InSight Automated Records and Information Management Software

Control the Records and Information Management Lifecycle

Establishing a robust records management system is a challenge within any organization. But without one, your company will waste valuable time searching for important records, risk vital records being destroyed, and can spend a fortune on legal fees and government penalties.

The InSight RIM™ Software is designed to help organizations establish, deploy, and maintain company-wide records management policies and procedures.

InSight makes it easy to:

Identify the records you have
Track where they are
Decide how to manage them throughout their lifecycle

Identify what you have

It is difficult for records managers and legal teams to identify what records they have. Documents can be stored in boxes with no identifying features. Electronic records are saved to inboxes, hard drives, and networks.

Each office can have its own retention policy and choose to store metadata in spreadsheets. Companies acquire entities with vast amounts of data that must be absorbed into the records management system quickly.

Tackle these issues with InSight RIM Software.

Create unique labels that allow for easy identification of physical records
Provide multiple offices access to a central database via the company’s Intranet
Import millions of records into the InSight database
Integrate with other databases so data can be pulled, shared, and updated in one place
Map and migrate data from acquired entities to the InSight database

Track physical and electronic assets

Tracking records is stressful. An employee or contractor might steal confidential information. Files requested by business owners can get lost. Boxes are sometimes shipped to the wrong office, a competitor, or even opposing counsel.

InSight has a whole set of features to help you manage who can access records, keep track of where they are, and hunt down lost records.

Assign suitable security levels to each user
Track custody of records with audit trail reports
Use advanced search features to quickly find requested records
Require users to check records in and out
Integrate InSight with storage vendor system to track which boxes are being shipped and received
Manage the exact placement of records within storage facilities

Decide what to do

Managing the record lifecycle is a challenge. The destruction of a vital record can haunt your company for years. Retention schedules need to be synced with government regulations and applied to thousands of records. Legal wants to put multiple holds on a record.

InSight provides the foundation needed to support a robust,
ever-changing records management program.

Import and export policy, inventory, and compliance data
Put permanent holds on vital records
Apply changes to classes and retention schedules in InSight
Propagate class changes across multiple connected systems
Place multiple holds on a set of records or individual records
Pull list of records eligible for destruction to share with key stakeholder
Close out the lifecycle of a record

InSight RIM Software gives organizations the tools they need to safeguard vital records and embed top-notch records management practices across the enterprise.

InSight Features

Manage records stored on any media
Promote quick visibility into records and related data
Capture custom descriptors for types of records
Automate request and transfer work-flows for active and stored records
Inventory and locate records
Expedite check-in, check-out, transfer and data updates
Access data entry compliance rules instantly at the field level
Develop and apply retention schedules
Apply and suspend destruction when warranted
Provide activity audits
Import and export policy, inventory, and compliance data
Connect directly to bar code readers
Print labels and reports
Proven track record for reliability and quick installation and implementation

Ready for a Demo?

Call us at 713.869.8756, email InSight@iniinc.com or fill out this form to contact us for a demo.