Overview
We offer services in all areas of Records Information Management to companies of all sizes in a wide variety of industries. Some of our important service areas are listed below.
SERVICES AVAILABLE
- Policy & Procedure Development
- Shared Drive Restructuring
- RIM Training & Material Development
- Retention Schedules
- File Plans
- Auditing
- Disaster Recovery
- Business Continuity
- Records Inventories
- Interview Sessions
- Requirements Analysis
- EDMS Vendor Negotiation
- Project Management

Service Features and Benefits
Electronic Document Management System (EDMS) Implementation & Execution. Let us use our industry expertise and PMI project management approach to help with all project aspects, from vendor selection to system integration, training for your enterprise and more.
Taxonomy Development. Whether determining metadata requirements, site map structure or creating key words for building an enterprise architecture we can assist you in building your hierarchy and schemas.
Policy & Procedure Development. We have a vast library of resources and experienced writers to help you create custom RIM policies that fit your organization.
Livelink Implementation, Training & Maintenance. Our group has some of the best front and backend developers for OpenText’s Livelink EDMS. With over 25 years of combined Livelink configuration and training experience we can quickly and effectively assist with your solution. We focus on Email Management, Contract Management and Records Management Modules, Workflows, Permissions and custom File Structures.

Industry Certification
At Crystalview Consulting Group our consultants are certified in leading RIM capabilities to bring you the utmost dedication and prestige in the information profession. We continuously add to our service offerings to bring you the best staffing support possible:
- Certified Records Manager (CRM)
- Certified Project Manager (PMP)
- Certified Professional Coach (CPC)
- Six Sigma Certified – Green Belt
- Librarian

Get Crystalview Consulting Group moving on your Records & Information Management needs today. Call us at free at 530.644.4577 to talk to one of our consultants or email us for a no obligation consultation.
Contact Us for a Consultation
For answers to your questions or to schedule an consultation, call us now:
530.644.4577
Or send us an email.
News & Events
Ilona Koti elected to Board of Directors for ARMA International. It was announced that Ilona Koti, Principal Consultant with Crystalview Consulting
Group, was elected Association Director for ARMA International. more...
More news and events.
