Documents and Records Management

Document management is part of records management, however not all records are documents. CONFUSED YET?

Documents and records need to be managed with best intentions at hand, which means an established, governed process based on organizational efficiencies and best practices.

At Envision IT, we simplify document and records management, helping you make sense of document management concerns, designing strategies for digital file management including capturing, storing, modifying, and of course sharing. We are experts in configuring SharePoint and Microsoft 365 to align with your document and records requirements. We work with you to ensure compliance at each point in the content lifecycle.   The steps we take include:

  • Document Governance Assessment 
  • Document and Records Discovery Assessment
  • Defining a Document and Records Management Architecture Plan
  • Implementation of the Plan
  • Monitoring and maintanence of Implemented Plan

We specialize in designing and implementing document and records management to:

  • Leverage workflow and process
  • Empower users
  • Improve corporate governance 
  • Simplify search
  • Maintain file organization
  • Incorporate labels, tags and retention