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.
Breaking It Down — Best Practices for Simplifying Your Retention Schedule
Get ready to roll up your sleeves! 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. The webinar considers common pain points and opportunities for retention schedule simplification, including:
- Addressing common sources of vertical and horizontal record series sprawl
- Optimizing “bucket size” to match your organization’s risk appetite ...
Is it a Myth? Or is it a Legendary Lesson?
To believe or not believe, that is the question. These days it can be hard to tell myth from reality. For companies seeking records management help, there are several myths out there that can hamper improving your record management program. Examples of these include: you should hang on to records forever as you never know when you might find a use for them; investing in a records management program is too expensive, and; after going digital, you don’t even need a records management program.
Having trouble separating myth from fact? Never fear! By thinking through some of these common records...
Recordkeeping Basics: Managing Your Accounting Records
It is that time of year again! Time to look at your retention schedule and decide what needs to be organized. It is a love-hate relationship for some. Most organizations have filed taxes for 2020, making this a great time of year to think about whether older accounting records may no longer be subject to any retention requirements.
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...
International Tax Record Roundup
For US taxpayers, May 17 (Tax Day) is fast approaching, and the question is often asked – How long should I keep my tax records?
Here is a brief rundown of required or suggested recordkeeping periods for income tax records in the United States and other jurisdictions around the globe. These time periods do not account for business needs, industry practice, or other legal requirements or exceptions applying to various tax-related records that could potentially increase the required time to keep such records.
United States:
As we have previously discussed, the general IRS-suggested records retention period for US citizens...
2021 ARMA Information Governance Maturity Index Report – Sponsored by Zasio
Zasio is a proud sponsor of the 2021 IG Maturity Index Analysis and Report conducted by ARMA International.
The IG Maturity Index Survey is designed to be a data-driven, point-in-time measuring tool of IG programs – a benchmarking tool that will help organizations conduct year-over-year comparisons of their IG maturity.
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...
Spring Cleaning Your Records
Spring is in the air–birds are chirping, flowers are starting to bloom, and the trees are starting to come alive again. The sun is out, it’s time to open the windows, bring out the cleaning supplies, and start spring cleaning. You clean and declutter your house come springtime, so why not spring clean your records?
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...
Breaking It Down: Best Practices for Simplifying Your Retention Schedule
Get ready to roll up your sleeves! In this webinar, we dig into a series of specific examples so you can see, firsthand, how to simplify an overly complicated retention schedule. The webinar considers common pain points and opportunities for retention schedule simplification, including:
- Addressing common sources of vertical and horizontal record series sprawl
- Optimizing “bucket size” to match your organization’s risk appetite
- Carving out exceptions when required
- Considerations in wording new record series
- Simplifying the use of triggers
- Harmonizing a global schedule
- How technology can help
- And more…
Join ARMA’s Director of...
Everything I Know About Records and Information Management I Learned from a Parenting Book
Everything I Know About Records Information Management I Learned from a Parenting Book.
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...
Connecting During COVID
Earlier this week and with a lot of courage I masked up and stepped into my friend’s home for a visit. After spending my entire pregnancy quarantined and then delivering a medically fragile baby, I’d been conditioned to fear in-person human interaction. “Do you want to sit down?” my friend asked. Though her house was immaculately clean, I contemplated her question wondering if it was ‘safe’. Through my fear-created, germ-detecting goggles, I nervously accepted. As the minutes passed, my anxiety continued to decrease. I sat there appreciating the change in scenery, my friend’s laugh, the smile lines around her eyes,...
Versatile Enterprise™ Case Study: Dominion Energy
Summary
Consolidated Natural Gas, which later merged into Dominion Energy, has been using Versatile™, Zasio’s enterprise-level records management software, for over 25 years. They started out with Versatile for Windows™ and upgraded to Versatile Enterprise ™ in 2000. When the records team at Consolidated Natural Gas initially began looking for a records management solution, they needed something to help them streamline their existing records management process, which was very manual. Not long after their search had begun, Consolidated Natural Gas decided to bring the record center data from their entire system under one management system, which meant merging the data...
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