About Records Management
Discover how CDI's records management software revolutionizes the way you handle your organization's documents. With CDI, you can streamline processes, automate classification, and ensure compliance effortlessly. Our records management software ensures that your documents are securely organized and easily accessible, saving time and enhancing productivity. Experience the benefits of seamless document retention and efficient workflows. Get started with CDI today and transform your records management experience.
Our Process
Initial Assessment & Recommendation
Project Management
Metadata and Folder Structure Discovery
Cutoff Instructions Definitions
Record Series Definitions
Access Rights Design
Folder Structure Design and RM Classifications
Assign RM classifications to all folders
Automate Cutoffs
Automate Disposition Reports
Documentation & Change Management
User Acceptance Testing
Training
You Benefits
Deploy Record Retention with an Experienced Subject Matter Expert
Design Departmental Indexing with a Certified Municipal Clerk
Automate Records Classification &
Cutoff Processes
Create a Unified, Standardized
Naming Convention
Receive Standardized Disposition Reporting
Launch Departmental Approval Processes for Destruction
Spend Less Time Fulfilling Records Requests
