Introducing Off the Shelf
Maybe you're a new customer, maybe you're researching TAB, or maybe you've been working with TAB for a long time and you've come to trust our records management solution newsletter, On Record, as a source of great information and resources.

Now TAB is expanding its commitment to providing you with the best information on records management products through Off the Shelf, our latest online newsletter.

Delivered bimonthly, Off the Shelf will help you understand more about how and why we make the products we do, the TAB difference, features and comparisons, case studies and more on how to successfully implement a records management product strategy into your program. As well, we'll provide you with our view on trends in the records management product space, and highlight some of the research, features and functions that make our products among the best in the world.

The TAB Product Philosophy
TAB is recognized for our expertise in records management solutions. But did you know that our customers consider our suite of records management products as the best in the business? Why?

• They are designed and constructed based on decades of experience building records management programs for some of the most demanding clients in business
  
  
• We look at what is on the market currently to see where existing products are falling short in meeting customer needs, and how changes will cause improvements
  
  
• We engage clients in the development process to understand the benefits and limitations of current products, based on space, use, efficiency and the continuing evolution of records management
  
  
• Our products are designed to make your job easier and your company more efficient, end of story
  
  
• We manufacture our products onsite in North America, paying close attention to quality and working to maintain local jobs

Automated Colour Coding Saves $250,000
If you could free-up all of the resources your organization currently uses to label files, would you? When TAB consultant Angie Wright put this question to the management at a major financial institution, the answer was a resounding "yes".

Files, Files, and more Files

This organization had a very large records centre. At the time, they were producing over 5000 colour-coded labels and folders every day to handle the loan documents produced by their consumer lending division. TAB had been working with the organization for seven years and had previously implemented a software-based labeling system called TABQUIK which allowed the financial institution to produce its own file labels in-house. The system they established around TABQUIK worked very well, but over time the increased volumes were placing a burden on personnel and inventory.

Rapid Response Needed

Knowing her client's commitment to efficiency, Wright realized that a new solution was required that would automate the creation of colour-coded folders and have them available when and where they were needed. TAB's Rapid Response Colour Coding service would do exactly that, and Wright recommended implementing it on a pilot project basis.

Benefits

• No inventory costs
• No labels to produce
• No staffing requirements
• No wasted space
• No double handling of documents or file

How It Works

It's simple. Rapid Response Colour Coding is designed to work within an organization's business process. Data for new records is sent in electronic form on a daily basis at a time suitable for the organization. TAB's system is designed to dynamically receive this data, and the order is then immediately routed into production according to a regular schedule. The colour coded folders are then generated and shipped within three to five days business days, all in the correct order and with the right numbers.

Pilot Project Takes Off

Since TAB had an existing relationship with the financial institution, some of the necessary groundwork was already in place. The label designed for use with TABQUIK provided a template, and the folder and label stock the client was using was ordered in sufficient quantities. Because the organization's process included imaging each document as it was created for improved customer service, it was agreed that data collection would begin after imaging was complete. A batch number would then be created and this data would then be sent to TAB over a secure Virtual Private Network.

A Good Fit

The pilot project was a complete success. From the first transmission, the folders were generated and shipped within the timeframe, all with the correct batch numbers and in the right order. As the Department Manager, Imaging, said, "Outsourcing the production of our colour coded files to TAB has made us much more efficient. We are always looking for ways to streamline our operation, and using Rapid Response allowed us to move the resources we had around our loan documents operation to other areas where they could be better used. We are very happy with this arrangement, and we've had no issues. This is really a testament to the relationship we have with TAB. Angie Wright knows our business and that enables her to help us find new ways to be efficient."

In fact, the pilot project was designed for the Consumer Lending Retail Business, but the entire Wholesale Mortgage Business of this organization has since switched to Rapid Response Colour Coding service. The client estimates that the project has saved them from 250,000 to 350,000 dollars a year. No wonder then that they continue to work hand in hand with TAB to keep their records centre lean and responsive.

How Well Are Your Folders Performing? Download our FREE Custom Folder Guide
All file folders are not created equally. Decades of experience have gone into the TAB file folders, enhancing and customizing them for optimal use within the enterprise.

So how well are your current folders performing? Download our Custom Folder Guide to see how your folders measure up in terms of:

• Printing options
• Labels
• Dividers and indexes
• Fasteners
• Pockets

You'll also find out how custom folders can make your filing system as functional as possible, as well as helping with:

• Compliance
• Workflow efficiency
• Special projects
• Corporate image

Time Saving Tip: Rapid Response Colour Coding
If you produce a large volume of files, then you should consider TAB's file creation service, Rapid Response Colour-Coding. This service is ideally suited for organizations that produce a large volume of files in-house. You send us your data, we send you the labeled files on demand.


How It Works

1. We receive your new records' data daily, at a pre-determined time of your choice, transmitted electronically over a secure network.
2. When your data is received, your order is routed immediately into production, and your files are produced with the proper labels on them
3. The files are then produced and shipped where and when they are needed, all within three to five business days.
4. Your file folders are ready for implementation - no additional labels, configuration or printing required!

• No inventory costs
• No labels to produce
• No staffing requirements
• No wasted space
• No double handling of documents or file folders

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