Document & Record Management Services
Assessment & Strategy Development
- Assess current document and records management practices.
- Identify gaps, inefficiencies, and compliance risks.
- Develop a records management strategy aligned with legal, regulatory, and operational needs (e.g., HIPAA, FDA 21 CFR Part 11, ISO 15489).
Policy & Governance Design
- Establish or update document control policies, retention schedules, and classification schemes.
- Define roles, responsibilities, and access controls for managing records.
- Ensure policies align with corporate governance and risk management practices.
System Implementation & Optimization
- Recommend and implement document/records management systems (e.g., SharePoint, OpenText, Veeva Vault, Documentum).
- Configure workflows for document creation, approval, versioning, and archiving.
- Support digital transformation and migration from paper to electronic records.
Compliance & Audit Readiness
- Ensure records are managed in accordance with industry regulations and internal policies.
- Prepare organizations for audits, litigation holds, and regulatory inspections.
- Implement metadata standards and audit trails for traceability.
Training & Change Management
- Train staff on document control processes, system use, and compliance requirements.
- Promote adoption of new systems and standardized practices.
- Facilitate cultural shifts toward consistent records management behavior.