Education Case Studies and Customer Success Stories with Versatile Retention Schedule Management

The Inter-University Council of Ohio and Ohio State University - Education

Versatile Retention™ helped the Inter-University Council of Ohio and Ohio State University manage complex records retention needs. The team needed a tool to support a master retention schedule and al...low 14 universities to access and manage their own data. Zasio’s solution offered easy setup, intuitive use, and fast citation updates. Implementation included migrating legacy data and mapping unique fields. Users now create, track, and search retention schedules more efficiently, saving time across campus.

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The University of Washington - Education

Versatile Enterprise helped the University of Washington manage records for three campuses and over 900 departments. The university struggled with poor data access, reporting, and inflexible systems ...before switching. Versatile Enterprise offered easy data management, strong reporting, and fast customer support. The Versatile Notification add-on automated notifications, saving time and effort. The university now relies fully on Versatile Enterprise, freeing up staff to focus on their customers and supporting growth despite tight budgets.

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The Inter-University Council of Ohio and Ohio State University - Education

Versatile Retention™ helped the Inter-University Council of Ohio and Ohio State University manage complex records retention needs. The team needed a tool to support a master retention schedule and al...low 14 universities to access and manage their own data. Zasio’s solution offered easy setup, intuitive use, and fast citation updates. Implementation included migrating legacy data and mapping unique fields. Users now create, track, and search retention schedules more efficiently, saving time across campus.

Read more →

The University of Washington - Education

Versatile Enterprise helped the University of Washington manage records for three campuses and over 900 departments. The university struggled with poor data access, reporting, and inflexible systems ...before switching. Versatile Enterprise offered easy data management, strong reporting, and fast customer support. The Versatile Notification add-on automated notifications, saving time and effort. The university now relies fully on Versatile Enterprise, freeing up staff to focus on their customers and supporting growth despite tight budgets.

Read more →

Government Administration Case Studies and Customer Success Stories with Versatile Retention Schedule Management

City of Encinitas - Government Administration

Versatile Professional SaaS helped the City of Encinitas modernize its records management. The city struggled with outdated systems and lost files before switching to Zasio. The new solution made rec...ords easier to manage and improved transparency. Staff found the search bar and label design features very helpful. Multiple users can now access records at once, saving time. The city praised Zasio for strong support and reliable delivery.

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The City and County of Denver - Government Administration

Versatile Enterprise helped the City and County of Denver manage over 7 million electronic records and physical files. Denver needed a way to destroy electronic documents based on a central retention... policy. Zasio implemented Versatile Enterprise with Versatile Fuse to integrate with Alfresco, their existing repository. The solution enabled tracking of all records, organized destruction with approvals, and a 30-day recovery window. By year-end, Denver synchronized more than two million documents and gained a fully traceable, scalable records management system.

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City of Encinitas - Government Administration

Versatile Professional SaaS helped the City of Encinitas modernize its records management. The city struggled with outdated systems and lost files before switching to Zasio. The new solution made rec...ords easier to manage and improved transparency. Staff found the search bar and label design features very helpful. Multiple users can now access records at once, saving time. The city praised Zasio for strong support and reliable delivery.

Read more →

The City and County of Denver - Government Administration

Versatile Enterprise helped the City and County of Denver manage over 7 million electronic records and physical files. Denver needed a way to destroy electronic documents based on a central retention... policy. Zasio implemented Versatile Enterprise with Versatile Fuse to integrate with Alfresco, their existing repository. The solution enabled tracking of all records, organized destruction with approvals, and a 30-day recovery window. By year-end, Denver synchronized more than two million documents and gained a fully traceable, scalable records management system.

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Oil & Energy Case Studies and Customer Success Stories with Versatile Retention Schedule Management

A global leader in oil exploration and production - Oil & Energy

Versatile Enterprise helped a global oil and energy leader modernize their records management. The company replaced manual, paper-based processes with Zasio’s software. They consolidated five warehou...ses into one and implemented barcode tracking. Over 25 years, they upgraded through three Versatile versions. They migrated 40,000 records and now manage 750 legal clients’ records in one system.

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A global leader in oil exploration and production - Oil & Energy

Versatile Enterprise helped a global oil and energy leader modernize their records management. The company replaced manual, paper-based processes with Zasio’s software. They consolidated five warehou...ses into one and implemented barcode tracking. Over 25 years, they upgraded through three Versatile versions. They migrated 40,000 records and now manage 750 legal clients’ records in one system.

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Customer Success Stories of Versatile Retention Schedule Management

 

Zasio Consulting Services Case Study: United Bank

United Bank partnered with Zasio Consulting Services to improve its records management practices, addressing challenges from decentralized systems and implementing a formal retention schedule.

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