FREE Records Management Assessment

A Road Map to Better Records Management and Increased Business Productivity!

Records management is the art of knowing the best approach and procedures to track, categorize, and secure your business’s most important asset – your information.

While most companies recognize the need to maintain certain records in order to meet government or industry mandates, few do it well or even know how to do it effectively.


Our audits are not a command that you “go paperless” but rather an introduction to a smarter, more effective method to organize your business documents.

What Happens During a Free Audit With InfoPreserve?

With a mix of virtual and/or in-person consultation, we help you assess the state of your critical business records.

*What records/files/documents are you keeping?
*What formats are they in?
*Where are they located?
*Have you established a “Priority of Importance” for these records?

This audit achieves clarity in where your current records management program is under-serving your business.

Is there a “bottle-neck” with your document maintenance in its current state?  Are you finding ultra-granular “tree” methods of “folders-upon-folders” too cumbersome to navigate? Likely, the answer to these questions is “yes.”

Our free audits help empower our clients to “work smarter, not harder” and recognize a contemporary approach to digitizing and maintaining their company records. MOST businesses we audit go on to integrate PreservationVault into their records maintenance protocols. This is not us giving your business a command to “go paperless” but rather adopt a series of new behaviors and procedures that – when your workforce is in sync – will result in increased internal communication and productivity!

These audits are conducted quickly but thoroughly, and with no interference to your business operations!

We are here to help. Get in touch with us for a complimentary records assessment.

Following a successful initial audit for the Massachusetts company “ES Components,” InfoPreserve was able to convert their systems data over a year-end holiday break. In a week all of ES Components’ systems data was fully integrated into Preservation Vault and ready to access. Read the full case study here.

Robust & Easy to Use

Records retention management is a comprehensive process. You need a system that is robust and still easy to use. InfoPreserve will work with you to evaluate your current practices and look for opportunities for improvement.

We can offer you features such as:

  • Custom tags
  • Document architecture
  • Automatic Watch Folders that will remember to upload your documents even when your staff forgets

Here to Help

Storage Policies can be set for departments or for the entire company. Policies become very important when you have companies working with remote workers and global offices. Consistent record keeping is a must and even more important when your workers are not in the same time zone.

InfoPreserve’s intuitive record management system will enable you to keep all of your records in one location but use your data anytime, anywhere.

We can help you craft and design document retention policies based on applicable legal requirements and business needs, and together create a plan for moving to a proactive records management process.

InfoPreserve and its VARS offer a wide assortment of services designed to help your business solve problems and make your job easier.

Get in touch with us.