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What we fix · Records you can’t find

“We can’t find it when we need it.”

Files sit in cabinets, on staff laptops and in old email threads. Most days that just about works. Then an audit, an accreditation visit or a dispute arrives, and the whole office stops to search for one letter, one receipt, one signed form.

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You'll recognise it if…

  • Important documents live in cabinets, flash drives and personal email
  • Preparing for an audit or inspection takes a week of digging
  • Only one person knows where a particular file is kept
  • You have lost a dispute, or nearly did, because a record couldn’t be found
  • Old files are kept “just in case” because nobody knows what is safe to remove

What fixing it involves

Take the problem away, don’t just work around it.

  1. 01One organised, searchable home for files and records
  2. 02Records captured once, at the point of work, not typed up later
  3. 03Paper archives digitised where it matters, by people we trust on the ground
  4. 04Clear access rules, so the right people see the right files
  5. 05A history of who changed what, and when

Where we’ve fixed it before

Cases where we’ve tackled this.

Sounds like you? Let’s talk it through.

We’ll build you a free preview of your own system within one working day. Or, if you’d rather talk first, grab 20 minutes with us. No pitch, promise.

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