Info Gov and Digital Solutions - Digital Brochure - Overview

DIGITAL SOLUTIONS
Eliminate paper and all the inefficiencies that come with it by managing your information
electronically. Our Workflow Automation services can help transition to a more digital workplace
with document imaging, scanning, and indexing as well as archiving and secure storage solutions.
RECORDS CL ASSIFICATION & DEFENSIBLE DISPOSITION
Keeping redundant, outdated, or trivial (ROT) information can lead to unnecessary costs and
untold amounts of frustration. Our methodical process for cleaning up your physical, electronic,
and tape information can mitigate risk and reduce storage costs by 30 percent.
RIM ORGANIZATIONAL DESIGN & STAFFING
You lead IG and RIM initiatives but do you have the right people to manage them? We can
help you rapidly onboard screened, experienced records management experts to manage the
day-to-day operations of your RIM program.
GLOBAL POLICY & RETENTION SCHEDULE DEVELOPMENT
The Global Policy & Retention Schedule Department helps to instantly implement updates
to laws and regulations, integrating with content repositories to ensure that the policies are
executed, keeping you current and compliant.
IG CONSULTING & IMPLEMENTATION
An effective Information Governance Program starts with goals and a plan to reach them.
Our Professional Services team can guide you through our proven IG strategy development
methodology to help you arrive at your future-state IG ambitions.
GET TO KNOW IG & DIGITAL SOLUTIONS
When it comes to managing your company’s business-critical records and data, you don’t have
to do it alone. Get expert advisory services from the team at Iron Mountain to achieve new levels
of performance for the integrated management of digital and physical information.
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GET TO KNOW
INFORMATION
GOVERNANCE &
DIGITAL SOLUTIONS

YOU’RE DETERMINED to take control of your
organization’s information. It’s a big job because information
is everywhere, it exists in multiple formats, and it’s subject
to thousands of laws and regulations. As more organizations
realize the cost savings and efficiency of digital transformation,
the information governance conversation has taken on a new,
technology-focused tone.
 BACK TO NAVIGATION
GET TO KNOW INFORMATION GOVERNANCE & DIGITAL SOLUTIONS PAGE 1 OF 4
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OUR DIFFERENCE
HAS BEEN 20 YEARS
IN THE MAKING
For more than 20 years, Iron Mountain has been building a
team of experts who specialize in the discipline of information
governance, helping some of the world’s largest organizations.
Our global team of IG professionals can design, implement,
operate, and measure a holistic IG plan for your organization.
The Iron Mountain information governance consulting team is
one of the largest in the world consisting of:
Many of our consultants are sought-after thought leaders,
frequently speaking at industry venues such as ARMA, AIIM,
LegalTech, AHIMA, and the Chief Information Governance
Officer Summit.
• LEGAL RESEARCHERS
• LAWYERS
• LAW FIRM PARTNERS
• RISK & COMPLIANCE
• RECORDS MANAGERS
• LIBRARY SCIENTISTS
• IG PROFESSIONALS
• RM/ECM TECHNOLOGISTS
• INFORMATION MANAGERS
• RECORDS MANAGERS
• IMAGING SUPPORT
• TAPE LIBRARIANS
• INFORMATION ANALYSTS
• RECORDS ANALYSTS
• FILE ROOM ADMINISTRATORS
• DATABASE COORDINATORS
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THE ADVANTAGE OF
LOOKING AT THE WHOLE PICTURE
Information Governance has been a corporate discipline for
decades, becoming even more of a business requirement as the
amount of electronic information has exploded, bringing with it
breaches, cyberattacks, and litigation.
So why don’t more organizations have developed IG programs?
For years IG initiatives aimed to solve single-issue problems
rather than taking a holistic approach, following a strategic
multiyear plan. We look at the whole picture.
