Records Management

Do you have ready access and visibility into your contract’s content?

Records organization & clean-up – Business acquisitions or divestitures, process changes or unit reorganizations often leave the records stores in a state where they no longer enable users to perform their daily tasks efficiently. Documents need to be centralized, in common formats, reclassified in line with better attribute models, old or duplicate documents removed, access rights aligned, compliance policies implemented.

Document Migration – When integrating organization records post M&A, obsolescence of technology, or the introduction of new regulations, it becomes important to migrate documents and enhance the attributes of those records in the process.  Additional factors to consider include: document security, integration of systems, decisions on new architecture, reporting and reconciliation of records in the old and new systems.

Benefits We Provide


Identifying the unique needs of each business unit, in the context of corporate standards, and future proof technology solutions enables efficiency and frictionless adoption. Some key aspects of these tasks include:

  • Realtime collaboration and feedback
  • Designing for the future, large & varied document/data sets
  • Automatic document synchronization
  • Metadata extraction and transformation
  • Enhanced security and audit trail generation
  • Connectivity to other systems – automating the workflow

Reduce Costs

Reduce Risk

Our Approach

We conduct interview sessions with stakeholders, user groups, support and operations to understand current state, desired outcomes, how governance, policies, rules and systems architecture can achieve desired business results.

We explore with the customer team, new AI/ML enabled technologies, map point solutions to re-imagined process and practices. Establish investment, ROI and launch opportunities.

Applying a high degree of discipline and competence we ensure that the project outcomes happen on time, on budget and that they are measured only against customer needs and goals.

We ensure that insight has been achieved that will be the foundation and framework for all future investment in the areas we build.

We leave the customer with a forward looking roadmap that will ensure the solution that is in place has longevity and meets the needs of ever changing of business and customer demands.

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