Legacy Records Cleanup Assessment
A recent survey found that 93% of organizations want to eliminate paper records in the next 5 years, and 67% have prioritized legacy cleanup projects.
These projects are time-consuming, resource-intensive, and require dedicated staff with expertise. They’re not easy, but the value is immeasurable and a critical step toward digital transformation.
Is your organization in need of a records cleanup project?
Take our 8-question quiz to find out!
TAKE THE QUIZ
This quiz should take approximately 2-3 minutes to complete.
QUESTION 1
Does your organization retain records past their retention requirements, and are you concerned about the cost and risk of over-retention?
Yes. My organization keeps records for way too long, which results in increased costs and risks.
No. My organization conducts a regular cleanup of our records inventory.
It’s a mixed bag. My organization conducts a regular cleanup of our records inventory, but it’s overwhelming and difficult to manage.
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QUESTION 2
Does your organization have trouble finding records and need improved visibility at the file level?
Yes. We seem to always have trouble locating records when we need them.
No. We don’t have much trouble finding records.
It’s a mixed bag. When records are well organized and listed with the correct metadata, we can find what we need. Other times it’s more difficult, such as with inherited files.
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QUESTION 3
Can your organization quickly, confidently, and defensibly take action on records disposition?
No. My organization cannot take action due to a variety of reasons.
Yes. My organization takes action on a regular basis.
It’s a mixed bag. There are times we can take action and times we cannot.
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QUESTION 4
Does your organization want to “go digital” or “paper-light” but doesn’t know where to start or what records to digitize, retain or defensibly destroy to meet compliance requirements?
Yes. My organization is interested in converting from paper to digital but needs help identifying which records to digitize.
No. My organization is comfortable working with paper files or we already went through the process to digitize what we need.
It’s a mixed bag. My organization may want to digitize some files but not in all areas, or we want to but don’t have the resources to pursue it.
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QUESTION 5
Is it a challenge to manage records received through a merger, acquisition, or other business initiative?
Yes. We are having difficulty.
No. This doesn’t apply to my organization.
It’s a mixed bag. Certain record types are a challenge and others aren’t.
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QUESTION 6
Have you ever experienced challenges meeting the requirements of a divestiture?
Yes. My organization has quite a bit of divestiture activity and struggles to meet the requirements.
No. This doesn’t apply to my organization.
It’s a mixed bag. We’ve never had a merger, acquisition, or divestiture but find it difficult to manage boxes of records stored across multiple vendors with little visibility.
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QUESTION 7
Does your organization struggle with the staff, capacity, and budget needed to conduct a records cleanup project?
Yes. We need help.
No. We have resources and are all set.
It’s a mixed bag. We have resources but we would like to redeploy them to other projects and initiatives.
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QUESTION 8
What obstacles do you face when it comes to a records cleanup project? (pick all that apply)
Lack of staff
Poor metadata or index
Budgetary restrictions
Lack of tools, technology, or defensible processes
Complicated event-based retention rules
Unsure of what’s in our inventory
Records inherited through a merger or acquisition
Records stored in-house and with multiple vendors
Records stored across multiple cities and countries
No challenges
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GET YOUR RESULTS