PROFESSIONAL SERVICES

We offer ERM specialist assistance in the development of ERM environments including: developing a strategic business case; determining business and system requirements; determining user needs; conducting workflow & business integration reviews; and, guiding the structure of projects to enable full implementation.

Presentation & Education - We offer seminars, workshops and one to one training on RIM and ERM best practices for implementation; as well as effective use of system software such as CRMS and TRIM; and block-numeric classification systems such as ARCS and ORCS.

We also provide executive presentations on the benefits of implementing a comprehensive, integrated and fully automated RIM/EDRM program which highlights organization specific cost/benefit analysis.

RIM Services - Active File Management
- we will turn your filing system into a 'finding' system; organize, classify and inventory collections of documents, files and alternate media, and,
- we will develop 'finding' aides, lists, labels and business unit specific policy, procedures and workflow tools to support consistent maintenance.

RIM Services - Semi-active File Management
- we will help you determine which files are eligible for semi-active storage, then box all files, create inventory, and prepare forms & summary report
- we can also obtain necessary sign-off and coordinate movement to storage

RIM Services - Final Disposition File Management
- we will help you determine which files are eligible to be destroyed or turned over to short or long-term archival storage and then we can box all files, create inventory, prepare forms & summary report; obtain necessary sign-off and coordinate movement to storage or to a destruction facility/service.

Business Classification Schemes -
- develop administrative or operational classification structure
- develop retention and disposition schedules
- guide legal review and internal/external executive reviews

We also offer special project services for office moves or closures, including packing up, describing/inventorying and coordinating the movement of large collections of records.