The formal practice of records management has a surprisingly interesting history. Over a century ago, attitudes and processes were far less methodical, and records were retained in a haphazard fashion – if at all. Changing laws, technologies and the needs of an increasingly interconnected world have spurred businesses and governments to improve their record management…
If you’ve watched the new Marie Kondo series on Netflix, you’re probably aware of the dangers of clutter – and the supposedly life-changing magic of tidying up. It’s a philosophy that works well for life, where a messy home can lead to a messy mindset, and it’s equally applicable to the office. Poor records management…
Saving documents on a shared system is a common and logical way to maximise accessibility to company documents. But it will only work if it’s organised in a way that means everyone can easily sort through them and find relevant files. That’s why many companies employ a document catalogue system. It’s designed to make sure…
Small business success depends on a number of crucial factors: strong leadership, good cashflow management, loyal customers, and more. Whatever factors apply to your business, they’re all underpinned by smooth operational processes. Poor records management can have a significant impact on smaller companies, especially in instances where key client or financial documents are compromised, misplaced…
Both small and larger companies can find it hard to decide where to store their important documents. You have a choice of on site records managementor off site records management– or sometimes a combination of both – and it’s important to consider both of their advantages to decide which will work best for your business.…
Records management is crucial to running a successful business. Each file, be it paperwork or digitised data, documents your company’s operations and relationships, and needs to be kept safe. To ensure this, you need to prioritise security in records management. Through proper safe-keeping, you can protect your business from theft or fraudulent activity. Don’t drop…
Accounting records retention can be complicated and tedious. For businesses of any size, it is not always clear exactly what is needed and how long this documentation should be retained. Building your organisation’s accounting document retention strategy depends on what you need to do to comply with legal requirements, what you need to file your…
No matter the size of your organisation or your industry, you need to stay on top of your business record keeping. Whether you operate a small business or large enterprise, any data that relates to your operations, such as tax, financial, legal, medical, insurance, or employment information must be properly maintained – or your company…
