CASE STUDY: RECORDS & INFORMATION MANAGEMENT
We began work with a client in the records information management industry shortly after they were founded. The business was formed as a result of divestures amongst a larger corporate merger. Our challenge was to build out an internal and client-facing web portal solution and execute data migrations per each of their operational facilities.
The purpose of the portal was to consolidate multiple operational processes into one serve-all application. This included integration of several different technologies and creating new service lines to specific web applications.
Over 24 million records needed to be transferred from 9 different markets into 5 new O’Neil RSSQL databases in the US and Canada. The effort included three different source records management systems, as well as Salesforce CRM and PeopleSoft invoicing.
The web portal was designed as a one stop shop for digital operational processes:
– Market/Facility Operational Dashboard
– Digital File Management
– Data Entry
– Inventory Management
– Digital Records Delivery
– Certificates of Record Destruction
Many of these applications integrate with the records data-warehousing software, RSSQL, creating an enhanced UI/UX and automating processes previously performed within the RSSQL interface. The digital file management and records delivery applications created new service lines for clients for more time effective solutions of records management than physical delivery of files.
Each migration was executed within a single weekend per operational market with a complete data migration and scanner imaging of files. Some markets included multiple facility migrations during the same weekend. On-site support and training was provided at each facility via our personnel.
Within 8 months the web portal solution was released for internal and client use, becoming a central tool for records entry, inventory, and client records delivery. After 12 months the digital file management app was released; it became an important service line for clients, catering to the ongoing demands of the digitized business environment.