Digitized Record Management Lifts Quality Assurance

The Challenge

Our client was challenged with managing hard copy documents to meet complex record retention regulations without disrupting business operations.

TSG’s Impact

+600% Record Upload Efficiency Boost, +300% Faster Records Reviews, Enhanced Regulatory Compliance

Objectives

The client, a California gas and electric utility, relied heavily on hard copy documents, limiting their ability to identify business opportunities and risking revenue loss. They needed a solution to digitize and organize these records while adhering to strict retention regulations—all without disrupting day-to-day operations.

Solution

The Select Group (TSG) implemented a streamlined records management system, digitizing over 114,000 documents while optimizing processes for scanning, sorting, and retention. By leveraging advanced tools like SharePoint and OpenText, TSG ensured regulatory compliance and enabled efficient record access, resulting in a 600% increase in upload efficiency and faster document reviews.

Benefits

Operational Efficiency

TSG improved document management efficiency by digitizing records, significantly reducing turnaround time.

Regulatory Compliance

TSG enabled the client to fully comply with strict record retention policies, mitigating regulatory risks.

Data Accessibility

With TSG’s digitization, the client gained easy access to key documents, facilitating data-driven decision-making.

Future Scalability

TSG’s optimized records system positioned the client for seamless future document management as their needs expanded.