Records Management Services
Every business must identify and classify its documents in accordance with retention guidelines. As a company facing a corporate relocation, you must take on the added, arduous task of moving important documents to you new location. In most cases, the process begins with the identification and classification of records into four categories:
- Documents that can be electronically stored
- Documents that must remain on-site
- Documents that must be retained in an archive facility
- Documents that should be destroyed
Spatial and administrative considerations are critical to the establishment of guidelines for your records management. The Carter Group will advise you on legal, regulatory, and operational requirements to assist you in establishing priorities and the means and methods of your records storage system. We will also identify the impact on your migration plan regarding your utilization of file cabinets, central file facilities, archives, and other records storage systems.
Our records management services offer a variety of transportation and organizational options. The physical aspects depend on your space requirements, hardware system (lateral files, high-density rolling shelves, etc.), security needs, and the means by which you will be accessing the information. Through careful evaluation of the scope of your record management project, we can identify the financial and human resources required, the appropriate hardware and software systems, and the skills necessary for employees who will be handling company records once your management program is in place.
We manage the implementation of your record management project solutions by:
- Establishing budget control processes
- Scheduling a critical path for the project
- Specifying the scope of work for outside vendors, consultants, etc.
- Supervising all records conversion, purging and archiving activities
- Overseeing employee training and trouble-shoot for implementation problems to assure a smooth transition.
Request Your Consultation
Contact The Carter Group to learn more of our records management services and all our corporate relocation management solutions.