·         Draft Foundational Documents

o   Simple Schedule Implementation

·         Analyse Business

·         Conduct Projects

·         Instruct on Information Management

·         Hands-on Help disposing of older records 

Draft Foundational Documents

Working from a growing list of templates for policy, risk assessment, needs assessment, and RFP requirements, help businesses define their requirements based on real need. This will help the businesses select the right tools for the job, whether it is software or a file systems design, for lean, effective indexing of their records.

Simple Schedule Implementation

Plato's Gnat has mastered a simple schedule implementation for companies that need a compliant and comprehensive schedule that is easy to apply and implement. If you would like to review the simple schedule template, e-mail janet@platostgnat.com with "Simple Schedule" in the subject line. A legislative and industry review is still required to customize the template to your industry.

Analyse Business

Complete foundational research on the business; governing legislation, it’s function and activities, including documentation of process and work flow, using established mapping tools such as supply chain (SIPOC) in Sixσ (Six Sigma), lean business improvement, and process mapping.

 This analysis is used to develop indexes, records schedules, and file structures, including functional file structures. These indexes and file structures support the implementation of EDM systems, allowing new users to easily search and find the files they need.

Conduct Projects

Collect information on a requested records project, create project proposal, timelines and costs, hire and train staff, monitor progress, report on potential delays and resolution, and supervise to successful completion. Conduct post-implementation reviews.

We request permission from our customers to document success including before and after pictures (with proprietary and confidential information blocked), and testimonials. 

Instruct on Information Management

Using the Kolb[1] model of experiential learning, we present instruction on e-records, process design, and business improvement. Participants have an opportunity to connect, explore, experience, and apply the learning. These are energetic sessions that give the participants new skills that can be applied on the job right after.

Hands-On Help

Sometimes records clean-up is as simple and as dirty as organizing, boxing, and removing historical files from storage spaces. We'll do this work for you at competitive rates, helping you move forward with a clean slate.

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