189: How to Create a Paper Records Management System for Expanding Small Businesses

Business Infrastructure - Curing Back Office Blues

In the last episode of our Business Infrastructure audio masterclass, you heard the story of twin co-founders, Karen and Sharen Benoit. They’ve been given a second chance to pass an audit of their mental health clinic’s records. Their consultant friend comes to the rescue by teaching them how to design a compliant Paper Records Management system that consolidates, organizes, stores, and protects their physical files.

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You might be wondering, “Why are we talking about organizing paperwork in the digital age?” Some industries are heavily regulated and require the maintenance of physical files for certain periods. Paper Records Management is the fourth element in building business infrastructure. Think of it as the paper-based version of your Digital Records Management system.

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Now you can experience the satisfaction of decluttering and organizing your company’s paper records! In this episode, host Alicia Butler Pierre offers a 10-step tutorial. The result is an audit-ready paper management system that standardizes best practices for recordkeeping.

🔗 Links to Resources: https://www.eqbsystems.com/podcast/189-how-to-create-a-paper-records-management-system-for-expanding-small-businesses

❓ Send your questions to Alicia on Twitter or LinkedIn.

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