# Zasio

> Records management software (the Versatile platform) and information-governance
> consulting from Zasio Enterprises, Inc. — Boise, Idaho, since 1987. SOC 2 Type 2
> attested.

## Platform

- [Records Management Software](https://zasio.com/technology-solutions/): the Versatile platform
- [Electronic Records Management](https://zasio.com/technology-solutions/electronic-records-management/): repository or manage-in-place
- [Retention Schedule Management](https://zasio.com/technology-solutions/retention-schedule-management/): 183,000+ legal citations behind the engine
- [Physical Records Management](https://zasio.com/technology-solutions/physical-records-management/): warehouse-grade tracking
- [Workflow](https://zasio.com/technology-solutions/workflow/)
- [Web Client](https://zasio.com/technology-solutions/web-client/)
- [Corporate Wide Access](https://zasio.com/technology-solutions/corporate-wide-access/)
- [VIA, the AI assistant for records management](https://zasio.com/technology-solutions/via/): runs on Zasio infrastructure; customer questions and records are never sent to third-party or public AI providers
- [Integrations](https://zasio.com/technology-solutions/integrations/): SharePoint, OneDrive, Box, and more
- [Security & Trust](https://zasio.com/technology-solutions/trust/)

## Consulting

- [Consulting & Legal Research](https://zasio.com/consulting-services/)
- [Retention Schedule Consulting](https://zasio.com/consulting-services/records-retention-schedule/)
- [Privacy Evaluations](https://zasio.com/consulting-services/privacy/)

## Customers

- [Customer case studies](https://zasio.com/customers/): City & County of Denver, University of Washington, Highmark Inc., the Inter-University Council of Ohio and Ohio State University, and a global pharmaceutical company
- [News & insights](https://zasio.com/news/)

## Company

- [Industries served](https://zasio.com/industries/): financial, insurance, pharmaceutical, government, healthcare, education, legal, energy & utilities, oil & gas, manufacturing, retail & hospitality
- [Information Security](https://zasio.com/information-security/): SOC 2 Type 2 (AICPA), annual third-party penetration test, TLS 1.2+/AES-256, Microsoft Azure hosting with per-customer databases
- [Technical Support](https://zasio.com/support-services/): subject-matter experts, weekdays 7 a.m.–6 p.m. Mountain, 800-513-1000 opt. 2
- [About](https://zasio.com/about-us/) · [Careers](https://zasio.com/about-us/careers/)

## Contact

- [Request a demo](https://zasio.com/about-us/contact-us/)
- Phone: 800-513-1000
- Email: connect@zasio.com

## Published case studies

- [Government Records Management Case Study](https://zasio.com/government-records-management-case-study-licking-county/)
- [Government Records Management Software: ISHS Case Study](https://zasio.com/government-records-management-software-case-study/)
- [Physical Records Management Case Study | Butler County](https://zasio.com/physical-records-case-study-zasio-versatile/)
- [Southampton Municipalities Physical Records Management](https://zasio.com/town-of-southampton-case-study-versatile-2025-with-standard-physical-records-management/)
- [Zasio Consulting Services Case Study: United Bank](https://zasio.com/zasio-case-study-united-bank-consulting-services/)
- [Versatile 2023 SaaS with Retention Schedule Management Case Study: Wake County](https://zasio.com/versatile-2023-case-study-wake-county-zasio/)
- [Versatile Enterprise™ Case Study: The City of Bellevue](https://zasio.com/versatile-enterprise-case-study-the-city-of-bellevue/)
- [Versatile Enterprise™ Case Study: The City of Vaughan](https://zasio.com/versatile-enterprise-case-study-city-of-vaughan-zasio/)
- [Versatile Retention™ and Enterprise™ Case Study: Global Leader in Pharmaceutical Industry](https://zasio.com/zasio-case-study-versatile-retention-enterprise-zasio-pharmaceutical-industry/)
- [Versatile Professional™ SaaS Case Study: The City of Encinitas](https://zasio.com/zasio-case-studyversatile-professional-saas-encinitas-california/)
- [Versatile Enterprise™ Case Study: The University of North Dakota](https://zasio.com/versatile-enterprise-university-north-dakota/)
- [Zasio Consulting Services and Versatile Retention™ Case Study: More Than a Vendor - Why Zasio is a Trusted Partner for this Global Pharmaceutical Company](https://zasio.com/case-study-global-pharma-2/)
- [Versatile Professional™ Case Study: Air Van Moving and Transportation](https://zasio.com/case-study-air-van/)
- [Versatile Enterprise™ Case Study: Dominion Energy](https://zasio.com/case-study-dominion-energy/)
- [Get Your Records Retention Schedule Under Control — And Keep It That Way: A Case Study in Global Retention Scheduling](https://zasio.com/case-study-international-retention-schedule/)
- [Get Your Records Retention Schedule Under Control - And Keep It That Way: A Case Study in Global Retention Scheduling](https://zasio.com/developing-international-retention-schedule/)
- [Versatile Enterprise™ Study: The University of Washington](https://zasio.com/case-study-the-university-of-washington/)
- [Retention Schedule Case Study: Ohio Universities](https://zasio.com/case-study-the-inter-university-council-of-ohio-and-ohio-state-university/)
- [Zasio Consulting Services Case Study: Southwest Gas Corporation](https://zasio.com/case-study-southwest-gas-corporation-2/)
- [Versatile Enterprise™ Case Study: Service Corporation International](https://zasio.com/case-study-service-corporation-international/)
- [Versatile Enterprise™ Case Study: Utah Division of Archives and Records Service](https://zasio.com/case-study-utah-division-of-archives-and-records-service-2/)
- [Versatile Enterprise™ Case Study: How a Global Leader in Oil Exploration and Production Streamlined Their Records and Information Governance Program](https://zasio.com/case-study-how-a-global-leader-in-oil-exploration-and-production-streamlined-their-records-and-information-governance-program/)
- [Versatile Enterprise™ Case Study: Idaho State Historical Society](https://zasio.com/case-study-idaho-state-historical-society/)
- [Versatile Retention™ Case Study: Highmark Inc.](https://zasio.com/case-study-highmark-inc-2/)
- [Versatile Enterprise™ Case Study: The City of Kodiak](https://zasio.com/case-study-the-city-of-kodiak/)
- [How Denver Managed 7 Million Records with Versatile™](https://zasio.com/case-study-the-city-and-county-of-denver/)

## Recent research & insights (latest 40)

- [Records Retention Compliance: Fix Employee Attachment Styles](https://zasio.com/records-retention-compliance-attachment-styles/) (2026-08-13)
- [Chile Records Retention Requirements](https://zasio.com/chile-records-retention-requirements/) (2026-07-30)
- [The AI Records Readiness: Six Information Governance Pillars](https://zasio.com/the-ai-readiness-recipe-six-information-governance-pillars-every-organization-needs/) (2026-07-27)
- [Updating Retention Schedules Too Often: Organizational Risk](https://zasio.com/retention-schedule-compliance-risk-management/) (2026-07-07)
- [AI Records Litigation: From Chatbot to Courtroom](https://zasio.com/ai-records-in-litigation/) (2026-07-07)
- [AI Data Traceability for Modern Records Management](https://zasio.com/ai-data-traceability-records-management/) (2026-06-29)
- [Mexico Records Retention Requirements](https://zasio.com/mexico-records-retention-requirements/) (2026-06-10)
- [Zasio Senior Analyst Michaela Adams Earns IGP Certification](https://zasio.com/michaela-adams-igp-certification-zasio/) (2026-06-05)
- [Building a RIM Program: The Essential 4-Pillar Framework](https://zasio.com/building-rim-program-records-management-pillars/) (2026-05-22)
- [Records Management and Retention in France: 2026 Overview](https://zasio.com/france-records-management-retention/) (2026-05-20)
- [Versatile 2026 Software Update: SaaS & On-Prem Coming Soon](https://zasio.com/versatile-2026-saas-customers-update/) (2026-05-18)
- [Presidential Records Act Suit: Records Management Compliance](https://zasio.com/presidential-records-act-suit-rim-compliance-lessons/) (2026-05-18)
- [Zasio Analyst Earns AI Governance Professional Certification](https://zasio.com/zasio-senior-analyst-frank-fazzio-earns-aigp-certification/) (2026-05-07)
- [Zasio ARMA Nebraska: Insights on Data Management](https://zasio.com/zasio-staffers-to-present-at-arma-north-dakota-spring-seminar/) (2026-05-01)
- [Automated Record Management: Building System-Ready Rules](https://zasio.com/automated-record-management-strategies/) (2026-04-27)
- [China Record Keeping: 2026 Compliance & Archival Guide](https://zasio.com/china-record-keeping-compliance/) (2026-04-14)
- [Defensible Disposition Framework: 6 Steps to Record Deletion](https://zasio.com/defensible-disposition-framework-record-deletion/) (2026-04-07)
- [Zasio Unveils Versatile 2026 Records Management Software](https://zasio.com/zasio-versatile-2026-records-management-software/) (2026-03-31)
- [Retention Is Governance: Records Schedules as IGIM Backbone](https://zasio.com/retention-governance-records-schedules-igim-backbone/) (2026-03-26)
- [Why Process-Driven Retention is Essential for Compliance](https://zasio.com/process-driven-retention-rim-compliance/) (2026-03-23)
- [Defensible Records Management: Lessons from a Trial Lawyer](https://zasio.com/defensible-records-management/) (2026-03-09)
- [Managing AI Records: From Algorithms to Audit Trails](https://zasio.com/from-algorithms-to-audit-trails-managing-ai-records-end-to-end/) (2026-03-06)
- [Process-Driven Retention: The Future of Data Governance](https://zasio.com/process-driven-retention-future-of-governance/) (2026-02-19)
- [5 Vital Benefits of Offsite Record Storage for Your Business](https://zasio.com/hard-copy-resilience-and-offsite-record-storage-trends-why-physical-records-still-matter/) (2026-01-12)
- [Information Management Cybersecurity: Lessons from New York](https://zasio.com/information-management-cybersecurity-lessons/) (2026-01-05)
- [2026 Records Management Trends: Expert Insights](https://zasio.com/records-management-trends-2026/) (2026-01-02)
- [6 Steps to High-Value Records Security: Framework & Strategy](https://zasio.com/high-value-records-security-webinar/) (2025-12-15)
- [Zasio's 'Versatile' 2025: Innovation, Security, and Success](https://zasio.com/zasio-versatile-2025-year-end-review/) (2025-12-14)
- [RIM Change Psychology: Overcoming Employee Resistance](https://zasio.com/employees-risisting-change-rim/) (2025-10-31)
- [Cloud Records Management: Sovereignty & Compliance Guide](https://zasio.com/cloud-records-management-sovereignty-compliance/) (2025-10-23)
- [HR Records Retention Scheduling for Privacy Compliance](https://zasio.com/hr-records-in-a-growing-privacy-climate/) (2025-10-01)
- [Virtual Coffee with Consulting: Securing High-Value Records](https://zasio.com/virtual-coffee-with-consulting-securing-high-value-records/) (2025-09-26)
- [Beyond the One-Dimensional Retention Schedule](https://zasio.com/beyond-the-one-dimensional-retention-schedule/) (2025-08-20)
- [IG Professional Stakeholder Management for Program Success](https://zasio.com/information-governance-stakeholder-management/) (2025-08-19)
- [How Does Versatile ERM Compare to Microsoft Purview™?](https://zasio.com/versatile-vs-purview-erm-comparison/) (2025-08-14)
- [Navigating New U.S. Health Data Laws](https://zasio.com/navigating-new-u-s-health-data-laws/) (2025-07-30)
- [Revamping Your RIM Program: Roadmap to Resilience](https://zasio.com/revamping-your-rim-program-a-roadmap-to-resilience-and-efficiency/) (2025-07-17)
- [Records Retention Risks in Messaging Apps](https://zasio.com/hidden-dangers-of-poor-records-retention-policies-in-messaging-apps/) (2025-07-16)
- [Zasio Staff Selected to Present at ARMA InfoCon 2025 in Phoenix](https://zasio.com/zasio-staff-selected-to-present-at-arma-infocon-2025-in-phoenix/) (2025-06-30)
- [The Sound of Records: Managing Audio as Primary Record Type](https://zasio.com/managing-audio-records/) (2025-06-27)

## Full archive

- [All 373 posts, by year](https://zasio.com/news/) · [llms-full.txt](https://zasio.com/llms-full.txt) lists every post with its summary

