international retention schedule Archives - Zasio https://zasio.com/tag/international-retention-schedule/ Digital Records Management Software Tue, 28 Apr 2026 16:04:17 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://zasio.com/wp-content/uploads/2023/05/cropped-zasiopurplefavicon-32x32.png international retention schedule Archives - Zasio https://zasio.com/tag/international-retention-schedule/ 32 32 Breaking It Down: Best Practices for Simplifying Your Retention Schedule https://zasio.com/simplifying-your-retention-schedule/ https://zasio.com/simplifying-your-retention-schedule/#respond Wed, 21 Apr 2021 21:05:26 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=555 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 Content & Education, Ann Snyder, and Zasio subject matter experts, Richard Surber (Senior Analyst & Licensed Attorney), Jennifer Chadband Masingill (Senior Analyst & Licensed Attorney), and Warren Bean (Senior Sales Engineer) for the webinar: Breaking It Down: Best Practices for Simplifying Your Retention Schedule. Date: Thursday, May 20, 2021 Time: 1:00 p.m. Central Time (U.S. and Canada) Registration Cost: Free This webinar has already taken place. Please use the button below to view the recording. If you have any questions, please contact Michelle Lynch at michelle.lynch@zasio.com  

The post Breaking It Down: Best Practices for Simplifying Your Retention Schedule appeared first on Zasio.

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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 Content & Education, Ann Snyder, and Zasio subject matter experts, Richard Surber (Senior Analyst & Licensed Attorney), Jennifer Chadband Masingill (Senior Analyst & Licensed Attorney), and Warren Bean (Senior Sales Engineer) for the webinar: Breaking It Down: Best Practices for Simplifying Your Retention Schedule.

Date: Thursday, May 20, 2021
Time: 1:00 p.m. Central Time (U.S. and Canada)
Registration Cost: Free

This webinar has already taken place. Please use the button below to view the recording. If you have any questions, please contact Michelle Lynch at michelle.lynch@zasio.com

 

Watch Webinar

The post Breaking It Down: Best Practices for Simplifying Your Retention Schedule appeared first on Zasio.

]]> https://zasio.com/simplifying-your-retention-schedule/feed/ 0 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/ https://zasio.com/case-study-international-retention-schedule/#respond Tue, 26 Jan 2021 21:40:04 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=584 Developing an international retention schedule is a major challenge, but for Zasio it’s what we do every day. During this co-sponsored webinar with ARMA International, our presenters will walk you through a case study on global retention scheduling involving a major pharmaceutical contract organization, PRA Health Sciences.  You’ll see the step-by-step process used, and see how we overcame challenges from global harmonization, expanding coverage to new jurisdictions, optimizing the number of record categories, managing citations and changes, and much more. You’ll learn how to manage your retention schedule and keep it that way!   We had so many great questions and comments after the webinar, we decided to add a bonus session dedicated to answering your questions and comments! During this session, the experts from ARMA and Zasio address a variety of topics; learn more about the “evergreen approach” to records management, find out what the sweet spot is for the number of record categories, how often you should review your records retention schedule, and more!

The post Get Your Records Retention Schedule Under Control — And Keep It That Way: A Case Study in Global Retention Scheduling appeared first on Zasio.

]]> Developing an international retention schedule is a major challenge, but for Zasio it’s what we do every day. During this co-sponsored webinar with ARMA International, our presenters will walk you through a case study on global retention scheduling involving a major pharmaceutical contract organization, PRA Health Sciences. 

You’ll see the step-by-step process used, and see how we overcame challenges from global harmonization, expanding coverage to new jurisdictions, optimizing the number of record categories, managing citations and changes, and much more. You’ll learn how to manage your retention schedule and keep it that way!

 

We had so many great questions and comments after the webinar, we decided to add a bonus session dedicated to answering your questions and comments!

View Bonus Q&A Outline

During this session, the experts from ARMA and Zasio address a variety of topics; learn more about the “evergreen approach” to records management, find out what the sweet spot is for the number of record categories, how often you should review your records retention schedule, and more!

The post Get Your Records Retention Schedule Under Control — And Keep It That Way: A Case Study in Global Retention Scheduling appeared first on Zasio.

]]> https://zasio.com/case-study-international-retention-schedule/feed/ 0 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/ https://zasio.com/developing-international-retention-schedule/#respond Wed, 11 Nov 2020 21:48:06 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=593 Developing an international retention schedule is a major challenge, but for Zasio it’s what we do every day. Join ARMA International, the world’s leading community of informational professionals, and Zasio, a leading provider of Records Management and Information Governance solutions, for a case study on one of those projects involving a major pharmaceutical contract organization, PRA Health Sciences. During this presentation, you’ll learn about the challenges of global harmonization, expanding coverage to new jurisdictions, and staying up to date with all the various (and sometimes conflicting) regulations. And you’ll see how we overcome those challenges. We look forward to having you! Date: Thursday, December 10th Time: 1:00 p.m. – 2:00 p.m. CST This webinar has already taken place. Please use the button below to view the recording. If you have any questions, please contact Sabrina Slattery at sabrina.slattery@zasio.com  

The post Get Your Records Retention Schedule Under Control – And Keep It That Way: A Case Study in Global Retention Scheduling appeared first on Zasio.

]]>

Developing an international retention schedule is a major challenge, but for Zasio it’s what we do every day. Join ARMA International, the world’s leading community of informational professionals, and Zasio, a leading provider of Records Management and Information Governance solutions, for a case study on one of those projects involving a major pharmaceutical contract organization, PRA Health Sciences. During this presentation, you’ll learn about the challenges of global harmonization, expanding coverage to new jurisdictions, and staying up to date with all the various (and sometimes conflicting) regulations. And you’ll see how we overcome those challenges.

We look forward to having you!

Date: Thursday, December 10th

Time: 1:00 p.m. – 2:00 p.m. CST

This webinar has already taken place. Please use the button below to view the recording. If you have any questions, please contact Sabrina Slattery at sabrina.slattery@zasio.com

 

Watch Webinar

The post Get Your Records Retention Schedule Under Control – And Keep It That Way: A Case Study in Global Retention Scheduling appeared first on Zasio.

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