Records Management Consulting: Meet Your Legal, Regulatory, and Business Objectives

My records management consulting services align information lifecycle controls with your business priorities, resulting in regulatory compliance, risk mitigation, and measurable business efficiencies.

Benefits of Records Management

A record is evidence of a business activity or transaction, regardless of its physical media. For example, it can be a paper or electronic record. A records retention program includes the systematic storage, tracking, and destruction of records created while doing business. It identifies the records that need to be kept and outlines guidelines for how long different record types should be stored and how they should be destroyed.

Good records management saves time, costs, and space and mitigates risk. Records management provides the right information at the right time to the right people at the lowest possible cost. A retention program will also make doing your job easier.

The Expertise of a Professional

Many organizations (large and small) don’t have a records manager but can benefit greatly from a consultant such as myself who can deliver measurable results to reduce risk, save money, and increase efficiency.

My steadfast commitment is to a meticulous standard of collaboration with my clients. I customize my solutions for your unique culture and capabilities. I work independently so I can offer you the best, unbiased advice and excellent customer service. Unlike consulting firms with big overheads and even bigger invoices, I am a lean entrepreneur who offers incredible value by working directly with me—the expert.

Practical, Cost-Effective Solutions

As a certified records manager, I help my clients to:

  • Identify and solve problems

  • Mitigate business and litigation risk

  • Promote regulatory compliance

  • Integrate processes and technology

  • Improve efficiency

  • Optimize existing tools and resources

  • Employ tested concepts and tools

Three-Step Trusted Process

Step 1: Clarify

I help you see the big picture by:

  • Assessing the maturity of your program

  • Benchmarking your records management practices against the industry

  • Devising a strategic direction

  • Inspiring change throughout your organization

Step 2: Conceptualize

I collaborate with you by:

  • Developing practical short and long-term plans

  • Leverage your technology and plan for automated solutions

  • Preparing communications and training to propel change

  • Formulating sustainable programs

Step 3: Create

I work with you to embed change by:

  • Implement information lifecycle controls

  • Effecting change across your operations

  • Instilling continuous improvement

  • Demonstrating measurable results

Leverage Knowledge and Resources

Interested in learning more? Contact me to begin a conversation about your records management needs.

If you like archives, memory, and legacy as much as I do, you might consider signing up for my email list. Every few weeks I send out a newsletter with new articles and exclusive content for readers. It’s basically my way of keeping in touch with you and letting you know what’s going on. Your information is protected and I never spam.

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