Development of Records management Programs
Records Retention Schedules
Our unique approach to developing records retention schedules includes
our insight into day-to-day operations, workflow and cost control. Because
we have gathered years of implementation experience performing records cleanouts,
records inventories, consulting on electronic records management systems
and conducting records management training for clients, we know what it
takes to develop a successful records management program.
The foundation of any solid records management program is the Records Retention
Schedule. We utilize proven methods of simplifying the retention schedule so
that personnel are able to easily adopt and follow the procedures tied to retaining
and destroying records – both electronic and paper-based. Our involvement
in electronic discovery projects and unstructured data mapping allows us to understand
the new challenges associated with records management. Our overall approach limits
the future costs associated with managing records not only by limiting storage
of irrelevant documents, but also by preparing a company for possible litigation,
investigation or audit.
Incenter Consulting’s method for developing a complete retention schedule
includes capturing various associated data for each record type. More than simply
creating a classification scheme with legal retention requirements, we develop
schedules that are easily understood by everyone within an organization, while
also including metadata associated with each record type to ensure that our clients
are prepared for future growth and integration into electronic records management
systems. For several years now, much of our work has involved helping companies
identify their key records management requirements for implementing electronic
document or content management systems. Each organization has a dynamic system
of information and our goal is to establish the right foundation to harness this
with our own proven methods as well as state, federal and international standards.