Customized Solutions - Professional Services

TAB Consulting Services
TAB consultants can help you create a records and information management plan, whether for a specific department or spanning the entire enterprise. Our Certified Records Managers (CRM) and Certified Document Imaging Architects (CDIA) are the key resources we use to develop strategies conforming to best industry practices. We study your current situation, from the types of documents used and how they are organized, the current media in use (paper, microfilm, digital images, etc.), existing policies and procedures, current and pending regulations, space utilization, and the needs of your employees. Based on our findings, TAB consultants provide an objective recommendation to improve the efficiency and effectiveness of your records and information resources.

Our Professional Consultants will review:

Workflow - Your current business processes will be analyzed to document the movement of records through your organization. We recommend ways to optimize workflow to fulfill required tasks.

Classification and Indexing - Improved access to information will be recommended by creating proper classification and indexing of various record types.

Storage Media - Record types, quantity and rates of creation will be studied to determine the best way to retain critical information. Important consideration is given to record complexity, access frequency, filing and retention requirements.

Retention Schedules - Recommendations will help your organization follow legally acceptable practices for records retention, to reduce storage space requirements and exposure to litigation.


TAB Sales of California Conversion Services
TAB Conversion Services experts can help your organization with the time consuming, labor-intensive project of filing system conversion—whether you need help converting from multiple file systems to a unified file system or from an old folder or storage system to a new solution.

TAB Conversion Services include:

• physical record inventory/verification
• file inventory
• data collection and database creation
• classification and indexing
• file purge
• record purge
• record and information imaging
• transferring files and filing equipment from one location to another

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