Case Study: a large municipal organization reduces records management burden with RecordPoint

Large municipal organization cuts records management effort with RecordPoint

A large municipal organization on the West Coast of the United States faced significant challenges in managing its electronic records to remain compliant with state and federal regulations. A 2018 assessment found that records management was consuming excessive staff time and resources due to a lack of technical infrastructure and proper disposition capabilities. This issue was severely exacerbated by the rapid shift to remote work and Microsoft 365 at the start of the COVID-19 pandemic, creating an overwhelming volume of data to control. The organization selected RecordPoint's data trust platform to address these challenges.

RecordPoint provided a centralized governance and search platform that streamlined records management across on-premises file shares, OneDrive, and SharePoint. The solution enabled the organization to manage and dispose of records in-place, significantly reducing the effort required for compliance. Records managers gained increased confidence that all data was being managed properly and could complete and document disposition easily. The flexible pricing model also minimized budgetary impact. As a result, RecordPoint delivered a seamless transition to a digital work environment during the pandemic and is being rolled out to more departments.