Corporation Gets Datafile SMART for a Leaner Business

For a top North American energy trust company, rapid growth had tested the limits of their records management program, and they wanted to develop a new strategy. They partnered with Datafile to create a comprehensive road map, identifying many RM priorities in the process. Because they were anticipating a move to new corporate headquarters, they decided to that getting rid of non-essential materials and records was a good place to start and so they decided to implement the Datafile SMART program.

Why Datafile SMART?

The Datafile SMART (Streamline. Manage. Access. Retain. Toss.) program was designed to help organisation's reduce the amount of material they retain. Essentially the program involves taking employees through a process of reviewing their record and non record material, determining what is not essential. This way non-essential materials, both paper and electronic, can be eliminated, reducing storage costs and streamlining information access and retrieval time.

This was a perfect solution - implementing Datafile Smart would have three major benefits:

• Allow them to retain only business critical material
• Help them identify opportunities to streamline
• Help raise profile of the internal records management team, showing how they can support the entire organisation

To read the full case study on how Datafile helped this company become a leaner business machine, click here.