top of page
Records Management Banner
CDI RRP Logo

Records Management

Robotics Records Process
Records Management

About

Launch your Laserfiche Records Management deployment with the help of CDI. Let our experienced team lead you through the process of organizing, classifying, and automating your records. With our plan, your users will be able to effortlessly tag records and watch them automatically enter retention. Laserfiche will perform cutoffs & keep you informed of upcoming dispositions. It’s time to get organized and keep it that way!

Records Management Brochure

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

Records Management

User Acceptance Testing

Training

You Benefits

check mark

Deploy Record Retention with an Experienced Subject Matter Expert

check mark

Design Departmental Indexing with a Certified Municipal Clerk

check mark

Automate Records Classification &
Cutoff Processes

check mark

Create a Unified, Standardized
Naming Convention

check mark

Receive Standardized Disposition Reporting

check mark

Launch Departmental Approval Processes for Destruction

check mark

Spend Less Time Fulfilling Records Requests

Ready to start?

Request a Quote Today!

Or call 855-714-2800, ext. 2

Customer Support Girl.png
bottom of page