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Highlights from the
last year! Get the
Top 5 Records Management Resources of 2009




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December 2009: In This Issue

  1. Top 5 Records Management Resources of 2009 »

  2. Year End Survey »

  3. Imaging Survey Results »

  4. Product of the Year: tabZEROfile »


Dear Records Manager,

OnRecord would like to wish all of our readers a happy holiday season and a prosperous New Year!

This month we've put together the five most popular resources from last year for you, as well as our imaging survey results and our year end survey.

To find out more about what we've covered here, or make to suggestions for future issues, please get in touch!

Regards,

TAB Canada


1. Top 5 Records Management Resources of 2009

These resources were the most popular with our readers! So in case you missed one, or would like to add any of these to your resource library, here they are:

Demonstrating ROI for Records Management Initiatives

Need to show the ROI on your RM Program? This guide tells you how!

We'll give you a strategy for demonstrating records management's ROI based on hard and soft dollar revenue flows, reduced risk and improved long-term returns.

A recent survey of OnRecord readers identified three main sources of hard and soft dollar return on investment for records management initiatives:
  • Savings on physical storage space
  • Staff productivity gains
  • Reduced risk exposure
We'll examine these three objectives in light of basic ROI principles, focusing on those records management approaches which can help optimize that investment over time.

Download this valuable resource here!

Guide to Designing and Delivering a Records Management Training Program

Do you need to train staff on using records management policies, practices and products?

Even the best records management tools and practices are useful only if they can be applied effectively by staff across an organization. So how do you get there?

This guide lays out a number of strategies for designing, developing and delivering a records management training program that helps reduce operating costs, supports compliance with records management requirements and increases efficient access to information.

We'll cover:
  • Obtaining senior management endorsement
  • Engaging training & development professionals
  • Knowing your audience
  • Identifying training objectives
  • Understanding the value proposition
  • Delivery methods
  • Evaluating outcomes
Download this invaluable resource here!

Records Retention Starter Kit

What's the simplest way to make sure your RM program is compliant and efficient?

The answer is to know which regulatory requirements pertain to your organization, and then ask the right questions before applying them to your records.

Sound intimidating? It doesn't have to be. We've put together this great tool for those of you who are getting started with records retention.

The resource is a summary of some important requirement facts you need to know, as well as critical questions you need to consider in addressing them. Together, these facts and questions will help you start to develop a records retention schedule and apply retention periods to actual paper and electronic records.

We'll cover:
  • Transitory records
  • Tax laws and audits
  • Specific tax requirements
  • Employment records
  • Labor laws
  • Workplace safety laws
  • Environmental liabilities
  • Technical standards
  • Legally specific retention triggers
  • Meeting business requirements
Get this great resource here!

8 Ways to Protect and Secure Your Paper Records

Are you doing all you can to safeguard your records?

The list of things that can destroy your paper records is long, from natural disasters to theft. Fortunately, there are a number of steps you can take to protect your vital information from destruction.

We've put together 8 tips to help you understand the range of options available and ensure the integrity of your documents and files, including:
  • Off-site storage
  • General storage tips
  • Conversion options
  • File room security
  • Emergency planning
Get it here.

Tips for a Green RM Program

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

It just makes sense today 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
  • 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
Click here.


2. Year End Survey

We're looking ahead and we'd like to know what our readers will be facing next year. Tell us what your big issues are and we'll do our best to cover them. We'll also publish the results in the next couple of months!

Take this very short survey.


3. Highlights of our Imaging Survey Results

How are your colleagues using imaging? Why? What are they using it for? How is working for them?

We wanted to find out, so a few issues ago we asked you to share your thoughts on your imaging programs. We had a tremendous response and one thing is clear, imaging is playing a much bigger role in records management than ever before. So what does that mean exactly? Here are some of the highlights of our survey results.

Imaging Drivers

Records managers are clearly taking advantage of the information retrieval and sharing efficiencies created with electronic documents. Over 80% of our respondents said they started their imaging program to improve their business processes!

After improving business process, the most significant drivers for imaging are:
  • Meeting regulatory requirements
  • Reducing paper storage
It makes sense: once your documents are in electronic form, they can be found quickly and easily, used by more than one person at one time, and sent to whoever needs them, wherever they are!

At the same time, they don't take up storage space and it becomes much easier to demonstrate compliance with an electronic document.

What is Being Imaged?

Imaging is no longer just the preserving of vital records and client files. While a huge number of respondents said that "all paper documents" were being imaged, here is a quick list of other interesting applications being converted:
  • Council minutes
  • Warranty claims
  • Check requests
  • Expense reports
  • Consumer surveys
  • Work orders
  • Technical reports
Apparently, anything and everything that is a document is currently being imaged somewhere!

Getting Technical

What are people using on the technology side when it comes to imaging their documents?

The vast majority of imaging files created are in .pdf or .tiff format. In fact, almost 60 percent of our respondents said they were capturing in .pdf, followed by over 35 percent in .tiff.

There also appears to be a wide variety of software and platforms being deployed. Here are the top five by response percentage:

24% Shared Folders
19% Document Management
10% SharePoint
6% FileNet
6% Laserfiche

The Challenges

Our readers indicated that one of the biggest challenges when it comes to imaging is resourcing around the initial process of scanning and indexing. Finding the right people with the right skills to scan documents and load them into your document management software can be difficult.

Many of our respondents indicated that getting outside help with the process saved them time and money and allowed them to more quickly realize the benefits.

Here is a more detailed look at the challenges our readers are facing when it comes to imaging.

Backscanning 3%
Cost 2%
Design 2%
Repository 3%
Change Management 8%
Infrastructure 10%
Indexing 20%
Resources 25%
Technical Competency 27%

Why Imaging?

Probably the most interesting finding was the overwhelmingly positive results our readers were seeing from their imaging program.
Reported benefits matched up with the original drivers and overall expectations, including:
  • Better access to information
  • Quicker retrieval times
  • Better information sharing and collaboration capabilities
  • Improved customer service abilities
  • Reduced storage footprint
What was most surprising was the number of respondents (over 65%) that said their number one benefit was the ability to share documents with a number of people in a number of locations at one time.

Interestingly, the majority of our respondents said that they saw ROI in 3-6 months. We even had one reader respond that their biggest challenge was "finding ways to spend the money and time they were saving!"

Imaging as a strategic advantage

Our survey confirmed what we have been saying all along: a good imaging program can save you time and money. But beyond that, it can help your organization recognize the value RM offers in improving the overall business process. If you are interested in talking to TAB about starting an imaging program at your organization, contact us.


4. Product of the Year: tabZEROfile

This year we were very proud to introduce you to tabZEROfile folders, a breakthrough in environmentally conscious filing.

This is a 100% recyclable, carbon neutral, acid free folder made from 100% recycled materials. tabZEROfile is the perfect folder for organizations that are doing all they can to reduce their impact on our environment.

For a FREE sample and all the details click here.



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