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[Case Study: RM Program Development]

Records Program for Utility Regulatory Agency

The challenge: Unmanaged records in an agency charged to regulate and set standards for the industry. Without a records management program, it was difficult to execute on the agency's mission and maintain credibility with companies.

Access Sciences guided this agency as their records management compliance experts and:

  • Performed a needs assessment resulting in recommendations to establish a records management program
  • Developed a policy suite and a records retention schedule for their agency's use
  • Developed training material for records program deployment
  • Laid the foundation for an ECM software selection, configuration, and deployment

The outcome: Access Sciences enabled the client to deploy a program quickly and become compliant within a short amount of time. Selection of software was easier as a result of the groundwork that Access Sciences laid at this agency.


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Key Facts

Agency had no records management program.

Access Sciences developed a policy suite and retention schedule.

Access Sciences' work paved the way for software selection.
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