Client
Strategic Resources Corporation - New York, NY

Problem
Strategic Resources (SRC), an investment advisory and fund management company, had no comprehensive records management program or formal guidelines to classify, maintain and retain records. Their existing system was not sufficient to control digital records and SRC was planning to install a computer-based document management system for hard copy and digital records.

The Naremco Solution

• Revised and updated records retention schedules.
  
  
• Revised and expanded master classifications of all records.
  
  
• Developed user procedures and instructions for the master classifications to be incorporated into the iManage and RMS users manuals, including user profile screens.
  
  
• Developed a procedures manual for the operation of the central file room to assure the proper flow of information throughout the corporation.

Client Benefits

• Procedures in place to classify and maintain hard copy and digital records.
  
  
• Smooth installation of a document and records management application and conversion of existing information to the new classification system.
  
  
• Ability to expand the program.
  
  
• Ability to track documents throughout the corporation.
  
  
• Successful response to litigation discovery requests.
  
  
• Accurate retention of hard copy and digital documents, including e-mail.

If you would like a more in-depth version of this case study or would like to review a case study for a specific client or industry not listed under Case Studies, please e-mail your request to info@naremco.com