How to ensure successful records management
Businesses/organizations that are the most successful at records management have some common traits, such as being good at searching, reusing, producing, and storing documentation or at controlling the collection of internal and external comments.
Do you want to know how you and your business can get better at records management? Do you want to know how others have done it?
Here are some examples of things that businesses should do in order to succeed – five things that most businesses with good and efficient records management have implemented and three things they no longer do. (If you are still wondering why good records management is important, I have given the subject some thought here.)
5 things businesses with good records management implement
- They make use of a user-friendly, configurable, and integrated solution for records management.
- They have a minimum of procedures controlling what is and isn’t allowed, such as when to register a new document, and their system does not allow any uncertainty or improvisation.
- They know where to turn to get or search for information as well as storing documentation (including important e-mails).
- They have just one person in charge of contact with their solutions vendor in those cases where someone would like to change how the business manages its records.
- They have a vendor who is easy to reach for advice and assistance, who has a good understanding of their setup and can advise them on what is smart, not just on whether it is possible, and who is always ready to help.
3 things employees in businesses with good records management stop doing and never go back to doing again
- They consider it completely out of the question to return to putting business critical documentation on their hard drives.
- It is unthinkable for them to save business critical e-mails on their own PCs or forward attachments to colleagues just to be safe.
- Yellow post-it notes with comments regarding documentation are a thing of the past.
Do you want to know more about our experiences implementing solutions and procedures that help employees work smarter and more efficiently? Then contact our Professional Services department.