Our Services

Records Management Program Design & Development

Reviewed and revamped records retention schedules. Consolidated records series classifications to enable ease of use for non-records personnel. Developed records series for manufacturing operations' records. Reviewed and updated all legal research. Reviewed specifications for records management software packages. Provided basic records management training to Information Systems staff involved in project. Ensured compatibility of records schedules to records management software package. Provided input to validation process for records management software.

Wrote publications promoting City's Records Management and Archives resources for distribution to all departments, as well as the general public. Wrote procedural guidelines for general records management, electronic records and forms to be used as resources by City employees designated Records Management Officers for their organizational units.

Designed forms for gathering records inventory data. Developed database for capture of inventory data (Paradox). Recruited and trained temporary help to aid in records inventory. Supervised all records inventory activities. Interviewed 45 records users representing all departments regarding records creation, retrieval, filing and storage needs. Developed classification scheme for all records. Developed retention schedules based on legal research. Developed comprehensive records management policy and procedure manual. Developed procedure for transfer of inactive records to storage. Developed guidelines for identifying vital and historic records. Developed records management training program, including presentation slides and classroom exercises. Provided "train the trainer" instruction for National Ministries records manager. Made recommendations for open shelf filing, along with estimated costs. Provided information regarding archival storage materials for preservation of historic records. Developed standard naming conventions and directory structures for electronic records. Made recommendations for electronic document management system for version control of National Ministries policy statements. Made recommendations and estimated costs for records management software implementation. Developed records management statistics for use in reports to senior management.

Inventoried Legal Department’s collection of 20,000 items received through merger and acquisition activity. Surveyed document use requirements, created indexing database and provided training to employees. Made recommendations for destruction. Made recommendations and developed procedures for maintaining active files.

Presented records management project to company-wide staff. Provided data gathering forms and training in inventory and interviewing techniques to in-house records management team. Worked with team to formulate practical work plan encompassing both paper and electronic records. Design database for record holdings (MS Access 2.0) as a means for records classification. Formulate records retention schedules, provide policy and procedure manual, and develop audit procedure. Train in-house staff in records management techniques.

Studied information use within Analytical Chemistry Department through interviews with 23 scientists representing a department of approximately 150 users. Recommended filing classification scheme for scientific documents and designed shelf filing system. Produced study report detailing information access alternatives and approximate costs. Presented study findings to management and end users during departmental meeting.

Developed a records management program and records retention schedule for Unisys Corporation at the request of Corporate Law. Developed and published guidelines for managing corporate information that allowed delegation of responsibility to line managers.

Project involved evaluation and re-organization of materials encompassing internal and external documents serving Chief Executive Office and staff responsible for fund performance analysis. Information collection had accumulated over 15 years without formal filing structure or index. Inventoried items, analyzed retrieval requirements, developed retention schedule and specified retrieval database. Developed bar code system for item location.

Implemented all of the recommendations made in the project report. Recruited assistance with implementation activities and converted all holdings to new system. Provided project management services for change-over.

Calculated the amount of storage needed for the collection in Vanguard's new building, and specified the quantity and configuration for mobile shelving for the architect and storage shelving vendor. Developed the moving plan for the records, packed all boxes for the move, unpacked and shelved records at the new location. Trained collection manager to maintain the revamped repository.

Performed inventory of Corporate Law Library, selected offices and all software documentation. Designed interim database on Microsoft Excel to permit tracking of print resources. Trained Legal Administrator and others in database use.

Provided advice, guidance and training for implementation of records management program at small municipal government office. Developed inventory forms for active and inactive records holdings. Provided training for personnel performing inventory. Developed database of inventory holdings (MS Access). Analyzed inventories and made recommendations for records retention and destruction based on Pennsylvania General Records Schedule for State and Local Government. Produced destruction lists and obtained sign-off of record owners. Calculated space requirements for records storage in administrative and police offices (new construction). Provided filing equipment recommendations, including specifications for mobile shelving units. Provided file room layouts for architects (drawn to architectural scale using Visio). Developed detailed shelf lists for moving records from current space to new quarters.