Consultancy

Phoenix Data Management can provide a wealth of experience and consultancy expertise across the Records Management arena – from onsite filing and storage systems to archiving and implementing retention schedules.

Phoenix Data Management’s extensive experience in start to finish Records Management and our Consultancy know-how will ensure the implementation of a solution to fit your company’s requirements and also your budget.

Phoenix Data Management will work with you to ensure that the correct governance, policies, procedures, roles, responsibilities and enabling technologies are in place to manage your valuable records, both paper and digital, throughout their lifecycle.

We can provide consultancy and delivery services in a range of areas:

Physical Records Management:

  • Indexing
  • Inventory clean–ups
  • Purging
  • Back scanning
  • Onsite storage audits
  • Filing relocations
  • Document migration

Governance:

  • Corporate governance for Records Management
  • Policies
  • Procedures
  • Retention schedules
  • Roles and responsibilities
  • Training and awareness

Clients of Phoenix Data Management will be provided with a dedicated and experienced Account Manager, who, in addition to managing the day-to-day delivery of services, will share industry trends and best practice and also manage the Consultancy process – all with the aim of helping clients develop and implement a formal records management policy.

The Phoenix Data Management Account Manager will also organise regular meetings to review KPIs, to ensure that all clients’ needs are met.