Our client faced challenges in managing a high volume of physical volunteer and client records. Manual record-keeping processes resulted in difficulties finding old files, and the lack of a centralized and digitized system for archiving volunteer and client records posed a significant challenge. The paper-based environment presented difficulties in adhering to national records management standards, especially with a retention period extending over 50 years.
To address these challenges, West X Business Solutions initiated a comprehensive solution:
The implementation of the SharePoint portal significantly improved records management, providing a centralized and digitized repository for volunteer and client files. The search and retrieval process for old files became significantly more efficient, reducing the time and effort previously required. The organization achieved alignment with national records management standards, ensuring compliant archiving practices. Enhanced data security through secure authentication processes and access controls