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1
2
3
4
STEP 1: STRATEGY
We start by examining your current program, identifying strategic steps you can take to achieve your
IG goals. Using our proprietary benchmarking database with data accumulated across industries,
we can determine the correct compliance and business value maturity. We provide IG Assessment
& Roadmap services for all organizations, including those undergoing a merger, acquisition, or
divestiture. Initiatives to drive cost and reduce IT management burden can be facilitated with
strategic solutions such as Application Portfolio Optimization and Rationalization. And, finally, our
Governance and Design services ensure your strategy is aligned within your organization.
STEP 2: FOUNDATION
Policies, procedures, and guidelines form the basis of your IG program. Our experts
help you establish foundational program elements for records and information
management, privacy, security, retention, and legal holds. We can provide Process
Design services to help you eliminate paper, realizing the benefits of workflow
automation. With thorough policies and processes in place, you can then turn your
attention to implementing your program.
STEP 3: IMPLEMENTATION
Following our IG methodology, we can partner with you to implement solutions across
your organization and bring your program to life. We address retention requirements
to ensure all your employees are abiding by legal guidelines, and we help you
integrate policies with your systems so software can classify, archive, and dispose of
information. With your plan in place, you’ll be ready to address content classification
discrepancies with remediation plans and make defensible disposition decisions.
STEP 4: OPERATIONS
We evaluate your organization design and plan resources that will lead to the highest
levels of performance. You can select staff from our prescreened talent pool of
information management professionals who are specialists in various disciplines of
IG. We can also provide a customized IG/RIM training curriculum so you can boost
program adoption by all employees. And when you want a status update, we can
provide in-depth monitoring and auditing services to identify gaps that may be
inhibiting performance.
OUR METHODOLOGY
TRANSLATES INTO YOUR SUCCESS
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INFORMATION
GOVERNANCE
CONSULTING &
IMPLEMENTATION

DISK STORE RECORDS TAPE VAULTING
SHREDDINGMANAGEDIGITISE
HEALTHCARE LEGAL FINANCE
INDUSTRY
SECURITY THOUGHT LEADERSHIP /
FORWARD-LOOKING
BENEFITS
MISC.
EALTHCARE LEGAL FINANCE
FORWARD-LOOKING
STRAIGHTFORWARD / STORAGEESPONSIVE CARING/LEADERSHIP
CONS
DISK STORE RECORDS TAPE VAULTING
SHREDDINGMANAGEDIGITISE
DATA CENTER
CE
ITC-SUITERIM
LEGALPROCUREMENT/PARTNER/DEDICATED
HEALTHCARE LEGAL
INDUSTRY
SECURITY THOUGHT LEADE
FORWARD-LOOK
TRUCK/FLEET
FORKLIFT, OPERATIONS
RECYCLE, SUSTAINBABILITY
BENEFITS
MISC.
RESPONSIVE CARING/LEADE
HEALTHCARE LEGAL FINANCE
INDUSTRY
FORWARD-LOOKING
BENEFITS
MISC.
STRAIGHTFORWARD / STORAGERESPONSIVE CARING/LEADERSHIP
INFORMATION GOVERNANCE CONSULTING
& IMPLEMENTATION
Establishing an information governance practice is no easy task. It’s more than just the
challenge of keeping track of ever-changing legal and regulatory obligations. It’s gaining
executive support. Building strong relationships with internal stakeholders. Navigating
the information challenges of a merger, acquisition, or divestiture. And, perhaps the
biggest of them all, demonstrating the value to your organization’s business goals.
The Iron Mountain Information Governance Consulting practice is a team of IG experts
with years of experience advising and establishing information governance programs for
some of the largest and most heavily regulated organizations. We combine our experience
in records and information governance with a future-oriented mindset so you can better
adapt to your ever-evolving information and digital transformation challenges.
