{"id":3146,"date":"2023-11-17T09:00:00","date_gmt":"2023-11-17T09:00:00","guid":{"rendered":"https:\/\/www.flare-solutions.com\/?p=3146"},"modified":"2023-11-17T09:00:00","modified_gmt":"2023-11-17T09:00:00","slug":"automate-records-management","status":"publish","type":"post","link":"https:\/\/flare-solutions.com\/FS2026\/case-studies\/automate-records-management\/","title":{"rendered":"How to automate Records Management"},"content":{"rendered":"\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/flare-solutions.com\/FS2026\/wp-content\/uploads\/2020\/10\/automate-record-management.webp\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"600\" src=\"https:\/\/flare-solutions.com\/FS2026\/wp-content\/uploads\/2020\/10\/automate-record-management.webp\" alt=\"automate records management\" class=\"wp-image-9510\" srcset=\"https:\/\/flare-solutions.com\/FS2026\/wp-content\/uploads\/2020\/10\/automate-record-management.webp 900w, https:\/\/flare-solutions.com\/FS2026\/wp-content\/uploads\/2020\/10\/automate-record-management-300x200.webp 300w, https:\/\/flare-solutions.com\/FS2026\/wp-content\/uploads\/2020\/10\/automate-record-management-768x512.webp 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/a><\/figure>\n\n\n\n<div class=\"wp-block-essential-blocks-pricing-table\"><div class=\"eb-parent-wrapper eb-parent-eb-pricing-thf9b68 eb_animation eb___animated eb___slideInRight\"><div class=\"eb-pricing-thf9b68 eb-pricing-wrapper eb-pricing-content-center\"><div class=\"eb-pricing style-2\"><div class=\"eb-pricing-item\"><div class=\"eb-pricing-item-overlay\"><\/div><div class=\"eb-pricing-header\"><h2 class=\"eb-pricing-title\">Key Benefits<\/h2><\/div><div class=\"eb-pricing-tag\"><span class=\"price-tag\"><span class=\"original-price\" data-price=\"\"><span class=\"price-currency\"><\/span><\/span><\/span><span class=\"price-period\" data-period-separator=\"\" data-price-period=\"\"> <\/span><\/div><div class=\"eb-pricing-body\"><ul class=\"eb-pricebox-features \"><li class=\"eb-pricebox-feature-item\" data-icon=\"fas fa-check\" data-color=\"#03bb89\" data-clickable=\"false\" data-link=\"\"><span class=\"eb-pricebox-icon fas fa-check\" style=\"color:#03bb89\"><\/span><span class=\"eb-pricebox-feature-text\">Automating Records Management ensured adherence to the policies.<\/span><\/li><li class=\"eb-pricebox-feature-item\" data-icon=\"fas fa-check\" data-color=\"#03bb89\" data-clickable=\"false\" data-link=\"\"><span class=\"eb-pricebox-icon fas fa-check\" style=\"color:#03bb89\"><\/span><span class=\"eb-pricebox-feature-text\">Automating Records Management  saved users and RM teams time and money.<\/span><\/li><li class=\"eb-pricebox-feature-item\" data-icon=\"fas fa-check\" data-color=\"#03bb89\" data-clickable=\"false\" data-link=\"\"><span class=\"eb-pricebox-icon fas fa-check\" style=\"color:#03bb89\"><\/span><span class=\"eb-pricebox-feature-text\">Appropriate handling of export control reduced the risk of inadvertent breaches when sharing information.<\/span><\/li><\/ul><\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">The Challenge<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The multinational client had comprehensive records management and retention policies and also needed to ensure they adhered to specific country and regional export control legislation.\u00a0 <a href=\"https:\/\/flare-solutions.com\/FS2026\/software\/sirus\/\">Flare\u2019s Sirus<\/a> along with the <a href=\"https:\/\/flare-solutions.com\/FS2026\/software\/taxonomies\/\">Flare&#8217;s Taxonomies<\/a> were used to solve these challenges.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Users know what information they generate but not necessarily the records management policies that apply to it.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">The Challenge<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The Flare Taxonomy concept of Product Type \u2013 a hierarchical taxonomy of information commonly generated by users \u2013 supported mappings to record types and retention requirements. This meant a user of Flare Sirus could simply select the Product Type pertaining to the information that they had generated, and automatically adhere to the relevant records management policy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The challenge of export control (ECCN) was solved through a similar approach. Adding export control classifications to the Flare Taxonomies with extra contexts allowed for the seamless handling of regional variations within the dataset.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Outcomes<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Implementation of the Sirus toolkit (supported by multi-class taxonomies)<\/li>\n\n\n\n<li>simplified records management and export control,<\/li>\n\n\n\n<li>and enabled effortless policy compliance of user-generated information.<\/li>\n<\/ul>\n\n\n\n<div class=\"blockart-section blockart-section-b57498ea\"><div class=\"blockart-container\"><div class=\"blockart-section-inner\">\n<div class=\"blockart-column blockart-column-22630a45\"><div class=\"blockart-column-inner\">\n<div class=\"wp-block-essential-blocks-button\"><div class=\"eb-parent-wrapper eb-parent-eb-button-3uwx2iy \"><div class=\"eb-button-wrapper eb-button-alignment eb-button-3uwx2iy\"><div class=\"eb-button\"><a class=\"eb-button-anchor hvr-grow\" href=\"https:\/\/flare-solutions.com\/FS2026\/book-a-meeting\/\" rel=\"noopener\"><i class=\"far fa-calendar-check eb-button-icon eb-button-icon-left hvr-icon\"><\/i>Get in touch today and book a meeting&#8230;<\/a><\/div><\/div><\/div><\/div>\n<\/div><\/div>\n<\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>The Challenge The multinational client had comprehensive records management and retention policies and also needed to ensure they adhered to specific country and regional export control legislation.\u00a0 Flare\u2019s Sirus along with the Flare&#8217;s Taxonomies were used to solve these challenges. Users know what information they generate but not necessarily the records management policies that apply [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":9510,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_gspb_post_css":"","content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"footnotes":""},"categories":[2],"tags":[8,28,31,49],"class_list":["post-3146","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-studies","tag-aiim","tag-im-strategy","tag-intelligent-search","tag-workshops"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":7}},"_links":{"self":[{"href":"https:\/\/flare-solutions.com\/FS2026\/wp-json\/wp\/v2\/posts\/3146","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/flare-solutions.com\/FS2026\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/flare-solutions.com\/FS2026\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/flare-solutions.com\/FS2026\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/flare-solutions.com\/FS2026\/wp-json\/wp\/v2\/comments?post=3146"}],"version-history":[{"count":0,"href":"https:\/\/flare-solutions.com\/FS2026\/wp-json\/wp\/v2\/posts\/3146\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/flare-solutions.com\/FS2026\/wp-json\/wp\/v2\/media\/9510"}],"wp:attachment":[{"href":"https:\/\/flare-solutions.com\/FS2026\/wp-json\/wp\/v2\/media?parent=3146"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/flare-solutions.com\/FS2026\/wp-json\/wp\/v2\/categories?post=3146"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/flare-solutions.com\/FS2026\/wp-json\/wp\/v2\/tags?post=3146"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}