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 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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