Records and Information Management
Structured. Optimized. Accessible.
Streamline Operations, Ensure Compliance, and Reduce Risk.
Your organization creates records that support day-to-day operations, enhance business development, and document milestones. Ensuring compliance with business and legal requirements is just one reason to invest in records and information management. With an effective RIM program, you can find information more quickly, limit physical storage footprint, and importantly, reduce risk.
HAI’s records managers will help you evaluate and manage your records. We will apply best practices and current legal requirements to develop a comprehensive records management program that meets your business and legal needs.
By the Numbers:
Corporations have successfully utilized HAI for professional archival services
Congressional offices provided with HAI records management and legacy preservation services
Nonprofit associations and institutions have utilized HAI for professional archival services

Megan O'Hern-Crook
Director of Archives and Information Management
mohern@historyassociates.com
301.279.9697

Brandon Werts
Assistant Director of Archives and Information Management
bwerts@historyassociates.com
301.279.9697
Let’s work together to create meaningful solutions that bring history to life.
Interested in learning more about our professional services or scheduling a consultative call?
We take the time to listen and help you make smart decisions that best meet your needs.
Manage Your Records and Information with Confidence.
Questions about HAI Records and Information Management?
Please see our Records and Information Management Frequently Asked Questions on this page for answers to actual clients' questions and concerns or contact HAI to discuss your organization's specific collection needs.

Pressures, Possibilities, and Precautions
HAI's 2026 AI Signature Research ReportIn Case You Missed It

Records Disposition Assistance
Reduce Risk and Optimize Storage Space with Hands-on Records ReviewDetermining whether your records should be shredded or maintained when they are no longer required for day-to-day access is an important part of an effective records management program. Records disposition is an ongoing process and it’s easy to fall behind, allowing records to accumulate quickly. HAI’s records managers will work hands on with your records to quickly make disposition recommendations in compliance with your policies and industry standards, no matter how large your backlog.

Electronic Records Management
Understand and Manage Your Electronic RecordsYour organization is creating electronic records faster and in greater quantities than ever before. Electronic records are inherently difficult to manage. Without proper governance, workflows, and day-to-day monitoring, you risk losing vital information, failing to meet compliance requirements, and rapidly increasing digital storage costs. HAI’s records managers will work collaboratively with your IT experts to assess your ERM program, build workflows, and recommend technology solutions to implement an enterprise-wide electronic records management program.

Digitization Services
Transform Physical Records into Digital Assets with High-Quality Digitization ServicesDigitizing your paper records backlog increases your access to legacy information and reduces your physical storage needs. Leveraging our experience with a variety of document management systems, HAI’s records managers will ensure your assets are digitized and accessible through our tried-and-true approach that includes strategic planning, scanning, metadata creation, and keyword indexing (OCR).

Policy, Program and Lifecycle Management
Establish Records Management with Policies that Ensure Compliance and AccessibilityDocumenting roles, responsibilities, and workflows for managing your records is essential for any organization, regardless of your mission. HAI’s records managers will work with your records and your stakeholders to develop needed policy documents.
- Records management policy
- Records retention schedule
- File plans
- Workflows
- Staff training and support

Supplemental Expert Staffing and Resources
Get On-Demand Records Management Expertise with Flexible Staffing Solutions (HAI-as-a-Service)HAI News & Insights

April 23, 2025
A Call to Action: Proactive Preparation and Preservation

April 15, 2025
ArchivalOne Experts Share Insights on Preservation, Digitization, and Collections Management

March 27, 2025
ArchivalOne: A New Name in Archiving
Records & Information Management FAQs
Many of our clients aren’t trained records managers and they don’t know how to manage their records program. That’s what we’re here for. When you reach out to us, we’ll get to know you and your organization and we will discuss a menu of possible next steps and outcomes.