## Every post

- [Records Retention Compliance: Fix Employee Attachment Styles](https://zasio.com/records-retention-compliance-attachment-styles/) (2026-08-13): Records retention compliance depends on behavior, not policy alone. Learn how ghosting, clinging, and guilt-keeping create risk.
- [Chile Records Retention Requirements](https://zasio.com/chile-records-retention-requirements/) (2026-07-30): Chile Records Retention Requirements — Key recordkeeping requirements, retention periods, and data protection obligations for compliance.
- [The AI Records Readiness: Six Information Governance Pillars](https://zasio.com/the-ai-readiness-recipe-six-information-governance-pillars-every-organization-needs/) (2026-07-27): Join us for a lively conversation on the governance foundations that drive successful AI adoption. We’ll explore six critical pillars of AI readiness.
- [Updating Retention Schedules Too Often: Organizational Risk](https://zasio.com/retention-schedule-compliance-risk-management/) (2026-07-07): Updating records policies too often creates massive compliance gaps. Learn how robust retention schedule risk management relies on deliberate reviews.
- [AI Records Litigation: From Chatbot to Courtroom](https://zasio.com/ai-records-in-litigation/) (2026-07-07): AI records can become evidence in litigation. Learn how chat logs, transcripts, and AI-generated records create legal and compliance risks.
- [AI Data Traceability for Modern Records Management](https://zasio.com/ai-data-traceability-records-management/) (2026-06-29): Learn how AI data traceability in records management ensures compliance, clear data provenance, and bulletproof audit trails for generative AI.
- [Mexico Records Retention Requirements](https://zasio.com/mexico-records-retention-requirements/) (2026-06-10): Learn about Mexico records retention requirements for tax, labor, and privacy laws, including timelines, compliance risks, and best practices.
- [Zasio Senior Analyst Michaela Adams Earns IGP Certification](https://zasio.com/michaela-adams-igp-certification-zasio/) (2026-06-05): Zasio analyst Michaela Adams earns IGP certification, strengthening expertise in information governance, compliance, and regulatory guidance.
- [Government Records Management Case Study](https://zasio.com/government-records-management-case-study-licking-county/) (2026-06-01): See how Zasio's physical records management software helped Licking County streamline workflows and scale retrieval speeds.
- [Building a RIM Program: The Essential 4-Pillar Framework](https://zasio.com/building-rim-program-records-management-pillars/) (2026-05-22): Build a RIM program that lasts. We break down the 4 pillars: Retention, People, Process, and Tech. To help you protect your organization.
- [Records Management and Retention in France: 2026 Overview](https://zasio.com/france-records-management-retention/) (2026-05-20): Looking for France record retention periods? Review our jurisdiction overview of statutory requirements for accounting, tax, and personnel records.
- [Versatile 2026 Software Update: SaaS & On-Prem Coming Soon](https://zasio.com/versatile-2026-saas-customers-update/) (2026-05-18): Zasio rolls out the Versatile 2026 software update. Explore new AI retention tools, integrated electronic records, and a sleek user interface.
- [Presidential Records Act Suit: Records Management Compliance](https://zasio.com/presidential-records-act-suit-rim-compliance-lessons/) (2026-05-18): The Presidential Records Act controversy highlights key lessons in records management compliance and information governance best practices.
- [Zasio Analyst Earns AI Governance Professional Certification](https://zasio.com/zasio-senior-analyst-frank-fazzio-earns-aigp-certification/) (2026-05-07): Frank Fazzio, senior analyst at Zasio, earned the AI Governance Professional (AIGP) certification, strengthening our AI governance expertise.
- [Zasio ARMA Nebraska: Insights on Data Management](https://zasio.com/zasio-staffers-to-present-at-arma-north-dakota-spring-seminar/) (2026-05-01): Join Zasio team members at ARMA Nebraska for insights on retention and information governance. Discover the future of records management.
- [Automated Record Management: Building System-Ready Rules](https://zasio.com/automated-record-management-strategies/) (2026-04-27): Bridge the gap between IG policy and IT systems. Expert tips on simplifying event triggers for reliable automated record management.
- [China Record Keeping: 2026 Compliance & Archival Guide](https://zasio.com/china-record-keeping-compliance/) (2026-04-14): Navigate complex China record keeping requirements with Zasio’s 2026 jurisdictional research. Ensure defensible compliance for archival and data laws.
- [Defensible Disposition Framework: 6 Steps to Record Deletion](https://zasio.com/defensible-disposition-framework-record-deletion/) (2026-04-07): Move beyond policy to practice. This 6-step defensible disposition framework helps organizations lawfully destroy records with a clear audit trail.
- [Zasio Unveils Versatile 2026 Records Management Software](https://zasio.com/zasio-versatile-2026-records-management-software/) (2026-03-31): Zasio announces Versatile 2026, a unified platform for records management software electronic and physical records with AI-powered retention.
- [Retention Is Governance: Records Schedules as IGIM Backbone](https://zasio.com/retention-governance-records-schedules-igim-backbone/) (2026-03-26): Learn about retention governance as a powerful tool for aligning business value with compliance and regulatory obligations.
- [Government Records Management Software: ISHS Case Study](https://zasio.com/government-records-management-software-case-study/) (2026-03-24): From "life support" to automated success: Discover how Zasio’s government records management software transformed the Idaho State Historical Society.
- [Why Process-Driven Retention is Essential for Compliance](https://zasio.com/process-driven-retention-rim-compliance/) (2026-03-23): Learn how process-driven retention shifts focus from documents to data systems to improve compliance and reduce disposition risk in the modern era.
- [Defensible Records Management: Lessons from a Trial Lawyer](https://zasio.com/defensible-records-management/) (2026-03-09): What does a trial lawyer know about your records? Learn why a defensible deletion strategy is your best protection during discovery and how to avoid risk.
- [Managing AI Records: From Algorithms to Audit Trails](https://zasio.com/from-algorithms-to-audit-trails-managing-ai-records-end-to-end/) (2026-03-06): Learn the essentials of managing AI records. Explore which AI-generated outputs and model oversight materials are regulated for defensible retention.
- [Process-Driven Retention: The Future of Data Governance](https://zasio.com/process-driven-retention-future-of-governance/) (2026-02-19): Move beyond document-centric schedules. Learn why process-driven retention is the modern solution for managing data explosion and privacy compliance.
- [5 Vital Benefits of Offsite Record Storage for Your Business](https://zasio.com/hard-copy-resilience-and-offsite-record-storage-trends-why-physical-records-still-matter/) (2026-01-12): Why physical records still matter: Explore the top benefits of offsite record storage, including climate control, advanced security, and hybrid access.
- [Information Management Cybersecurity: Lessons from New York](https://zasio.com/information-management-cybersecurity-lessons/) (2026-01-05): Cyberattacks are rising. Learn the importance of rigorous information management cybersecurity policies and how to comply with new regulations.
- [2026 Records Management Trends: Expert Insights](https://zasio.com/records-management-trends-2026/) (2026-01-02): Stay ahead with 2026 records management trends. Learn about AI-driven IG, records of compliance, and digital preservation from Zasio's expert team.
- [6 Steps to High-Value Records Security: Framework & Strategy](https://zasio.com/high-value-records-security-webinar/) (2025-12-15): Get expert insights from our webinar on high-value records security. See the core capabilities and frameworks (NIST, ISO) that ensure compliance.
- [Zasio's 'Versatile' 2025: Innovation, Security, and Success](https://zasio.com/zasio-versatile-2025-year-end-review/) (2025-12-14): Reflecting on 2025: Zasio delivers top-tier information governance with Versatile software updates, expanded legal research and enhanced security.
- [Physical Records Management Case Study | Butler County](https://zasio.com/physical-records-case-study-zasio-versatile/) (2025-12-03): See how Butler County replaced its archaic records system with Versatile 2025 to manage 438,000 files, improve accuracy, and save time.
- [RIM Change Psychology: Overcoming Employee Resistance](https://zasio.com/employees-risisting-change-rim/) (2025-10-31): Learn the psychology behind employee resistance to Records Management and get 4 actionable strategies to drive adoption and compliance.
- [Cloud Records Management: Sovereignty & Compliance Guide](https://zasio.com/cloud-records-management-sovereignty-compliance/) (2025-10-23): Learn the risks of cloud records management. Get expert guidance on data sovereignty, encryption, vendor due diligence, and compliance best practices.
- [HR Records Retention Scheduling for Privacy Compliance](https://zasio.com/hr-records-in-a-growing-privacy-climate/) (2025-10-01): Master HR records retention in a new privacy climate. Learn the "big bucket" approach and tailored tech strategies for balancing compliance and simplicity.
- [Virtual Coffee with Consulting: Securing High-Value Records](https://zasio.com/virtual-coffee-with-consulting-securing-high-value-records/) (2025-09-26): This presentation, co-hosted with Boise Valley ARMA, will provide records and information management pros with strategies for securing high-value records.
- [Beyond the One-Dimensional Retention Schedule](https://zasio.com/beyond-the-one-dimensional-retention-schedule/) (2025-08-20): Hosted by ARMA International, this Zasio webinar will show you how system mapping and integration can make your RRS indispensable to the entire organization.
- [IG Professional Stakeholder Management for Program Success](https://zasio.com/information-governance-stakeholder-management/) (2025-08-19): Improve Information Governance Stakeholder Management with the ASCI method—align teams, reduce risk, and build lasting IG success.
- [How Does Versatile ERM Compare to Microsoft Purview™?](https://zasio.com/versatile-vs-purview-erm-comparison/) (2025-08-14): Compare Versatile 2025 and Microsoft Purview™ for electronic records management. Discover key retention and compliance differences.
- [Navigating New U.S. Health Data Laws](https://zasio.com/navigating-new-u-s-health-data-laws/) (2025-07-30): Explore new federal and state restrictions on foreign access to U.S. health data and how they impact HIPAA compliance.
- [Revamping Your RIM Program: Roadmap to Resilience](https://zasio.com/revamping-your-rim-program-a-roadmap-to-resilience-and-efficiency/) (2025-07-17): Conduct a RIM program assessment to boost compliance, reduce risk, and support digital transformation with a clear, actionable roadmap.
- [Records Retention Risks in Messaging Apps](https://zasio.com/hidden-dangers-of-poor-records-retention-policies-in-messaging-apps/) (2025-07-16): Learn how messaging apps like Signal and WhatsApp impact records retention. Discover compliance tips for RIM professionals to stay protected.
- [Zasio Staff Selected to Present at ARMA InfoCon 2025 in Phoenix](https://zasio.com/zasio-staff-selected-to-present-at-arma-infocon-2025-in-phoenix/) (2025-06-30): Zasio is proud to announce its participation at ARMA InfoCon 2025, where three team members will present expert sessions on process-driven retention and securing high-value records.
- [The Sound of Records: Managing Audio as Primary Record Type](https://zasio.com/managing-audio-records/) (2025-06-27): Learn why managing audio records matters. Explore best practices, legal risks, and AI tools to treat audio as a key business asset.
- [Colorado Privacy Act Amendment on Precise Geolocation Data](https://zasio.com/colorado-privacy-act-precise-geolocation/) (2025-06-24): The Colorado Privacy Act Amendment on precise geolocation data requires consent for use, redefining it as sensitive personal information.
- [AI in Records Management & Information Governance](https://zasio.com/ai-records-information-management/) (2025-06-05): Learn how AI is transforming Records and Information Management with real-world use cases, technologies, and governance insights.
- [Master Data Retention: When Raw Data Becomes a Record](https://zasio.com/when-data-becomes-a-record-how-to-tackle-the-master-data-retention-dilemma/) (2025-05-28): Stop over-retaining data. See the new framework for classifying and disposing of raw data to comply with modern privacy and legal retention laws.
- [The Day the Internet Archive Wayback Machine Saved My Credibility](https://zasio.com/wayback-machine-and-records-management/) (2025-05-27): We were nearing the end of a long and detailed review of our team’s global policy recommendations when one comment in the Excel sheet immediately caught my eye. I leaned in and squinted to read the small text in the Excel comment box: “Recommendation cannot be adopted because the administrative guidance cited doesn’t exist.” This is the kind of scenario that fuels RIM nightmares, the kind that keep you up at night. Citing an incorrect law is scary enough—but a legal requirement that doesn’t exist? That could seriously jeopardize the deliverable, not to mention our credibility with the client. We knew we had to get to the bottom of it quickly. Our first step was to check our quality review tracker, where we logged all original sources for legal citations. We tried accessing the government website linked to the citation, but the page was gone. “Page not found.” For a moment, it felt like we’d hit a dead end. Then I remembered the Wayback Machine, a tool that archives snapshots of websites over time. I entered the URL, and sure enough, an earlier version of the page showed the guidance exactly as we had cited it. It had existed, indeed! It […]
- [Common Pitfalls in Retention Schedule Refreshes and How to Avoid Them](https://zasio.com/retention-schedule-refresh-rrs/) (2025-05-13): Introduction You started from scratch with the goal of crafting a comprehensive records retention schedule (RRS). After months of analyzing regulatory requirements, gathering feedback from stakeholders, and fine-tuning details to align the policy with your organization’s needs, the dust has settled. Now, it is time to refresh your retention schedule. While this task may seem overwhelming, avoiding these four common pitfalls can make the retention schedule refresh process more efficient and less painful. Legal and Regulatory Changes To minimize the risk of quickly failing out of compliance, start by reviewing legal and regulatory changes. These include new requirements not previously considered and updated requirements previously considered. Organizations often monitor legal and regulatory updates through software tools or vendor assistance. By keeping abreast of these changes, you ensure your RRS remains up to date. During the retention schedule refresh, set up a dedicated group of people to track these changes. This proactive approach helps seamlessly integrate legal and regulatory updates into the refreshed RRS. Technology Advancements Technology advancements can significantly impact how records are managed and stored. By failing to keep up with technology, your records management practices risk becoming outdated. Additionally, you may miss opportunities to streamline the process. Therefore, […]
- [Southampton Municipalities Physical Records Management](https://zasio.com/town-of-southampton-case-study-versatile-2025-with-standard-physical-records-management/) (2025-05-05): The Town of Southampton’s journey with Versatile has been a model of transformation, setting a benchmark for records management in municipalities.
- [Records and Information Management with a Retention Schedule](https://zasio.com/records-and-information-management-rim-rot-retention-schedule/) (2025-04-23): Use a records retention schedule records and information management plan to cut clutter, reduce risk, and keep what your organization needs.
- [Build a Customized Records Retention Schedule That Works](https://zasio.com/custom-records-retention-schedule/) (2025-04-08): Learn how a customized records retention schedule can reduce compliance risks, cut costs, and keep your records organized and easy to manage.
- [Unlocking the Future of RIM with AI: Survey Today’s Landscape to Revolutionize Your Program Tomorrow](https://zasio.com/rim-ai-records-information-management/) (2025-04-03): While organizations quickly learn to use AI to leverage and extract optimal value from their information, it is also leading to more information, risks, and complexities. RIM professionals need to ensure they keep up with AI advancements impacting information across their organization while also using AI to improve and adapt their own program. During this session we’ll discuss how leading organizations are revolutionizing their RIM technologies and programs with cutting-edge AI innovations and enhanced governance. From automating tedious tasks to enhancing searchability, classification, and compliance, AI is transforming the way we manage records and information.
- [How AI is Transforming Records and Information Management](https://zasio.com/embracing-ai-records-information-management/) (2025-04-01): Discover how AI is revolutionizing records and information management with automatic sorting, smarter searches, and predictive analytics.
- [How Long Should I Keep U.S. Tax & Accounting Records?](https://zasio.com/tax-accounting-records-retention-requirements/) (2025-03-12): Having a retention plan for tax and accounting records is crucial for your business. To make a plan, organizations should consult with tax professionals.
- [Building a Smarter RIM Program: Structured Problem Solving](https://zasio.com/structured-problem-solving-rim-program/) (2025-02-27): Transform your RIM program from chaos to control. Learn how to use a 5-step structured problem-solving approach to create a well-defined RIM program.
- [When Data Becomes a Record: Tackling the Master Data Retention Question](https://zasio.com/join-us-when-data-becomes-a-record-tackling-the-master-data-retention-question/) (2025-02-21): This session tackles that dilemma, offering some practical tips and tools for RIM professionals. We’ll explore how managing data effectively allows RIM to collaborate with HR, privacy, compliance, security, technology, and legal teams, breaking down Information Governance silos.
- [Contain and Eliminate: How Records Saved a Profession and How They Can Become a Liability](https://zasio.com/contain-and-eliminate-how-records-saved-a-profession-and-how-they-can-become-a-liability/) (2025-02-04): Explore the hidden history behind the Flexner Report, the AMA’s campaign against chiropractic care, and the documents that exposed its unethical practices. Learn how record-keeping shaped a landmark legal victory and the importance of information governance in protecting your business and reputation
- [Zasio Consulting Services Case Study: United Bank](https://zasio.com/zasio-case-study-united-bank-consulting-services/) (2025-01-23): United Bank began in 1839 in Parkersburg, West Virginia, and has grown to nearly 250 locations and more than 2,500 employees across eight states. It’s a full-service banking and financial institution with commercial and residential lending and wealth management solutions. As the organization has grown, it has embraced the opportunity to enhance its records management practices, addressing challenges presented by previous decentralized systems.
- [Zasio to Speak at ARMA International InfoNEXT](https://zasio.com/zasio-to-speak-at-arma-international-infonext/) (2025-01-15): Zasio has been selected to speak at the upcoming ARMA International InfoNEXT conference in April. ? ? Will Fletcher, Zasio general counsel, will present “Information Governance and Cybersecurity: Speaking the Language of Information Security” during the three-day conference in Savannah, Georgia.
- [How Zasio Delivers Industry Best Recordkeeping Research](https://zasio.com/how-zasio-delivers-industry-best-recordkeeping-research/) (2025-01-14): Learn why Zasio’s research team leads the industry with over 65 years of combined experience in international recordkeeping law and regulation.
- [Kickstart Your 2025: Revamp Your RIM Program!](https://zasio.com/virtual-coffee-zasio-rim-program-records-information-management-reboot/) (2025-01-09): Revamp Your RIM Program! A new year is always an opportunity to reboot, reimagine, or reignite your Records and Information Management (RIM) program.
- [Zasio Year in Review: Versatile 2025 Release Dominates Busy 2024](https://zasio.com/zasio-year-in-review-versatile-2025-release-dominates-busy-2024/) (2024-12-10): Zasio is delighted to look back on a busy 2024 and highlight numerous achievements for our software, support, consulting, and legal research teams. We work hard to deliver the industry’s best information governance solutions.
- [Backup & Recovery for RIM Professionals: Essential Insights](https://zasio.com/essential-insights-what-every-rim-professional-should-know-about-backup-and-recovery/) (2024-10-29): Learn how retention periods, litigation holds, and archives apply to backup systems to ensure your RIM program is compliant.
- [Does Dunder Mifflin Have an Approved Records Retention Schedule? RIM Portrayal in Hollywood is ... Interesting](https://zasio.com/records-management-the-office-dunder-mifflin/) (2024-10-23): Whether it’s accidental destruction, improper storage, or security breaches, the way Hollywood characters manage (or mismanage) their records provides valuable lessons in real-world RIM principles.
- [Versatile 2025 AI Records Management Software for Compliance](https://zasio.com/zasio-versatile-2025-records-management-software/) (2024-10-08): Manage physical and electronic records with Zasio’s Versatile 2025 platform. Automate retention, improve data security, and achieve enterprise compliance.
- [Credentials for Advancing Your RIM Career](https://zasio.com/credentials-for-advancing-your-rim-career/) (2024-10-02): Information governance and records information management are complicated worlds comprised of many different roles—each of which require expertise in a specific area. Fortunately, multiple certifying bodies exist to ensure professionalism through area specific certificates and certifications. Without guidance, though, navigating whether a CRM, IGP, CRA, CIPP, CIPM, or AIGP (to name a few) is the most beneficial choice for you can be overwhelming.
- [Play Your Way to Records Management Compliance](https://zasio.com/zasio-blog-play-your-way-to-records-management-program-compliance/) (2024-09-24): A key element to increasing your records management program's maturity is engaging employees and making them active participants.
- [Sanctions: The Repercussions of Poor Recordkeeping](https://zasio.com/sanctions-the-repercussions-of-poor-recordkeeping/) (2024-09-16): What happens when a business violates recordkeeping requirements? Most people think of fines—which is usually the case. For instance, the SEC recently fined multiple firms (including multiple Wells Fargo related firms) $549 million for poor recordkeeping.[1]But sanctions take other forms as well. Businesses and entities of all kinds should be aware of these sanctions to proactively tailor their records information management practices. This article discusses examples of the most common sanctions and what your organization can expect from them.
