Procedures & Workflow Development

Do your records management procedures and workflow effectively manage ALL information types?

We will help you with establishing records management procedures and workflow to link all information types – hard copy files, electronic files, email, unstructured data, or web content to the established categories and retention rules so they can be effectively managed. We do this by creating a data asset inventory and conducting a detailed review of processes in place and provide recommendations for new procedures that key off the best aspects of existing flows. We will also help determine how best to present the new guidelines to your users.

Approach

Most organizations have created procedures for hard copy filing and electronic records management and we understand that those procedures have value. We review taxonomies, file plans and the formal and informal records management and filing procedures that are currently in place in departments to see how different users are approaching records management. We then conduct a more detailed review of your current processes in place to better understand your needs. Based on this analysis, we submit recommendations for new procedures that leverage the best aspects of existing flows and review these with your team and legal department to fine tune the workflow.

Results

We provide you with a set of procedures and workflow along with a plan for how to best present the guidelines to your users to ensure successful buy-in and usage.