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.
Recording: Move or Manage: Determining When Manage-in-Place Makes Sense
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,...
RIMpocalypse: Reflections by a RIM Rookie
The Beginning of the End…
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.
The start of the COVID-19 pandemic in March 2020 caused an immediate halt in operations and significant layoffs at my company. Fortunately, I’d been spared, but our HR team of nearly 20 had...
Avoiding Health Data Retention Pitfalls: Learning from Recent FTC Actions
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.
The FTC’s Toolbox
The FTC has two significant tools in its arsenal regarding data retention and security. The first is the 2009 Health Breach Notification Rule. This Rule seeks to cover the gaps left by HIPAA, which only regulates health plans, health care providers that conduct transactions electronically, and health care clearinghouses....
Versatile 2023 SaaS with Retention Schedule Management Case Study: Wake County
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...
From Seed to Harvest: Cultivating Your Records Life Cycle
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...
On the Road: Zasio to Attend NAGARA Annual Conference in Atlanta
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.
Warren Bean, Zasio's Vice President of Technology & Product Development, will exhibit during the conference.
Warren will highlight the industry's premier retention schedule and records management software, Versatile 2023! It's a single platform and interface that gives you the ability to manage all aspects of your records management program — retention schedule management, physical records management, and electronic records management.
With Versatile 2023, pick the functionality you need now and rest easy knowing that if your needs evolve,...
Successful RIM Initiatives Invest in Project and Change Management
Creating—and many times just updating—an enterprise records and information management program represents considerable organizational change.
From the CEO to the front desk assistant, most roles spend large parts of each day interacting in some way with the organization’s records and information. Altering how they collect, process, store, and dispose of this takes more than RIM subject matter expertise—it also takes project and people smarts.
This article discusses project and change management fundamentals that should be amply applied to any RIM initiative—whether you’re launching a new program or updating an existing one.
It All Starts With Planning
You’ve assembled your RIM...
Developing RIM Program Executive Sponsorship Part 2: Landing an Executive Sponsor
Welcome to the second part of our series on developing executive sponsorship for your records management or information governance project. If you recall, in the first article, we discussed:
- Selecting a potential executive sponsor
- Preparing an effective pitch
Now that you’ve identified your desired catch and cast your line, let’s discuss how you can reel them in and keep them invested—especially when a failure to implement your project could expose your organization to costly regulatory penalties.
Getting an executive sponsor committed can be a lot like fishing: after much preparation and a little luck, you’ll feel that first nibble...
Versatile Enterprise™ Case Study: The City of Bellevue
Summary
The City of Bellevue, Wash., has been a Zasio customer for three decades. From the early days of Versatile for Windows (1994), and transitioning to Versatile Enterprise in 2001, the city needed a powerful tool for its records management program.
Today, the City manages 13,000 boxes in off-site storage.
“Before we had Versatile (Enterprise), we didn’t have an electronic system to manage our off-site records or retention – it was all paper-based,” Bellevue’s City Records and Information Manager, Danelle Court, said.
“Obviously, we are not as heavily paper-based as we used to be back in the late 1990s, or...
Tech Talks: Get to Know Versatile 2023 Better!
You’re busy—we get it.
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!
They are quick, informative (and free).
Each virtual session, hosted by Warren Bean, Vice President of Technology & Product Development, will highlight a specific feature of the Versatile 2023 software.
The sessions will run for no more than 30 minutes—15 to 20 minutes to highlight a feature of the software, and the remainder for Q&A. No matter which...
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