Manage Your Records and Increase Your Efficiency

We help companies stay on top of business by controlling the constant ebb and flow of paperwork. We offer records management services from system design through all phases of implementation. In our state-of-the-art systems we

• develop record series and indexing categories
• design your physical files and help you select equipment
• develop retention schedules
• help you select and customize software
• integrate your electronic records into the system
• implement the program and convert all records

We recently designed an automated records management system for the business development office of a fortune 500 company and

• developed a system to accommodate records in a central filing area, in individual offices, and those stored electronically
• provided guidance on equipment and supply selection
• reviewed software products and recommended the product that best fit their needs and budget
• customized the software for their specific needs
• developed a retention system for paper and electronic documents
• developed procedures for ensuring that documents were entered into the system and filed properly
• assisted in hiring a full-time records manager and trained him on the system and software

At the end of the project our client’s records management program was up and running.