- [FTC Goes After H&R Block for Not Retaining Consumer Data](https://zasio.com/ftc-goes-after-hr-block-for-not-retaining-consumer-data/) (2024-08-23): The FTC raised the flag earlier this year after consumers complained about H&R Block’s seemingly free tax preparation plan and confusing process to downgrade purchased plans. The FTCs’ readiness toward legal action against companies over personal data collection and use shows an effective records and information management program is crucial to safeguarding corporate financial health and sustainability.
- [Virtual Coffee: Creating a Workable Email & Messenger Retention Strategy](https://zasio.com/virtual-coffee-creating-a-workable-email-messenger-retention-strategy/) (2024-08-13): Is your organization struggling to manage email and messaging retention? If yes, you’re not alone. These tools are central to daily operations but can easily become cluttered with redundant, obsolete, and trivial (ROT) information, making it challenging to separate valuable records from the noise. Managing this information without disrupting established processes can be particularly challenging.
- [Recording: Move or Manage: Determining When Manage-in-Place Makes Sense](https://zasio.com/zasio-to-present-during-arma-webinar-series/) (2024-08-08): Last month, Zasio spoke to an ARMA International audience as part of the organization’s four-part webinar series dedicated to mastering retention schedules. If you missed the opportunity, ARMA has graciously made the video available for viewing! Move or Manage: Determining When Manage-in-Place Makes Sense The Manage in Place concept is gaining in popularity, but many questions remain about when it makes sense to use it, and when it doesn’t. This presentation will look at multiple record-keeping scenarios to come up with criteria to help you determine when records should be managed where they live or moved to another system. Warren Bean, Vice President of Technology & Product Development, along with Frank Fazzio, Senior Analyst from Zasio’s Consulting team, led this important discussion! You can view the recording HERE. Note: The webinar is password protected! m+54F+Gn
- [RIMpocalypse: Reflections by a RIM Rookie](https://zasio.com/rim-physical-records-rookie-zasio/) (2024-08-06): As a new business school graduate in December 2019, I eagerly began my first job as a compensation specialist at a premier tourist attraction on the island of Oahu. My excitement was palpable; it felt like everything was falling into place—starting a promising job, living in paradise, and enjoying hiking and surfing in my free time. These early aspirations, however, proved short-lived.
- [Avoiding Health Data Retention Pitfalls: Learning from Recent FTC Actions](https://zasio.com/health-data-retention-ftc-actions/) (2024-08-05): The Federal Trade Commission has recently adopted an aggressive approach to regulating mobile health app companies’ data security and retention policies. We can glean much useful information from the FTC’s enforcement actions to inform data security, privacy, and retention policies for health information and other types of data.
- [Versatile 2023 SaaS with Retention Schedule Management Case Study: Wake County](https://zasio.com/versatile-2023-case-study-wake-county-zasio/) (2024-07-02): Summary Wake County is one of the largest and fastest growing counties in North Carolina. With more than 5,000 employees, and a population of more than 1 million people, the county manages numerous records within its various departments. “It really is like working at 12 different companies,” Becky Pezzoni, Wake County’s Enterprise Records Manager said. There were challenges. Before 2022, the county’s records retention schedule had more than 3,000 record series, and a dozen different retention schedules. There was also widespread duplication across those 12 schedules published by the State Archives. “The general schedule records series were repeated in every single functional schedule — and each of the 12 schedules were individual PDF documents and not in a database,” Pezzoni said. “For ease of use, we had to copy and paste everything into a spreadsheet.” Then there were the widespread formatting issues. Row by row, and cell by cell, the many record series had multiple retention rules. It was apparent the county needed an intuitive records retention schedule solution. A New Solution + Favorite Features Wake County became fans of Zasio after meeting at a professional records management conference. Pezzoni and Records Analyst Lisa Coombes also attended Zasio webinars and […]
- [From Seed to Harvest: Cultivating Your Records Life Cycle](https://zasio.com/zasio-from-seed-to-harvest-cultivating-your-records-life-cycle/) (2024-06-24): The arrival of warm weather brings many people outdoors to tend their gardens. Much like a gardener, a records manager tends their records and information. The records life cycle is like a garden’s natural life, with records being the seeds that must be carefully planted, nurtured, and harvested for their value. Create: Planting Seeds Each seed has the potential to grow into something valuable. Records managers choose what information may be valuable to the company, much like a gardener carefully chooses which seeds to plant. After the records are chosen, they are “planted” in the company’s filing system and await germination. Organize: Growth and Maintenance Once planted, seeds must have the right conditions to sprout and grow into mature plants. Similarly, records must be properly organized and stored for easy access and retrieval. Having a well-designed filing and records management system is like having good soil—it allows your records to sprout and grow to maturity. At this stage, records may be indexed or classified so employees can easily access and retrieve them. A gardener needs to water, fertilize, and prune their plants to help them thrive. As records grow, they require maintenance, an important part of the records life cycle. […]
- [On the Road: Zasio to Attend NAGARA Annual Conference in Atlanta](https://zasio.com/on-the-road-zasio-to-attend-nagara-annual-conference-in-atlanta/) (2024-06-18): Zasio is hitting the road this summer and will be attending the National Association of Government Archives and Records Administrators (NAGARA) annual conference in Atlanta July 16-19.
- [Successful RIM Initiatives: Project & Change Management](https://zasio.com/zasio-blog-rim-initiatives-invest-in-project-and-change-management/) (2024-05-20): Ensure your RIM initiative succeeds by investing in project and change management fundamentals. Learn the key documents and strategies.
- [Developing RIM Program Executive Sponsorship Part 2: Landing an Executive Sponsor](https://zasio.com/rim-executive-sponsorship-zasio-part-2/) (2024-05-09): Consistency allows for flexibility in the details and execution through maintaining a clear objective with open communication. Regular, scheduled meetings, even if brief, provide a platform to keep your sponsor updated without being bothersome. This approach ensures your executive sponsor is always informed and involved, further fostering your partnership. Conversely, inconsistent contact with your sponsor is the quickest way to lose their trust—and future support.
- [Versatile Enterprise™ Case Study: The City of Bellevue](https://zasio.com/versatile-enterprise-case-study-the-city-of-bellevue/) (2024-05-06): Learn how the City of Bellevue modernized its records management with Versatile Enterprise. A powerful solution after three decades.
- [Tech Talks: Get to Know Versatile 2023 Better!](https://zasio.com/versatile-tech-talks-get-to-know-versatile-2023-better/) (2024-05-06): You know making the most of your Versatile software will make life easier, but it's tough to find time to read documentation or schedule training. That’s why we’re rolling out a new learning opportunity exclusively for Zasio users, called Versatile Tech Talks!
- [Boost Your RIM Program: Identify Personal Information Risk](https://zasio.com/retention-schedule-personal-information-rim-program/) (2024-04-23): Advance your RIM program by identifying personal information in your retention schedule. Learn how legal requirements and risk affect your records and RRS.
- [Data Minimization is Good Information Governance](https://zasio.com/data-minimization-information-governance-california-consumer-privacy-act-protection-agency-enforcement-advisory/) (2024-04-05): The California Privacy Protection Agency issued its first-ever enforcement advisory on April 2, reinforcing that data minimization is a founding principle under the California Consumer Privacy Act. In the memo, the agency underscores that covered businesses should apply the data minimization principle to every purpose involving the collection, use, retention, and sharing of consumer personal information. The memo was prompted by concerns that businesses are asking consumers for excessive and unnecessary personal information in connection with consumer data deletion requests.
- [CPR for Information Governance: The Convergence of Cybersecurity, Privacy, and Retention](https://zasio.com/cpr-for-information-governance-the-convergence-of-cybersecurity-privacy-and-retention/) (2024-03-20): In today’s digital landscape, the convergence of cybersecurity, privacy, and retention escalates the importance of retention scheduling. Join us for an insightful discussion where …
- [Zasio VP of Technology & Product Development to Present During ARMA Webinar Series](https://zasio.com/zasio-vp-of-technology-product-development-to-present-during-arma-webinar-series/) (2024-03-20): Warren Bean, Zasio’s Vice President of Technology & Product Development, has been invited to participate in ARMA International's upcoming webinar series, "Building a Retention Schedule 2.0."
- [Understanding President Biden's Executive Order on Sensitive Personal Data](https://zasio.com/understanding-president-bidens-executive-order-on-sensitive-personal-data/) (2024-03-19): This directive holds substantial implications for global enterprises, particularly those with extensive international operations.
- [Developing Privacy as a Retention Schedule and Program Foundation](https://zasio.com/virtual-coffee-consulting-zasio-privacy/) (2024-03-08): By now, you’re likely aware of all the happenings and the new privacy laws. Keeping up with the changes and breaking down important requirements is no easy feat. But, the other half of the battle is figuring out how to integrate, implement, manage, and track all the requirements. During this Virtual Coffee, we’ll walk you through some of the practical aspects of incorporating privacy requirements into your program, including designing and building them into your framework, along with the important aspect of the alignment and management of supporting information, including the legal citations and integral stakeholder information.
- [Tired of Getting Triggered by Retention Event Triggers?](https://zasio.com/records-management-policy-event-triggers-retention-periods/) (2024-03-04): Event trigger complexities are a top peeve among records management professionals. While some event triggers are unavoidable, many can be simplified.
- [Mastering Data Privacy: Best Practices in Cookie Management](https://zasio.com/mastering-data-privacy-best-practices-in-cookie-management/) (2024-02-14): Substantial fines entail significant financial risks for companies. Beyond the financial aspect, reputational risks often accompany such penalties, which can be even more severe. Recognizing these dual challenges, the following recommendations can be a way to proactively navigate and mitigate risks tied to your organization’s cookie practices, ensuring both fiscal prudence and the preservation of the company's good reputation.
- [How Long to Keep Employee Records – Seems Like an Easy Question, Right?](https://zasio.com/employee-records-how-long-should-you-keep/) (2024-02-07): Where you have employees: There is a significant disparity between recordkeeping requirements in different countries or even the states, provinces, and territories within them.
- [Anatomy of a Legal Citation: "Can’t You Just Google That?"](https://zasio.com/anatomy-of-a-legal-citation-cant-you-just-google-that/) (2024-01-24): In this webinar, we’ll take you behind the scenes to show what goes into maintaining and publishing legal research as a commercial product. We’ll discuss where citations come from, how they’re normalized, and how we deal with the many problems that arise in the process. If you’ve ever thought to yourself, ‘How hard could this be?’, you’ll want to tune in. Join Jake Naylor, consulting senior analyst, and Warren Bean, director of products and technology, for this intriguing discussion.
- [Virtual Coffee with Consulting: Identifying and Breaking Down Privacy Requirements for Your Program](https://zasio.com/virtual-coffee-with-consulting-identifying-and-breaking-down-privacy-requirements-for-your-program/) (2024-01-11): Sorting through privacy requirements that apply to your organization can be daunting due to the information volume and intricacies of provisions.
- [Demo! Versatile 2023 Records Management Reveal](https://zasio.com/demo-versatile-2023-records-management-reveal/) (2024-01-09): We are thrilled to reveal the next iteration of Versatile 2023, showcasing physical records management!
- [Zasio Year in Review: All Hands-on Deck with Versatile 2023](https://zasio.com/zasio-year-in-review-2023/) (2024-01-04): We are thrilled to reflect on our 2023 accomplishments and share highlights of Zasio’s unwavering commitment to our customers and employees. Our software, development, consulting, and research teams worked hard to deliver the industry’s best solutions. And that’s going to continue in 2024.
- [Versatile Enterprise™ Case Study: The City of Vaughan](https://zasio.com/versatile-enterprise-case-study-city-of-vaughan-zasio/) (2023-11-29): Learn how the City of Vaughan benefits from Versatile Enterprise in managing its large volume of records with ease.
- [Tools of the Trade – What You Need to Manage Information Efficiently and Effectively](https://zasio.com/tools-of-the-trade-what-you-need-to-manage-information-efficiently-and-effectively/) (2023-11-14): Every profession has its key tools and doing more with less means having the right tools at your disposal.
- [Virtual Coffee with Consulting: A Guide to Key Privacy Law Updates in 2023](https://zasio.com/virtual-coffee-with-consulting-a-guide-to-key-privacy-law-updates-in-2023/) (2023-11-14): By Zasio Staff Lawmakers have been busy brewing up a cauldron of new or revised privacy laws and regulations in 2023. Join Frank Fazzio, Zasio senior analyst, along with Jennifer Chadband and Rick Surber, co-managers of Zasio’s Consulting division, for an overview of recent privacy law updates in the United States and internationally. This presentation will focus on significant laws recently passed with an emphasis on the most impactful, notable, or unique aspects of the laws to be considered for your organization’s privacy program. UPDATE: Register to view the Oct.19 recording.
- [Technology: Challenges for Records Managers](https://zasio.com/zasio-technology-records-managers/) (2023-11-14): A well-defined and executed records management program—which can help with legal compliance and identifying areas for improvement— can bring peace of mind.
- [Navigating Retention of Data Privacy Compliance Records](https://zasio.com/navigating-retention-of-data-privacy-compliance-records-zasio/) (2023-09-22): Data privacy law compliance is in large measure about showing your work. Five years into the swell of new comprehensive data privacy laws, and privacy teams are getting used to ensuring their organization’s personal data activities are well documented.
- [Zasio to Exhibit at ARMA InfoCon in Detroit](https://zasio.com/zasio-to-exhibit-at-arma-infocon-national-conference-in-detroit/) (2023-09-20): Zasio Enterprises is excited to meet everyone at this year's National Association of Government Archives and Records Administrators national conference in Cincinnati! It's going to be a busy, but fun few days!
- [Making Every User a Records Manager: Strategies For Cultivating Compliance](https://zasio.com/zasio-virtual-coffee-electronic-records-2/) (2023-08-28): You’ve spent months developing, reviewing, revising, and approving a glorious retention schedule. Now what? How do you turn that policy into consistent practice? In this session of Virtual Coffee, Zasio’s own Warren Bean will join the conversation to offer practical tips on applying retention rules to various types of electronic repositories (even the slippery ones such as email, cloud drives, and messaging platforms). Warren will explain a process he developed to analyze the nature of records and the capabilities of repositories to help strategize the best approach for retention management.
- [Dance With the One that Brought You: Developing a Successful Executive Sponsor](https://zasio.com/developing-successful-executive-sponsor-zasio/) (2023-08-15): An executive sponsor is any executive or manager who has decision-making authority and can allocate project resources. As emphasized in the IG Body of Knowledge, “The importance of establishing executive sponsorship for the IG program cannot be overstated.” (IGBoK, 5.2.2) This is because IG projects are long-term endeavors and require financial and stakeholder support. Executive sponsors connect RIM professionals with other executives and departments to provide that support. An enthusiastic sponsor can be the key to enterprise-wide acceptance of your IG project.
- [Zasio to Present at NAGARA National Conference in Cincinnati, Ohio](https://zasio.com/zasio-to-present-at-nagara-national-conference-in-cincinnati-ohio/) (2023-07-11): Zasio Enterprises is excited to meet everyone at this year's National Association of Government Archives and Records Administrators national conference in Cincinnati! It's going to be a busy, but fun few days!
- [Closer Look: Saudi Arabia's New Comprehensive Personal Data Protection Law](https://zasio.com/saudia-arabia-personal-data-protection-law-comprehensive-zasio/) (2023-07-10): The Personal Data Protection Law (PDPL) is Saudi Arabia's first comprehensive data protection law. It was published in the Official Gazette in September 2021 and came into effect on March 17, 2023. This law governs all aspects of the processing of the personal data of individuals residing in the country.
- [What is a Data Leak?](https://zasio.com/data-leak-breach-what-is-it-zasio/) (2023-06-27): Data leaks and data breaches both involve exposure to sensitive information. The main distinction though, is data leaks are caused internally, usually unintentionally.
- [Virtual Coffee with Consulting: Practical Strategies for Managing Electronic Records](https://zasio.com/zasio-virtual-coffee-electronic-records/) (2023-06-22): You’ve spent months developing, reviewing, revising, and approving a glorious retention schedule. Now what? How do you turn that policy into consistent practice? In this session of Virtual Coffee, Zasio’s own Warren Bean will join the conversation to offer practical tips on applying retention rules to various types of electronic repositories (even the slippery ones such as email, cloud drives, and messaging platforms). Warren will explain a process he developed to analyze the nature of records and the capabilities of repositories to help strategize the best approach for retention management.
- [Paper: Scan It or Store It?](https://zasio.com/paper-records-scan-digitalize-webinar/) (2023-06-22): It’s the 21st Century and we’re still managing paper? Why don’t we just scan it all and get rid of the boxes? No doubt you’ve heard these questions before, or perhaps even said them yourself. In this webinar, we’ll dive into this question to see if you can actually get rid of those paper records—whether digitizing is possible, practical, and preferred. Joining us to provide real-world insights and expertise will be Lisa McClurg of Cisco Systems.
- [More States Jump on the Privacy Bandwagon](https://zasio.com/privacy-states-consumer-privacy-bills-iowa-indiana-montana-tennessee-florida-washington/) (2023-06-14): Data privacy laws continue to gain momentum among U.S. states. Just this spring, comprehensive consumer privacy bills have been enacted in Indiana, Iowa, Montana, and Tennessee. Florida enacted its Technology Transparency Act in June. Washington has also taken steps toward comprehensive privacy legislation with its My Health My Data Act, although it is more targeted than can be addressed in this overview. In Texas, a comprehensive privacy bill is awaiting the governor's signature.
- [Digitizing Records Considerations for RIM Professionals](https://zasio.com/considerations-digitizing-records/) (2023-05-23): A recent survey of over 500 records and information management (RIM) professionals revealed decision makers are intrigued by the benefits of transforming physical records into digital.[1] This is not surprising given technology’s influence on society.
- [Virtual Coffee with Consulting: Electronic Records Management](https://zasio.com/zasio-practical-strategies-managing-electronic-records/) (2023-05-19): Zasio’s own Warren Bean will join the conversation to offer some practical tips on applying retention rules to various types of electronic repositories.
- [Zasio Enterprises, Inc. Announces Versatile 2023](https://zasio.com/new-zasio-records-management-software-versatile-2023-electronic-records-retention/) (2023-05-17): With Versatile 2023, customers can choose the features they want whether they're managing electronic records, tracking box locations around the country, or building a global retention schedule. Customers can start with retention scheduling and add electronic records as needs and requirements evolve — without implementing a new solution.
- [Regulators Take Aim: Electronic Communications Recordkeeping](https://zasio.com/financial-regulators-electronic-communications-recordkeeping-zasio/) (2023-05-01): Over the past few years, and especially since the early days of COVID-19, workplaces have seen a huge increase in the use of electronic messaging.
- [Staying One Step Ahead of Cyber Criminals: NYDFS Updating Cybersecurity Regulation for 2023](https://zasio.com/cyber-security-nydfas-privacy-security-zasio/) (2023-05-01): Just like California’s emissions regulations’ far-reaching impact on the national auto industry, the cybersecurity regulation has altered the information security practices of financial services companies both domestically and, due to the global reach of the U.S. financial system, internationally. There’s little doubt the updated regulation will have the same effect. Effective information governance plays a crucial role in complying with the NYDFS cybersecurity rules by managing the storage, maintenance, and retention of sensitive information. This article explores the most relevant updates to the NYDFS cybersecurity rules for records management professionals.
- [Managing Means Securing: Information Security for RIM Professionals](https://zasio.com/managing-information-security-rim-professionals/) (2023-04-11): For RIM professionals, information security is an undeniable part of the job. But for the non-security professional, learning information security can be intimidating. Fortunately, knowing a handful of basic principles will help you get a good start.
