Case Studies &

Project Stories

Learn about some of the successes we’ve had with clients in the past.

Technology Service Provider

A Non-Profit tech company found out they were exceeding storage capacity. As a result of the approval and implementation of the full records management program, the organization has begun conducting their first internal audit and disposition of any…

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Local Union

This department was able to meet the demanding needs of their members and their staff by allowing the staff to easily see what records existed for any new members going forward. Ultimately, their plan is to also conduct a back-file conversion. The records management staff at a…

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Global Financial Institution

A big bucket approach to retention has been successfully proven to allow organization to manage their records in a much more effective and efficient capacity. The project success allowed the organization to prepare for their migration to the new enterprise content management system, that…

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Major Retailer

The solution drew out the need for a policy that would address how the client would implement the project and actually start deleting content that did not meet the definition of a record. The end result was the ability to finally dispose of…

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