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89 Resources for

records management

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Simplifying Paperwork Frees Foster Care Staff to Put Clients First
The fewer hours A Second Chance Inc. ASCI staff members spend handling paperwork and other routine tasks, the more time they can devote to helping their clients. Until recently, agency employees were still writing most of their reports by hand and using phone calls or U.S. mail to communicate. The...
Tags: Network, Agency, Microsoft Corp., Paperwork, Advertising & Promotion, Records Management, Marketing
Case studies
TechNet Webcast: Effective Document and Records Management Using Server and Client Technologies in the 2007 Office System (Level 200)
In this webcast, get an overview of the simple but sophisticated document management, workflow, and policy and compliance features in 2007 Microsoft Office system client applications and Office SharePoint Server 2007. The presenter also presents extensive demonstrations that illustrate the capabilities of these document and records management features and how...
Tags: Webcast, Server, Microsoft Corp., Microsoft TechNet, Records Management, Managerial Accounting, Microsoft Office, Finance, Office Suites, Software
Webcasts
Major Law Firm, Cooley Godward LLP, Increases Business Intake Efficiency by 90% Using MDY FileSurf
Facing the downturn in the high technology sector, its primary customer base, Cooley Godward recognized the need to optimize internal processes that would allow the firm to better serve its clients today and into the future, and to compete successfully with other law firms in a tough economic environment. This...
Tags: Computer Associates International Inc., Records Management, Managerial Accounting, Litigation, Finance, Business Operations
Case studies
Streamlining Records Management Using SharePoint Server 2007 Workflow
The Microsoft Legal and Corporate Affairs LCA Records Management team created an efficient inventory tracking solution that gives Microsoft employees easy access to physical records information and eliminates the need to handle inventory searches manually. Building on Microsoft Office SharePoint Server 2007 and Microsoft Office InfoPath 2007, the new solution...
Tags: Microsoft SharePoint, Inventory Tracking, Microsoft Corp., Workflow, Records Management, Managerial Accounting, Process Improvement, Team Management, Finance, Quality, Business Operations, Management
Case studies
Thacher Proffitt Makes Records Management History With Comprehensive Imaging, a Solid Federated RM Approach and CA MDY FileSurf
Thacher Proffitt & Wood LLP has provided creative legal solutions to the financial services industry. The Director of Records & Information Management was aware that without a revamped digital solution and strategy for federated records management the firm would be open to a bevy of challenges. The challenges included increased...
Tags: Imaging, Computer Associates International Inc., Thacher Proffitt & Wood LLP, Records Management, Managerial Accounting, Document Management, Strategy, Finance, Enterprise Software, Software, Management
Case studies
Records Management: A Real World Guide
Today's increasingly regulated business landscape requires that you manage digital records in a way that ensures you can find the documents you need when you need them, and that those records will be credible to compliance auditors upon their review. If you're not 100 percent sure that your current records...
Tags: FileNet Corp., Records Management, Managerial Accounting, Finance
White papers
TechNet Webcast: Compliance and Records Management (Level 200)
The presenter of this webcast considers records management and its challenges. The presenter reviews the Enterprise Content Management ECM features in Microsoft Office SharePoint Server 2007 and examines how these features can make records management easier. After watching this webcast the viewer will learn about collaborative spaces and records spaces,...
Tags: Webcast, Compliance, Microsoft TechNet, Records Management, Managerial Accounting, Finance
Webcasts
Accelerate Compliance With Integrated Content and Records Management
New regulations, the threat of litigation and the spiraling cost of effective storage place company record-keeping, content and data management practices under unprecedented scrutiny. Proactive information lifecycle management ILM and an integrated approach to enterprise content management, records management and information storage systems, can help you get maximum value from...
Tags: Compliance, EMC Corp., Records Management, Storage, Managerial Accounting, Information Lifecycle Management (ILM), Hardware, Finance, Enterprise Software, Software
Webcasts
Featured Demo: New Records Management
The new, unified release of EMC Documentum Records Manager applies a modular approach to records management, so the user can implement a solution based on the specific needs and budget of the organization. The user can mitigate risk and achieve compliance by establishing a uniform set of policies for the...
Tags: EMC Corp., Records Management, Managerial Accounting, Storage, E-mail, Finance, Hardware, Online Communications
Webcasts
Collaborative Support Solution to Resolve Problems Faster, Raise Employee Satisfaction
Pacific Life Insurance Company provides life insurance products and other investment products to individuals and businesses. In 2006, the company purchased a solution to more efficiently manage electronic documents and automate its compliance with records retention policies. Pacific Life turned to Microsoft Office SharePoint Portal Server 2003 and Meridio eDRM....
