Problem

A non-profit organization responsible for managing records on behalf of a federal agency faced a complex challenge: aligning its records management practices with stringent federal compliance requirements while also addressing state-level obligations and maintaining operational efficiency. The overlapping mandates created confusion, inefficiencies, and risk of non-compliance.

Solution

Cadence Group brought in its deep expertise in both federal and commercial records schedules to guide the organization through this complexity. Through a collaborative process, Cadence Group conducted a thorough review of the non-profit’s existing records practices. Based on this assessment, they developed and implemented an integrated records schedule that harmonized federal agency requirements with relevant state and non-profit legal standards.

Outcome

The result was a streamlined, simplified records management framework that enhanced compliance, eliminated redundancies, and improved operational clarity. The tailored solution not only ensured adherence to federal mandates but also empowered the non-profit to manage its records with greater accountability and confidence, setting the stage for long-term success in records stewardship.