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Records Management

Robotics Records Process
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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!

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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

Records Management


You Benefits

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Deploy Record Retention with an Experienced Subject Matter Expert

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Design Departmental Indexing with a Certified Municipal Clerk

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Automate Records Classification &
Cutoff Processes

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Create a Unified, Standardized
Naming Convention

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Receive Standardized Disposition Reporting

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Launch Departmental Approval Processes for Destruction

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Spend Less Time Fulfilling Records Requests


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