Featured Case Study

New Retention Schedule Delivers Superior Processes & Cost Savings

The merger of two financial services companies created a huge task to consolidate, re-classify and/or dispose of numerous records. Prior to the merger, each firm had its own records and information management systems, processes, and retention schedule.

This case study chronicles how Hilltop Securities modernized their records management program. Better tools significantly improved operations, records compliance and achieved measurable success in cost savings!



Cleaning Up Shared Drives 1.40 MB 22 downloads

ROT is filling up organizations’ shared drives, creating unnecessary risks, driving up costs, and making it difficult for them to find the information they need to do business efficiently. Five organizations reveal why and how they cleaned up or have planned a cleanup of their shared drives. ...