File Analysis, Inventories, Data Cleanup and More

CAPP provides a roadmap and all the tools needed to lead you down a path of compliance, defensibility and monetization. The following solutions may be available as part of our core solutions or may serve as individual project offerings.

File Analysis 

The tricky thing about new laws like the CCPA is that they require companies to find and produce data for the consumer wherever it exists. That can be a cumbersome test for many entities that have hundreds or thousands of repositories. Luckily, advanced File Analysis tools can plug directly into your network and help quickly identify sensitive and personally identifiable information (PII). They can also help you deduplicate records and find redundant, obsolete and trivial data clogging your systems, also known as ROT.

IT Application Inventory 

Satisfying new compliance requirements like GDPR and CCPA means it’s not enough to simply know what kinds of records you keep, you need to know what systems they’re kept in and how that data flows between them. That’s why Chief Data Officers and Enterprise Architects are increasingly embracing asset management tools that not only perform diagnostics on their application stack but allow them to inventory their attributes and map related processes that inform long-term strategic roadmap planning. Tools like these also help support application rationalization projects which in turn aid in classification and disposal of unneeded data.

Content Migrations 

Unless you’ve only lived in one home your entire life, you’ve probably experienced the cathartic process of cleansing your old wares in preparation for a move. Bringing in a new content management system is not much different and it’s a unique opportunity to apply retention to your data, discard ROT and provide employees with more accurate knowledge resources.

Process Analysis and Restructuring

Engagements include a full analysis followed by program / policy development and then implementation of a practical retention schedule. The approaches for analyzing your processes are customized based on the culture and focus of your firm’s objectives and may include:

  • Understanding digital utilization and other activities, document production practices (scanning, printing, copying) current and future needs.
  • IT representative interviews and questions regarding networks and applications, as well as long term technology goals.
  • Physical space evaluation including physical walk through of each centralized and decentralized records area and production center layout and workflow, including documenting the physical layout of each area.
  • Interviews with various end users in the Firm including secretaries, paralegals, attorneys or administrative staff.
  • Review of document routing software utilization and retrieval of key reports.
  • Analysis of (E)DMS and/or (E)RMS systems
  • Analysis of Folder structure and standards related to naming folders both physical and digital.
  • Analysis of Volumes – a detailed analysis of the copy, print, scan, fax, finding, and other production volumes on ALL devices, MFDs,
    printers, etc., broken down by usergroups
  • Analysis of Offsite volume and storage provider
  • Records Volume Analysis – Obtain a general assessment of linear feet of active and inactive files, as well as status of any backlog of filing, and regarding filing intake.
  • File Opening and Closing (New Business Intake) Procedures – Review processes and technology used to open and close files.

Mainframe & Legacy System Decommissioning Services

Organizations face increased risk due to aging of their hardware, software, and access to data in legacy systems. They are becoming more difficult to maintain and support.  Retirement or decommissioning of a corporation’s mainframe servers or legacy systems requires IT departments to answer a number of questions including: Don’t trust the due diligence piece of your server decommissioning project to just anybody. Let a team of experienced Information Governance Professionals see you through the challenges.

Information Governance Executive Dashboards

Have all documentation and handoffs for different governance efforts stored in a single place within one application, making it easy for your IT departments to execute and track progress of these efforts.

Support for Change Management Initiatives

We understand the challenges of change and partner with you to develop and implement information management strategies tailored to your unique business situation and environment.