“Retention Guidelines”

Kaizen InfoSource is pleased to announce its newest product line: “Retention Guidelines”!

Kaizen has a combined 45 years of experience developing and researching records retention schedules and
retention categories for a variety of industries and organizations in both the private and public sectors.

The consulting team now offers a “layered approach” to helping companies determine how long they should
retain their information. Companies have the option to use the new “Retention Guidelines” and at a later date,
add Kaizen services for a complete program.

Kaizen developed these guidelines in tandem with partner DataSafe, headquartered in South San Francisco, CA,
whose client base provided an ongoing intrinsic need for retention guidance and recommendations. These
guidelines are based on benchmarking the best practices of at least three companies within the same industry.

Kaizen Product Guidelines are the perfect cost-saving solution to help jump-start your information compliance
and governance program. Scott Murchison, a Certified Records Manager and the Senior Vice President for
Information Management Services for Kaizen, said, “We’ve heard from our clients an overwhelming desire for
simple-to-use guidelines in managing their paper and electronic records, and we have responded. We continue to
develop tools that allow our customers to simplify record keeping and streamline their ongoing business processes.”

The following guidelines are currently available:

“Retention Guidelines for Pharmaceuticals/Biotech”

“Retention Guidelines for Municipal Government”

“Retention Guidelines for Law Firms”

Additional guidelines are in development.

For more information about purchasing one of these guidelines, please contact our sales team at (415) 786-1074.

About Kaizen InfoSource LLC

Kaizen InfoSource is the premier full-service records information management and technology consultancy in
northern California, with headquarters in Palo Alto, CA. Kaizen’s consultants have over 70 years of experience in
providing strategic approaches to designing business process solutions, utilizing technology and change management
practices, and which provide a measurable return-on-investment for its clients.