Records Management Program Design & Implementation

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.

Information classification
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.

Records retention strategy
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.

Records Management Policies and procedures
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.

Let TAB help your company protect and manage your important corporate information, call
1-888-466-8228 or complete our online response form.