Information Management Policies Require the Involvement of the Organization. A consistent set of information governance (IG) policies in support of a retention schedule is crucial to effectively control, protect, and manage your company’s information governance framework. It can also help improve operational efficiency and spend across multiple departments and locations when aligned properly.
Feel daunting? It’s easy to get started with the right people in the room. Ask for representatives from Legal, Records Management, Risk, IT and HR to join you as you start by aligning upon your organization’s risk tolerance. From there, we can access your current maturity, and get to work on a gap analysis so we can create and perfect your information management policy.
— AIIM Governance and Compliance in 2017 Report
Creating and maintaining a strong IG policy is just one piece of the puzzle. The process begins with a comprehensive audit and assessment of existing records management policies, processes, and documentation. We then create and implement a unique information governance program to address gaps, shore up weaknesses, address change management, and create a roadmap for successful execution.
The backbone of a defensible records and information management program is a sound retention schedule. We’ll help you create a comprehensive, state-of-the-art schedule that meets all regulatory and operational requirements.
The regulatory environment continues to evolve quickly as privacy concerns amplify. We’ll help you create a centralized document management program that ensures compliance with your IG policies, and with regulations like HIPAA, GDPR, CCPA, SOX, and more.
We specialize in retention policy and schedule creation, and holistic IG support including compliance and data privacy, coupled with years of expertise in traditional records and information management. This allows us to offer a full-service approach to managing the entire information lifecycle.
With over 170,000 requirements tracked across 200 jurisdictions worldwide, our legal research team ensures up-to-date retention policies.
Retention Management: Create global, entity, or departmental retention schedules and attach citations to record series to support it