- [Versatile Retention™ and Enterprise™ Case Study: Global Leader in Pharmaceutical Industry](https://zasio.com/zasio-case-study-versatile-retention-enterprise-zasio-pharmaceutical-industry/) (2023-04-03): A global leader in the pharmaceutical industry. Customer needed a global-sized solution for its records retention management strategy. The customer’s prior solution lacked the international reach needed to cover countries in which the customer had a presence.
- [Retention Schedules vs Record Series: What's the Difference?](https://zasio.com/retention-schedules-vs-record-series-whats-the-difference-zasio/) (2023-04-03): Please join us for our third installment of the "Doing More with Less" webinar series on Thursday, April 20 at 12 p.m. mountain time, where we explore how to manage more information with fewer resources.In this session, we'll tackle the perennial debate about retention schedules vs. record series, and how that relates to doing more with less. You can expect to hear about big buckets, small buckets, functional vs. departmental schedules, and much more.Barbara Benson, director of records management services at the University of Washington, will help us dissect this topic using her wealth of experience in the records management field.About our guest panelist: Since 1992, Barbara Benson has been the university records officer and director of records management services at the University of Washington. Ms. Benson received graduate degrees in history/archives and records management from New York University. She has worked as either archivist or records manager in such diverse arenas as not-for-profits, banking, city government, state government, and higher education. She is a frequent speaker at ARMA (Association of Records Managers and Administrators) conferences and meetings, at the Northwest Clerks Institute, and for other organizations and institutions interested in managing data and information.
- [Virtual Coffee with Consulting: What on Earth is Going on with ChatGPT and What Does it Have to do with IG?](https://zasio.com/chat-gpt-information-governance-virtual-coffee-zasio/) (2023-03-15): Join us for the second installment of Zasio’s special webinar series, “Doing More with Less—How to Effectively Manage More Information with Fewer People.”In this session, we'll tackle the question of outsourcing--an essential strategy of doing more with less. How do you know what functions to outsource, and when it's the right time to do it? What strategies are there for managing costs and quality? What are the pitfalls and best practices? To help us with these questions we will lean on the experience of Dynessa Nordrum, records manager for the Port of Corpus Christi along with Zasio senior sales engineer Warren Bean. Learn more about our guest panelist: Dynessa Nordrum has more than two decades of experience in records and information management and information governance. She has worked in a variety of industries, including food and beverage manufacturing, agriculture, electric and gas utilities, chemicals, and local government. She has a BBA with a major in Information Management from the University of North Dakota and holds several certifications: Certified Records Manager (ICRM), Information Governance Professional (ARMA), Certified Information Professional (AIIM), and Certified Information Governance Officer (CIGOA).
- [Outsourcing: What, When & How Much?](https://zasio.com/outsourcing-best-practices-zasio/) (2023-03-08): Join us for the second installment of Zasio’s special webinar series, “Doing More with Less—How to Effectively Manage More Information with Fewer People.”In this session, we'll tackle the question of outsourcing--an essential strategy of doing more with less. How do you know what functions to outsource, and when it's the right time to do it? What strategies are there for managing costs and quality? What are the pitfalls and best practices?To help us with these questions we will lean on the experience of Dynessa Nordrum, records manager for the Port of Corpus Christi along with Zasio senior sales engineer Warren Bean.Learn more about our guest panelist: Dynessa Nordrum has more than two decades of experience in records and information management and information governance. She has worked in a variety of industries, including food and beverage manufacturing, agriculture, electric and gas utilities, chemicals, and local government. She has a BBA with a major in Information Management from the University of North Dakota and holds several certifications: Certified Records Manager (ICRM), Information Governance Professional (ARMA), Certified Information Professional (AIIM), and Certified Information Governance Officer (CIGOA).
- [Standby, RIM/IG Professionals: SOC 2 Applies to You, Too!](https://zasio.com/soc-2-certification-rim-information-governance-zasio/) (2023-02-22): Integration is often central to effective information governance. This includes integrated policies, proceRecords management and information governance professionals are all too aware data breaches are on the rise. Clients know, too—and they are looking for organizations that fight back. Obtaining SOC 2 certification is one way to show your organization takes data security seriously. RIM and IG professionals play a central role in data security, and RIM/IG’s cross-organizational nature is the ideal launch pad for your organization’s information security and protection initiatives, including SOC 2 certification.sses, strategies, controls, and technologies.
- [Versatile Professional™ SaaS Case Study: The City of Encinitas](https://zasio.com/zasio-case-studyversatile-professional-saas-encinitas-california/) (2023-02-15): When Pete Weichers joined the City of Encinitas as deputy city clerk nearly four years ago, he knew the beach-front community needed to drastically improve its records management strategy.“We were kind of limping along when I first got here,” Weichers said. “We had a long way to go to get things modernized and into compliance.”The city, located about 25 miles north of San Diego, had used Microsoft Access™ to manage files, microfilm, and boxes both on-site and as an off-site records storage vendor. After nearly 20 years, the deputy city clerk said it was time for a much-needed change.“When I got here in 2019, the Access database was in shambles with data from multiple departments,” Weichers said. A year later, the city says it lost about 3,000 files when employees moved the previous software onto a virtual machine. Weichers wanted an efficient and scalable solution that could not only integrate with the city’s retention schedule but also easily apply its retention schedule rules to the city’s records. Being able to create labels was another big need and staff did not have any disposition reporting capabilities.
- [Information Management and Security Integration](https://zasio.com/records-and-information-management-information-security-two-risk-mitigation-peas-in-an-information-governance-pod/) (2023-02-06): Integration is often central to effective information governance. This includes integrated policies, processes, strategies, controls, and technologies.
- [Centralized vs. Decentralized Records Management: Which Approach is Best?](https://zasio.com/centralized-decentralized-records-management-zasio/) (2023-02-03): Join us for the first installment of Zasio’s special webinar series, “Doing More with Less—How to Effectively Manage More Information with Fewer People.”In this webinar, we’ll compare two approaches to managing corporate records—centralized vs. decentralized. The relevance of this topic cannot be overstated as it touches on every aspect of how you manage physical and electronic information. And each approach has its strengths and weaknesses. Join our guest panelist, Cheryl Westlund of Roche, along with Warren Bean, Zasio's senior sales engineer, on Thursday, Feb. 16 at 12 p.m. Mountain time.
- [Virtual Coffee with Consulting: Cybersecurity – The Mile-High View for Records and Information Management Professionals](https://zasio.com/virtual-coffee-with-consulting-cybersecurity-the-mile-high-view-for-records-and-information-management-professionals/) (2023-01-12): Data security breaches continue to pose real threats to organizations, and with incidents continuing to trend upward, 2023 will likely be another record-breaking year for data security intrusions. The vast majority are preventable with the adoption of basic security practices, and a robust information cybersecurity program, which is now more than ever a vital component of an information governance (IG) and records and information management (RIM) program.
- [Zasio: A Look Back at a Busy 2022](https://zasio.com/zasio-year-in-review-records-management-boise-idaho-information-governance-2022/) (2023-01-09): At the start of 2023, we are proud to reflect and share highlights of our dedication to the things we value most: our employees and customers, our software and consulting services and, of course, the community. Here's a quick snapshot of all the Zasio happenings from the past year.
- [Recent Data Breaches Prompt Big Changes in Australian Privacy Penalties](https://zasio.com/recent-data-breaches-prompt-big-changes-in-australian-privacy-penalties-zasio-information-governance-data-breach/) (2023-01-05): Two massive data breaches exposing the personal information of millions of Australians rocked the country—one in September and another in October— prompting Australia’s parliament to swiftly responded with dramatic increases to penalties allowable under its Privacy Act.
- [Data and Discovery: What You Don’t Know Can Hurt You](https://zasio.com/data-and-discovery-what-you-dont-know-can-hurt-you-records-management-zasio-software/) (2022-12-02): By one account, as of 2017, almost two-thirds of medium- to large-sized businesses faced more than 25 legal and regulatory matters per year.[1] And when these matters arise, at least some amount of legal discovery is virtually inescapable. Potentially relevant information must immediately be identified and put on legal hold—that is, marked for preservation until the matter’s resolution.
- [California Strengthens Online Privacy Landscape with Child-Specific Legislation](https://zasio.com/california-strengthens-online-privacy-landscape-with-child-specific-legislation/) (2022-11-17): California recently became the first state to enact legislation governing the profiling and processing of personal information gathered from children online.[1] The California Age-Appropriate Design Code Act (CAADCA) becomes law on July 1, 2024, and builds upon the state’s current privacy legislation.[2] The law applies to any business that provides an online service, product, or feature.
- [Digital Therapeutics And The Challenges They Pose For RIM Professionals](https://zasio.com/digital-therapeutics-and-the-challenges-they-pose-for-rim-professionals-boise-idaho-zasio/) (2022-11-09): Digital therapeutics (sometimes referred to as “DTx”) combine software and monitoring devices for the management and treatment of physical, mental, or behavioral health conditions. To be approved by a regulator, a DTx device or app needs to be scientifically and clinically proven to manage or treat a medical disorder.
- [Following the Cookie Trail](https://zasio.com/following-the-cookie-trail/) (2022-10-31): Over the years, cookies have evolved, making users increasingly concerned about cookies tracking their online behavior, particularly without their knowledge or consent.
- [Zasio Software Allows Users to Manage Retention Directly](https://zasio.com/zasios-erms-now-compatible-with-versatile-retention-software/) (2022-10-17): The integration means it’s now possible to directly manage records retention in your electronic document repositories.
- [Update on the EU-U.S. Data Privacy Framework](https://zasio.com/update-on-the-eu-u-s-data-privacy-framework/) (2022-10-17): The executive order strengthens privacy and civil liberty safeguards in the execution of U.S. signals intelligence activities.
- [SEC: More than $1 billion in fines issued after companies fail to preserve electronic communications](https://zasio.com/sec-fines-electronic-communications-securities-exchange-commission/) (2022-10-11): Several firms have agreed to pay millions in fines after the federal government reported they failed to maintain and preserve electronic communications. In September, the Securities and Exchange Commission said it issued more than $1.1 billion in fines after several firms acknowledged they violated federal securities laws.
- [Zasio Represented at Health Sciences Records and Archives Association Conference in Manchester, England](https://zasio.com/zasio-represented-at-health-sciences-records-and-archives-association-conference-in-manchester-england/) (2022-10-05): I attended the HSRAA (Health Sciences Records and Archives Association) Conference in Manchester, England. The conference focused on life science records management processes, the establishment and management of GxP archives, and the lifecycle management of regulated records. Featured speakers presented on several relevant topics including conformance with industry self-regulatory organizational recordkeeping standards and regulatory requirements.
- [What is Privacy Anyway? A Brief Intro for RIM Professionals](https://zasio.com/privacy-rim-professionals/) (2022-10-04): Privacy is a crucial part of records and information management. Privacy, however, can be a puzzling topic to approach.
- [What the Heck is Privacy, Anyway? Some Foundations on Privacy Law in the U.S. - What the Heck is Privacy, Anyway? Some Foundations on Privacy Law in the U.S.](https://zasio.com/what-the-heck-is-privacy-anyway-some-foundations-on-privacy-law-in-the-u-s/) (2022-09-29): Privacy is everywhere these days. And as RIM professionals, we must be aware of how privacy laws impact records and information management. Privacy is everywhere these days. And as RIM professionals, we must be aware of how privacy laws impact records and information management.
- [November Virtual Coffee with Zasio Consulting - November Virtual Coffee with Zasio Consulting](https://zasio.com/virtual-coffee-demystifying-defensible-disposition/) (2022-09-26): Keeping records longer than needed for legal, regulatory, and business or operational needs exposes companies to significant risks and expenses, particularly in the age of privacy. Despite the threats, companies continue to fall behind in executing defensible dispositions successfully.
- [Legal Research and RIM – A Primer on Methodology](https://zasio.com/legal-research-and-rim/) (2022-09-12): In the world of records and information management (RIM), legal research plays a critical role by providing the foundation for a solidly defensible records management program. Read our blog to learn more!
- [American Data Privacy and Protection Act (ADPPA) Basics & Why It's Significant](https://zasio.com/american-data-privacy-and-protection-act/) (2022-08-15): A comprehensive federal data privacy law in the United States has never been closer to reality. Even with bipartisan and bicameral support, it still has many obstacles to overcome to get through Congress. The following is a big picture overview of the ADPPA in its current form.
- [In Defense of Destruction](https://zasio.com/in-defense-of-destruction/) (2022-08-02): The legal discovery landscape is changing. As ESI volumes continue to grow and discovery-related technology continues to evolve, the importance of a company’s information management processes—in particular, its ability and willingness to dispose of information in a timely and defensible manner—will only continue to increase as well.
- [California Privacy Rights Act (CPRA) Prep Workshop](https://zasio.com/california-privacy-rights-act-cpra-prep-workshop/) (2022-07-05): Join Zasio for a workshop webinar on tackling the most high-priority items on the CPRA compliance checklist so that your organization can avoid a last-minute scramble as the deadlines approach.
- [The IGP—A Master Class in a Lot More Than Information Governance (and Why You Should Become an IGP, Too)](https://zasio.com/the-igp-a-master-class-in-a-lot-more-than-information-governance/) (2022-07-01): The IGP certification is issued by ARMA, which bills it as the “premier certification focused exclusively on the high-level, strategic practice of information governance.” As an in-house attorney, some of the most oft-repeated advice you’ll hear is ‘get to know the business.’ Working at a company that focuses solely on information governance software and consulting, then, the IGP certification seemed like a great step in that direction.
- [NAGARA Conference – July 13-16, 2022](https://zasio.com/nagara-conference-july-13-16-2022/) (2022-06-24): Zasio is excited to travel to Salt Lake City, Utah and exhibit at the Annual NAGARA Conference, “Exploring the Information Wilds” on July 13-16.
- [Connecticut Becomes the Fifth State to Enact Comprehensive Consumer Data Privacy Legislation](https://zasio.com/connecticut-becomes-fifth-state-to-enact-comprehensive-consumer-data-privacy-legislation/) (2022-06-10): Connecticut is now the fifth state to enact such legislation, joining California, Colorado, Utah, and Virginia. Public Act No. 22-15—The “Act Concerning Personal Data Privacy and Online Monitoring” (also referred to as the “Connecticut Data Privacy Act” or “CTDPA”)—will go into effect in July 2023.
- [Let’s Try This Again - Sending Personal Data Across the Pond under Privacy Shield 2.0](https://zasio.com/sending-personal-data-across-the-pond-under-privacy-shield-2-0/) (2022-05-24): On Friday, March 25th, the United States and European Commission issued a joint statement announcing their agreement in principle on a Trans-Atlantic Data Privacy Framework (the “Framework”). If finalized, the new framework would allow cross-border transfers of personal data from Europe to the United States.
- [Utah Becomes Newest State to Adopt Consumer Privacy Law](https://zasio.com/utah-becomes-newest-state-to-adopt-consumer-privacy-law/) (2022-05-20): On March 24, 2022, the Utah Consumer Privacy Act (UCPA) was signed into law by Governor Spencer J. Cox, making Utah the fourth state, behind California, Virginia, and Colorado, to pass comprehensive consumer privacy legislation.
- [Meet Our Team! Rick Surber, Licensed Attorney / Senior Consultant](https://zasio.com/meet-our-team-rick-surber-2/) (2022-05-11): At Zasio, our Legal Research and Consulting Divisions are both in-house. With nine licensed attorneys on staff and as many, if not more advanced records and information management (RIM) certifications, our team has the power and expertise to tackle the toughest Information Governance challenges.
- [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](https://zasio.com/poking-holes-in-big-buckets-2/) (2022-05-09): "We explore how the two areas impacting big bucket design the most are privacy and security—highlighting how a little targeted granularity goes a long way in reducing risk.
- [Part 3: It's a Marathon, Not a Sprint – Successfully Implementing Your Simplified RRS](https://zasio.com/keeping-your-rrs-up-to-date/) (2022-04-22): This three-part series will walk readers through several best practices surrounding RRS development and maintenance. Part 1 is an overview of best practices for information collection in support of designing and developing a customized retention schedule. Parts 2 & 3 will explore detailed practical approaches for building a simplified RRS and regularly maintaining that RRS to keep it current and relevant.
- [Part 2: Keep it Simple, Duh. – Developing a Simplified RRS](https://zasio.com/developing-a-simplified-rrs-2/) (2022-04-14): This three-part series will walk readers through several best practices surrounding RRS development and maintenance. Part 1 is an overview of best practices for information collection in support of designing and developing a customized retention schedule. Parts 2 & 3 will explore detailed practical approaches for building a simplified RRS and regularly maintaining that RRS to keep it current and relevant.
- [Part 1: One Size Doesn't Fit All – Customizing Your RRS Through Information Collection](https://zasio.com/one-size-doesnt-fit-all-customizing-you-rrs/) (2022-04-08): This three-part series will walk readers through several best practices surrounding RRS development and maintenance. Part 1 is an overview of best practices for information collection in support of designing and developing a customized retention schedule. Parts 2 & 3 will explore detailed practical approaches for building a simplified RRS and regularly maintaining that RRS to keep it current and relevant.
- [Trendsetting in California: Updated Record Retention Requirements for Employers](https://zasio.com/trendsetting-in-california/) (2022-03-28): California updated its Government Code as of January 1, 2022. California Government Code Section 12946 increased the retention period for records related to personnel and job applicants to 4 years. Previously, the minimum retention period for these records was 2 years.
- [Records and Information Management (RIM) Implications of Legal Holds and Litigation](https://zasio.com/records-and-information-management-implications-legal-holds/) (2022-03-22): Zasio consultants share insights on records and information management implications for discovery and litigation holds, including engaging key players and planning ahead for success.
- [Zasio Successfully Achieves SOC 2, Type 2 Certification](https://zasio.com/soc-2-certification/) (2022-03-18): Zasio Enterprises, Inc., a global leader in business-to-business information governance and records management solutions, is pleased to announce that it has successfully completed the Service Organization Control (SOC) 2 Type 2 audit with respect to Zasio’s Versatile Software as a Service System.
- [Duty to Be Ready – Management of Vital Records](https://zasio.com/duty-to-be-ready/) (2022-02-23): This blog discusses management’s duty of care when it comes to vital records, as well as a few effective crises planning guidelines from the Federal Emergency Management Agency that have application to business continuity planning for vital records.
- [Meet Our Team! Heather Rice, Senior Research Analyst, Certified Paralegal](https://zasio.com/meet-our-team-heather-rice/) (2022-02-04): At Zasio, our Legal Research and Consulting Divisions are both in-house. With nine licensed attorneys on staff and as many, if not more advanced records and information management (RIM) certifications, our team has the power and expertise to tackle the toughest Information Governance challenges.
- [Webinar | RIM Implications of Legal Holds](https://zasio.com/records-and-information-management-rim-implications-of-legal-holds-litigation/) (2022-02-03): Join Zasio at the ARMA Triangle and AMRA Madison Chapter’s virtual March meeting to learn RIM steps and considerations that will make the idea of litigation less stressful.
- [When Disaster Strikes, Will Your Organization's Records be Safe?](https://zasio.com/when-disaster-strikes-will-your-organizations-records-be-safe/) (2022-01-20): The most severe disasters are hard to predict but not impossible to prepare for. This blog discusses some of the most recent severe weather disasters, how they have impacted vital business records, and what we can learn from them. A tool used by records managers to anticipate and prepare for disasters is the Seven Classes of Disasters chart. Has your business been impacted by one of the disasters in the Seven Classes of Disasters chart below?
