Solutions

Records Management

Records and Records Management it seems are as old as the hills themselves but recent national and international events including the collapse of Enron and the establishment of the Sarbanes Oxley Act have meant that organizations can no longer afford to be lackadaisical with regard to their records management policies, procedures and systems.

Records form the cornerstone of the business enterprise and it makes most sense to design your records and information management system using all of the rules of sound records management policy. This will not only be the foundation of a more efficient business but is also the fundamental step toward a systems integrated approach for organizational information management – both for efficiency and legitmacy.

EDRM Solutions is able to provide the key expertise where required to bring Records Management projects to life and then support them throughout their ongoing development. We can also help you identify the key personnel that will be essential to your solutions success, within your own organization. We know that a true records management solution only prospers when all of the necessary people and facilities are in place from the beginning.

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Software
We use only world-class products that are leaders in their fields, products that combine experience and stability to offer the best solution for your organization. This way we can assure you of a solution that fits your needs and delivers what you expect.

We have also forged strategic partnerships with companies that share our vision of excellence.

TRIM Context
EDRM Solutions works with the flagship product in the TRIM suite of Enterprise Content Management, Records & Electronic Documents Management software from TOWER Software.

Single Solution
Incorporating classifications, archiving and disposition management, workflow procedures, space management, security, barcoding....it's the only software you'll ever need for a complete records management solution. And steps easily and seamlessly up to become an enterprise document and records management solution in the one software package.

Scaleable
Truly scaleable from a single office to a multi-site corporation spread over many continents, TRIM Context can be run on a small LAN, corporate WAN, or even over the Internet.

Proven Solution
The TRIM Context Solution has been in use in varying form for over 20 years. It is constantly under development and licensing arrangements mean that customers are never left with out of date software – minor releases and new editions keep pace with the ever changing world of technology.

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Planning & Implementation, Training & Support, and Integration to Line of Business Systems

EDRM Solutions realizes that technology alone does not provide the most effective and appropriate tool for your business. Value will only be added to your business through analysis of your business processes and the application of the right combinations of software, training, administration and change management.

Every customer is unique – every project is different. To satisfy the varied needs of our customers, we are capable of providing the following project services:

  • Project management
  • Requirements analysis
  • System and architecture design
  • Implementation and training
  • Post-implementation support

EDRM Solutions recommends the TRIM Context solutions and is an accredited partner with TOWER Software, the developers of TRIM Context. This means our staff members are experienced experts in planning, implementing and supporting the full range of information management projects using the TRIM Context solution.

Planning and Implementation
We are experienced at scoping the information management needs of an organization and quickly and collaboratively identifying core areas where value can be added or non-compliance risks corrected. Our experience shows us that project time-frames can be reduced to weeks from what can be months with comparable competitive solutions.

EDRM Solutions is able to apply extensive information management implementation experience through the involvement of our team of experts and our industry relationships spanning nearly 15 years.

Requirements Analysis and Definition - Our requirements analysis will provide you with a detailed assessment of your information management system. This will identify opportunities for improved efficiencies in your business and lay out a plan for achieving these efficiencies.

System Architecture and Design - EDRM Solutions team of technical experts together with our records and information management specialists work together with your organization’s key management and staff to communicate a common understanding of the core needs and objectives or your project and subsequently map your optimum system architecture.

Training and Support
Our plans will always include the availability of the right people at the right time throughout your project. Of course your own organization will most likely be rich in talent for key areas of the program implementation and it is a priority of ours to draw on this talent from the beginning to not only ensure the smooth transition internally but to aid in the long term success of your information management system.

Training - We provide training in the following categories:

User Training – customized training for users of your information system,

Administrator Training – expert level technical training that will enable your own staff to effectively manage and administer your information system

IT Administrator Training – expert level IT training to ensure internal IT staff are aware of all they need to know in order to keep the system operating and well maintained.

Integration to Line of Business Systems

Typically your organization will already be running systems that are both sources of information and creators of output. No one wants to double up on processes and workloads so wherever possible it makes sense to integrate your systems with one another.

EDRM Solutions is experienced at integrating TRIM Context with line of business systems including:

  • Finance
  • HR
  • Imaging
  • & various other databases

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Other Services Available

Data Conversion

In the implementation of a new Document and Records management system any historical data that your organization holds in other systems can be converted and imported into your new custom solution.

Imaging - Scanning and Backfile Conversion

Often as part of the project plan it is determined that the most efficient way to handle some information is to do so electronically. However, in the real world there are many documents and records that are not electronic. Or, files may currently be electronic but preceding a certain date are all held physically.

EDRM Solutions is experienced at establishing and managing scanning projects that will ensure all data is captured in a way so as to be best utilized by your new information management system.

Custom Interface Development

EDRM Solutions can create custom interfaces to your information management system that are coordinated with your corporate branding and usability needs.

Portals can be developed that will integrate seamlessly with your current corporate network systems allowing reduced or eliminated software deployment and minimizing training requirements.

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Solutions by Industry

Government

United Nations & NGO’s

Private Sector

TRIM Context Utilities
Available exclusively from EDRM Solutions