Tags: Employee Satisfaction, Microsoft Corp., Insurance, Records Management, Financial Planning, Managerial Accounting, Enterprise Software, Business Operations, Corporate Insurance, Finance, Software
Case studies
Managing Electronic Records Across the Enterprise - IBM's Federated Records Management Solution
Records management has become a critical corporate priority as a result of sweeping legislation and regulation of business practices and processes. But the reality is that, for most organizations, information that needs to be managed as a record is scattered across multiple repositories. This means that traditional electronic records management...
Tags: Electronic Record, IBM Corp., Records Management, Managerial Accounting, Finance
Webcasts
Product Discussion on Documentum Records Manager 5.3
This webcast will provide an overview of the new Records Manager 5.3 release, as well as discuss the value of the newly architected solution and how the modular design benefits both IT and end users. Additionally, the webcast discusses the new integration with Information Rights Management Services and how this...
Tags: Webcast, EMC Corp., Documentum, Records Management, Storage, Digital Media, Hardware, Consumer Electronics, Personal Technology
Webcasts
Documentum Fundamentals: Enterprise Records Management
New regulations, the threat of litigation and the uncertain costs of compliance bring record keeping and content management practices under unprecedented scrutiny. This webcast tells you how you should respond - and offers a sneak peak at a new product, Documentum Records Manager 4. In this webcast, you will learn...
Tags: EMC Corp., Documentum, Records Management, Managerial Accounting, Finance
Webcasts
Achieving Enterprise Compliance and Operational Efficiencies with IBM Federated Records Management
The proliferation of digital information has given rise to a regulatory environment that is imposing an increasing number of controls on how that information is managed. In many cases, organizations are force to retain records to prove they are acting in accordance with laws, regulations or guidelines. In addition, all...
Tags: Compliance, IBM Corp., Records Management, Managerial Accounting, Finance
White papers
Introduction to the Records Center Site
The Records Center site template in Microsoft Office SharePoint Server 2007 is designed to help organizations implement their records management and retention programs. The Records Center is intended to serve as a central repository in which an organization can store and manage all of its records. The Records Center supports...
Tags: Records Center, Records Management, Managerial Accounting, Finance
White papers
Site Templates Available in Microsoft Office SharePoint Server 2007
When a person creates a new Microsoft Office SharePoint Server 2007 site, he can start by selecting one of several different kinds of site templates. The site templates included in Office SharePoint Server 2007 contain pages, lists, libraries, and other elements or features that support specific content publishing, content management,...
Tags: Microsoft Corp., Records Management, Microsoft Office, Office Suites, Software
White papers
POWER Engineers, Inc. Increases Productivity and Reduces Risk With User-Friendly Document and Records Management
At any given time, POWER Engineers, Inc. - a full-service engineering consulting firm specializing in the energy, facilities, and communications markets - manages more than 2,000 concurrent projects with anywhere from two to 40 team members per project. As a result, it produces vast quantities of information that must be...
Tags: Oracle Corp., Records Management, Team Management, Management
Case studies
LCA Records Management Team Builds Solid Inventory Management Solution With Office InfoPath 2007 and Office SharePoint Server 2007
With 2 million storage boxes of information and company records, the need to keep track of the content and location of every box is a daunting task for the half dozen team members of the Law and Corporate Affairs LCA Records Management team at Microsoft. The LCA Records Management team...
Tags: Team, Inventory Management, Microsoft Corp., LCA Records Management Team, Records Management, Team Management, Managerial Accounting, Microsoft Office, Management, Finance, Office Suites, Software
Case studies
Expanding Financial Institution in Mexico Improves Operational Processes and Eases Growing Pains With the 2007 Microsoft Office System
Banco Compartamos, S.A. Institucion de Banca Multiple, the number one financial institution in Mexico and Latin America for granting micro loans to small independent businesses, has an aggressive goal of increasing its customer base by over 1 million new customers by 2008. Because there is currently no unified method for...
Tags: Financial, Microsoft Corp., Mexico, Records Management, Financial Services, Microsoft Office, Office Suites, Software
Case studies
Brokerage Embraces Electronic Document Management for Better Customer Service
Without a standardized document management system, Arthur J. Gallagher Risk Management Services AJGRMS - a division of Illinois-based Arthur J. Gallagher & Co. - relied on paper and disparate systems when it came to storing quotes, policies, and other documents. This reliance increased the time required to access important documents...
Tags: Customer Service, Document, Microsoft Corp., Document Management, Content Management, Managerial Accounting, Groupware, Records Management, Enterprise Software, Software, Finance
Case studies

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