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.
Fresh Records Only: Using RIM and Your Records Retention Schedule to Eliminate ROT
The Cost of Clutter
Picture this: you open your fridge, and a sour smell hits you. Expired milk, wilted lettuce, and last week’s leftovers are all taking up space. Now, imagine trying to find what you need to cook a meal from...
Template Schmemplate: Build a Customized Records Schedule That Actually Works
Records retention schedules may not be the most glamorous aspect of your business. However, when used effectively, a customized records retention schedule is one of the most powerful risk mitigation tools at your disposal. And when done correctly by involving knowledgeable stakeholders...
Unlocking the Future of RIM with AI: Survey Today’s Landscape to Revolutionize Your Program Tomorrow
Join Virtual Coffee with Consulting for an exciting journey into the world of AI-powered Records and Information Management!
While organizations quickly learn to use AI to leverage and extract optimal value from their information, it is also leading to more information, risks,...
Embracing AI in Records and Information Management: A New Era of Efficiency and Innovation
Technology is moving fast, and artificial intelligence (AI) is becoming a big part of records and information management (RIM) and information governance (IG). But don’t worry—AI isn’t here to take your job. Instead, it helps us work smarter, faster, and more...
You’re Probably Not Keeping Your U.S. Tax & Accounting Records Long Enough
Having a retention plan for tax and accounting records is crucial for your business. To make such a plan, organizations often consult applicable federal laws, tax professionals, and similar businesses in the industry. Under this approach, most U.S. companies consider seven years...
Building a Smarter RIM Program Through Structured Problem Solving
What do finance, healthcare, and great chess players have in common? Each relies on “structured problem solving”—a systematic approach to identifying, analyzing, and resolving complex issues—to overcome their thorniest challenges.
In a world of rapidly growing data volumes, complex regulations, and vexing...
When Data Becomes a Record: Tackling the Master Data Retention Question
Is data a record? Traditionally, no—so it’s often excluded from records retention schedules. However, this leaves records managers without clear guidelines for data deletion. This session tackles that dilemma, offering some practical tips and tools for RIM professionals. We’ll explore how managing...
Contain and Eliminate: How Records Saved a Profession and How They Can Become a Liability
In 1910, the American Medical Association commissioned Abraham Flexner to evaluate medical education in the United States. The resulting “Flexner Report” favored pharmaceutical, surgery-based, and other allopathic medical practices over chiropractic, herbalism, and other less mainstream therapies of the day. The report...
Zasio Consulting Services Case Study: United Bank
Summary
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...
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Jan 15, 2025