STRATEGY
• IG ASSESSMENT & ROADMAP
• MA&D STRATEGY
• APPLICATION PORTFOLIO
ASSESSMENT & STRATEGY
• GOVERNANCE &
ORGANIZATIONAL DESIGN
FOUNDATION
• POLICY, PROCEDURES, &
GUIDELINES FOR:
˚ RECORDS & INFORMATION
˚ PRIVACY
˚ SECURITY
˚ LEGAL HOLD
• IG KPIS & AUDIT TESTS
• PROCESS DESIGN
IMPLEMENTATION
• POLICY CENTER SOLUTION
& GLOBAL RESEARCH SERVICE
• METADATA MODELS
• CONTENT CLASSIFICATION & REMEDIATION
• APPLICATION ARCHIVING,
BACKUP, & RETIREMENT
• DEFENSIBLE DESTRUCTION
OPERATIONS
• IG STAFFING & OUTSOURCING
• TRAINING
• MANAGED SERVICES
• IG PROGRAM MONITORING
& AUDITING
INFORMATION GOVERNANCE CONSULTING & IMPLEMENTATION PAGE 1 OF 6
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A STRATEGIC,
PROVEN METHODOLOGY
The Iron Mountain methodology
combines assessment
and advisory services for
strategy development,
consulting services that build
the foundational program
components, expertise
from technology-enabled
solutions to support program
implementation, and
operational support for the
ongoing management and
maintenance of your program.
• STRATEGY
• FOUNDATION
• IMPLEMENTATION
• OPERATIONS
WHY DO YOU NEED
AN IG STRATEGY?
There are a number of reasons why a single
information governance strategy should be a priority.
Regulatory liability and cultural threats have turned
information governance into a daily focus while
data breaches, hacktivism, and cyberattacks force
organizations to prioritize privacy and security. To
protect your organization while realizing the financial
benefits of a well-executed IG program, a multiphase
strategy allows you to address your governance as an
organizational-wide initiative. A developed strategy
aligns all departments and helps to build a common
understanding of the benefits of a proper IG program.
INDUSTRY FACT:
94 percent of organizations intend to apply more budget and resources
to their information management programs, but a massive 72 percent
lack a strategic, multiyear plan for records and information management.
Source: Iron Mountain. “A View into Unified Records Management: Iron Mountain
Compliance Benchmark Report.”
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WHY IRON MOUNTAIN
IG CONSULTING?
As one of the industry’s largest IG consultancies with experience working with
many of the world’s leading firms, we combine compliance and IT skills to
make practical recommendations that can be immediately implemented. From
lawyers and legal researchers to records managers and library scientists, our
IG professionals take the time to understand your specific needs and provide a
detailed project plan with a timetable for deliverables.
IG ASSESSMENT & ROADMAP
Whether you have an existing IG program or just components of a plan in
place, the Iron Mountain IG Assessment & Roadmap service can identify the
current state of your program and develop a roadmap to where you want to be.
Our expert IG Consultants will methodically evaluate your program, assessing
everything from organizational design and policies to workflow processes and
information inventory analysis.
This systematic process will result in recommendations you can use to guide
an IG program going forward. The service includes diagnostic benchmarking so
you know how your IG program stacks up against peer organizations. Samples
of your inventory will be tested against your policies and retention rules to
determine the accuracy of your program. You’ll receive recommendations
for next steps, prioritized for your organization’s unique risk tolerance and
categorized to target gaps in your existing program. The final deliverable will
be presented as a multiphase or multiyear Strategic IG Roadmap.
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POLICY & PROCEDURE
DEVELOPMENT SERVICES
Responsibility and accountability for information governance should be
clarified, documented, and communicated throughout the organization. Our
consultants help you craft Information Management Policy and Procedures
that are defensible, understandable, transparent, and easily adopted by all
employees and contractors. Your policies will address the entire life cycle of
information—from creation, management, access, preservation, retention and
secure disposal/destruction. Our IG experts can periodically evaluate your
Policies and Procedures to ensure they address current topics, such as privacy,
security, and legal holds. Finally, we can help you host your updated Policies
and Procedures on the Iron Mountain®
Policy Center solution—our industry-
leading retention policy authoring and distribution platform.
MERGERS, ACQUISITIONS,
& DIVESTITURES
To get a positive outcome from your MA&D, you must implement plans fast.
