Casey Group LLC

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Casey Group LLC provides consulting services for selected small and medium-sized businesses in the Pacific Northwest -- those that recognize a need to update their policies and procedures, to improve productivity and compliance while reducing risks and costs. • Management may see a need to review and update their policies, procedures and technologies for records and information management. • Stakeholders – including Legal and IT teams – may realize that they need to build consensus across business functions regarding Information Governance (IG) objectives, strategy, and implementation. A typical consulting engagement starts with an assessment of current policies and practices, and continues with development or update of business policies, procedures, processes, training, and technology approaches. • Most projects include review and refresh of existing policies for Records and Information Management (RIM) and the associated Records Retention Schedule (RRS). • If desired, Casey Group LLC can also identify laws and regulations that may set a minimum retention requirement for specific categories of records, for review and application by in-house Legal teams or outside counsel. • An IG engagement may also address measures to protect the privacy and security of sensitive information – e.g., data on customers, employees, finances, or trade secrets. • Of course, effective policies and procedures must also be designed to identify and destroy old records and data that are no longer subject to RRS retention requirements (or Legal Hold orders). Casey Group consulting services are informed by decades of practical experience, developing RIM and IG programs for organizations across a wide range of industries. • One key strength is the ability to understand the requirements that impact the retention and movement of information among departments and systems. • Our understanding and experience enable us to translate and articulate those requirements in familiar terms
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