Contoural - Records Management Consulting Services

Records Management Consulting

We are the largest independent provider of strategic records management consulting, supporting over 30% of the Fortune 500, many of which operate globally. Our expertise lies in creating modern, compliant, and easy-to-execute records retention schedules.

Contoural’s Approach to Records Management Consulting

Today organizations are inundated with both paper and especially electronic information. At the same time, the legal and regulatory recordkeeping environment is becoming stricter. The challenge is not only recordkeeping; companies face new and more stringent privacy rules, need to identify and protect high value and confidential information from threats, and need to reduce risk and costs during litigation. Making these challenges worse, hoarding of electronic documents by employees who are convinced that they need to save everything forever is ironically hurting the employees’ own productivity as high value information gets lost among the clutter of older and useless documents, data and their copies. Left unaddressed these problems only get worse.

Records Retention Policy + Schedule Creation Components
Global Requirements

We develop records retention schedules tailored to global needs, covering more than 160 jurisdictions worldwide. Our records management strategies ensure seamless integration with international requirements.

Citations Index

Our records retention schedules meticulously document global citations, ensuring comprehensive coverage and compliance. Effective records management depends on maintaining accurate and detailed citations.

Legal Validations

Each records retention schedule undergoes validation by experienced attorneys. This process addresses common errors found in many records retention and records management products, ensuring accuracy and compliance with all applicable regulations.

Consensus Building

We work collaboratively with business units and departments to establish consensus on what records to retain and what to dispose of, streamlining decision-making across the records management process.

Customized Design

Every records retention schedule is uniquely designed to align with the specific needs and requirements of each client. Our records management solutions are tailored to enhance efficiency and compliance.

Privacy-Enabled Compliance

Our records retention schedules are designed to avoid conflicts and seamlessly integrate global privacy regulations with recordkeeping requirements. This ensures secure and compliant records management.

Records Portal

We configure records portals using native Microsoft 365, offering customized enterprise-wide views. These portals appear as third-party records management solutions but are, in fact, advanced configurations of the M365 platform. This simplifies records retention and enhances overall records management.

Automation

As industry leaders, we specialize in creating records retention schedules that are automation-ready, enhancing efficiency and consistency in records management practices.

Regular Updates

We provide ongoing updates to ensure your records retention schedules remain current, addressing new and expired record types as well as evolving legal and regulatory requirements. Keeping records management up to date is key to compliance.

Ownership + Control

Our clients maintain full ownership of their records retention schedules. They are not rented solutions, granting clients the autonomy to use, access, and update their schedules as needed. This ensures complete control over their records management processes.

Open Format
Contoural records retention schedules are provided in a variety of open, flexible and customized formats including worksheets, access databases or content management systems.