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Corporate
Records and Information Management
Corporate Filing Systems
Workflow Improvement
Productivity Training Programs




 

Streamliners, Inc.SM provides solutions that help your organization manage, access, and retrieve information. Whether you’re looking to develop a records management program, assess your existing program, or simply convert your existing filing system, Streamliners can provide the expertise needed to ensure your success.

Our Records and Information Management Services include:

  • Needs Assessment and Analysis Services – Streamliners has developed an audit tool that successfully provides for a comprehensive assessment of your existing capabilities, measures your objectives against industry standards, and analyzes functional capabilities. Utilizing dashboard methodology, projects are identified to promote best practices and objective recommendations are provided to improve the efficiency and effectiveness of your records and information program.
  • Project Design/Project Management – Streamliners can help you create a records and information management project plan utilizing strategies consistent with industry best practices. We study your current situation, from the types of documents used and how they are organized, the current media in use (paper, microfilm, digital images, etc.), existing policies and procedures, current and pending regulations, space utilization, and the needs of your employees to deliver a realistic timeline, keeping budgets, resources, and employees on track.
  • Workflow Evaluation – We evaluate business activities, resulting documentation outputs, existing workflow, and information lifecycles to create effective classification systems and optimize access to information within your organization.
  • Taxonomy Development – Streamliners creates a structure for enterprise content, utilizing a functional hierarchy customized for your organization’s specific needs. Nomenclature, vocabulary restrictions, and file-naming standards are identified to standardize naming conventions for end users. The result? A classification scheme unique to your organization which can be deployed across the enterprise utilizing Windows Explorer, Microsoft SharePoint, or other records management repositories.
  • Electronic Records Management Programs – Over 95 percent of business records are created, acquired, or maintained electronically. Streamliners develops full-scope electronic records management programs to satisfy your organization’s initiative to control how information is used to conduct business, identify the important attributes of records for your organization, develop a file plan or taxonomy to classify records, provide necessary training techniques and learning aids, and create policies for how the organization’s records are to be managed. We provide ongoing training initiatives to educate and engage end-users, ensuring long-term compliance and positive effects for your electronic records program.
  • Email Training and Program Development – Streamliners develops programs to improve the way email is handled in your organization. We provide training programs to boost the productivity of your employees using electronic communications, develop methods and concepts for controlling how email is created and managed, and develop email policy and governance guidelines.
  • Records Retention Schedules – We can reduce your firm’s exposure to litigation by assessing filing and retention requirements and develop retention schedules that can help your organization comply with legal and regulatory guidelines for records retention.
  • Training Programs – Streamliners’ trainers are certified in delivering programs that provide simple step-by-step systems and proven techniques to educate employees on the general records management principles and the importance of compliance with policies and procedures. We provide training programs specific to your records program initiative(s), including programs that are specific to electronic records and electronic communications. Program learning aids are provided to employees for ongoing reference and compliance measures.
  • Policies, Procedures, and Standards – We collaborate with cross-functional teams to develop sound records policies and procedures that provide timely, consistent compliance. Improve long-term success for your records program with checklists, policies, step-by-step procedures, as well as forms and templates that create “blueprints” for staff, ensuring the consistent application of records policies by all employees.
  • Records Management Professional Services – Our records management services include collaboration, consultation, and on-site professional services including, but not limited to organizing paper or electronic work files in work areas and tracking them electronically, information and document indexing, scanning, labeling, bar coding, and filing.

Analyzing information lifecycles, retention, and storage requirements within your organization will allow you to quickly capture a return on investment through increased employee productivity and reduced storage requirements.

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  Streamliners, Inc.SM has been certified as a Women's Business Enterprise by the Women's Business Enterprise National Council (WBENC).
 


Streamliners, Inc.SM
• Identifying Strategies. Implementing Solutions.

P.O. Box 672 • Blue Bell, PA 19422 • Phone: 215-616-2660 • Fax: 215-661-0989 • E-Mail: info@streamlinersinc.com

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