Microdea’s Records Management Module extends the Synergize Document Management System, enabling organizations to track and manage electronic records through their entire lifecycle, from creation (or receipt), to maintenance and use, to cut off and finally disposition (destruction or transfer). Organizations are able to easily access records from a central repository with all the security and auditing capabilities necessary to meet governance and regulatory compliance requirements.
Legal obligations concerning document preservation and security are becoming increasingly stringent. Organizations are challenged with the responsibility of having reliable and sufficient records management policies, procedures and initiatives in place. Maintaining the integrity, tracking the chain of custody, and managing the retention and destruction of records is a high priority for many organizations in today’s economic environment.
The Synergize Records Management Module provides a solid basis for good corporate governance. All records are stored in a secure, collaborative system and are easily accessible to certified users through Synergize’s web-based design. Synergize actively supports the practices of record identification, classification, archiving, retrieval, retention, and destruction.
Figure 1: The RM Navigator pane allows users to browse
the available categories and folders within the file plan
The end-to-end solution facilitates effective file plan management. Recordkeeping is simplified as organizations are able to reduce risk and support compliance by achieving complete control of their records and vital business information.
The flexibility and scalability of Synergize adapts to the changing needs of any organization. As numbers of records increase and regulations evolve, Synergize’s configurability can address these issues, thereby providing a consistent and long term solution.
Records managers are provided with the specialized security and auditing functionalities they require to ensure all critical information is handled in accordance with corporate regulations. The Synergize Records Management Module enables organizations to accurately and efficiently govern records through their lifecycles, ensuring the integrity of records and achieving alignment with regulatory compliance obligations.
Figure 2: The Records Management RM Log tracks the
RM folder lifecycle by logging each event along the way
The Synergize Records Management Module provides:
• A concrete corporate governance system for records management
• Secure storage of records in a central repository with easy access and search/request capabilities for certified users
• Effective management of records through their entire lifecycle
• Assurance of compliance with regulatory mandates
• Reliable application of records management that is unobtrusive to IT environments and business practices
• Controlled document retention so records can be automatically retained by creation date, scanned date, document type and scheduled date for deletion
• Information privacy security to reduce potential legal liabilities and exposure
• Auditing capabilities to track records and ensure proper management
Synergize Software Solutions integrate people, paper and processes within organizations and extend process efficiencies and workflows to enhance customer relationships.
For more information about Microdea's Synergize Records Management Module, contact us at 905.881.6071 ext 244 or marketing@microdea.com
Synergize Records Management Brochure