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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 …

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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 …

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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 …

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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 …

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Are Your File Boxes Out of Control?

  Are you struggling to manage your old paper files? I have worked with several businesses who have accumulated over the years several hundred boxes of business records. The businesses would periodically pull paper files not currently needed and place them into file boxes. They store the boxes in a storage location: maybe in a …

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