Records Inventory Management Process

1. We will provide a comprehensive needs assessment free of charge.

2. From our findings, we will propose a solution to meet your long-term needs.

3. Once this proposal is signed, we will begin classifying your records and developing a retention schedule with you. We will separate those records that will be stored offsite, those that will be stored onsite, and those that will be destroyed.

4. We will then schedule a time to pick-up and index your records inventory.

5. Once received, we will begin the process of archiving your inventory on our state-of-the-art facility. This ensures a ready-quick state for timely retrieval and review.

6. An ongoing process of reviewing your retention schedule will allow us to keep only the records deemed necessary.

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