- [Let's Hit the Slopes: What to Know About Colorado's Personal Privacy Act](https://zasio.com/lets-hit-the-slopes-what-to-know-about-colorados-personal-privacy-act/) (2022-01-03): The Colorado Privacy Act (CPA) has raised the brrr for the Centennial State. This past summer, Colorado’s governor signed the CPA into law, making it the third comprehensive privacy rights law among the states. On July 1, 2023, the CPA will take effect, six months after the California Privacy Rights Act (an update to the CCPA) and Virginia’s Data Protection Act (CDPA). The CPA’s passage raises a number of important questions for organizations conducting business in Colorado, such as: what does the CPA entail; who must comply; how will the law be enforced, and; what do companies need to know to comply with the CPA?
- [Tis the Season... for a Data Breach](https://zasio.com/tis-the-season-for-a-data-breach/) (2021-12-02): The Cybersecurity and Infrastructure Security Agency (CISA) defines a data breach as the “unauthorized movement or disclosure of sensitive information to a party, usually outside the organization, that is not authorized to have or see the information.” Each year, many large companies experience a data breach. You may not think this could happen to you, but the truth is that every company is vulnerable to hacking.
- [Versatile Enterprise™ Case Study: The University of North Dakota](https://zasio.com/versatile-enterprise-university-north-dakota/) (2021-11-29): The University of North Dakota School of Medicine and Health Sciences launched its records management program in 1994. The School was moving into a different building and needed to do something about the high volume of records that had built up over the years, so they hired a records manager, Susan Carlson, CRM. Susan reviewed the situation and determined the need for a records management solution to track records, and a retention schedule to identify what needed to be kept and what they could destroy. Susan interviewed different vendors and decided to implement Versatile for DOS™, Zasio’s original records management solution.
- [How Nevada Doubled Down on Privacy Legislation](https://zasio.com/how-nevada-doubled-down-on-privacy-legislation/) (2021-11-01): Although lesser known and considered less comprehensive than the California Consumer Privacy Act (CCPA), Nevada’s Privacy Laws are still impactful among privacy laws in the United States. Recent amendments to Nevada’s Privacy Laws provide consumers far more protection. Below is a summary of the framework of Nevada’s Privacy Laws along with recent amendments.
- [Do Statutes of Limitations Make Good Retention Periods?](https://zasio.com/do-statutes-of-limitations-make-good-retention-periods-here-are-some-things-to-consider/) (2021-10-15): For a balanced approach to evaluating statutes of limitation when setting retention periods, here are some of the chief considerations.
- [Power to the PIPL? A Rundown of China's New Personal Information Protection Law](https://zasio.com/power-to-pipl-rundown-chinas-new-personal-information-protection-law/) (2021-09-30): On August 20, 2021, China adopted the Personal Information Protection Law of the People’s Republic of China (“PIPL”), its first comprehensive national data privacy law and one of the most sweeping and restrictive national privacy laws to date. Modeled largely off the GDPR and set to go into effect on November 1, the PIPL regulates personal information collected or transferred both inside and outside of China. It also comes with harsh penalties for non-compliance and gives broad powers to China’s state authorities to enforce the law.
- [Do You Ever Feel Like, Somebody’s Watching You? That’s Because They Are](https://zasio.com/do-you-ever-feel-like-somebodys-watching-you/) (2021-09-13): Whether you are a privacy-minded individual concerned about your image being captured through video surveillance or a business concerned about legal repercussions from your video surveillance practices, data protection authorities and regulators have provided guidelines on what your rights are.
- [Webinar | Updated Retention Schedule, Now What](https://zasio.com/you-have-updated-your-retention-schedule-now-what/) (2021-09-08): Join Zasio at the ARMA Triangle Chapter’s virtual October meeting to learn how Versatile Retention can help you stay on top of your updated records retention schedule.
- [RIM Program ISO Compliance & Cybersecurity Reporting](https://zasio.com/iso-compliance-and-cybersecurity-reporting/) (2021-09-01): The ISO develops “families” of internationally recognized standards companies can use to develop and certify their business processes.
- [Zasio Consulting Services and Versatile Retention™ Case Study: More Than a Vendor - Why Zasio is a Trusted Partner for this Global Pharmaceutical Company](https://zasio.com/case-study-global-pharma-2/) (2021-08-30): A global pharmaceutical company needed records retention consulting and a new retention management tool when they met Zasio at an industry conference. Impressed by Zasio’s team and their industry-leading retention management solution, VersatileRetention™, the Company hired Zasio for a small consulting pilot. This pilot led to reoccurring consulting engagements and the purchase of Versatile Retention. Over nine years later, the relationship between the two companies is more than just business, it’s a true partnership.
- [Versatile Professional™ Case Study: Air Van Moving and Transportation](https://zasio.com/case-study-air-van/) (2021-07-20): Air Van, a transportation and storage company, has been storing records for companies of all sizes in the Boise, Idaho area for many years. With over 200,000 square feet of warehouse storage space and having customers of varying sizes and industries, the team is constantly managing multiple databases and navigating different record-keeping requirements to keep up with each customer’s unique requests. These demands, along with a strong recommendation from their largest client, are what led Vu Doan, Vice President at Air Van, and his team to implement Versatile Professional™
- [Privacy and Confidentiality — a Sound Investment for Any Business](https://zasio.com/privacy-and-confidentiality-a-sound-investment-for-any-business/) (2021-07-20): How an organization handles data matters. While records management covers many tenets of data collection, one particular area deserves exploration–privacy: what is it? How is it different from confidentiality? And why does this distinction matter?
- [Demystifying IG Program Maturity: What it is and How Zasio Can Help](https://zasio.com/demystifying-ig-program-maturity-what-it-is-and-how-zasio-can-help/) (2021-06-28): ARMA’s IG Maturity Index results from last year are in, and perhaps unsurprisingly, many respondents’ IG programs saw a decline in their IG maturity score in 2020. Read on to learn more about the IG Maturity Index, and how Zasio can help with a number of key metrics that respondents struggled with last year.
- [Changes to the California Consumer Privacy Act of which Consumers Should be Aware](https://zasio.com/changes-to-the-california-consumer-privacy-act-of-which-consumers-should-be-aware/) (2021-06-16): On November 3, 2020, just nine months after the CCPA became enforceable, California voters passed Prop 24 (also known as the California Privacy Rights Act or “CPRA”), which contains several significant changes to the CCPA. However, businesses still have some time to study and adapt to these changes.
- [Workflow Management Capabilities Coming to Zasio’s Popular Electronic Records Management Software](https://zasio.com/erms-workflow/) (2021-06-07): New workflow management capabilities are coming to Zasio’s electronic records management software, Versatile Electronic Records Management System (ERMS) with the addition of ERMS Workflow™.
- [Breaking It Down — Best Practices for Simplifying Your Retention Schedule - Breaking It Down — Best Practices for Simplifying Your Retention Schedule](https://zasio.com/breaking-it-down-best-practices-for-simplifying-your-retention-schedule/) (2021-05-24): In this co-sponsored webinar with ARMA International, we dig into a series of specific examples so you can see, firsthand, how to simplify an overly complicated retention schedule.
- [Is it a Myth? Or is it a Legendary Lesson?](https://zasio.com/is-it-a-myth-or-is-it-a-legendary-lesson/) (2021-05-19): Having trouble separating myth from fact? Never fear! By thinking through some of these common records management misperceptions, your questions are likely to have clearer answers. Here is how Zasio recommends addressing three of the most common records management myths.
- [Recordkeeping Basics: Managing Your Accounting Records](https://zasio.com/recordkeeping-basics-managing-your-accounting-records/) (2021-05-07): Everyone knows how important it is to balance your company books, but where do you even start? Start by determining what accounting documents you have and what your record retention requirements are. All businesses are required to keep accounting documents for certain lengths of time. Keeping your accounting records organized can save you time, money, and headaches every tax season.
- [International Tax Record Retention Period by Country](https://zasio.com/international-tax-record-roundup/) (2021-05-04): Here is a brief rundown of required or suggested tax record retention periods in the United States and other jurisdictions around the globe.
- [2021 ARMA Information Governance Maturity Index Report - Sponsored by Zasio](https://zasio.com/arma-ig-report/) (2021-04-28): If reviewing and benchmarking the maturity of your IG program sounds overwhelming, Zasio’s Consulting team offers a variety of IG program evaluations that can help you understand the IG Maturity Index and Survey results, identify gaps in your program, and create a proactive plan to mitigate them.
- [Spring Cleaning Your Records](https://zasio.com/spring-cleaning-your-records/) (2021-04-26): April is Records and Information Management Month, a celebration of the value of organizing and maintaining records and data. But the end of April doesn’t mean that you should shove those records into a closet and close the door until next spring. It’s important to give your records attention throughout the year, but sometimes we all need that extra boost to get us motivated. Spring is an excellent time to review your organization’s approach to recordkeeping. Here are a few tips to kick your spring records cleaning into high gear.
- [Webinar | Simplify Your Retention Schedule](https://zasio.com/simplifying-your-retention-schedule/) (2021-04-21): In this webinar, we will dig into a series of specific examples so you can see, firsthand, how to simplify an overly complicated retention schedule.
- [Everything I Know About Records and Information Management I Learned from a Parenting Book](https://zasio.com/everything-i-know-about-records-information-management-i-learned-from-a-parenting-book/) (2021-04-07): Well, not everything, but a whole lot. And the book isn’t the kind of “how to make your toddler sleep through the night” fantasy you’re probably thinking of—it’s about the skills that children (and, as it turns out, adults) need to thrive in a complicated and uncertain future. But now that I’ve captured your attention, allow me some time to further explain. In Becoming Brilliant: What Science Tells Us About Raising Successful Children, child psychologists Kathy Hirsh-Pasek and Roberta Golinkoff argue that for today’s children, much about the world they will live in as adults hasn’t been created, and many of the jobs they’ll perform don’t even yet exist. As a result, we do children a disservice if we focus their education on simply memorizing facts and figures, as many subjects they learn today will look much different, or even become irrelevant, in the decades ahead. What’s more, the skills they will need to thrive are becoming increasingly people, rather than fact, focused. In other words, subject matter expertise alone won’t provide them with the skills necessary to solve 21st Century problems. Instead, Hirsh-Pasek and Golinkoff argue that to for today’s children to succeed in an unknown tomorrow, they also must master the six Cs—a set of “21st Century skills” for a dynamic world. The six Cs are: 1) collaboration; 2) communication; 3) content; 4) critical thinking; 5) creative innovation; and 6) confidence.
- [Connecting During COVID](https://zasio.com/connecting-during-covid/) (2021-03-29): When COVID started in early 2020, it changed everyone’s day-to-day activities across the world. During such uncertain times, it was comforting to know we all had something that connected us, but regardless of the unplanned connection, for many, it was a hard adjustment.
- [Versatile Enterprise™ Case Study: Dominion Energy](https://zasio.com/case-study-dominion-energy/) (2021-03-18): Consolidated Natural Gas, which later merged into Dominion Energy, has been using Versatile™, Zasio’s enterprise-level records management software, for over 25 years. Since the original implementation, the team has been through several versions. The scalability and flexibility that Versatile Enterprise provides, along with Zasio’s top-tier customer service, is what has retained them as a customer for over two decades. Learn more about Dominion Energy and their use of Versatile Enterprise in our case study.
- [Virginia's New CCPA-style Privacy Law: Powerhouse or Paper Tiger?](https://zasio.com/virginias-new-ccpa-style-privacy-law-powerhouse-or-paper-tiger/) (2021-03-04): Virginia has just become the second U.S. state to enact a comprehensive privacy protection law. After passage by overwhelming majorities in both the Virginia Senate and House of Delegates, the Virginia Consumer Data Protection Act (“VCDPA”) is has just been signed into law by Governor Ralph Northam. While lawmakers in several other states like New York and Washington have proposed their own privacy bills, those efforts so far have hit various snags and stumbling blocks while winding their way through the legislative process that have thus far stalled their final passage into law.
- [Sanitize Everything From Your Hands to Your Personal Information](https://zasio.com/sanitize-everything-from-your-hands-to-your-personal-information/) (2021-03-03): If the last year has taught us anything, it is to sanitize, sanitize, sanitize. You are probably sanitizing your hands, your house, everything you touch, but what about the personal information you process? Laws and regulations increasingly require entities to sanitize, pseudonymize or anonymize the personal information that they collect or process. Other than defining and requiring sanitization, these legal requirements often neglect to inform regulated entities what sanitization encompasses.
- [Wait, Is That a COVID-19 Record?](https://zasio.com/wait-is-that-a-covid-19-record/) (2021-02-22): As organizations adapt to the new and constantly changing COVID-19 landscape, new processes and record outputs abound. We often get questions from our clients asking “is this COVID-19 record?” and if yes “how long should we be keeping this record?” Explicit authorities on company recordkeeping obligations have been slow to trickle down and are a bit of a patchwork with federal and state guidance provided only here and there.
- [ZCares: Food, Funds, and Family - A Food and Fund Drive for the Idaho Foodbank](https://zasio.com/zcares-food-funds-family/) (2021-02-17): Join Zasio's ZCares volunteer team to help raise food and funds for the Idaho Food Bank during the month of March!
- [Mitigating Privacy Risks Within Your Records Retention Schedule](https://zasio.com/mitigating-privacy-risks/) (2021-01-29): Now, more than ever, RIM and IG professionals are looking for ways to integrate privacy considerations directly into their programs. In this presentation, Zasio will survey immediate strategies and tips organizations can implement and act on to mitigate privacy risks through their records retention schedule. From implementing privacy-based retention periods to reevaluating baseline retention periods, and gathering relevant information from stakeholders, you can take away various method to help minimize privacy risks and further bridge the divide between privacy and records & information management.
- [Get Your Records Retention Schedule Under Control — And Keep It That Way: A Case Study in Global Retention Scheduling](https://zasio.com/case-study-international-retention-schedule/) (2021-01-26): ARMA International and Zasio walk you through a case study and discuss typical retention schedule challenges. You will learn challenges from global harmonization, expanding coverage to new jurisdictions, optimizing the number of record categories, managing citations and changes, and you'll see how we overcame those challenges.
- [US Privacy Laws & RIM — Recent Developments](https://zasio.com/us-privacy-laws-rim-recent-developments/) (2021-01-07): Privacy may very well be the fastest-growing area of law so far in the 21st century. While the US, at the federal level, has resisted a broad privacy law similar to the GDPR, momentum is steadily gaining for privacy legislation at the state level. This blog explores US privacy law's recent developments from a records and information management (RIM) perspective.
- [A Year in Review](https://zasio.com/2020-year-in-review/) (2021-01-07): 2020 was a year filled with many challenges, but despite those unexpected challenges, Zasio reached many milestones and we’re proud of our accomplishments. As we reflect on the year, we wanted to share some of our most notable moments and above all, say thank you to our wonderful staff and customers who have made this year one to remember!
- [Get Your Records Retention Schedule Under Control - And Keep It That Way: A Case Study in Global Retention Scheduling](https://zasio.com/developing-international-retention-schedule/) (2020-11-11): Join Zasio and ARMA International for a free webinar discussing a case study on developing an international retention schedule. Thursday, Dec. 10th at 1:00 p.m. CST.
- [New Changes to the European Union's Medical Device and In Vitro Diagnostic Device Regulations](https://zasio.com/new-changes-european-union-medical-device-regulations/) (2020-10-12): n May 26, 2020, the European Union enacted new regulations concerning medical and in vitro diagnostic devices—a move that should cause manufacturers, clinical trial sponsors and investigators, and other regulated parties involved in medical device development, manufacture, and distribution in the EU to take notice. These new regulations replace existing directives and bring about many changes, including important changes to records retention periods.
- ["You've Got Mail" — Issues. Management and Retention of Email](https://zasio.com/issues-management-retention-email/) (2020-10-02): Effectively managing email is usually somewhere “on the list” of items to take care of, but rarely at the top. As a result, employees are often left to fend for themselves regarding how to manage their email records, most often outside the scope of data retention and information governance policies. This can bring rise to issues over data security, privacy, discovery, and cyber-theft. Most users want direction in this area to protect both themselves and the organization. But, this direction will only remain welcome if it’s not difficult to administer or overly complicated. Let’s take a look at some common approaches, pitfalls, and recommendations to get you started.
- [ARMA Virtual Info Con 2020 – October 26-30, 2020](https://zasio.com/arma-infocon-2020/) (2020-09-21): ARMA InfoCon 2020 is around the corner! Even though it looks a little different this year, we'll still be showcasing the same great technology solutions and look forward to connecting with you virtually during our sessions!
- [Lessons Learned: Data Mapping Made Easier](https://zasio.com/data-mapping-made-easier/) (2020-09-10): In this presentation, our presenter takes you through his experiences developing data maps focusing on lessons learned, so that when you are volunteered to create one, you can effectively navigate through the common pitfalls that doom data mapping projects. Data mapping is not easy, but by avoiding common challenges it can be easier!
- [Practical Strategies for Electronic Records Management](https://zasio.com/practical-strategies-for-electronic-records-management-2/) (2020-09-10): In this webinar, Zasio's Warren Bean, CRM, offers practical tips on applying retention rules to various types of electronic repositories.
- [Implementing Privacy by Design](https://zasio.com/implementing-privacy-by-design/) (2020-09-10): In this webinar, we simplify Privacy by Design (PbD) with an overview of the concept and discussion of some of the key privacy principles and implementation techniques. We also provide you with some key elements that you can use in your office to help your PbD framework move from concept to good practice. Whether you’re a privacy newbie or a daily practitioner, there is something in this webinar for you!
- [Working from Home: Privacy, Security, and Information Management Tips for a Remote Workforce](https://zasio.com/working-from-home-tips-for-a-remote-workforce-2/) (2020-09-10): Learn tips and insights on how businesses and employees can protect their privacy and security while maintaining effective organizational records and information management, both during the current era of the “socially distanced” workforce, and beyond.
- [While Your Employees were Sheltering, Cyber Criminals were Attacking](https://zasio.com/while-your-employees-were-sheltering-cyber-criminals-were-attacking/) (2020-09-10): In this webinar, Sherpa Software, a leading provider of Data Discovery and File Analysis solutions, and Zasio, a leading provider of Records Management and Information Governance solutions, come together to discuss best practices in Information Governance to ensure your company’s data is properly managed. We share guidance on the best approaches to assessing, analyzing, classifying, retaining, and legally destroying sensitive data according to your retention policies. It's important to manage your information early, before hackers do it for you!
- [Researching and Analyzing Legal Records Retention Requirements](https://zasio.com/researching-and-analyzing-legal-records-retention-requirements/) (2020-09-10): Records and Information Management (RIM) professionals often struggle with determining how long records should be retained for legal purposes. In-house counsel, staff attorneys, and law departments are usually too busy keeping up with litigation and regulatory projects to help with RIM research, leaving these efforts to the RIM Team. This session explores what factors go into determining the legal retention requirements, such as state/federal laws/statutes/guidelines, statutes of limitations, accrediting body requirements, duration of licensures, and other legal factors.
- [Retention Schedules 101](https://zasio.com/retention-schedules-101-2/) (2020-09-10): Whether you’re new to records management or just want to brush up on records and information management awareness for yourself and teammates, this webinar, Retention Schedules 101, will guide you through the fundamentals of records retention schedules and highlight the core principles and theory behind their construction and use.
- [Race for a Vaccine: Recordkeeping Implications for Pharmaceutical Companies](https://zasio.com/record-keeping-implications-pharmaceutical-companies/) (2020-09-09): The world is in a race to manufacture and produce a safe vaccine for COVID-19. This has led to an unprecedented pace and volume of clinical trial documentation for the many companies and organizations competing in this race and particular implications for trial participant consent and pharmacovigilance requirements.
