Records Management- Digitization

Preparing Records Management Policies

We specialize in assisting you with the preparation of your records management policies. Our comprehensive approach ensures that your organization’s records are effectively managed and easily accessible. Here’s how we can help:

1. Consultation with Internal Stakeholders: We engage in thorough consultations with your internal stakeholders to create a comprehensive document matrix. This matrix includes a detailed list of all record types, users, tags/metadata, and retention periods. Our team calculates retention periods based on both statutory requirements and internal operational needs.

2. Central Repository: We establish a centralized repository where your records management policy is securely stored. This repository is easily accessible to all stakeholders, providing a reliable point of reference for your organization’s records management practices.

3. Customized Document Management Systems: Our experts customize electronic and physical document management systems to align seamlessly with your records policies. This includes the implementation of appropriate approval workflows, destruction workflows, and audit points. By integrating these processes, we ensure that your records are managed efficiently and in compliance with industry standards.

4. Barcoded File Management: To facilitate easy tracking and retrieval, we organize files into standard-size boxes and assign each box a unique barcode. These barcodes, along with the corresponding file information, are entered into our advanced records database. This database enables swift and accurate tracking and retrieval of your records, whether it’s a one-off project or an ongoing service.

At IdeaLab Solutions, we understand the importance of effective records management. Our professional team is dedicated to providing you with tailored solutions that enhance your organization’s efficiency, compliance, and accessibility. Contact us today to discuss how we can assist you in developing and implementing robust records management policies.