Our consulting team starts with a broad view of all departmental initiatives
within the impacted organizations. We also determine where information
lives, what risk it represents, and how it will be reconciled and accounted for
according to reliable retention policies. We guide you through our proven
methodology to address and resolve issues with your people, processes, and
technology to achieve your goal of becoming one company as fast as possible.
For more info, click here.
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APPLICATION PORTFOLIO
OPTIMIZATION & RATIONALIZATION
Our IG and technology experts can help you design and
implement your application rationalization and optimization
initiatives to reduce costs and free up resources that can enable
innovation. We perform a technology portfolio diagnosis to
catalogue your applications by business value and identify
opportunities for conversion, retirement, or reinvestment.
With greater control of your portfolio, you’ll know exactly where
the most relevant information is living across your network.
You will also prepare your legacy application portfolio for fast-
emerging business requirements brought on by market changes
such as cloud, big data, social, and mobile. The Application
Portfolio Optimization strategy includes:
• APPLICATION RATIONALIZATION AND INVENTORY OF LEGACY SYSTEMS
• APPLICATION PRIORITIZATION
• DEMAND MANAGEMENT
• BUSINESS CASE DEVELOPMENT
• ENTERPRISE ARCHIVE STRATEGY PLANNING AND DEFINITION
• PROGRAM GOVERNANCE FORMATION AND ALIGNMENT
• ARCHIVE SERVICES MODEL DEFINITION
• INFORMATION GOVERNANCE AND LEGAL HOLD POLICY ALIGNMENT
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GOVERNANCE &
ORGANIZATIONAL DESIGN
Teamwork is a key to information governance. This requires getting
all your departments to understand the value of consistent IG
practices. Our IG strategists share best practices of assembling
an IG Council—including Legal, Risk/Compliance, RIM, IT, and
your lines of business—representing the creators and managers of
your organization’s vital information. Our Organizational Design
consulting gives you recommendations for aligning your people
to support your ongoing IG initiatives. Change management,
training, and staffing strategies can also be provided to ensure
your Governance structure properly aligns with your strategy.
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TRAINING MATTERS:
20 percent of data loss incidents are most likely
caused by staff negligence and bad IG practices.
Source: AIIM Information Management in 2016 and Beyond.
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GLOBAL POLICY
& RETENTION
SCHEDULE
DEVELOPMENT

GLOBAL POLICY & RETENTION
SCHEDULE DEVELOPMENT
Do you have a global retention schedule and, if so, when was the last time
you updated it?
There are few things more important to your information governance program than your
retention schedule. It’s used to validate your most sensitive information management
decisions. It’s absolutely critical that legal research is accurate and trustworthy.
THE STRUGGLE IS REAL
Information managers across the globe often struggle with their records retention
schedule in four ways:
1. Keeping up with the latest rules and regulations for records retention
2. Balancing requirements with contradictory privacy demands
3. Systematically applying these rules to content proactively
4. Communicating policy changes to employees
Because all companies have different information obligations and risk profiles, every
organization’s retention requirements will be different. Making sure your own unique
legal research and retention rules are aligned is necessary to building a reliable retention
schedule. And when your organization operates in multiple countries, changing local laws,
government regulations, and language barriers can complicate things even further.
INDUSTRY FACT:
68 percent of IG practitioners struggle to keep up with the latest rules and regulations
for records retention to govern both physical and electronic information.
Source: Coleman Parkes Research. Iron Mountain commissioned survey. 2015.
GLOBAL POLICY & RETENTION SCHEDULE DEVELOPMENT PAGE 1 OF 4
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YOUR “POLICY EVERYWHERE” SOLUTION
With the Iron Mountain®
Policy Center solution, you’ll have access to
country-by-country rules and regulations so you can proactively push
new guidelines across your enterprise. You’ll receive expert guidance from
policy and records retention specialists who can help you improve your
records taxonomy and structure. We can define your go-forward legal
research needs based on your unique requirements, helping to keep your
schedule continually current using our subscription-based Iron Mountain®
Global Research service.
