United States

Records Management Program Design and Implementation

Creating the records management program that’’s right for your organization

It’’s a simple business fact: in order to operate efficiently, your records need to be organized, accessible and secure. TAB’’s Certified Records Managers (CRM) can create and implement a records management program that will help you increase efficiency, minimize costs and reduce risk.

How we do it: analysis, classification, retention

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

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

Manage your risk

TAB ensures that 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 retention schedule.

Policies, Training and Monitoring

We’ll also help you set up the right policies and procedures, train your employees, and implement a monitoring system to ensure records management program compliance and success.

  • Financial Industry Solutions

    TAB helps financial industry clients save money, operate more efficiently and reduce risk by effectively managing physical and electronic records.
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  • TAB is a proud Corporate Associate member of the Independent Community Bankers of America.