As we reflect on a successful 2025, Zasio is proud to celebrate the accomplishments of our software, support, consulting, legal research, and information security teams. Their dedication has helped us deliver top-tier information governance solutions to our clients and partners.

And we’re excited to build on that success in 2026!

Software & Support:

This year, our Versatile Software/SaaS platform delivered two major updates with another exciting release on the horizon. Dynamic dashboards now offer customizable insights, and our Advanced Records Management Module includes disposition history logs, e-signature approvals, transfer options, and user-defined fields tied to record series.

Versatile users also enjoy enhanced search tools, including an advanced query builder and saved searches for advanced licenses.

We introduced a refreshed Corporate-Wide Access interface with improved accessibility and security. The Data Import Add-On (additional purchase necessary) is now fully integrated across the Versatile platform with a streamlined interface for creating new records. Plus, the Versatile Notification Add-On (VNS) is available to all customers, offering automated alerts and reports. Customers can contact our world-class Support Team to explore how VNS can elevate their program.

Additional updates include Versatile ERMS 4.3 and the Versatile Mobile-App, both coming later this month. These enhancements form part of our modern, flexible platform and set the stage for more innovation ahead.

And don’t forget! Versatile Retention, Express, Professional, and Enterprise customers can upgrade to Versatile 2025 for free.

“The enthusiasm and positive feedback we’ve received from customers upgrading to Versatile 2025 has been energizing,” said Stephanie Martin, Zasio’s VP of Product Management & Support.

Consulting:

Zasio’s Consulting Team didn’t just keep pace with change in 2025 — we helped drive it. Our new subscription-based services saw strong adoption, giving clients direct access to embedded RIM experts for ongoing support. Organizations embraced the model for strategic guidance and practical help on demand.

We continued leading program assessments, email strategy development, and tailored implementation roadmaps to align governance frameworks with real-world workflows and compliance needs.

A renewed focus on litigation readiness and defensible disposition shaped many projects. Clients turned to Zasio to strengthen retention policies, clarify triggers, and reduce risk across legacy systems and active repositories.

Demand surged for solutions to manage electronic records. From organizing repositories to navigating platform-specific challenges, our team delivered actionable strategies to retain what matters, dispose with confidence, and build sustainable practices.

As we head into 2026, Zasio Consulting is energized by the momentum and proud to be your trusted RIM partner!

Our citations total over 173,000 and are still increasing! Zasio’s Legal Research Team has refreshed retention regulations across 101 countries and 74 sub-jurisdictions, keeping our database sharper and more reliable than ever. Our powerhouse legal research team has updated over 20,000 citations in the U.S. and beyond, adding over 7,500 new citations to our expanding database.

And the world keeps getting bigger: Benin, Burundi, Cape Verde, Fiji, Grenada, Nepal, and Vanuatu have joined our roster of researched countries. Versatile now covers 309 jurisdictions (including countries, states, provinces, territories, self-regulated organizations, and supranational unions).

One thing is clear: our database never stops evolving.

Sharing Knowledge: Zasio’s software and consulting teams led almost a dozen webinars in 2025 sharing their RIM and IG expertise. This included our ongoing Versatile Tech Talk series, which introduces customers to the exciting features available in our flagship product, Versatile 2025.

Our Virtual Coffee with Consulting series had a fantastic year! To date, our Consulting team has held 34 educational sessions. Featured topics in 2025 included RIM programs, artificial intelligence, HR + privacy records, and securing records in the digital age. We look forward to you joining us in 2026!

Our consultants and research analysts contributed numerous professional articles on Zasio’s website — ranging from building a smarter RIM program, tax and accounting records, embracing AI in RIM, and building a customized records retention schedule (that actually works).

Increasing Transparency:

Zasio achieved several security goals in 2025.

Cybercriminals never sleep, and with the advent of AI tools and bots, the threats are greater than ever. That’s why Zasio’s Information Security Team stayed vigilant, enhancing security controls in several ways, including:

  • Going deeper with penetration test coverage
  • Adding gamification to our incident response workshop
  • Reviewing and updating security policies and controls
  • Expanding business email compromise testing and training
  • Broadening the scope of zero-trust implementation
  • Adding more logging and anomaly detection to our SIEM system

As always, customers and prospects can see an overview of our Information Security Management System and request access to our SOC 2 report on our Information Security Trust Page. 

On the Road: Zasio exhibited at InfoNext in Savannah, Georgia, and ARMA InfoCon in Phoenix, two of the most prominent conferences in InfoGov. Our team met with industry professionals, presented several educational breakout sessions, and shared insights about Zasio’s software solutions and consulting services. We look forward to once again meeting our industry colleagues in 2026!

Volunteer Service:

Zasio team members held volunteer positions in several community and professional organizations, including the positions of director, past president (x2) of Boise Valley ARMA; Glocal Community Partners, furniture delivery for resettled refugees; Idaho Trail Association volunteer; Idaho Botanical Garden board member.

Giving Back:

Zasio believes in being more than experts in records management. We’re equally committed to giving back to our community.

In 2025, Zasio financially contributed to Idaho Foodbank, Boise Rescue Mission, Tunnels to Towers Foundation, Women’s & Children’s Alliance (Hope Society Member) and AmericaShare.

Cheers to a great year!