PCG Implements Records Management Processes for Major Financial Institution during Company Integration
Summary
In order to complete one Major Financial Institution’s acquisition over another firm, PCG was asked to support its operations integration. PCG was charged with integrating Records Management for the two previously independent firms. Impacting every business area between the two firms, overarching records management policies were not aligned and needed to be drafted and approved. PCG reviewed existing inventory of electronic and paper records, migrated the necessary records to facilities across the United States and defined records retention processes for the future. Once defined, PCG managed the new guidelines and procedures across the organization, training teams on how to implement them.
Key Activities
- Document and drive alignment of Records Integration Management policy across newly integrated organization
- Identify full inventory electronic and paper records – included processing 200,000+ containers of paper records
- Define go-forward records retention process, and retrieval processes for existing records
Results
PCG successfully aligned and implemented new records management processes for the newly merged environment, on time.
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