Package Description:
Information Evaluation
We will perform an evaluation to understand your business goals and the information that is needed most to support the business (both electronic and hard copy).
Inventory of Existing Information
We will then inventory existing information (both electronic and hard copy). The inventory will list current information and provide recommendations on its retention. This inventory will determine whether the information that is maintained supports the operational, legal and tax needs of the business.
Success Plan
We will create a customized easy-to- follow Success Plan based on our findings. The Plan may include some of these recommendations:
| |
| Clarification of value-added or important business information |
| Automation and integration of key information wherever possible |
| Identification of information needed for tax and legal purposes |
|
Methods to improve the utilization and flow of information to the individuals/areas that need it
|
| Systems to enhance the file, retrieval and storage of needed information |
| Elimination of duplicate, unnecessary or information that has exceeded its retention need |
| Protection of data against theft, loss, water, fire and other damage |
|
**Implementation
We will implement the agreed upon action items.
**An hourly rate is charged for this additional service. |
