution.Read More

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Before you scan: a readiness checklist for document imaging projects

Sue St. Denis — Thu, 03 Sep 2020 00:00:00 +0000

As we covered in a recent post, it is important to be clear on your objectives before undertaking a document imaging project. This means understanding the desired business outcomes, your user requirements and the metrics that you will use to gauge success. While this is an important first step, there is a lot more to consider before you can roll up your sleeves to tackle an imaging project. Based on our experience with thousands of imaging projects, this checklist will ensure that you have all the essential pieces in place before you get started.Read More

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How to measure the success of records management software

Sue St. Denis — Thu, 27 Aug 2020 00:00:00 +0000

In this last post of a 3-part series on the role of how metrics can demonstrate the value of RM, we cover three things that every organization should monitor if they are using an Electronic Document and Records Management System (EDRMS). Read this post to find out the importance of measuring your EDRMS System Performance, the Usage of your EDRMS System, and how to take advantage of Busines Intelligence to address any gaps to help you optimize your EDRMS.Read More

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It pays to pick the right metrics when proving the value of electronic records management systems

Sue St. Denis — Thu, 20 Aug 2020 00:00:00 +0000

It has always been a challenge for records and information management (RM) professionals to demonstrate the value of their work to an organization. Anyone who has been working in the field for long will be familiar with the refrain, “senior management does not understand why records management is important!” In recent years, the challenge of demonstrating the value of RM has been compounded by the emergence of electronic document and records management systems (EDRMS).Read More

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How to choose the right metrics for your records management program.

Sue St. Denis — Thu, 13 Aug 2020 00:00:00 +0000

In a three-part post we are looking at the role of metrics in demonstrating the value of RM, specifically in organizations that have implemented an electronic records management system. In this post we outline a four-step process to arriving at the right metrics.Read More

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How to effectively manage a shared drive: Part 2

Sue St. Denis — Mon, 27 Jul 2020 00:00:00 +0000

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.Read More

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How to effectively manage a shared drive: Part 1

Sue St. Denis — Mon, 20 Jul 2020 00:00:00 +0000

Shared drives are like gardens. If you don’t tend them, they become overgrown, weedy, and not as productive as they could be. If you’ve been meaning to tackle your unruly shared drive, this blog post offers a clear path to getting it back on track.Read More

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Six ways that a pilot program helps your digital transformation succeed

Sue St. Denis — Mon, 13 Jul 2020 15:54:22 +0000

Pilot programs are a proven and effective way to minimize the risk of failures and maximize the benefits delivered by digitization initiatives. Here are six common ways that your colleagues are using pilot programs to ensure success when going digital: 1. Proving the business case From the outset of your pilot, look for quantifiable gains [...]Read More

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