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
- 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.
Manage Your Record Retention
Manage risk, costs, access and compliance.
Contact Us for a Free Consultation to learn how we can resolve your records retention needs and goals!Contact Us
“Defensible compliance is the mainstay of an effective records retention schedule. Solid legal regulation support is essential for developing compliant schedules which Retention Manager™ delivers.
I use the retention legal research database of over 16,000 citations as foundation for my clients’ retention schedules. Legal research updates are issued regularly and are easily integrated into the existing research. The legal group and retention rule “assignments” organizes relevant regulations into “buckets” for easy retention schedule development.
The Retention Manager™ method incorporates legal, business/operational value, and industry-standard considerations for retention decisions. Realistic retention periods are used to comply with regulatory and operational requirements.”
Su D. A. Graham, CRM, MLS