A Clear Process for Complicated Work
[THE STRATEGY]
We believe document projects work best when every step is accounted for.
Primary Stages
The Mission Starts
Step 1: Consultation
We learn about your records, your goals and the scope of the project.
Step 2: Project Assessment
We evaluate the volume, condition, organization and requirements of the records.
Step 3: Inventory & Intake
Records are received, documented and incorporated into a controlled project workflow.
The Operation
4
Step 4: Organization & Preparation
Documents are prepared for processing and organized according to the project's requirements.
5
Step 5: Scanning & Indexing
Records are converted into digital files and organized according to the agreed-upon filing and indexing system.
6
Step 6: Quality Control
Completed work is reviewed to ensure files are properly processed and associated with the appropriate records.
Concluding Operations
Step 7: Delivery
Digital records are delivered according to the agreed project specifications.
Step 8: Physical Records
Original documents are retained, returned, transferred or prepared for authorized destruction according to the client's instructions.
Step 9: Project Completion
The project is documented and closed with the client receiving the agreed deliverables.
