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Electronic RM Program Design and Implementation

Creating the program that’’s right for your organization

Let TAB’s professionals show you how to manage your electronic documents through all the phases of the record life cycle, so that your organization can increase efficiency, minimize costs and reduce risk.

Our Certified Records Managers (CRM) apply records management best practices to create and implement an RM program for all your electronic documents.

TAB will help you set up the right policies and procedures, train your employees, and implement a monitoring system to ensure you are compliant.

How we do it: analysis, classification, retention

We start by looking at your business functions and processes, using them as a basis for an electronic document classification scheme to better organize your information. This classification structure allows you to clearly identify your information and makes electronic filing, retrieval and archiving much easier.

We then develop a records retention strategy and schedule that will help you identify the records that need to be kept, how they should be stored, and when you can legally dispose of them. This can significantly reduce the volume of electronic records stored on hard drives and servers throughout your organization.

Manage your risk

TAB professionals ensure your information management practices are compliant with all industry-specific regulations and legislation. We develop comprehensive programs outlining everything from duplication and dispersal requirements, through storage and access restrictions, to the eventual destruction of records no longer deemed vital as outlined by your records retention schedule.

  • Electronic Folder Structure Needs Assessment

    Assess your current
    program and learn how
    to design electronic
    folder structures based on
    best practices in records
    management.
  • Contact Us

    Contact a TAB
    representative for
    more information.
  • Meet Records Management Requirements in the Electronic World