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Latest Toolkit:  Efficient Paper Filing

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August 2010: In This Issue

  1. A Toolkit for Efficient Paper Filing »

  2. Announcing TAB's Offsite Box Audit Service »

  3. tabZEROfile: the Green Folder Option! »

  4. What Your Colleagues are Downloading »

Dear Records Manager,

Filing and retrieving paper documents is still the heart and soul of most records environments, and making sure your filing system facilitates quick and efficient retrieval is critical to the success of your business. Why? Because your records contain the information your organization needs to function. This month, we bring you a toolkit to help you ensure that your filing system is performing at optimal levels, all the time!

We’ve also got a great piece on how you can properly audit your offsite storage boxes!

We value your feedback. If you have any questions, or want to discuss any of the issues raised in this newsletter, please get in touch!

Regards,

TAB Canada


1. A Toolkit for Efficient Paper Filing


Latest Toolkit:  Efficient Paper FilingFile retrieval time. User efficiency. Space Utilization. Security. Compliance. There are so many elements to consider when it comes to filing your paper-based records that the overall efficiency of your system can suffer. So we’ve designed this tool kit to make sure you are covering all the bases and getting the most out of your filing system.

Tool 1: Strategies in Centralized Filing

Bringing your smaller records collections together is a great way to improve user efficiency, space utilization, security, and legislative compliance. But is it right for your organization? This white paper will help you find the answer, as well as providing great “how to” strategies and tips for centralizing your files.

Tool 2: Customer Story: How Automated Colour Coding Saved 250K

If you could free-up all of the resources your organization currently uses to label files, would you? When TAB put this question to the management at a major financial institution, the answer was a resounding "yes." Find out what we did for them to help them save upwards of $250,000 a year!

Tool 3: Paper File Retrieval Assessment Tool

If you cannot locate the information you need right away, then you're not managing your records, they’re managing you! This tool will help you diagnose your paper based file retrieval issues and improve how you currently use and store information in your organization.

Tool 4: Custom Folder Guide

How well are your current files performing? Getting the folder that meets your needs goes a long way to making sure your filing system is as functional as possible when it comes to workflow, retrieval, and security. This guide will help you evaluate your current files and give you options that can turn your files into first rate records management tools.

Get this valuable resource here.


2. Announcing TAB's Offsite Box Audit Service

Offsite Records Box AuditImagine: 9,000 boxes of inactive records stored offsite with three different vendors. That’s what happened at one company, and because they didn’t know what was inside all those boxes, it added up to being a very expensive headache.

How many boxes do you have sitting in offsite storage? Do you know what’s in each of them?

What you might be missing

Approaching offsite storage with an “out of sight, out of mind” attitude can quickly turn into a costly problem. Organizations with unidentified or poorly identified boxes expose themselves to several business risks:

  • Missed income opportunities. If you can’t find critical information because it was stored without an audit trail, it could affect the final price or successful completion of a divestiture. One company spent $40,000 just to locate two files—out of 235 it actually needed for the sale of a division
  • Compliance. Don’t fall short of regulatory requirements because you can’t find a critical file that’s stored offsite
  • Cost. Stop paying to store what should be destroyed. At some companies, 90% of all boxes are eligible for destruction, but retention schedules have not been followed, needlessly costing tens of thousands of dollars in annual storage and related service fees
  • Legal. If an organization faces legal action, discovery costs can soar as lawyers request copies of records that are stored offsite in unknown boxes. The organization is exposed to further legal risk if documents are improperly stored and not destroyed according to a formal retention schedule.
  • Disaster Recovery. An organization’s ability to get back up and running can be severely impaired by information getting improperly catalogued in a record storage environment.
Whether your organization is acquiring or selling a division, moving offices, or just needs to reduce storage costs, now is the time for a box audit.

What is a box audit?

TAB’s proven methodology will verify what’s in each records box, and determine what action is required:

  • Capture box-level information
  • Capture file-level detail
  • Restructure contents based on retention values
  • Destroy non-records
  • Destroy records according to lapsed retention schedule
  • Return active files to active file room
Each step is managed closely by TAB, with established procedures for clients to review progress and approve the final destruction of records.

Keep only what you need, know what you have

In addition to reducing your organization’s exposure to litigation and compliance risks, a thorough, professional box audit will also directly save money by:

  • Destroying non-record or out-of-date materials
  • Reducing retrieval costs of pulling multiple boxes to find a single file
  • Lowering the costs of external audits
And you never know what you might turn up. One multinational natural resources company found a single set of gas well documents that allowed them to complete a $150-million divestiture.

By properly identifying your offsite records, you can reduce exposure, save costs, and be ready for any organizational changes. It all starts with knowing what’s in the box.

If you’d like to learn more about how TAB can help you know what’s inside your offsite storage boxes, contact us.


3. tabZEROfile: the Green Folder Option!

tabZEROfile Carbon Neutral Recycled Folder, environmentally-friendly folderWith tabZEROfile we’ve created a truly "environmentally friendly" product. We took a holistic view of the product manufacturing lifecycle, including packaging, transportation and disposal, and the result is a 100% recyclable, carbon neutral, acid free folder made from Sustainable Forestry Initiative (SFI) certified products. Even the packaging is recyclable and reusable!

tabZEROfile is the perfect folder for organizations that are doing all they can to reduce their impact on our environment. And the good news is that this folder is the same price as a standard folder!

Learn more about tabZEROfile and get a FREE SAMPLE.


4. What Your Colleagues are Downloading

Want to know what your colleagues are reading?

These are some of our most popular recent downloads:

Risk Management Action Plan: Disaster Recovery and Vital Records in a Hybrid RM Environment

Will your records management program help your organization resume operations in the wake of a large scale disaster?

Protecting your vital records is the best way to ensure business continuity in the event of an emergency, but you can't just deploy a standard toolkit of safeguards. Your approach needs to take into account the requirements of the records and the risks involved.

This process can be complicated, and has been made more so with the emergence of the "hybrid records management environment", where more and more file collections mix paper and electronic records.

The good news is that like many challenges, the combination of vital records and hybrid record-keeping also brings opportunity.

This Risk Management Action Plan details 7 steps for seizing that opportunity. You’ll learn how to:

  • Handle the hybrid "complication
  • Identify vital records
  • Identify threats to these records
  • Quantify the possible impact of each threat
  • Quantify probability of a threat occurring
  • Calculate overall risk level
  • Implement risk mitigation strategies
  • Test and reassess your system
Download this valuable resource here!

Tips for a Green RM Program

Good environmental practices are great for business, and your RM program is no exception.

It just makes sense to develop an environmentally sound records management program that manages paper, electronic and other media across each phase of their life cycle. This valuable resource will help you get there.

You'll get tips on:

  • What to keep and how to store it efficiently
  • Developing a media recycling program
  • Using offsite storage wisely
  • Choosing environmentally-friendly products
  • Getting to a "less-paper" office
  • How to handle materials at the end of their life cycle
Download your copy here.

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