In order to operate efficiently, your organization’s records
need to be organized, accessible and secure. TAB’s Certified
Records Managers (CRM) can implement an effectively designed
program to enhance responsiveness, increase customer satisfaction,
ensure compliance with industry regulations, demonstrate
due diligence and improve overall access to information.
There are three main steps TAB uses to develop a professionally
designed records management program for your organization.
In collaboration with your key business stakeholders we will
assess your key business functions and processes and develop
a classification scheme to better organize your information.
The classification is the structure that identifies corporate
records holdings and works as a “sign post,” to clearly
identify information and facilitate hardcopy and electronic
filing, retrieval and archiving of your information. A
proper classification scheme will help ensure that your
records are compliant with all relevant industry and legislative
regulations.
After the classification of your information is complete
TAB professionals work with you to develop a strategic
plan including a records retention strategy and schedule.
We help you to identify records that need to be kept, how
they should be stored, and when you can legally dispose
of them. TAB can help you develop a vital records protection
plan, that identifies your business critical documents,
and ensures their safekeeping to minimize your risk.
Once your information has been classified and a retention
strategy implemented, TAB will help your organization define
and document the Policies & Procedures required to
demonstrate due diligence and ensure compliance. Policies & Procedures
clearly outlines expectations, authority and responsibility
for your records management activities. They ensure that
your personnel will know how to properly treat records
in the file creation, active and inactive phases of the
records management lifecycle.
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