Records exist in numerous forms; film, video, electronic and paper are a few.
Business Analysis
A local water department needed to assess and improve it’s records management processes. This project was being driven by new local ordinances.
The scope of this Business Analysis project include a review of records in all facilities. Â Our team included a records management consultant and professional archivist. This was a multi-phase project:
- Assessment
- Analysis
- Recommendation
Phase 1 Assessment required input from all staff levels to effectively determine information flow, disposition, formal and informal processes. The critical challenge was determining the essential sampling across all sub-departments to develop a concise profile. The profile included policies, processes and procedures as well as any automation.
Phase 2 Analysis included potential consolidation of processes and procedures in addition to system changes. We undertook an evaluation of Records Management software applications during this phase in preparation of our recommendations. The analysis concluded with department manager reviews to validate our process definitions and assessments.
Phase 3 Recommendation concluded our assignment. Our recommendation included changes in policies, processes, procedures and presentation of several choices for system-wide automation. The recommendations were documented and presented to executive management. It exists as part of the department’s public records.