News & Events
Stay on top of the changing information governance landscape with expertly written blogs and industry-driven webinars by Zasio experts. Our case studies show how we’ve served every industry from pharmaceutical to utilities.
Winning Allies: How IG Professionals Can Use Stakeholder Management for Program Success
Information governance stakeholder management is a critical factor in determining whether IG initiatives thrive or fail. In the pages of IG history, two initiatives stand side-by-side as a study in contrast.
One has become rooted in organizational culture. Well-vetted and highly operationalized, it is enthusiastically supported at all levels. The other barely exists beyond its dust-covered charter. Its policies and procedures are scattered among the ROT (redundant, obsolete, trivial) data in which they lie. Some question whether these policies were even formally approved. And the mere thought of an audit causes program owners to cringe.
Why do some IG...
How Does Versatile ERM Compare to Microsoft Purview™? See the Difference.
Versatile 2025 with Electronic Records Management (ERM) was designed from the ground up to manage the full lifecycle of electronic records, with the flexibility, protection, and control that modern organizations need.
When organizations evaluate electronic records management solutions, the choice often comes down to purpose-built systems versus adapted collaboration tools. But there are important differences.
Here's how Versatile (designed specifically for records lifecycle management) compares to Microsoft 365® Purview™.*
✅ True hierarchical classification vs. Purview's workaround using Adaptive Policy Scopes. Versatile supports multi-level hierarchical record classifications...
Navigating New U.S. Health Data Laws
Anxiety is growing over foreign access to U.S. health data. In response, regulators are stepping up efforts to protect this sensitive information. This post examines recent efforts to close gaps under HIPAA regarding the handling of electronic health information by foreign companies and abroad.
Strengthening Traditional Protections
Most readers are familiar with the Health Information Portability and Accountability Act (HIPAA), which provides federal protections to patient health information.
HIPAA requires 'covered entities' and their 'business associates' to follow specific privacy and security rules for electronic patient health data. However, gaps can emerge when this data is sent outside the U.S....
Revamping Your RIM Program: A Roadmap to Resilience and Efficiency
A successful RIM program assessment is the first step toward transforming how your organization manages records and information. In our recent Virtual Coffee with Consulting webinar, Jennifer Chadband and Rick Surber of Zasio, explored practical strategies for conducting an effective assessment that supports compliance, reduces risk, and drives digital transformation. | Read the Full Transcript
Why RIM Matters More Than Ever
A robust RIM program is no longer a back-office function. It’s a strategic asset. Here’s why:
- Legal & Regulatory Compliance: Stay ahead of evolving mandates like GDPR, HIPAA, and SOX.
- Risk Mitigation: Avoid non-compliance penalties and minimize expensive...
Hidden Dangers of Poor Records Retention Policies in Messaging Apps
In today’s fast-paced digital environment, messaging apps like Signal, WhatsApp, and Telegram have become indispensable tools for communication. Their convenience, however, comes with a significant risk—especially when organizations fail to implement robust records retention policies. For records and information management (RIM) professionals, the stakes are even higher when these platforms include features like auto-deletion and end-to-end encryption.
The Legal Landscape: What’s Required?
In the United States, federal and state laws impose strict requirements on records retention, particularly for public entities and regulated industries. The Federal Records Act mandates that government agencies preserve records that document the organization, functions, policies, decisions,...
Buckets, Benefits, and Boundaries: HR Records in a Growing Privacy Climate
With evolving privacy regulations and increasingly complex HR data, organizations face a significant challenge in managing records effectively while meeting strict privacy standards.
This presentation explores why the 'big bucket' retention schedule remains a best practice for HR records, covering areas such as background checks, recruitment, drug testing, benefits, labor relations, and how to manage these buckets considering increased privacy pressures.
We’ll examine the obstacles companies face in aligning retention policies with privacy principles and standards and offer practical strategies to bridge the gap between operational simplicity and privacy.
We look forward to having you join us!
Thursday, Aug. 21...
Zasio Staff Selected to Present at ARMA InfoCon 2025 in Phoenix
Zasio is proud to announce that three of our distinguished team members will be speaking at ARMA InfoCon 2025, taking place Oct. 19–22 in Phoenix, Ariz.
Warren Bean, Vice President of Technology and Product Development, and Rick Surber, Senior Consultant and Consulting Team Manager, will co-present a session on process-driven retention management. In a separate session, Frank Fazzio, Senior Analyst on the Consulting Team, will discuss strategies for securing high-value records in the digital age.
These sessions will tackle some of today’s most pressing challenges in information governance and records and information management (RIM). In addition to these educational presentations, Zasio will be featured in the InfoCon exhibit...
The Sound of Records: Managing Audio as a Primary Record Type
In today’s digital workplace, communication is no longer confined to written emails. Audio has become a preferred and powerful form of business communication, making managing audio records more important than ever. However, many organizations still overlook the importance of managing audio records, often treating them as secondary or temporary (something organizations often delete, ignore, or leave unmanaged).
This mindset has become outdated. In fact, audio is not just a byproduct of communication. Depending on its content, it could be a primary record that must be governed with the same care as any other business record.
Why Managing Audio Records Is...
Understanding the New Colorado Privacy Act Amendment on Precise Geolocation Data
Colorado recently enacted an amendment to the Colorado Privacy Act (CPA), designating “precise” geolocation data as sensitive personal data. Since its passage in 2021, the CPA has positioned Colorado as a leader among the growing number of states enshrining privacy protections into comprehensive privacy laws.
With this amendment, Colorado has further strengthened and refined privacy protections for Colorado consumers to keep pace with new digital technological and legal developments. The state joins the trend of states defining precise geolocation information (i.e., any information enabling a person to be located within 1,850 feet) and classifying it as sensitive personal data.
As consumers increasingly rely on...
Unlocking the Future of RIM with AI
Artificial Intelligence (AI) is no longer a futuristic concept. It’s a transformative force reshaping how organizations manage records and information. As AI technologies evolve, so do the opportunities and challenges for Records and Information Management (RIM) professionals. From automating classification to enhancing compliance and governance, AI is redefining the RIM landscape.
This article explores how leading organizations are leveraging AI to modernize their RIM programs, based on insights from Zasio's most recent Virtual Coffee with Consulting webinar, "Unlocking the Future of RIM with AI" on May 20, 2025. | Read the Webinar Transcript
The New Information Revolution
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