Consolidating Retention Schedules
Modernizing your retention schedules involves shifting away from granular, overly complex rules toward broad, simplified categories that are easier to automate.
Delivering a consolidated retention schedule dramatically increases end-user compliance and allows IT to map rules directly to storage platforms.
How many separate retention categories currently exist in your organization's official schedule?
Could any of your legacy retention rules be merged to simplify your compliance audits?
Action Item: Identify three overlapping retention rules in your current schedule and draft a proposal to consolidate them.
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Paul Mullon
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Consolidating Retention Schedules
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