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:

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Corporations have successfully utilized HAI for professional archival services

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Congressional offices provided with HAI records management and legacy preservation services

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Nonprofit associations and institutions have utilized HAI for professional archival services

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Megan O'Hern-Crook

Director of Archives and Information Management

mohern@historyassociates.com
301.279.9697


Brandon Werts

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.

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.

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    Understand and Prioritize Your Archival Holdings with a Professional Collections Assessment

    Records Disposition Assistance

    Reduce Risk and Optimize Storage Space with Hands-on Records Review

    Determining 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.

    Talk to an HAI Expert
    Understand and Manage Your Electronic Records

    Electronic Records Management

    Understand and Manage Your Electronic Records

    Your 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.

    Talk to an HAI Expert
    Transform Physical Records into Digital Assets with High-Quality Digitization Services

    Digitization Services

    Transform Physical Records into Digital Assets with High-Quality Digitization Services

    Digitizing 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).

    Talk to an HAI Expert
    Establish Records Management with Policies that Ensure Compliance and Accessibility

    Policy, Program and Lifecycle Management

    Establish Records Management with Policies that Ensure Compliance and Accessibility

    Documenting 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
    Talk to an HAI Expert
    Get On-Demand Records Management Expertise with Flexible Staffing Solutions (HAI-as-a-Service)

    Supplemental Expert Staffing and Resources

    Get On-Demand Records Management Expertise with Flexible Staffing Solutions (HAI-as-a-Service)
    An effective records management program requires regular and ongoing maintenance, but hiring a full records management team may not fit in your budget or staffing capabilities. By embedding a dedicated HAI records manager in your organization, you will benefit from the technical expertise and cumulative experience of our collaborative team. Tasks can range from day-to-day maintenance to specific projects or initiatives. You can select the level of support you need—whether that’s 16 or 160 hours per month. We’re on call for you.
    Talk to an HAI Expert

    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. 

    Call us at 301.279.9697 and learn how HAI can help your organization.

    Contact an HAI Expert Today