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With over 30 years of combined experience in records and information management, Records Management Professional LLC is a trusted expert in the field. Our team of highly qualified professionals has a deep understanding of the complex regulatory landscape, industry best practices, and emerging trends, which enables us to provide comprehensive and customized solutions to our clients.


Our expertise covers all aspects of records and information management, including document storage, data protection, workflow automation, and strategic technology planning. With our proven track record of success, we are a trusted partner for businesses seeking to optimize their records and information management systems.

Records Management Regulations and Standards

The Records Management Professional team (RMP) interprets existing Federal Government, State, and Industry Record-Keeping Requirements to drive compliance with existing standards such as:

Federal Directives
Federal Standards & Regulations
  • OMB M-23-07 / M-19-21 - Presidential Directive for Transition to Electronic Records

  • Executive Order 13556 - Controlled Unclassified Information

  • E-CFR (1220 - 1236) - Electronic Code of Federal Regulations

  • Federal Regulations (1220 - 1226) - National Archives and Records Administration (NARA)

  • FOIA Improvement Act (2016)

  • FERMI - Federal Electronic Records Management Initiative

  • DOD 5015.2 - DOD Software Standard for Records Management Applications

  • FADGI - Federal Agencies Digital Guidelines Initiative

Industry Standards & Regulations
  • ISO 16175 - ISO Standards for Digital Records Management

  • ISO 15489 - ISO Standards for Records Management

  • ARMA Generally Accepted Record-Keeping Principles

  • NARA Federal Records Management Certificate

  • Certified Electronic Records Management Specialist (AIIM 2019)

  • Certified Federal Records Officer (March 2023)

Program Management - Digital Conversions & Migrations

The RM Professional has recognized experience in applying document imaging standards to provide a more accurate, evidentiary image to meet the needs of federal clients and agency partners.  We are heavily experienced in document conversion and migration from legacy filing systems and file shares into newer enterprise records and information systems to improve efficiency by reducing record request retrieval times. Our experience includes migrating into File Shares, SharePoint, Documentum, and offsite storage.

Electronic Records Management Systems Architecture and Infrastructure Planning

The Records Management Professional Team has seasoned technical and operational experience using the latest Records and Document Management Systems. These systems include

  • EMC’s Documentum

  • Microsoft’s SharePoint

  • Nintex Workflow Automation Cloud

  • Active Navigation Discovery Center

  • TAB Fusion

  • Record Point

  • Other CMIS compliant Records Management applications


Our team is skilled in a wide range of Records Management System areas. From vendor product evaluation and technology evaluation to strategic planning to ensure your chosen solution successfully integrates into your existing network. Our proven experience doesn't end there. We have extensive expertise in:

  • Developing Records Management Program Plans

  • Documenting Concept of Operations

  • Creating Technical Architectures to manage the Record's Life Cycle from creation and capture to final disposition

  • Constructing and facilitating training content for end-users

Technical Program Management for Service Delivery

  • RMP has extensive experience and success in delivering records management services as required by task order or services contract.

  • Our project and program management framework is the cornerstone for all RIM Program Deliverables and Services.

  • We integrate sound project management principles and techniques to address all concerns with structured and unstructured electronic information that must be scheduled, retired and finally dispositioned according to the organization’s RIM Policy or federal guideline.

  • Develop Records Management Plan for the Organization that implements new processes and procedures associated with regulatory requirements, industry standards and organizational benchmark


Operational Records Management Experience

  • Records File Planning, Indexing and Storage

  • Defining Metadata Standards and Records Taxonomy to support Federated Search across platforms

  • Provide expertise and input into the handling of recorded electronic information

  • Assures each business function is aligned to the organization’s records and information policies

  • Manage, control and direct records imaging and conversion operations and staff

  • Ensure adherence to record keeping policy and procedures

End User Training and Documentation

To support increased adoption of new records management procedures and practices that we recommend, the RM Professional has proven experience in developing the core training content and delivering the training program to end-user customers and key stakeholders.  We can vary the training and educational delivery approach based on user needs and skill sets.

Records and Information Collection Strategy and Planning

  • Technology Planning and RIM Program Road map Development

  • Evaluation and Recommendations of 3rd Party Commercial Off the Shelf RIM Solutions

  • Physical and Electronic Inventory

  • Review and Assessment of the RIM Program and Records Operation

  • Business Process Analysis

  • Paper / Physical Records Content Migration and Disposition Processing

  • Accessioning with NARA for Records Transfer

  • Taxonomy Development and Content Classification using Business Process

Let's Work Together

Want to know more about how the Records Management Professional can help meet your project or program goals through records management modernization?  

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