Not-for-profit

Your requirement

Are you a charity, membership organisation, housing association or social enterprise? If so you are accountable to government and to your members, donors or clients. You need to keep an audit trail of your decision making and spending. You need to show compliance with the Charity Commission, Companies Act and financial legislation. You may have archives to manage and make available. You may have international offices to support and local legislation to comply with.

Do you have a good grip on the information you hold? Do you know how your information is being managed in your HQ and local offices? Are you managing personal information with appropriate security and ensuring timely disposal in accordance with the Data Protection Act?

Are you still paper-based or do you have plans for an electronic document management system that will make your corporate information available online, manage and protect case files and provide an audit trail of your decision making and spending?

Do you need scanning? Will it conform to legal admissibility standards? Do you need to take advantage of improvements in forms processing and optical character recognition techniques?

Maybe some of your records have crept onto shared and local drives without any policy or planning. Are they well organised and sustainable or are you building up problems for the future, including ever growing volumes and random structures difficult to search and impossible to apply retention and disposal to?

Our solution

Cimtech can help you meet your information governance obligations. We can carry out an Information Security and Compliance review to spot the gaps and weaknesses in systems and working practices and help you plan improvements and meet compliance requirements.

We can carry out an Information Management Review examining issues and options for information and records management and suggesting improvements including roles and responsibilities, policies and procedures, technical solutions and training.

We can carry out an Information Audit to find out exactly what information you hold, what its value and liabilities are, who is looking after it and how and how long it is kept. Using devolved methods we have completed corporate audits for many large and international organisations.

We can help you write policies and procedures and plan training programmes.

We can deliver an EDM Feasibility Study and Options Review which will examine the requirements, costs, benefits and risks of implementing or replacing an EDM system. We can help you define and procure the system that fits with your strategy and budget. We can draw up an impartial shortlist of suppliers. We can draw up a business case for EDM showing exactly what the costs and savings will be and how long it will take to obtain return on investment.

Where your processes need streamlining we can draw up as-is and to-be processes, improve efficiency and quantify the savings to be achieved with document management and workflow.

And we can design business classification schemes and retention schedules to organise your online information in shared drives or EDM systems so that it can be successfully retrieved, shared between staff, protected throughout its lifecycle and disposed of in a timely manner.