Document and Records Management Consulting Policy  
Policy Culture Technology Value Creation

In today’s business environment, records management policy and procedures are recognized as fundamental controls to ensure organizational transparency to stakeholders. To achieve compliance with Sarbanes-Oxley and other regulatory requirements for sound records management, effective policy and procedures are required to manage both digital and physical records.

  • Records and Document Management Policy
    Clear, concise, legally acceptable, and executable for today’s distributed information environment.
  • Global Retention Schedule
    Comprehensive and easy-to-use.  Fully supported by documented operational, legal, and financial retention requirements. Can be applied to digital and physical records systems.
  • Legal Retention Research
    Customized research of legal recordkeeping requirements to support retention schedules.
  • Taxonomies and File Systems
    Business Function - Process - Work activity taxonomies to organize access and manage your records.
  • Company-Wide or Departmental Records Management Procedures and Standards
    Practical, clear procedures including active file management, e-mail management, records destruction, legal suspend destruction (document hold orders), document conversion, document control, privacy, security, vital records protection, and document production.
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