Industry Templates for Retention Manager
Retention Manager enables you to keep your electronic content systems synchronized with your data records retention policy template.
Retention Manager software tools enable organizations to drastically reduce the development time creating and updating their organizational record retention schedule.
Retention Manager has extensive legal research and standard records series that addresses the majority of a company’s general business records.
Now with industry-specific templates for Retention Manager, organizations have access to the unique business records and retention research for their industry type. Each template is based on IRCH experience and expertise developing professional retention schedules for the targeted industry.
Click on the following video screen below to learn more.
Templates for the following industries are available:
- Credit Unions
- Financial Services
- Power and Utilities
Each industry template includes:
- Profile setup
- Record series and types
- Assigned retention periods for legal and procedural compliance
- Applicable retention research
- Regular template and research updates with the included first year subscription.
- Additional industry-specific templates are in development
Partnering Retention Manager software with an industry-specific template makes developing and maintaining your retention schedule easier than it should be.
If you are a new or an existing customer, please contact us to find out how IRCH industry-specific templates for Retention Manager can accelerate your retention schedule development.
If you do not see your industry type listed, please contact us to learn if your industry type is upcoming or in development.
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“This is the software program I designed for my company’s records retention consulting projects. For the first time, you too can have these powerful records retention features.”
Donald Skupsky, JD, CRM FAI, MIT | President