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

Contact us for more information:


 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.