All case studies
Public Sector · 18 months
Defensible retention across 340 million records
Federal regulatory agency
- 340M
- Records classified
- 72%
- Redundant data disposed
- Zero
- Audit findings
Engagement
- Public Sector
- 18 months
The situation
Retention schedules existed on paper but were not enforced by any system. Legal hold was managed on a spreadsheet.
What we did
- 01Rebuilt the retention schedule against statutory obligations.
- 02Implemented automated classification and disposal workflows.
- 03Replaced manual hold tracking with system-enforced legal hold.
- 04Documented the evidence chain for inspector general review.
Outcome
- 72% of redundant, obsolete and trivial data disposed defensibly.
- Legal hold applied and released automatically with full audit trail.
- Zero findings at the following records audit.
Comparable engagement
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