Organize

ARMA Chapter Panel: Digitizing Paper

Some of you may know that I’m the Vice President of the ARMA chapter board in our Greater Sacramento Capital. Putting together this panel of people who are very knowledgeable about digitizing paper seemed like the perfect timing. With the shelter-in-place status, many businesses or organizations who may have done a lot of their record …

ARMA Chapter Panel: Digitizing Paper Read More »

The Waterfall Method of Date Migration

The Waterfall Method of Data Migration

Data migrations typically come about when a firm implements new software. For example, every time I help a firm move from their old system to iManage Records Manager (IRM), we perform a data migration. At InfoCompass Business Solutions, we use the Waterfall method of data Migration. The Waterfall Method These implementations are linear. They go …

The Waterfall Method of Data Migration Read More »

Matter File Best Practices for Law Firms

Law Firm Matter File Best Practices for the 21st Century

Law firms face unique challenges when it comes to managing their client matter files. Firms have an ethical responsibility to safeguard client information, meaning data security needs to be a high priority, but at the same time, lawyers also need the ability to access information quickly and easily from a variety of locations. Think of …

Law Firm Matter File Best Practices for the 21st Century Read More »

Get Support for Less Paper Initiative

Getting Support to Use Less Paper

If you have been following along with my posts this month, you understand the value of reducing paper in records systems and what it will look like once you are done. The last step in this process is getting support from your colleagues. Change always requires executive support. Getting your executive team to support your …

Getting Support to Use Less Paper Read More »

Record Keeping Definition

Record Keeping Definition – What is Records Management?

As a certified records manager, I often get asked, what is the definition of record keeping? The official glossary of records management by ARMA International states the record keeping definition. “The field of management responsible for establishing and implementing policies, systems, and procedures to capture, create, access, distribute, use, store, secure, retrieve, and ensure disposition …

Record Keeping Definition – What is Records Management? Read More »