Information in Motion: Planning and Executing a Corporate File Move

Corporate moves are becoming increasingly common in today’s business environment. Driven by the need to accommodate growth, manage costs, or as result of a merger or acquisition, many companies are relocating to new quarters to maximize efficiency. And whatever the reason for your move, one thing is for sure: your records have to come with you.

Moving your records isn’t just a question of firing them into a bin and loading them onto the truck; after all, files are not furniture. As the information support and legal evidence for your business activities, it is critical that these records remain accessible and secure at every stage of the move. Given the diverse nature and size of most records collections, this presents huge challenges.

This Jeter White Paper outlines in detail a number of steps and strategies for dealing with these challenges throughout the move:

Before the Move: Planning and Preparation

• File Collection and Analysis
• Records Management Governance

File Clean Up and Purge

• Records eligible for disposal
• Inactive Records
• Non-record Material

Communication and Consultation

During the Move: Doing it Right

• Indexing and Retrieval Systems
• Security and Access Controls

After the Move: Ongoing Value Add

You can download it here.