Industry

Successfully Manage Your Company's Key Business and Client Records

Keeping up with the legal changes governing records management can be tough for small companies--but the financial stakes can be very high if you fall behind.  Applied Records Management (ARM) offers savvy consulting services specifically designed for small to mid-sized companies to help you eliminate this risk.  Our clients fall into a range of records-intensive industries including independent insurance agencies, real estate agencies, and financial services firms.  An ARM consultant meets with you on-site to analyze how documents are created, used, archived and destroyed, and then determines if your processes comply with applicable laws and industry regulations.  Our consulting services include a thorough review of your business practices that allows you to:

  • Deal with the impact of major new legislation on the state and federal level, including new restrictions on how you must handle confidential records, such as credit reports and other sensitive personal information--before you make a costly mistake.
  • Spot weak areas in your records management policies--and close these potential liability gaps.
  • Learn what constitutes a business record in an electronic environment--and why it pays to keep track of important business correspondence in email, voice mail, and computer backup tapes that may fall between the cracks in your current policy.
  • Discover why doing your own shredding in-house can be a legal disaster if you are ever challenged by a regulatory agency or forced to defend your company in a lawsuit.
  • Analyze your employees' work flow procedures to increase their productivity and efficiency--and keep them focused on activities that make money for your company.
  • Conduct an internal audit of your company's policies and procedures to make sure they are communicated--and enforced--by every employee responsible for creating, capturing, and destroying business records. 
  • Design a written policy that incorporates best practices for records management, and is specifically adapted to your company's culture.