- [Versatile Enterprise™ Study: The University of Washington](https://zasio.com/case-study-the-university-of-washington/) (2020-09-03): The University of Washington has had a records management program in place since1965, with its formal records center opening in 1971.
- [Retention Schedule Case Study: Ohio Universities](https://zasio.com/case-study-the-inter-university-council-of-ohio-and-ohio-state-university/) (2020-09-03): Find out how the retention schedule case study reshaped records management at Ohio State, enhancing efficiency and compliance.
- [Zasio Consulting Services Case Study: Southwest Gas Corporation](https://zasio.com/case-study-southwest-gas-corporation-2/) (2020-09-03): Southwest Gas Corporation, a provider of natural gas services to more than 1.9 million customers throughout Arizona, Nevada, and California, set out to streamline its approach to information management by partnering with Zasio Enterprise's consulting division. Together, the two industry leaders developed key strategies to drive compliance, collective corporate buy-in, and simplified and sustainable solutions.
- [Versatile Enterprise™ Case Study: Service Corporation International](https://zasio.com/case-study-service-corporation-international/) (2020-09-03): Service Corporation International (SCI), North America’s largest provider of funeral and cemetery services, narrowly dodged a disaster after a tropical storm flooded downtown Houston, Texas submerging all of the company records that were stored in the basement. The natural hazard prompted SCI to freeze-dry 2.3 million records and partner with Zasio Enterprises, a global expert in information governance and records management.
- [Versatile Enterprise™ Case Study: Utah Division of Archives and Records Service](https://zasio.com/case-study-utah-division-of-archives-and-records-service-2/) (2020-09-02): In 1991, Utah State Archives began using Zasio’s flagship records management solution, Versatile Enterprise. They took advantage of many of Versatile Enterprise’s features, such as records center management, but didn’t use the program to manage retention schedules. This system worked for a while, but in November 2002, the State Archives decided to consolidate and streamline their records and information management program. Find out how Zasio helped them do this!
- [Versatile Enterprise™ Case Study: How a Global Leader in Oil Exploration and Production Streamlined Their Records and Information Governance Program](https://zasio.com/case-study-how-a-global-leader-in-oil-exploration-and-production-streamlined-their-records-and-information-governance-program/) (2020-09-02): The use of Versatile has made the company’s entire records management processa highly productive and progressively functional activity for both active andsecondary records. Find out how!
- [Versatile Enterprise™ Case Study: Idaho State Historical Society](https://zasio.com/case-study-idaho-state-historical-society/) (2020-09-02): The Idaho State Historial Society recognized that their three unsupported, unintegrated legacy records management systems needed to be replaced. They knew they needed a single, long-term sustainable solution that could meet the varying needs of their diverse customer base. The former resources were increasingly unreliable, lacked proper technical support, and didn’t meet current operational needs. Zasio was awarded the state contract through the RFP process and a statewide implementation of the new database was completed within a year.
- [Versatile Retention™ Case Study: Highmark Inc.](https://zasio.com/case-study-highmark-inc-2/) (2020-09-02): Highmark Inc. is a national, diversified health care partner serving over 5 million members across the United States through its businesses in health insurance, dentalinsurance, vision care, and reinsurance. To establish a records management strategy that would ensure all its records were managed in accordance with business, legal, and regulatory requirements, Highmark Inc. partnered with Zasio Enterprises.
- [Versatile Enterprise™ Case Study: The City of Kodiak](https://zasio.com/case-study-the-city-of-kodiak/) (2020-09-02): The City of Kodiak serves more than 6,000 residents in Kodiak, Alaska. In 2003, the City Clerk started to work on a comprehensive management system at the direction of the City Council. They were in need of a solution that could consolidate processes and manage their electronic and physical records efficiently. In 2005, an independent consultant working with the City Clerk recommended Zasio for the company’s robust technology solution offerings that addressed each of the outlined needs. Since the start of the partnership, the two entities have implemented a solution that takes into consideration the intricate needs of the growing City.
- [How Denver Managed 7 Million Records with Versatile™](https://zasio.com/case-study-the-city-and-county-of-denver/) (2020-09-02): See how Denver solved its electronic record destruction challenges by syncing Versatile Fuse with their existing Alfresco repository for full compliance.
- [Zasio Adds New Web Browser Interface to Leading Electronic Records Management Software](https://zasio.com/zasio-adds-new-web-browser-interface/) (2020-08-13): Zasio Enterprises is now offering their popular electronic records management software add-on*, Versatile ERMS, as a web browser interface in addition to the current desktop interface.
- [Personal Data Transfers Post-Privacy Shield](https://zasio.com/personal-data-transfers-post-privacy-shield/) (2020-08-13): The European Court of Justice’s recent move to strike down the US-EU privacy shield agreement has upended the bilateral personal data transfer framework and pulled the rug out from under numerous American businesses who work with European customers’ personal data. But although the agreement was invalidated, there remain several steps to take and options to pursue that can enable US businesses to help maintain their operations.
- [Artificial Intelligence: The Final Frontier in Records and Information Management](https://zasio.com/artificial-intelligence-the-final-frontier/) (2020-08-05): From smart speakers to customer service, AI has found its way into our homes and businesses. One area of business where AI use is emerging is records and information management [RIM]. As opportunities to use AI in RIM increase, what privacy implications, what unnecessary classification or retention, and what laws or regulations can information governance and privacy professionals expect to find in the future?
- [Data Protection Legislative Updates](https://zasio.com/data-protection-legislative-updates/) (2020-08-05): Since the GDPR passed in 2018, we have seen an ongoing worldwide ripple effect, as other jurisdictions have begun passing their own data protection laws that mirror, or in many respects comply with GDPR requirements. This blog discusses a few such new or upcoming laws worth noting.
- [What's in Your Privacy Data Policy?](https://zasio.com/whats-in-your-privacy-data-policy/) (2020-07-08): The records and information management world has experienced a gradual yet seismic ideological shift in recent years. Long gone are the days of thinking solely in terms of HOW LONG MUST WE KEEP this information. Today, companies also think strategically, practically, and with privacy legal compliance in mind when it comes to managing their records and information. In this day and age, special considerations such as big data and privacy increasingly drive initiatives. Companies are now asking an equally important question of HOW SOON SHOULD WE DELETE this information, as well as HOW MUST WE DISPOSE OF IT?
- [Policy into Practice — Strategies for Operationalizing Your Records Retention Schedule](https://zasio.com/policy-into-practice/) (2020-07-08): Getting a records retention schedule into your everyday business processes is also known as operationalizing it. Blending it into your day-to-day workflow is the goal. The idea is simple in concept, but there are many hurdles to overcome in making it real.
- [Information Governance Lunch and Learn - RESCHEDULED](https://zasio.com/lunchandlearn/) (2020-07-06): Please join us for lunch, network with peers, and hear from industry experts on Researching and Analyzing Legal Records Retention Requirements.
- [Alert: New 10-Year Retention Requirements in Brazil for AML Related Activities](https://zasio.com/new-10-year-requirements-in-brazil-for-aml-related-activities/) (2020-05-27): Institutions that are regulated by the Central Bank of Brazil take note. Effective July 1, 2020, the Central Bank of Brazil is increasing the record retention periods related to many Anti-Money Laundering (AML) and terrorist financing activities to 10 years. Continue reading for additional details and action items.
- [Document Management While Working Remotely](https://zasio.com/document-management-while-working-remotely/) (2020-05-11): Businesses in the United States and around the world are currently operating in unprecedented times due to COVID-19. Many businesses have had to become innovative and flexible. Possibly one of the biggest changes to how businesses function from day-to-day is the large number of employees working remotely. Remote work is not new, but many businesses have had to figure out how to transition their employees to working remotely. This transition brings many challenges, but one of the challenges that might be overlooked is document management.
- [Working from Home: Privacy, Security, and Information Management Tips for a Remote Workforce](https://zasio.com/working-from-home-tips-for-a-remote-workforce/) (2020-04-28): Join us for This Free Webinar! Date: May 21st Time: 11:00 a.m. – 12:00 p.m. Mountain Time Description: The COVID-19 pandemic and “shelter-in-place” orders have upended offices across the country, forcing businesses and workers to rapidly adapt to our new remote work reality. Although lockdown restrictions are gradually easing, remote work is likely to remain a common feature of office life for the foreseeable future. But while working from home brings a new set of challenges and risks for employers and workers, it also presents an opportunity to reflect on how we work and find new ways to improve. Employers can help their workers stay productive at home without intruding into their private lives. Employees can still keep vital company data secure even when working from beyond the safety of the office. Organizations can still practice effective information governance even when their records and information reside on employees’ workstations located across the country. This webinar will provide tips and insights on how businesses and employees can protect their privacy and security while maintaining effective organizational records and information management, both during the current era of the “socially distanced” workforce, and beyond. To attend, please register using the button below. We […]
- [Russia’s Archives Order – 2020 Updates](https://zasio.com/russias-archives-order-updates-2020/) (2020-04-21): If your company does business or has a business presence in Russia, then you may be familiar with Order No. 558 which sets out a list of storage periods for recordkeeping. On December 20, 2019, the Ministry of Justice of Russia approved Order No. 236, Updating the List of Typical Administrative Archival Documents Generated in the Course of Activities of State Bodies, Local Governments and Organizations, With an Indication of Their Storage Time (hereinafter “Archives Order”) which replaces Order No. 558.
- [Using Records Management to Restart](https://zasio.com/using-records-management-to-restart/) (2020-04-08): Contact tracing can be vital to helping control the spread of a disease, it can also raise significant personal data concerns. During this process, information is gathered and potentially shared amongst employers, health officials and government agencies. This might include information such as a person’s health data, address, family members, employment details, travel schedules, and even personal contacts. To what extent can this personal information be gathered? Is consent required? How long will it be kept? What rights and protections does an individual have regarding such data that has been collected?
- [Pandemics and Personal Data](https://zasio.com/pandemics-and-personal-data/) (2020-03-16): Contact tracing can be vital to helping control the spread of a disease, it can also raise significant personal data concerns. During this process, information is gathered and potentially shared amongst employers, health officials and government agencies. This might include information such as a person’s health data, address, family members, employment details, travel schedules, and even personal contacts. To what extent can this personal information be gathered? Is consent required? How long will it be kept? What rights and protections does an individual have regarding such data that has been collected?
- [Internet Service Providers Launch Litigation Against Maine's New Opt-In Privacy Law](https://zasio.com/internet-service-providers-launch-litigation-against-maines-new-opt-in-privacy-law/) (2020-02-25): Several internet service provider (ISP) industry groups have joined together in bringing suit against the state of Maine in response to its new privacy law, LD 946 “An Act To Protect the Privacy of Online Customer Information,” asserting that the new rules run afoul of their free speech rights and constitute discrimination against their industry.
- [The State of Portable Barcode Readers in 2020](https://zasio.com/state-of-portable-barcode-readers-in-2020/) (2019-12-12): In today’s digital environment, businesses use electronic documents more than ever. While this does increase access, it does not eliminate preservation and stability obstacles. In fact, digital documents can become obsolete much faster than paper. In order for a digital document to be accessible, the software that is able to read it must be up-to-date. Therefore, the digital document’s stability is dependent on evolving technologies.
- [How to Avoid the File Format Graveyard](https://zasio.com/how-to-avoid-the-file-format-graveyard/) (2019-12-09): In today’s digital environment, businesses use electronic documents more than ever. While this does increase access, it does not eliminate preservation and stability obstacles. In fact, digital documents can become obsolete much faster than paper. In order for a digital document to be accessible, the software that is able to read it must be up-to-date. Therefore, the digital document’s stability is dependent on evolving technologies.
- [Managing Inactive Records](https://zasio.com/managing-inactive-records/) (2019-12-06): Keeping and managing inactive records can be costly and time consuming, and oftentimes where an organization stores these records is a big consideration and can be a hassle. So, how do you define and inactive record and what should you consider when creating an inactive records management policy?
- [ZCares: A Look into Zasio’s Culture of Caring and Service](https://zasio.com/z-cares-zasios-culture-of-caring-and-service/) (2019-12-04): In today’s fast-moving society, many of us bounce between work and home trying our best to balance each, and it can become easy to forget about other things going on around us and in our community. This is why at Zasio, one of our focused efforts is to help bridge this gap through a culture of caring and service. It starts with our leadership, extends through our employees, and into our community.
- [Reasons Management Should Invest in Information Governance — Judicial Discretion and Sanctions](https://zasio.com/reasons-management-should-invest-in-information-governance/) (2019-12-04): Have you ever wondered what the consequences might be if your company gets sued but can’t locate important documents that are needed for litigation? You’re in luck because others have tested it out for you. Here are the lessons they learned.
- [The Evolving Impact of Company-Owned Devices in Records Management](https://zasio.com/evolving-impact-of-company-owned-devices-in-records-management/) (2019-11-07): In an ever-changing competitive world, businesses need to be flexible with technology and work environments, but with this technology comes the responsibility of the business owner to protect their valuable records, trade secrets, proprietary information, intellectual property, and personal identifiable information stored on those devices.
- [Navigating Multiple Jurisdictional Requirements: Which Jurisdiction is Controlling for Retention Purposes?](https://zasio.com/navigating-multiple-jurisdictional-requirements/) (2019-11-04): When working in multiple jurisdictions, it can be difficult to determine which jurisdictional laws a retention schedule should follow. In records management, you could say the “place of the regulated activity,” but, this becomes more difficult when there are legal and operational implications beyond the borders where the activity is happening.
- [Quantum Supremacy: Rethink Encryption in Records and Information Management](https://zasio.com/quantum-supremacy-rethink-encryption-in-records-and-information-management/) (2019-10-28): Quantum computing has been the stuff of science fiction for decades, but recent breakthroughs are now dramatically accelerating the timeline for quantum computing to go from concept to reality.
- [The Fall of the Berlin Wall and the Rise of Berlin Sanctions](https://zasio.com/fall-of-berlin-wall-rise-of-berlin-sanctions/) (2019-10-16): The Berlin DPA’s recent GDPR sanctions are just another building block of data protection security in Europe. Thirty years ago, Berlin was vital in tearing down the GDR and reunifying Germany. Today, Berlin is becoming key in building up the power of the GDPR in Germany.
- [Molecular-Based Data Storage](https://zasio.com/molecular-based-data-storage/) (2019-10-04): As technology continues to advance at a dizzying pace in nearly every aspect of our lives, this holds true for data storage solutions as well. Coming down the pipeline are some big (or, more accurately – miniscule) and exciting developments in the ways we store our digital data!
- [Instant Messaging in the Workplace and Mitigating Risks](https://zasio.com/instant-messaging-in-the-workplace-and-mitigating-risk/) (2019-08-27): Instant Messaging (IM) tools such as Slack, Microsoft Teams, and Google Hangouts allow employees to quickly chat, share documents, and create meetings efficiently. For this reason, companies are increasingly choosing IM over email to perform daily tasks and improve productivity. But what are the risks associated with these tools and how do companies implement solutions to mitigate these risks?
- [Z-Talks: Pre-Conference Education Sessions - October 20, 2019](https://zasio.com/z-talks-pre-conference-education/) (2019-08-15): Do you want to spend an extra day in Nashville AND get more out of your ARMA Live! 2019 Conference? Join us for Z-Talks, our complimentary education sessions taking place on October 20th.
- [E-Discovery and the Importance of Having a Records Retention Program that Includes Electronic Records](https://zasio.com/e-discovery-and-importance-of-having-records-retention-program-with-electronic-records/) (2019-07-29): In a lawsuit, discovery is the process of sharing information that is relevant to a particular legal action or proceeding. With the rapid growth of technology and electronic data, the discovery process has evolved to include a new way of discovering information: electronic discovery or “e-discovery." Find out how adding electronic records into your records retention program now, can save you time and money later, in the event of an e-discovery request.
- [The Age of the Cyber Breach and the Value of Information Governance (IG)](https://zasio.com/age-of-cyber-breach-and-the-value-of-information-governance/) (2019-07-19): Cybercriminals have many advantages over IT departments. This blog introduces some of these advantages and discusses how good Information Governance (IG) practices can streamline efforts to reduce exposure.
- [Proposed New York Privacy Act Breaks New Ground on Personal Data](https://zasio.com/proposed-ny-privacy-act-breaks-new-ground-on-personal-data/) (2019-07-08): Another challenging new privacy law is already potentially looming on the horizon. New York lawmakers recently introduced a groundbreaking new piece of legislation that in some aspects might be significantly tougher than either the GDPR or the CCPA.
- [Archive Law, Is It Just Applicable to Governments?](https://zasio.com/archive-law-is-it-just-applicable-to-governments/) (2019-06-26): Why are archive laws so important? Archive laws set out standards for preservation of records and regulations for accurate record-keeping from their creation to disposal or storage. If you need help interpreting how archival laws impact your business, contact Zasio and speak with our team of in-house experts.
- [The Importance of Being Permanent](https://zasio.com/the-importance-of-being-permanent/) (2019-06-13): Why are archive laws so important? Archive laws set out standards for preservation of records and regulations for accurate record-keeping from their creation to disposal or storage. If you need help interpreting how archival laws impact your business, contact Zasio and speak with our team of in-house experts.
- [Leveraging Google for More Effective Legal Research](https://zasio.com/leveraging-google-for-more-effective-legal-research/) (2019-05-30): Need to do some legal research? Are you having trouble locating a specific requirement, page or article on a website? Here we'll discuss are a couple ways to leverage Google and its tools to make your life easier and your research more effective.
- [EU’s New Whistleblower Directive & Impacts on RIM](https://zasio.com/eu-new-whistleblower-directive-and-impacts-rim/) (2019-05-22): The EU recently approved a new Whistleblower Directive promoting common minimum standards designed to enhance protections for Whistleblowers and prevent retaliation for participation in whistleblowing activities. What impact will this have on records and information management?
- [EU’s New Copyright Law Will Drive Information Governance Investments](https://zasio.com/eu-copyright-law-will-drive-information-governance-investments/) (2019-05-07): The EU recently overhauled its copyright regulatory framework with the EU parliament’s adoption of a sweeping new law: EU Directive on Copyright in the Digital Single Market. Although the Directive must first be transposed by the individual EU member states over the next two years before taking effect, it is already clear that complying with the new law will present significant technical and policy challenges for both large internet giants like Facebook and Google, and also for smaller media content platforms.
- [Pharma Industry Records and Information Management In Brexit Limbo](https://zasio.com/pharma-industry-in-brexit-limbo/) (2019-04-23): Once the central hub of European pharmaceutical oversight, the UK is now faced with dual scenarios of a deal v. no-deal Brexit with either scenario carrying important implications for the pharma industry.
- [Common Records and Information Management Certifications, What do They Mean?](https://zasio.com/common-rim-certifications/) (2019-04-03): Let’s talk about a few of the common acronyms used to certify the professionals and experts in our industry. What do they all mean? Sometimes, we get so used to seeing acronyms in signature lines that we forget to stop and think about what they mean and represent.
