Consulting/ Services in Demand
Consulting · What clients ask for most
Services In Demand
Practical engagements built around your goals — from a one-time assessment to Zasio running the RIM program with you, year-round.
The engagements
RIM-as-a-Service
We get it. Implementing good information governance at an enterprise level is a complex and challenging task. RIM touches all aspects of your business, which requires it be addressed across the business — and that is where Zasio comes in. Let us do the heavy lifting: keep your records retention schedule current, solve perplexing and business-specific RIM challenges as they arise, develop and implement RIM program strategies, and ensure the ever-growing patchwork of privacy regulations is incorporated into your RIM practices. Zasio offers several tiers of RIM-as-a-Service — contact us to find which level is right for your organizational needs.
RIM program assessment & roadmap
Understand where your program stands before deciding where it goes. We take critical components of records and information management into consideration to identify areas of improvement related to your goals and objectives, and deliver a written assessment across six areas — program governance, records management policies and the retention schedule, training and awareness, day-to-day records management practices, auditing and monitoring, and technology. Our methodology assesses program quality and effectiveness, and the findings arrive with tailored recommendations and a high-level roadmap for reaching the program you want. An assessment that ends in a plan, not a grade.
RIM & privacy evaluation
We consider critical components of RIM or RIM-related privacy to identify areas of improvement and recommend practical solutions specific to your organization. As one of our many privacy-related RIM initiatives, we will help you proactively identify the privacy laws that impact your records operations — and translate them into retention periods, disposition rules, and a documented basis for each. Privacy evaluations in depth →
Email management strategy
Email is where retention programs quietly go to die. We develop an enterprise-wide strategy for email retention and disposition: preserve the messages with genuine recordkeeping value, dispose of transitory ones on a defensible schedule, and design the whole thing around what your systems support and your people will actually do. Informed by approaches proven with clients in your industry.
RIM policy development
The policy is where accountability lives. We draft, revise, and streamline records and information management policies that define how information must be managed across its lifecycle — aligned with industry best practice, written to be read, and matched to how your organization actually operates. Existing policies get sharpened; missing ones get built.
Handling requirements
Retention periods are only part of the law. We identify and map handling requirements — mandated destruction methods, storage location and cross-border movement restrictions, and required media or formats — citation by citation to the record series they affect. So your schedule answers not just how long, but how, where, and in what form.
Implementation & communication strategies
We work with organizations every day to overcome RIM program implementation challenges. We craft an implementation schedule that's tailor-made to your organization's needs, and will provide metrics and milestones to track success. We can also develop a communication strategy and training materials for your RIM stakeholders. Many organizations also request our involvement supporting staff training, covering topics specific to your organization's processes.
Retention schedule development
A good record retention schedule is the linchpin of a defensible RIM program. Every retention schedule must be designed to cover business operations while also maintaining simplicity — after all, simplicity is the best way to create a culture of adherence. Our RIM experts conduct stakeholder interviews to identify records and practices, and use that to create a single, functional, process-oriented retention schedule: creation, optimization, harmonization and research, the flagship engagement.
Retention requirements research
Our in-house team of legal professionals have researched a combined 303 countries, states, provinces, territories, self-regulated organizations and supranational unions for a total of 183,000+ substantive citations, and counting. Citations are continually updated on a rolling basis with weekly updates, and research quality shows in the lifecycle of each citation: initial research entry, industry vetting, then regular validation and update.
Annual schedule maintenance
A retention schedule is current the day it's delivered — then the law keeps moving. Annual maintenance revalidates your existing citations, identifies newly enacted retention, privacy, and handling requirements across your jurisdictions, and recommends adjustments and jurisdiction-specific exceptions where appropriate. With on-demand advisory support between cycles, so the questions that come up mid-year get expert answers too.
Ongoing partnership: RIM subscriptions
RIM-as-a-Service, formally. An annual subscription puts Zasio's consultants on call for your program — schedule questions, targeted research, benchmarking, strategy — in three tiers, sized to how much of the program you want us carrying.
Advisory on call
The core subscription: a bank of consultant hours for retention schedule support, new records classification, targeted research, and general RIM and information governance guidance through the year.
Advisory + privacy monitoring
Everything in Silver, plus ongoing privacy monitoring: alerts and guidance as global and domestic privacy laws change, translated into recommended updates to your retention schedule — not a newsletter you have to interpret yourself.
An extension of your team
The top tier, for organizations that want Zasio functioning as part of their RIM operation year-round. Tell us your goals and we'll shape what a Purple year looks like for you.
Deliverables arrive in the Versatile Retention Schedule Management application, or in Excel, Word, or PDF — whichever fits how your program runs. Zasio is not a law firm and does not provide legal advice.