Areas of Expertise
Livelink Front End Implementation & Development:
• Contracts Management Module
• Records Management Module
• Livelink Explorer - Email Management
• End User Training
• Workflows
• Document Uploading & Assignment
Development of:
• Taxonomy
• File Plans
• Audits
• Records Retention Schedules & Guidelines
• Vendor Negotiations
• Electronic Document Management System (EDMS) Vendor
Evaluations
• Custom RIM Course or Module Development & Training
Policy & Procedure Development:
• Records Management
• Scanning Guidelines
• Privacy
Project Management:
• EDMS Implementation
• Content Management
• RIM Program Implementation
Our services at a glance:
- Setting up and developing a reliable accounting system
- Financial Planning
- Analysis and optimization of debt collection processes
- Cost and performance analysis
- Internal and external reporting procedures
- Efficiency reviews and optimization of processes

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.