- [Are Cloud Drives the Latest Dumping Ground?](https://zasio.com/are-cloud-drives-the-latest-dumping-ground/) (2019-04-01): The underlying promise of digital transformation is that if you eliminate paper you will improve process workflow and organizational performance. But it often seems that we’ve traded one mountain of clutter for another.
- [Tips to Prevent Hoarding of Documents](https://zasio.com/tips-to-prevent-hoarding-of-documents/) (2019-03-18): While digital transformation may seem like it’s all about collecting more and more data, the truth is not all data is good data and there is a great deal of liability for the company when it over-retains.
- ["Just Scan It" - The Pros and Cons of Digitizing Paper Records](https://zasio.com/just-scan-it/) (2019-02-28): The foundation of digital transformation is all about getting rid of paper, a common reaction is “Why don’t we just scan it all?” This might seem to be a reasonable approach, but it may not always make good business sense.
- [Is Records Management Ready for Blockchain?](https://zasio.com/is-records-management-ready-for-blockchain/) (2019-02-19): Is records management ready for blockchain? It depends on the specific use case.
- [EDPB Adopts Opinion on Interplay between the Clinical Trials Regulation and the General Data Protection Regulation](https://zasio.com/gdpr-and-clinical-trial-data/) (2019-02-18): The EDPB opinion provides insight into how the GDPR will be applied to data processed as part of clinical trials.
- [ARMA InfoCon 2019 – October 21-23, 2019](https://zasio.com/arma-infocon-2019/) (2019-02-11): We’re excited to be attending the 2019 ARMA InfoCon Conference! Pencil us into your conference agenda and start thinking of questions to stump our experts!
- [MER Conference - May 20-22, 2019](https://zasio.com/mer-conference-2019/) (2019-02-11): Are you attending MER Conference 2019? We are! And we can’t wait to connect with you. Be sure to schedule a one-on-one meeting with us to discuss your pain points and learn more about managing electronic records.
- [ARMA Utah – Salt Lake City Chapter Spring Seminar – March 21, 2019](https://zasio.com/arma-utah-spring-seminar/) (2019-02-06): Zasio is excited to be attending the ARMA Utah-Salt Lake City Chapter’s Spring Seminar taking place in Salt Lake City on March 21st. Warren Bean, Zasio’s Senior Sales Engineer, will be presenting Practical Strategies for Electronic Records Management.
- [A Look Ahead to 2019](https://zasio.com/look-ahead-to-2019/) (2019-02-04): 2019 is going to be a great year for Zasio, which we promise will continue to result in the best possible products and services to you.
- [CNIL Fines Google, Company Vows Appeal: Clarity, or Confusion?](https://zasio.com/cnil-fines-google-company-vows-appeal/) (2019-02-01): The €50 million fine levied last week by the French National Commission on Informatics and Liberty (CNIL) against Google for violations of the GDPR has struck the tech industry with a resounding thunderclap, sending shockwaves that are being felt in boardrooms across the globe
- [Is Redundant, Obsolete and Hidden Data Putting your Organization at Risk?](https://zasio.com/redundant-obsolete-hidden-data-organization-risk/) (2019-01-28): Data security and compliance are on the minds of C-suite leaders in all industries and it’s easy to lose sleep at night. It seems like every week there is yet another high-profile data security breach, and some of the world’s most tech-savvy companies are falling victim.
- [Integrating Versatile Retention™ with SharePoint](https://zasio.com/integrating-versatile-retention-with-sharepoint/) (2019-01-16): Integration of Versatile Retention™ and SharePoint gives organizations a platform for effective information governance that makes a difference in terms of performance, compliance and data security.
- [A Year in Review](https://zasio.com/a-year-in-review-2/) (2019-01-09): Reading Time: 2 minutes, 36 seconds Reflecting on 2018, Zasio is proud of our dedication to the things we value most: our employees, our customers, our community, and our software and consulting services. As we enter 2019, we wanted to revisit and share some of the highlights from this past year.
- [Records Management vs. Document Management](https://zasio.com/records-management-vs-document-management/) (2018-11-07): While document management and records management share some similarities, they are also very different beasts. Learn all about the key differences.
- [Records Managers and Archivists: Overlap and Distinctions](https://zasio.com/rim-and-archivists/) (2018-10-30): Businesses are data-driven and rely heavily on information to make crucial decisions. This is where records managers and archivists come in to save the day.
- [How Do You Define the Role of a Records and Information Manager?](https://zasio.com/how-do-you-define-the-role-of-a-records-and-information-manager/) (2018-10-29): If you’re a records manager, how do you explain your profession to the curious? If pressed for why you became a records manager, do you have a go-to answer?
- [Spooky Tales of Information Governance Noncompliance](https://zasio.com/spooky-tales-of-information-governance-noncompliance/) (2018-10-24): It's that time of year when many of us enjoy a good scare. One kind of fright no company wants to wake up to is the dark, dreaded monster of noncompliance.
- [Pre-Employment Records Are Records Too](https://zasio.com/pre-employment-records-are-records-too/) (2018-10-23): Like every organization, you’re in the business of hiring. So, what if an applicant doesn’t quite make the cut? How long should you keep those records?
- [Records Management in the Movies](https://zasio.com/records-management-in-the-movies/) (2018-10-03): Create a Super(hero) Disaster Recovery Plan If you’re like me, you often “marvel” at the large-scale destruction wrought on major cities during the epic fight scenes in superhero movies. But if you’re also an IG professional, you may wonder how businesses in places like Gotham and Metropolis recover from the aftermath.
- [The Right Tool for the Job](https://zasio.com/the-right-tool-for-the-job/) (2018-10-03): Most of us are familiar with the expression, “When all you have is a hammer, everything looks like a nail.” Well, if all you have is a hammer and you need to change the oil in your car, you’ll probably be frustrated during the attempt and less than satisfied with the results.
- [VR SaaS Global: Simplifying Information Governance](https://zasio.com/were-proud-to-announce-the-release-of-vr-saas-global/) (2018-09-11): Explore how vr saas global simplifies information governance and helps organizations meet compliance requirements efficiently.
- [The Records Manager's Utopia: A Single Source of Truth](https://zasio.com/the-records-managers-utopia-a-single-source-of-truth/) (2018-09-06): The plight of managing information isn’t new, but if you handle inefficiencies on-the-fly, you should know there’s a better way.
- [5 Historical Tidbits that Inspired Modern Records Management](https://zasio.com/5-historical-tidbits-that-inspired-modern-records-management/) (2018-09-05): If you handle inefficiencies on-the-fly, you should know there’s a better way. The best time to implement a single source of truth is now. Read more.
- [Software Integrations in the World of InfoGov](https://zasio.com/software-integrations-in-the-world-of-information-governance/) (2018-08-08): If you are planning on a software integration, click below for some considerations and suggestions to ensure your project is a success.
- [How Information Governance Brought Plain Language to the Forefront](https://zasio.com/how-information-governance-brought-plain-language-to-the-forefront/) (2018-08-08): If you're wondering how to ensure you're transparent when you communicate, use plain language. Read our blog to learn more.
- [ARMA Live! 2018 – October 22-24, 2018](https://zasio.com/arma-live-2018/) (2018-07-19): Join us at ARMA Live! 2018 to learn how to leverage your information to innovate, inform, and impact your world.
- [Save Money, Increase Efficiency, and Reduce Risk with RIM](https://zasio.com/saved-increased-efficiency-reduced-risk-welcome-to-effective-rim/) (2018-07-09): Effective records and information management (RIM) saves your company money, makes it more efficient, and reduces its risk.
- [California's New Privacy Act and Information Governance](https://zasio.com/using-information-governance-to-comply-with-californias-new-privacy-act/) (2018-06-26): It's critical to understand the scope of personal information you collect, store, and use. Your compliance plan should be supported by good RIM practices.
- [RFID: The Tech That'll Take the Ladders Out of the Records Center](https://zasio.com/rfid-the-tech-thatll-take-the-ladders-out-of-the-records-center/) (2018-06-23): Chances are high that you use radio-frequency identification (RFID) technology every day—yet you probably don’t know how it works or that you’re using it. Do you wave a security card over a turnstile or in front of a door when you arrive at work? Do you zoom through toll booths with an electronic pass
- [Retaining Genetic Records: Who Owns Your DNA?](https://zasio.com/genetic-records-who-owns-your-dna-who-owns-your-dna/) (2018-06-19): Read our blog about retaining genetic records to find out what protections you can expect when you submit your DNA to a commercial genetic testing company.
- [Zasio Gifts “Future Leaders in Information Management” Scholarship](https://zasio.com/zasio-gifts-future-leaders-in-information-management-scholarship/) (2018-06-14): Katie Kuryla received the 2018 Zasio “Future Leaders in Information Management” scholarship. We're excited to see where the RIM journey takes Katie!
- [Zasio Offers Education Sessions Prior to 2018 ARMA Live! Conference](https://zasio.com/arma-live-preconference-education-sessions/) (2018-06-13): Zasio is please to offer an education session to the public prior to the 2018 ARMA Live! Conference in Anaheim, CA on Sunday, October 21, 2018. Three of Zasio's information governance (IG) experts will present information on hot topics in IG and records management.
- [Is the Big Bucket Retention Schedule Dead in the Age of Privacy?](https://zasio.com/is-the-big-bucket-retention-schedule-dead-in-the-age-of-privacy/) (2018-06-06): Big Bucket Retention Schedules are common practice in Records and Information Management. But are they too broad to properly address privacy issues? Here are six strategies to help you address privacy concerns in your Big Bucket Retention Schedule.
- [4 Things to Consider When Looking at Software Customization](https://zasio.com/4-things-to-consider-when-looking-at-software-customization/) (2018-05-18): Comparing similar software? It's critical to find out if any options come with all the features you need out-of-the-box. No? Find out if you can customize the software to meet your needs. Here are 4 things to consider if you decide to customize.
- [The Z-Files: The Weight of Waterlogged Records](https://zasio.com/the-z-files-the-weight-of-waterlogged-records/) (2018-05-07): How much does a box of records actually weigh when it gets wet? We decided to perform our own experiment to see how much weight a box of records gains when it's soaked. The results are in so tune into the Z-files today!
- [What is SaaS? A Primer on a Not-So-New Technology](https://zasio.com/what-is-saas-a-primer-on-a-not-so-new-technology/) (2018-04-30): You may use the acronym SaaS, and you may know what it stands for, but do you know what it means? What it does? Do you get confused by the other ‘aaS’ terms, like IaaS and PaaS? If so, then read on! This article will explain what SaaS is and why you’ll want it.
- [Three Traps to Avoid When Reading Records Retention Laws](https://zasio.com/three-traps-to-avoid-when-reading-records-retention-laws/) (2018-04-16): A record retention law’s wording, punctuation, definitions, and title headings can all shape the meaning of which records are regulated. This article will explore common traps you can fall into as you try to decipher records retention laws.
- [It’s Tax Season Again: How Long Should I Keep Tax Records?](https://zasio.com/tax-season-record-keeping/) (2018-04-09): Three years might sound like long enough, but are you thinking about federal and state audit limitation periods? Which impacts how long you save records.
- [Ask the Expert: Blockchain FAQ](https://zasio.com/ask-the-expert-blockchain-faq/) (2018-04-05): Do you have questions about blockchain or cryptocurrencies? Ask our resident blockchain expert during our blockchain FAQ. Frank is an expert on blockchain concepts, challenges, solutions, regulations, and emerging technologies in records management software.
- [Blockchain for Information Governance: Vetting a Solution](https://zasio.com/blockchain-for-information-governance-vetting-a-solution/) (2018-04-04): New pilot projects for blockchain records management software are in the works, but none have been brought to market yet. Once these software solutions are available, organizations thinking about a switch to blockchain need to carefully vet a solution before completely jumping to a new system.
- [Zasio Enterprises Attends 2018 MER Conference, May 7-9](https://zasio.com/mer-conference-may-7-9-2018/) (2018-03-22): Have questions about how to handle records retention for emails, social media posts, or other types of electronic records? Want to learn more about how to manage the potential impact of the GDPR? Schedule one-on-one meetings with us during the 2018 MER Conference.
- [Long-Term Thinking in the Age of Updates and Acquisitions](https://zasio.com/consistency-age-upgrades-acquisitions/) (2018-03-20): Zasio is about long-term thinking. We use this thinking in our software design, hiring practices, technical support, corporate policies, and pricing. Our culture of long-term thinking means we continue to support some of the same customers over our 30 year history.
- [Blockchain for Information Governance Part II: The IG Use Case](https://zasio.com/blockchain-for-information-governance-the-ig-use-case/) (2018-03-12): The value of blockchain’s immutable, uninterruptible, incorruptible framework doesn’t end with payment transactions. Information Governance (IG) and records management are a natural fit for blockchain technology because these fields value data based on its authenticity, integrity, and reliability.
- [Imports, Conversions, Migrations...Oh My! Data Migration 101](https://zasio.com/imports-and-conversions-and-migrations-oh-my/) (2018-02-27): What happens when the original software is no longer supported and even worse, if it won’t run? Such concerns lead organizations to consolidate systems. Enter the art of data migration! What is data migration and what should you look for in a data migration specialist? Read more.
- [Blockchain Technology and Information Governance (IG)](https://zasio.com/blockchain-ig-part-1/) (2018-02-13): Although the hype of bitcoin shows signs of fading, the technology underpinning Bitcoin—blockchain—is likely here to stay. In Information Governance (IG), the authenticity, and auditability of data is paramount so it’s a field that could see a tremendous benefit from blockchain technology.
- [Zasio Releases Versatile Retention as a SaaS Model](https://zasio.com/record-retention-software-saas-model/) (2018-02-05): You can now manage your records retention schedules online via Software-as-a-Service (Saas). With Zasio’s Saas option for Versatile Retention, there is no software to install, no servers to manage, and no updates to apply. All you need is a web browser and internet access.
- [Zasio's Director of Consulting Attends the 2018 Global Privacy Summit](https://zasio.com/iapp-global-summit-2018/) (2018-02-01): We often take opportunities to learn from other experts in the industry. With this philosophy in mind, our Director of Consulting and General Counsel Soo Kang will be at the 2018 International Association of Privacy Professionals' Global Privacy Summit.
- [Improve Records Management Efficiency - Call Zasio Support](https://zasio.com/improve-efficiency-zasio-support/) (2018-01-30): Zasio Support can help you resolve many types of records management and records retention concerns. It doesn’t matter the size or scope of the issue. We can even create customizations that tailor our software to your needs. Our goal is to keep your software simple, effective, and efficient.
- [2017 Zasio Research Summary](https://zasio.com/2017-zasio-research-summary/) (2018-01-01): The Zasio research summary. Our research team had another eventful year in 2017. We conducted international research for 58 countries, which includes all states and DC for the U.S. and all Australian and Canadian territories/states.
- [Data Breach Avoidance: Hard-Copy Files in a Digital World](https://zasio.com/paper-files-digital-world-data-breach/) (2017-12-05): Some long for the days when records retention was simpler and paper-based documents meant a data breach wasn't so common.
- [5 Tips for a More Secure Password](https://zasio.com/5-tips-secure-password/) (2017-11-29): One of the most commonly exploited areas of a security system is the password. We offer 5 tips to create a more secure password.
- [U.S. Employer Sued Over Employee Privacy Recordkeeping Violations](https://zasio.com/u-s-employer-class-action-lawsuit-employee-privacy-recordkeeping-violations/) (2017-11-15): Employees from Peacock Foods claim their company violated the Illinois Biometric Identifier Privacy Act. Although this lawsuit stems from a specific U.S. state law, the issue of unlawful collection of sensitive personally identifiable information (PII) is an issue that affects every company.
- [Records Management Disaster Plan Development](https://zasio.com/records-management-disaster-plan/) (2017-10-25): Records management disaster development is a great way to mitigate your risk. We help your business get in front of a potential problem before it occurs.
- [Zasio Enterprises is Celebrating Our 30th Year in Business](https://zasio.com/were-celebrating-our-30th-year-in-business/) (2017-10-09): Zasio Enterprises, Inc. recently celebrated 30 years in records management and information governance (IG). Since 1987, founder and CEO Kevin Zasio has built and grown a company—and just as importantly, a team— that’s made a huge impact to IG programs of companies all over the world.
- [Solving the Medical Records Puzzle: Identifying Retention Requirements](https://zasio.com/solving-the-medical-records-puzzle-part-i-identifying-retention-requirements/) (2017-10-04): Because of the competing retention requirements, healthcare entities often retain medical records permanently. Permanent retention increases storage costs, is inefficient to manage, and heightens the risks of data breaches. However, there is a solution that can help.
- [Zasio Gifts Scholarship to San José State University School of Information](https://zasio.com/zasio-gifts-scholarship-to-san-jose-state-university/) (2017-10-03): To celebrate 30 years in business, Zasio Enterprises, Inc. gifted a scholarship to the San José State University Masters in Archives and Records Administration Program. CEO Kevin Zasio presented the scholarship.
- [Record Retention Period Woes - How to Properly Destroy Records](https://zasio.com/proper-destruction-of-records/) (2017-09-29): Proper records destruction helps protect confidential information and lowers the risk of privacy or security breaches. But when paper or electronic records have reached the end of their retention period, how do you appropriately destroy them? We have the answers.
- [Breaking Down Big Data: The Challenges of De-identification Standards](https://zasio.com/challenges-of-meeting-de-identification-standards/) (2017-09-25): Simply removing direct and indirect personal identifiers isn’t enough to achieve de-identification of a dataset. This article focuses on the practical challenges of meeting traditional de-identification standards as well as the GDPR’s heightened standards for PII.
- [Poor Records Management May Lead to OIG Exclusions](https://zasio.com/poor-records-management-may-lead-to-oig-exclusions/) (2017-09-21): The Office of Inspector General (OIG) has broad authority to exclude a healthcare organization from participating in federal healthcare programs (e.g. Medicare, Medicaid). We created a basic road map to help you avoid OIG violations.
- [De-identification Standards to Protect Personal Information](https://zasio.com/de-identification-standards-to-protect-personal-information/) (2017-09-12): Individuals value their privacy. Businesses value the ability to leverage personal information to deliver quality products and services. The legal standards that regulate the protection of personal information help bridge the gap between these two ideas.
- [A Day in the Life of a Zasio Software Support Specialist](https://zasio.com/arma-intl-oct-15-16/) (2017-08-31): We've been agents of change in Information Governance since the 80s, paving the way in records management and IG. This year, we're celebrating our 30th year in business at the ARMA International Conference in Orlando, Florida on Oct 15-16.
- [A Day in the Life of a Zasio Software Support Specialist](https://zasio.com/a-day-in-the-life-of-a-zasio-software-support-specialist/) (2017-08-18): As Zasio Software Support Specialists, our goal is to always respond to the support needs of our customers in a friendly, timely, and professional manner. So, what’s a day like in the life of a Zasio Software Support Specialist?
- [Record Retention: How Do You Know How Long to Keep Your Records?](https://zasio.com/how-do-you-know-how-long-to-keep-your-records/) (2017-08-03): Companies needs a proper record retention period for their records and information. If you don’t want to suffer the risks of non-compliance or over retention, you need to define solid and up-to-date retention periods.
- [GDPR Compliance Prep for US Companies](https://zasio.com/gdpr-compliance-prep-for-us-companies/) (2017-07-24): The looming GDPR deadline might cause understandable anxiety for those responsible for implementing it. Although the requirements seem daunting, you can adopt an incremental approach to compliance that begins with taking concrete steps today.
- [Records Handling Laws: Format Requirements](https://zasio.com/records-handling-laws-part-1-format-requirements/) (2017-06-21): Most companies store the bulk of their records electronically—or they're moving in that direction. This makes it important to consider legal requirements about records formats. Identifying them requires extensive research. Let us help.
- [Zasio Attends the 2018 NAGARA Conference in Boise, ID](https://zasio.com/nagara-conference-july-12-15-2017/) (2017-06-05): Zasio is exhibiting at the NAGARA Conference in Boise, ID on July 12-15, 2017. We look forward to sharing our expertise in information governance and meeting professionals like you.
- [The Impact of Personal Data on Records Management](https://zasio.com/the-impact-of-personal-data-on-records-management/) (2017-05-22): On May 25, 2018, the General Data Protection Regulation (GDPR) goes into effect. In preparation, many are evaluating current practices and planning to bring their programs into compliance to avoid strict fines and penalties. We can help.
- [China Expands Reach of Data Localization Law to Multinationals](https://zasio.com/china-further-expands-reach-of-data-localization-law-to-multinationals/) (2017-05-15): Countries are continuing to escalate restrictions on storage location and transfers of data, with China being the most recent to follow suit. China broadened its cybersecurity initiatives significantly in 2016 with the release of the Cybersecurity Law (Law).
