Mergers and Acquisitions

Our firm has just acquired an organization. How can we merge our different records while reducing costs and ensuring accessibility, integrity and regulatory compliance?

In every merger, management must ensure a smooth transition and show increased profit from the acquisition. One way to do this is to integrate and streamline the two company's records management operations into one. Jeter can show you how to successfully combine two organizations' information while reducing costs, minimizing disruption to your business and ensuring regulatory compliance.

Analyse, Classify, Retain
Jeter can help you implement a single records management program from two different systems. We start by assessing business functions and processes with your key stakeholders. Our professionals will then develop a classification scheme to better organize your information taking business practices and relevant laws into account. The classification is the structure that identifies your corporate records holdings and works as a “sign post,” to clearly identify information and facilitate hardcopy and electronic filing, retrieval and archiving.

Once classification is complete Jeter develops a plan including a retention strategy will help you identify the records that need to be kept, how they should be stored, and when you can legally dispose of them. We will help you set up the right policies and procedures, train your employees, and implement a monitoring system to ensure program compliance.

Merge, convert files for increased efficiency
Jeter can help you transform different document storage systems into a single highly efficient, secure system. We provide the people, methods and products to streamline your existing filing practices, so you can achieve efficiencies in time, space and cost.

We can show you how multiple file organization methods can be consolidated into a single, centralized system that eliminates duplication and confusion. Jeter can also facilitate a switch from one storage type to another and guide you through the process of folder conversion.

Throughout the consolidation or conversion, we’ll take care of all sorting, validation, and filing of your documents into the new system. That means peace of mind.

Manage your risk
Jeter ensures that your records management practices are compliant with all industry-specific regulations and legislation. We develop comprehensive programs outlining everything from duplication and dispersal requirements, through storage and access restrictions to the eventual destruction of records no longer deemed vital as outlined by a retention schedule.

For more information on how Jeter can help you merge two organizations, call 1-877-252-0220 or complete our response form.