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POLICY CENTER:
SOLUTION HIGHLIGHTS
Policy Center is the cloud-based portal that makes it
easy to receive up-to-date retention guidelines and
share updated retention schedules with your content
infrastructure through a standardized integration
connector. The tool gives you an elaborate and powerful
set of policy authoring and distribution capabilities to
help you manage your retention obligations, including:
• Reporting: Share content, such as legal citations
and retention requirements, from within Policy
Center with flexible exporting and reporting.
• Secure: Set IP address and user restrictions, limit
access to content, protect against unauthorized
visitors, and reference log-on history with an audit
log that records activities.
• IG Portal: Create simple views of your retention
schedule—in any language, in any country,
for any user—presenting it in a simplified,
interactive format.
• Advanced Search: Look across multiple data types
and sift through large amounts of data so you can
quickly locate the information you need.
• Maintenance Dashboard: Receive, review, and accept
updated legal content directly within Policy Center,
allowing you to keep your retention schedule up-to-date.
Explore these and other powerful features of Policy
Center by visiting the Iron Mountain Demo Showcase.
HPE CONTENT
MANAGER
& IRON
MOUNTAIN
POLICY CENTER
With this industry-first
integration of the Policy
Center solution and
HPE Content Manager,
HPE customers can now
automatically synchronize
their retention policy with
up-to-date legal policy across
industry verticals and regional
jurisdictions, reducing risk,
cost, and complexity.
Combining these two
enterprise platforms enables
you to bridge the “last mile” of
your information governance
program and connect policy
to your content.
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HIGH-QUALIT Y LEGAL RESEARCH.
EXPERT ADVISORY SERVICES.
If Policy Center is the rocket, then the Iron Mountain® Global
Research service is the fuel. It has shifted how legal research is
compiled, curated, and delivered for retention schedules. Using
a step-by-step process, our legal experts define and build a
research library tailored to your organization’s risk profile and
sized to your global footprint.
Our in-house legal team and network of local law firms monitor
legal and regulatory activities associated with the 35,000+
global legal citations in our proprietary research catalogue.
You can subscribe to specific areas of law within your countries
of operation to receive consistently formatted retention
requirements mapped to your record class structure. When laws
change, you’ll be alerted immediately so you can incorporate
policy changes with the click of a mouse.
For more information on Policy Center and Global Research, visit
www.ironmountain.com/policycenter.
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RIM
ORGANIZATIONAL
DESIGN & STAFFING

YOU HAVE A PLAN. NOW WHAT?
You’ve invested time and resources into building an IG program to
address your information challenges. Now you have to manage the
daily operation and maintenance of each component of that program—
your retention schedule, processes, training, and communication. Not to
mention the daily ebb and flow of your information estate.
There’s only one of you. And although you are accountable for the
continuous performance and integrity of your IG program, you don’t
have to go it alone.
BUILD YOUR RIM DREAM TEAM
Iron Mountain can help by rapidly appointing screened, experienced
Records Management professionals to support your onsite RIM program.
We can assess your current organizational structure to ensure that your
staff resources meet the demands and responsibilities of the job.
With the right people in place, you’ll be prepared for regulatory
audits and legal requests. You’ll gain immediate expertise for
managing your electronic onsite and offsite records. You’ll gain
peace of mind from the exceptional talent supporting your RIM
program. And knowing your information is under control will free
you up to focus on your core business.
RIM ORGANIZATIONAL DESIGN & STAFFING PAGE 1 OF 2
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FINDING THE PERFECT MATCH
Team members are carefully selected, meeting requirements for skills,
experience, and technical expertise. Each onsite team member is then paired
to the culture of your organization to ensure a perfect match. You can choose
experienced onsite professional RIM staff from several core disciplines:
• Corporate Information Managers: Direct and oversight responsibility for
all records and information management activities
• Corporate Records Managers: Direct responsibility for all aspects of
paper and electronic records management
• Information & Records Analysts: Management activities for physical and
electronic records such as Accutrac®
, Iron Mountain Connect™
(IMConnect), Documentum, FileNet®
, SharePoint®
, etc.