- [Inside Consulting: Managing Your Retention Schedules](https://zasio.com/inside-consulting-issue-1-simplifying-harmonizing-and-maintaining-retention-schedules/) (2017-05-03): We’re excited to highlight some of the recent engagements of our Consulting Division and the ways we’re using our expertise, resources, and thought-leadership to serve our clients and communities as we advance the practice of records management and information governance.
- [Zasio Attends the MER Conference In Chicago-May 8-10, 2017](https://zasio.com/mer-conference-may-8-10-2017/) (2017-05-02): Zasio is exhibiting at the MER Conference in Chicago, IL on May 8-10, 2017. We would love to hear what you have been working on and see if we may be able to support or improve your IG program with our software solutions or consulting services.
- [Managing Government Records Directive Breakdown](https://zasio.com/electronic-recordkeeping-and-the-managing-government-records-directive/) (2017-04-20): The Managing Government Records Directive requires government agencies to eliminate paper and use electronic recordkeeping, among other things. Agencies need to implement strategies to convert to a comprehensive electronic recordkeeping system to be compliant.
- [France’s Digital Republic Act Strengthens Privacy Safeguards](https://zasio.com/ztalks-france-digital-republic-act/) (2017-04-05): The Digital Republic Act reinforces and fortifies of the relevance of local privacy regulations post-GDPR. While compliance may require a sizable investment of time and capital, this will undoubtedly be a boon to citizens concerned with the creeping erosion of their private lives.
- [Zasio Attends the ARMA Houston Chapter Conference - April 25-26, 2017](https://zasio.com/2017-arma-houston-chapter-conference-expo/) (2017-04-04): Zasio is excited to be exhibiting at the 2017 ARMA Houston Chapter Conference & Expo taking place in Houston, Texas on April 25-26, 2017. Come join us during two days of educational sessions and networking.
- [Zasio Enterprises Recognized as a Patriotic Employer](https://zasio.com/recognition-by-the-office-of-the-secretary-of-defense-as-a-patriotic-employer/) (2017-03-30): Our President, Kevin Zasio, and Senior Analyst/Licensed Attorney, Rick Surber, recently received recognition by the Office of the Secretary of Defense as a Patriotic Employer. Jessica McBride, a Records Specialist at Zasio and an Officer in the Idaho National Guard, presented the award.
- [AIIM On Air Featuring Zasio's own Warren Bean, Systems Engineer](https://zasio.com/aiim-on-air-episode-28-featuring-zasios-own-warren-bean/) (2017-03-28): Recently on AIIM On Air, Zasio's own Warren Bean, Systems Engineer and It/Security Manager discussed the advantages of an integrated, best-of-breed approach to records and information management.
- [Bringing the Cloud Down to Earth: Data Protection On the Cloud](https://zasio.com/bringing-the-cloud-down-to-earth/) (2017-03-01): Information governance holds data—local- and cloud-based—to the same standards. It is important to maintain cloud-based information in line with company policies and all governing laws and regulations.
- [Using Outlook 365? We Have Your Email Retention Needs Covered](https://zasio.com/using-outlook-365-we-have-you-covered/) (2017-02-17): Our ERMS software takes out the guesswork when it comes to your email retention policies. The best part? It syncs with Outlook 365.
- [2016 Zasio Research Summary- Citation and Research Update](https://zasio.com/2016-zasio-research-summary/) (2017-02-10): Zasio's Research Team conducted international research for over 50 countries and domestic research at the federal level for all 50 states and D.C. Internationally, we added over 4,000 citations and updated over 5,500. Domestically, we added over 6,500 citations and updated over 5,500.
- [Avoiding the Ethical Perils and Pitfalls of Big Data](https://zasio.com/avoiding-the-ethical-perils-and-pitfalls-of-big-data/) (2017-01-30): Rapid advancements in technology and globalization have led to an unprecedented rise in data collection. While this information provides a unique insight into human behavior, it can also promote unethical business practices. But don't worry, we have a road map to help you avoid big data pitfalls.
- [Zasio Attends the AIIM Conference in Orlando - March 14-16, 2017](https://zasio.com/aiim-conference-april-26-28-2016-2/) (2017-01-26): Zasio is exhibiting at AIIM Conference 2017 taking place in Orlando, Florida on March 14-16, 2017. We would like to invite you to participate in our informative round table discussion on Long-term Strategies for Managing SharePoint Data, led by Zasio's Senior Sales Engineer, Warren Bean.
- [Data Breach Living Wills: Information Theft Response and Recovery Plans](https://zasio.com/data-breach-living-wills-information-theft-response-and-recovery-plans/) (2016-12-05): The time to craft a response to a data breach is not when a company first realizes its security has been compromised. Developing a “living will” in advance that maps out the procedures and steps to take, improves your chances of mounting an effective response.
- [Upcoming Changes in International Data Retention Policies](https://zasio.com/upcoming-changes-in-international-data-retention-legislation/) (2016-11-29): For companies that operate in international jurisdictions, it is vital to stay up-to-date on legislative actions on data retention policies and compliance. This allows companies to make internal adjustments to avoid costly sanctions and other harmful penalties.
- [Why Should I Invest in a Support Plan?](https://zasio.com/why-should-i-invest-in-support/) (2016-11-14): You might think one way to cut down on cost is to skip the product protection or support plan. Dodging these add-ons might not be a big deal for software that has limited reach in your day-to-day operations, but enterprise-level software is a special case.
- [Identifying Personally Identifiable Information](https://zasio.com/identifying-personally-identifiable-information/) (2016-10-31): Between the influx of breaches and rapidly evolving and emerging privacy laws, it is no wonder enterprises are struggling to protect and effectively manage personally identifiable information (PII). We have provided some initial guidance on the identification and management of PII.
- [Biometric Authentication and Considerations for Information Professionals](https://zasio.com/biometric-authentication-and-considerations-for-the-information-professional-2/) (2016-10-10): The use of biometric data for authentication purposes is increasing. But once the practice is adopted, there are new factors to consider, particularly from an information governance perspective.
- [The Implications of Information Management Regulation](https://zasio.com/implications-of-statutes-of-limitations-privacy-handling-requirements-on-information-management/) (2016-10-05): This article discusses several regulatory requirements that impact enterprises during information creation, custodianship, archival and disposition cycles.
- [Going Digital: Considerations for Planning Data Conversion Initiatives](https://zasio.com/going-digital-considerations-for-planning-conversion-initiatives/) (2016-09-22): As more companies invest in efforts to reduce their paper footprint, we recommend taking into consideration a few key guidelines when moving forward with data conversion initiatives to scan or image paper records.
- [Zasio Joins the Information Governance Initiative](https://zasio.com/zasio-invests-in-expanding-information-governance-knowledge-base-inks-sponsorship-with-the-information-governance-initiative/) (2016-08-24): Zasio, a global leader in Information Governance (IG) technology solutions and consulting services, announced that it has joined the Information Governance Initiative (IGI) as a Supporter.
- [Redundant, Obsolete, or Trivial information Introduction & Prevention Tips](https://zasio.com/rot-introduction-prevention-tips/) (2016-08-23): Destroying all Redundant, Obsolete, or Trivial information (ROT) may be a long-shot goal, following the tips provided can prevent compiling new ROT. If you are an established business, it is important for you to review your records and information and put together a solid plan to manage new ROT.
- [New eDiscovery Horizons: Employee Personal Devices](https://zasio.com/new-ediscovery-horizons-employee-personal-devices/) (2016-08-08): Private emails and files on employees’ own personal devices, it is often presumed, are beyond the purview of eDiscovery. However, a recent ruling has potentially upended this assumption.
- [Managing Legacy Data through the Migration Process](https://zasio.com/managing-legacy-data-through-the-migration-process/) (2016-07-26): Data management in the modern era faces complications from numerous facets, including controlling volume and securing information from breach. Perhaps less discussed publicly, but a problem faced by every company, is the challenge of migrating legacy data to new systems.
- [DNA-Based Storage: The Future of Data Archiving?](https://zasio.com/dna-based-storage-the-future-of-data-archiving/) (2016-07-19): What if there was a storage medium capable of storing billions of gigabytes of data in the size of a sugar crystal, with the ability to securely preserve it for centuries without decay or data loss? With the development of DNA-based storage, this dream is closer to reality than we might think.
- [Designing the Modern Records Management Solution](https://zasio.com/designing-the-modern-records-management-solution/) (2016-07-13): The challenges in designing an effective UI and UX for records management is no different than other industries.
- [Zasio Announces Significant Growth and Expansion in First Half of 2016](https://zasio.com/zasio-announces-significant-growth-and-expansion-in-first-half-of-2016-2-2/) (2016-07-06): Zasio recently secured new business from enterprises spanning a variety of key industries, with 21 new clients, including The City and County of Denver, Ford Foundation, The Bank of Ghana and Papa John's. The increase prompted significant growth and product innovations
- [Brexit Implications for Records Management](https://zasio.com/brexit-implications-for-records-management/) (2016-06-29): Following the news of Britain’s decision to the leave the EU, many unanswered questions arose regarding the implications for companies operating in the UK. Nothing has changed yet, but moving forward, records management issues will be one of many for companies to consider.
- [Zasio Attends the 2016 Annual NAGARA Conference](https://zasio.com/2016-nagara-annual-conference/) (2016-06-22): We are excited to join our peers at the 2016 NAGARA Annual Conference in Michigan in a few weeks. The theme of the event, “on the trail of information” and the workshops fall right in line with what the Zasio team and customers encounter every day.
- [EU-US Privacy Shield Introduction and Current Status](https://zasio.com/us-eu-privacy-shield-introduction-and-current-status/) (2016-06-15): The proposed Privacy Shield agreement seeks to streamline EU data protection compliance for commercial exchanges requiring the transfer of personal data from the EU to the US. We explain the current status of this law in this blog.
- [Taming the Unstructured Data Beast with Object-Based Storage](https://zasio.com/taming-the-unstructured-data-beast-with-object-based-storage/) (2016-06-07): In today’s world of ever-increasing big data, at least 80% (if not more) of it is unstructured. So, what should we do with all of it? And perhaps more importantly – how do we extract value from it?
- [Electronic Signatures and Digital Signatures. What’s the Difference?](https://zasio.com/electronic-signatures-and-digital-signatures-whats-the-difference/) (2016-05-19): Electronic signatures and digital signatures are often used interchangeably in conversations, but they carry significant legal, evidentiary, and practical differences within the context of records management.
- [Laying the Proper Foundation for Master Data Management](https://zasio.com/laying-the-proper-foundation-for-master-data-management/) (2016-05-09): Establishing a business case for a Master Data Management System (MDM) has become easier as more enterprises recognize the vast benefits of linking its critical data to a single reliable point of reference.
- [How Long Should You Keep Non-Hire Resumes or Related Records?](https://zasio.com/how-long-should-you-keep-non-hire-resumes-applications-and-other-related-records/) (2016-04-28): The employee hiring process inevitably involves the creation of many records involving applicants that are ultimately not selected for a position. The question then becomes how long should these records be kept now that the potential hire is no longer being considered by the company?
- [The Panama Papers: Avoiding the Headlines](https://zasio.com/the-panama-papers-avoiding-the-headlines/) (2016-04-21): Although the Panama Papers scandal represents the largest and most disruptive data leak to date, it is highly unlikely that it will be the last leak of its kind.
- [New Technology, Old Problems: Potential Pitfalls with Cloud Storage](https://zasio.com/new-technology-old-problems-potential-pitfalls-with-cloud-storage-2/) (2016-04-11): Just about everything related to IT can now be purchased “as a service” – software, platforms, infrastructure, storage, etc. Not only is it convenient, but also elastic. Most discussions about Cloud storage center around security and costs, and rightly so, but this one does not.
- [A Security Reminder for the Traveling Employee – Encryption Woes](https://zasio.com/a-security-reminder-for-the-traveling-employee-encryption-may-result-in-data-compromise/) (2016-04-05): Often people carry a laptop or tablet when traveling for business with no thought to potential restrictions. In most instances, utilizing encryption software on the device is how we safeguard sensitive information. However, there are additional considerations.
- [Dawning Digital Dark Age: Retaining Data Rich Information](https://zasio.com/dawning-digital-dark-age/) (2016-04-01): Records managers can implement numerous strategies to reduce or eliminate the possibility of data going dark while it is still needed.
- [Keeping tax records: Is 3 years enough?](https://zasio.com/keeping-tax-records-is-three-years-enough/) (2016-03-31): How long tax records should be kept? Your company might already have a records retention plan in place, but are you also considering federal and state audit limitation periods?
- [What does a Permanent Retention Period Really Mean?](https://zasio.com/what-does-a-permanent-retention-period-really-mean/) (2016-03-24): A Permanent Retention Period implies that it extends for a long time, but just how long? Does retention end if the company goes bankrupt?
- [Tips to prepare for the EU's Financial Instruments Directive](https://zasio.com/tips-to-prepare-for-the-eu-financial-instruments-directives-communications-preservation-requirements/) (2016-03-17): Implementation of the EU's “Markets in Financial Instruments Directive” or MIFID II is most likely delayed until at least early 2017, but companies should not delay in taking steps to prepare for its elevated communications record-keeping requirements.
- [iPhone Encryption Debate Underlines Importance of Security Measures](https://zasio.com/iphone-encryption-debate-underlines-the-importance-of-robust-security-measures-s/) (2016-03-10): In the wake of the San Bernardino terrorist attacks and the ongoing public struggle between Apple and the Federal Bureau of Investigation over access to encrypted iPhone contents, it was revealed that the company does have the potential capability to design a “backdoor” software tool.
- [Preventing Headlines with Information Governance: Social Media Usage](https://zasio.com/preventing-headlines-with-information-governance/) (2016-03-02): The use of social media sites by elected officials have recently come under heavy scrutiny in recent years.These actions were fully preventable with sound information governance practices.
- [Anonymization and Compelled Destruction Requirements for Companies](https://zasio.com/anonymization-and-compelled-destruction-requirements-for-companies/) (2016-02-09): This article discusses anonymization and compelled destruction requirements for companies collecting and storing personal information for valid business reasons. It also briefly explores arguments about sharing, transferring, and even publishing personal data that has been anonymized.
- [Applying Predictive Analytics to Information Governance](https://zasio.com/gazing-into-the-crystal-ball-applying-predictive-analytics-to-information-governance/) (2016-02-09): As part of the rapidly growing trend of using modern and forward thinking business tactics, businesses are now using predictive analytics technology to anticipate future business needs, behaviors, and outcomes.
- [ARMA Great Northwest Region Education Conference - April 25-27, 2016](https://zasio.com/arma-great-northwest-region-education-conference-april-25-27-2016/) (2016-01-27): Soo Kang, Director of Consulting and General Counsel at Zasio, will be speaking at this year's Great Northwest Region Education Conference. Mr. Kang's will address complexities previously unimagined in a paper world.
- [ARMA International Conference & Expo - September 25-27, 2016](https://zasio.com/arma-international-conference-expo-september-25-27-2016/) (2016-01-20): This year's ARMA International Conference & Expo will mark Zasio's 28th consecutive year as an exhibitor. For us, it's a wonderful opportunity to say hello to many of our valued customers.
- [Zasio Attends 2016 MER Conference - May 23 - 25](https://zasio.com/mer-conference-may-23-25-2016/) (2016-01-20): Join us on the magnificent mile in Chicago for the 2016 MER Conference. MER is the only national conference focusing on the issues and challenges of managing electronic records and information from three perspectives: legal, technical, and operational.
- [Zasio Attends the 2016 AIIM Conference - April 26-28](https://zasio.com/aiim-conference-april-26-28-2016/) (2016-01-20): Zasio is excited to join the global community of Information Governance Professionals at the 2016 AIIM Conference in New Orleans. In these chaotic and disruptive times, information is among your most valuable assets. The conference sessions will focus on ways in which it can best be managed.
- [Zasio Attends the 2016 ARMA Houston Spring Conference - April 19-2](https://zasio.com/arma-houston-spring-conference/) (2016-01-20): Join Zasio, along with hundreds of records and information management colleagues, for two days of educational sessions and networking opportunities at the 2016 ARMA Houston Spring Conference.
- [Zasio Attends the 2016 ARMA Metro NYC Annual Spring Conference](https://zasio.com/arma-metro-nyc-annual-spring-conference-march-8-2016/) (2016-01-19): Zasio is exhibiting at the 2016 ARMA Metro NYC Annual Spring Conference, New York City's premier RIM/IG educational event. The conference will provide comprehensive and cutting edge educational experiences, along with programs detailing best practices in technology trends.
- [Understanding the Risk and Costs of Unmitigated Data](https://zasio.com/understanding-the-risk-and-costs-of-unmitigated-data-2/) (2015-11-20): The advent of technology forever changed the management of information. If left ignored, unmitigated data will leave your business exposed to the multitude of risks and costs from a business, legal, and security perspective.
- [Is Your Records Management Program Focused on Retention Periods?](https://zasio.com/is-your-records-management-program-focusing-on-retention-periods-alone/) (2015-10-30): Five common recordkeeping requirements deal with retention, storage format, location, destruction, and protection. A strong records management program must consider all applicable legally-mandated recordkeeping requirements.
- [Mitigating the expense of E-discovery: Back-ups and Archived Data](https://zasio.com/mitigating-the-expense-of-e-discovery-recognizing-the-difference-between-back-ups-and-archived-data/) (2015-10-08): The volume of electronically stored information (“ESI”) in companies is reaching levels previously unimagined in a paper world and indications suggest continued growth at rapid rates. So, how do you control the costs of the e-discovery process and avoid problems when data grows at such a rapid rate?
- [Managing Risks: Wearable Technology in the Workplace](https://zasio.com/managing-risks-wearable-technology-in-the-workplace/) (2015-07-10): Managing risks related to mobile devices in the workplace is a key area of focus for organizations. However, even as these discussions are taking place, technology is bypassing those subject matters, leaving companies to once again play catch-up. This is certainly the case with wearable technology.
- [Culture v. Behavior: Business Communications in the Modern Era](https://zasio.com/culture-v-behavior-a-perspective-on-business-communications-in-the-modern-era/) (2015-06-08): Emails, instant messages, and texts are now the go-to tool for file sharing, collaboration, and official business communications. These practices have now given way to a more casual attitude. So how do business adapt?
- [Requiring a Leap of Faith Will Sink Defensible Destruction](https://zasio.com/connect-the-dots-requiring-a-leap-of-faith-will-sink-defensible-disposition-2-2/) (2015-06-03): Various articles recently contended that the court in a recent case rejected reliance on retention policies for defensible destruction. In my opinion, this overextends the actual decision, which only rejects reliance on “vague” retention policies for non-production of discoverable documents.
- [How Are You Managing Your Email?](https://zasio.com/how-are-you-managing-your-email/) (2015-03-07): As a concept, and boiled down to its essence, information governance is the implementation of controls to manage information to support its regulatory, legal, risk, environmental, and operational requirements. This includes managing your email.
- [HR Records in a Growing Privacy Climate: Webinar Transcript](https://zasio.com/buckets-benefits-and-boundaries-hr-records-in-a-growing-privacy-climate/): Buckets, Benefits, and Boundaries: HR Records in a Growing Privacy Climate Date: Thursday, Aug. 21, 2025 Featuring Brandon Tuley, Senior Analyst & Jennifer Chadband and Rick Surber, Zasio Senior Consultants Editorial Note: Portions of this transcript have been reviewed and refined using AI tools to improve readability, punctuation, and clarity. While the content remains true to the original discussion, minor edits were made to enhance understanding. — Thanks, Jerry, for that introduction, and thanks, everyone, for joining us today. We’re really excited to have Brandon with us. Brandon is a senior analyst and has been with us for a little over five years. In that time, he’s established himself as an important part of our consulting division and has had plenty of opportunities to dive deep into this topic. He’s incredibly knowledgeable, and we’re happy to have this conversation today. Just a quick introduction to Virtual Coffee: If this is your first time joining us, we encourage everyone to grab a cup of coffee—or whatever your beverage of choice is: Diet Coke, water, etc. We try to structure these sessions with visuals and slides to guide the conversation, but we keep things casual and conversational. We’ll share industry best practices, […]