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* Is your client a publicly traded company? (Look on the company's webpage "About Us")
 
Yes
 
No
 
 
 
* Is your client preparing for moves or internal relocation?
 
Yes
 
No
 
 
* Is the company planning a move in the next year?
 
Yes
 
No
 
 
* Is the company planning to remodel or move people internally from one floor to another?
 
Yes
 
No
 
 
 
* What type of documents are stored?
 
Corporate
 
HR
 
Accounting
 
Legal
 
Other
 

 
 
* Where are the boxes stacked?
 
Conference Rooms
 
Offices
 
Hallways
 
The parking garage
 
Other
 

 
 
 
* Are multiple copies of documents made on a frequent basis?
 
Yes
 
No
 
How much of OBS' time per day is spent preparing duplicates of::
Less than 1 hour 1 - 4 hours About 4 hours More than 4 hours N/A
* Minutes
* Reports
* Correspondence
* Manuals
* Training Materials
* Client Files
 
 
What else is duplicated?
   
 
 
* Where are they being sent?
   
 
 
 
* What happens to images scanned on the MFD's?
 
Share drive
 
email
 
CD or DVD
 
Uploaded to electronic content management system
 
Other
 

 
 
* What are you scanning?
   
 
 
 
* What happens to returned mail?
   
 
 
 
* Is there an Annual Clean Up Day?
 
Yes
 
No
 
 
 
* Does your client have a retention schedule in place?
 
Yes
 
No
 
 
 
* Which department does Records Management report to at your client?
 
Accounting
 
Legal
 
Risk Management
 
Compliance
 
Operations
 
Administration
 
Other
 

 
 
 
* Which of your current deliverables interact with your client's records team?
   
 
 
 
* Have you presented any form of a records solution over the past 12 months?
 
Yes
 
No
 
 
 
* Employee Name
   
* Site Name
   
* Area Manager Name
   
* City
   
* State
   
 
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