• File Room Administrator: Records management activities for on-site and
off-site assets
• Database Coordinator: On-site operator responsible for the coordination
of user profiles and supporting end users
• Imaging Support: On-site document prep, scanning, indexing, and filing
• Tape Librarians: On-site data center staff to perform tape library activities
• Learn more about Iron Mountain’s On-site Professional Services.
RIM ORGANIZATIONAL DESIGN & STAFFING PAGE 2 OF 2
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RECORDS
CLASSIFICATION
& DEFENSIBLE
DISPOSITION

END OF LIFE CYCLE MANAGEMENT
When your information has reached the end of its life cycle,
it’s time for you to make some important decisions. As a large
organization, it’s likely you have legacy information that is
not classified to your retention schedule or being retained
according to legal, regulatory, or business requirements. But
you can’t destroy information based solely on age. You must
prove your information—both electronic and physical—has met
its legal obligations or is not bound by permanent retention
requirements. Making decisions using an outdated schedule
leaves a dangerous compliance gap.
INDUSTRY FACT:
71 percent of companies could reduce their storage costs
by 30 percent if they knew what they could destroy.
Source: Iron Mountain, internal analysis.
RECORDS CLASSIFICATION & DEFENSIBLE DISPOSITION PAGE 1 OF 4
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IRON MOUNTAIN®
DEFENSIBLE
DISPOSITION SERVICE
Our Defensible Disposition service is unique to Iron Mountain. We leverage a
classification database that is optimized based on storing information for many
clients over the year. You’ll know which physical records can be destroyed through our
proprietary retention management feature that systematically calculates destruction
eligibility. Beyond the physical, our Defensible Disposition service can be used to
address redundant, obsolete, and trivial content–both paper and electronic.
Our experienced staff can configure, develop, and apply hold codes to records that
are impacted by preservation orders. You’ll receive help normalizing and updating
metadata, making it more consistent while improving accessibility. For physical
records, you can also leverage Iron Mountain’s retrieval activity analysis to determine
which onsite records can be moved offsite, freeing up space and improving the overall
health of your inventory. And since the overwhelming majority of information created
today is electronic, our consulting-led content remediation services help you identify
and clean up structured, unstructured, duplicative, or overretained data, as well as
information that may contain unencrypted PII or unclassified information.
The Iron Mountain Defensible Disposition service can help you:
• Search for your information quickly and accurately
• Classify and defensibly destroy information you no longer need
• Easily reconcile your legacy records to your retention schedule
• Control discovery costs by improving information indexing
and classification
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WHY IS A CURRENT
RETENTION SCHEDULE
IMPORTANT?
Destroying information without
checking it against a current set
of rules can cause big problems.
Dozens of organizations have
faced harsh penalties and
courtroom verdicts because
they destroyed information
that should have been retained
or retained information that
should have been destroyed.
New solutions can alleviate
the frustration and financial
implications caused by the lack
of a current retention schedule.
The Iron Mountain Policy Center
solution is the modern approach
to keeping your retention
schedule up-to-date, so you
can make accurate, defensible
destruction decisions with
confidence.
IRON MOUNTAIN®
DEFENSIBLE DISPOSITION SERVICE:
REMEDIATE YOUR EXISTING DATA GAPS
FOLLOWING OUR PROPRIETARY METHODOLOGY
AVAIL ABLE METADATA
RETENTION SCHEDULE
TR ANSACTION HISTORY
KNOWLEDGE & E XPERIENCE
CALCUL ATE DESTROY DATES
ASSIGN LEGAL HOLDS
IDENTIF Y MOVE CANDIDATES
ENABLE COMPLIANCE
IMPROVE ACCESS
NORMALIZE TERMS
CORRECT DATES
DEFINE OWNERSHIP
ASSIGN RECORD CL ASS
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WHAT’S UNIQUE ABOUT THE IRON MOUNTAIN
INFORMATION CLASSIFICATION PROCESS?
1. OBJECTIVITY Iron Mountain brings efficiency and objectivity, classifying
your information according to rules and using machine learning algorithms for
electronic information. A key to defensibility is in having classification applied by an
independent third-party expert like Iron Mountain.
