Document and Records Management Consulting Policy  
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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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