Case Study

Investco Case Study: Compliance & Records Retention Management

Investco gains high compliance with FileTrail and implements formalized retention across the enterprise.
Investco Financial Corporation is a privately held real estate investment and development firm headquartered in Sumner, WA.  Their Corporation’s 25 year growth demanded the need for a comprehensive records management program. Ember D. Krumwied, CRM, was hired to create records management policies and practices, and employ records management software to implement these new policies. Investco performed a comprehensive evaluation of records management applications to select the vendor that best fit their needs. Key functionality that Investco was looking for included:
  • A browser-based solution
  • File tracking capabilities
  • Records retention management
  • On-demand color coding
  • Integration with ECM systems
Investco selected FileTrail based on its ability to provide all of these functions. Being completely browser-based, with unlimited user-defined fields and an unlimited classification system set FileTrail’s apart.

Selecting FileTrail

Implementing an enterprise records management (ERM) solution involves creating standards for records classification, records-handling practices, and retention for the entire organization. The initial challenges include mapping the data descriptors used by each department, creating retention policies, selecting the record management software, etc. The capstone challenge once that work is done, is getting people to comply with the new policies and use the software.

“FileTrail made consensus possible by accommodating the unique needs of each department, while enforcing standards and giving me centralized oversight and control,” said Krumwied.

About FileTrail Corporate Records Management Solution

In today’s digital age, efficient and compliant record-keeping is more critical than ever. Organizations across industries face increasing complexities in managing, storing, and accessing vast volumes of information while maintaining regulatory compliance. Recognizing this challenge, FileTrail offers an innovative, robust, and intuitive Corporate Records Management Solution tailored to streamline records management and enforce information governance practices.

FileTrail’s Records Management Solution leads the way in transforming how businesses manage their records and information assets. With an emphasis on visibility, control, and compliance, our solution helps businesses effectively oversee their growing repositories of both physical and electronic records.

Our unique approach to records management ensures easy integration with existing systems, resulting in a seamless transition and ongoing operation. Whether you’re dealing with legal documents, financial records, or internal communications, FileTrail’s platform offers a centralized, secure, and searchable environment, effectively eliminating the hassle of manual tracking and retrieval.

Embracing the principles of information governance, FileTrail provides comprehensive lifecycle management of your documents, from creation through retention to final disposition. This includes features like automated retention schedules and legal holds to enforce regulatory compliance, safeguard sensitive data, and mitigate risks associated with information management.

FileTrail’s Corporate Records Management Solution employs advanced analytics, delivering insightful reports to enhance decision-making and ensure audit readiness. Moreover, it offers an added layer of security with access controls and encryption, protecting your data from unauthorized access and breaches.

With FileTrail, we empower you with state-of-the-art records management software to promote transparency, compliance, and efficiency in your information governance practices. We believe in providing a solution that is not just about managing records but transforming how you interact with your information assets.

For a more organized, compliant, and secure approach to records management and information governance, trust FileTrail – the trailblazer in comprehensive, user-friendly, and integrated records management solutions.

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Physical Records Management | Retention of Records & Documents | Matter Mobility | Document Archiving