2. CONSISTENCY For defensibility, you need a classification assigned equally
for all, eliminating any suspicion of malfeasance. It’s why we ensure that all of
your information is classified the same way, regardless of origin. Our Inventory
Governance solution enforces minimum metadata requirements for all physical
records stored offsite, helping to alleviate errors in classification. For electronic
records, we establish metadata standards that apply to all retained records.
3. AUDITABILITY We keep all rules, methodology, and results for each of our clients
for future reference, allowing for the traceability of your disposition decisions. If
you’re ever challenged, we can help provide proof of compliance using our secure,
objective audit logs.
When you partner with Iron Mountain to classify and manage your information,
either as part of your archival process or to its end of life cycle, you gain a proven
process that ensures both security and integrity. For decades we’ve worked to
gain the confidence of our customers, as well as the reputation for world-class
information management practices. Our Defensible Disposition service is just
another way we can help you find what you need quickly while keeping you
confident during legal events.
Learn more about Iron Mountain Defensible Disposition services.
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IRON MOUNTAIN
DIGITAL SOLUTIONS
Does your organization seek to remove or eliminate paper
from the workplace? With our digital solutions, you can
eliminate paper from your work processes and achieve the
benefits of managing information electronically.
With our hosted scan, index, store, and retrieve solution, you’ll:
• Know what information you have and where
it’s located
• Securely and easily share it
• Free your employees’ time-consuming task of
searching for paper documents
• Protect your organization from risks such as the
inadvertent exposure of employees' personally
identifiable information (PII) and company
confidential information
When the imaging and indexing of your paper documents has
been completed, Iron Mountain can securely shred those that
you don’t need and securely store needed records in an Iron
Mountain facility.
INDUSTRY FACT:
HR, Accounts Payable, and customer correspondence are the most popular paper-free
processes, with 70 percent reporting that AP and AR have “Excellent” or “Good” ROI.
Source: AIIM, Industry Watch. "Winning the Paper Wars - Capture the Content and Mobilize the Process Troops."
DIGITAL SOLUTIONS PAGE 1 OF 2
 

Our workflow automation solutions accelerate cycle times, improve information security,
remove bottlenecks, and drive business value organization-wide. You can leverage our
targeted workflow solutions for essential enterprise business processes, including:
HUMAN RESOURCES
• Automate policy and procedure sign-offs, employee onboarding and offboarding, and
performance management.
• Automate administrative tasks, enabling HR personnel to focus on workforce management.
• Define internal processes with automated routing to those who need to act and
escalation notifications when a delay occurs.
• Improve compliance and streamline audits using reports of what documents are present
within the system such as immigration and work status, credentials, background checks,
and expiring documents.
• Use dashboards, reports, and automated audit trails to demonstrate the integrity of your
process to senior management and auditors.
ACCOUNTS PAYABLE AND RECEIVABLE
• Centralize the receipt and processing of invoices arriving via mail, email, EDI or fax,
as well as the conversion of hard copy invoices to electronic.
• Limit employee involvement in exception handling by automatically routing
documents to appropriate business units, performing two- or three-way matching
and posting to accounting applications.
• Integrate with enterprise resource planning (ERP) screens so that employees can
quickly access critical information, including invoices, receipts, packing slips, check
images, vendor contracts, and even historical correspondence.
• Streamline your financial close and reduce costs such as overtime and temporary help.
CONTRACTS MANAGEMENT
• Standardize and manage the entire contracts life cycle, from request and approval
to expiration and renewal.
• Technology and templates enable you to streamline the contracts process and
reduce time spent in review.
• Improve consistency and controls, reduce risk, enhance revenue opportunities, and
better manage your contractual obligations.
• Decide what parts of the workflow process you want to monitor, creating
configurable dashboards and reports.
These solutions provide visibility into processes and data. With that you can gain
insights that improve business decisions and customer service, reduce costs, and
streamline audits.
DIGITAL SOLUTIONS PAGE 2 OF 2


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