Project Management & Business Analyst Consulting

Ensure a Seamless Records Management Implementation with TAB’’s Consulting Services

TAB follows a structured project plan that allows you to get your new records management system up and running quickly. You will be assigned a personal project manager and technical advisor who will oversee your implementation so the process goes smoothly. TAB will also hold weekly status meetings to ensure that there aren’t any disruptions to your daily business functions and review all records management program targets to help keep the project on track.

Steps to a Successful Records Management Program

Technical setup

  • IT resources from TAB and a client checklist call
  • Hardware identification
  • Process hardware order and delivery
  • Infrastructure and system setup

Records management application design

  • Data clean up and validation
  • Data analysis and conversion
  • Functional specification, internal review and sign off
  • Client review of functional specifications and customer sign-off


  • Installation and program set up of TAB FusionRMS
  • Building and testing system
  • Revising and testing system


  • Administrative and technical end-user documentation

User testing / final conversion

  • Final configuration
  • User testing and validation


  • Creating training tools
  • Administrator training
  • User training

Production cutover

  • Go live
  • Post mortem
  • Client sign-off once project is completed

TAB’’s skilled project managers will always be available to answer your questions. If you are implementing a retention schedule or document management program, our team can offer guidance and make sure that your records management program is helping you meet your compliance and regulatory needs. If you require a records conversion, our professional services team can perform a data capture and inventory of all of your records. We can also implement bar code labeling and relocate your records.

For more information on how the FusionRMS records management software suite can solve your entry-level tracking to advanced records management challenges, call 1-866-703-3374 or click here to contact us.