Services

Archives and records management

Filigrane Archives supports public, community, institutional organizations, as well as individuals, in the efficient management of their documents and archives. Every organization produces a wide range of administrative records and holds a unique documentary heritage that deserves to be structured, preserved, and enhanced according to best practices.

With a tailored approach, Filigrane Archives assesses each client’s specific needs to offer customized solutions. Partnering with us in a rigorous document management process ensures the development of a strong institutional heritage, improves day-to-day operations, and guarantees compliance with legal information managemnet requirements.


Each organization is unique, defined by its mission, size, years of existence, sector of activity, and resources.
Each individual is also unique, shaped by their history, achievements, and identity.

Filigrane Archives conducts an in-depth analysis of your organizational reality to identify your document and archival management needs and offer you the most suitable solutions.

Once the analysis and assessment are complete, we recommend the following approach — a set of essential services we call our Basic Package, which includes:
 

  • Establishing or updating your personalized classification plan
  • Establishing or updating  your records retention schedule (for organizations or businesses)
  • Establishing your personalized Procedures Guide
  • Establishing your document Records and Archives Management Policy (for organizations or businesses)

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The classification plan is a fundamental tool and the foundation for organizing and locating documents, whether physical or digital.

As the second step in our Basic Package following the analysis, the classification plan is an essential tool that we offer to create for you. It complements our core services, which include:

  • Establishing or updating your retention schedule (for organizations or businesses)
  • Establishing your personalized Procedures Guide
  • Drafting your Records and Archives Management Policy (for organizations or businesses)


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The records retention schedule is an essential tool that defines how long documents should be retained and their final disposition, whether through secure disposal or permanent archiving. It ensures the efficient and compliant management of records and documents for public organizations (a legal requirement) and private organizations (to optimize costs, operations, and information accessibility).

Whether you choose this service on its own or as part of the more comprehensive approach offered in our Basic Package, we assist you in creating or updating retention rules tailored to your sector.

Are your records management tools such as classification plan, retention schedule, or electronic document management system (EDMS) are properly structured and up to date?

Whether or not Filigrane Archives has contributed to the development of these tools, we can work with you to establish a customized Procedures Guide and a Records and Archives Management Policy. These documents serve as essential management instruments, ensuring that best practices are seamlessly integrated into your daily operations, remain sustainable over time, and are standardized across your organization.

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