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To Centralize or Not to Centralize?
It’s one of the most common issues in records management. And while every storage situation is unique, a file centralization project can bring tremendous return on investment. How? By introducing...
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Metadata Part 2 – Full-Text Searching Maximizes its RM Benefits
As a topic in records management, metadata is everywhere. There’s a ton of information available, but it may still be tough for some people to figure out exactly what metadata is and how to put it to...
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Designing a Records Retention Action Plan: 7 Things You Need to Know
Because of the vital role that records retention scheduling plays in an effective RM program, it is one of the most talked about topics in information management. Unfortunately, it can also be one of...
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How TAB Helped Pengrowth Corporation Become a Leaner Business
Nothing tests the limits of your records management like rapid growth. Pengrowth Corporation, a top North American energy trust company, faced that challenge after expanding significantly for over...
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Creating the Records Retention Schedule You Need
To get all possible benefits from your records management program, you need the right retention schedule. Developing this schedule is critical because it affects many aspects of your organization,...
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8 Ways to Get Corporate Buy-In for Your RM Program
It’s not always easy for managers to get organizational support for their records management programs. But managers who communicate the goals and value of their records management program to everyone...
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What’s the greatest advantage of records management?
At TAB we’re constantly expounding on the benefits of an advanced records management program: the ability to easily locate and share information; realizing efficiencies through reduced storage costs;...
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A Paperless Office might be impossible, but you can go “Paperlite”
Unless printers become obsolete, eliminating paper from offices will continue to be a challenge. That means records managers will have to contend with the storage costs, extended retrieval times, and...
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Developing a sound records management policy—your first steps
An effective records management policy provides the foundation for your records management program by documenting processes for organizing, retaining and accessing records, outlining key roles and...
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Tips for enforcing and implementing your RM policy
If your records management policy is going to bring benefits to your organization, including improved efficiency and compliance, you have to make sure that people follow it and that its principles are...
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Just how challenging is the role of a records manager? Let’s count the ways!
So what do you do here? A couple of weeks ago I was fortunate enough to attend the ARMA Canada convention in Saskatoon. During one of the lunch breaks, I had a great conversation with a records...
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Implementing The Roadmap to Compliance Series
So how do you actually make the Roadmap to Compliance work? Let’s take a quick look at some of the elements we use in implementing the Roadmap for our clients, including: Electronic content management...
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U.S. Federal Agencies Continue to Struggle with Records Management
U.S federal agencies continue to struggle with properly managing their records, and the changing nature and technology of 21st-century record-keeping could throw a further wrench in the process,...
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5 Steps for Protecting Your Vital Records
Are you sure that all of your vital records are protected? Even if you have business continuity and disaster recovery plans in place, chances are they aren’t enough. That’s because the focus of these...
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Are custom folders right for you?
Getting the folder that meets your needs goes a long way to making sure your filing system is as functional as possible when it comes to workflow, retrieval, and security. If you are wondering if...
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What are the Best Records Management Resources?
For over 20 years, the University of Florida has hosted a vibrant email discussion forum for records managers under the ListServ name “RECMGMT-L”. (For readers not familiar with ListServ, it is a...
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6 Tips for Making Cloud Records Storage a Success
Cloud services are everywhere these days, from data backup to music streaming, so it’s not surprising that the cloud has entered the world of records management too. For records managers, the cloud...
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How to develop a total records management system
If you could create your “dream” filing system, what would it look like? While every records manager will have a slightly different answer, the desired outcome will invariably be the same: that all...
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How to use color coding to maintain privacy and information security
In a four-part blog series, we have been exploring the many uses and benefits of color coding, including reducing operational downtime and lowering compliance risk. In our final post, we show how...
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Change equals opportunity – Part 1
We’ve all been there. Just when you think your records management program is going relatively smoothly, a big change lands in your lap screaming, “Deal with me!!!” Whether the change originates...
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