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Meet Our Team! Rick Surber, Licensed Attorney / Senior Consultant

Meet Our Team! Rick Surber, Licensed Attorney / Senior Consultant

by Zasio | May 11, 2022 | Blog, By Rick Surber

Tell us about your role at Zasio.  As a Senior Consultant at Zasio, I have the privilege of working with clients to improve their IG/RIM programs. My most requested role involves simplifying or creating records retention schedules and other RIM policies/procedures....
Poking Holes in Big Buckets — The Impacts of Data Privacy and Security on Simplified Retention Schedules

Poking Holes in Big Buckets — The Impacts of Data Privacy and Security on Simplified Retention Schedules

by Zasio | May 9, 2022 | Webinars

Big buckets have been the trend in recent years, but if they are too big and designed without a sound strategy, unnecessary risks are created for your organization. While everyone wants a simple retention schedule, ignoring necessary exceptions leads to over-retention...
Part 3: It’s a Marathon, Not a Sprint – Successfully Implementing Your Simplified RRS

Part 3: It’s a Marathon, Not a Sprint – Successfully Implementing Your Simplified RRS

by Zasio | Apr 22, 2022 | Blog, By Jennifer Chadband

It’s a common mistake in records and information management (RIM) to put all your focus on creating your records retention schedule (RRS) and neglect what comes next: implementation. Lax planning, poor preparation, and a lack of oversight will frustrate even the best...
Part 3: It’s a Marathon, Not a Sprint – Successfully Implementing Your Simplified RRS

Part 2: Keep it Simple, Duh. – Developing a Simplified RRS

by Zasio | Apr 14, 2022 | Blog, By Jennifer Chadband

Long gone are the days of intricate departmental records retention schedules—often very long, with duplicative record categories scattered across multiple business areas. Today, a simplified functional (or Big Bucket) records retention schedule (RRS) is the way to go...
Part 3: It’s a Marathon, Not a Sprint – Successfully Implementing Your Simplified RRS

Part 1: One Size Doesn’t Fit All – Customizing Your RRS Through Information Collection

by Zasio | Apr 8, 2022 | Blog, By Jennifer Chadband

A records retention schedule (RRS) is truly the linchpin of a sound and legally defensible records management program. Each RRS must be designed to provide a balance between robust coverage of business operations on the one hand, and simplicity of use and...
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