Classification Plan

Increased organization and productivity

A classification scheme is the basic structure of any document system. It allows you to group, name and organize the documents you generate or receive based on your organization’s roles and activities. A well-designed system makes it easier to manage, search, retain and dispose of records, as well as comply with legal requirements.

An essential tool for efficient and sustainable document management

The classification scheme makes it possible to give all of your departments and teams a single shared logic. There are other potential document management tools that are part of this process, including retention schedules, naming conventions and digital directory structures.

Our team offers you turnkey support for your classification scheme:

  • Analyzing your organizational structure, processes and document types
  • Developing or updating a hierarchical, modular and sustainable classification scheme
  • Aligning the scheme with your document retention, digitization and electronic document management tools
  • Drafting user guides or internal policies to ensure the scheme is consistently applied
  • Training your staff to help them take ownership of and implement the scheme

A classification scheme that’s right for you

Whether you’re working with hard copies, a hybrid system or fully digital records, your classification scheme will be perfectly aligned with your daily practices. We make sure that it is simple to use, adaptable over time and aligned with your legal requirements.