Why is a document retention schedule so critical?
The backbone of a defensible records and information management program is a sound retention schedule. One that covers paper records and electronic documents and data. With this cornerstone laid, it’s possible to develop and implement a strong records and information management (RIM) program.
We’ll help you create and maintain a comprehensive, state-of-the-art schedule that meets all applicable regulatory and operational requirements. These will likely include federal and state laws, legal requirements and the retention period associated with specific document types and record series.
Our clients trust us to design and implement document retention policies because:
- Companies are mandated by law to manage information in a compliant manner
- Best practices and consumer demand require that organizations maintain tight information controls and retain certain documents, especially when personally identifiable information (PII) is involved
- Retention schedules help run their businesses more compliantly and efficiently, thanks to consistency driven by governance
- The retention schedule is the basic framework upon which other RIM/IG processes rely
- Our IG consultants have developed thousands of retention schedules, both local and global
