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  • Archival appraisal

    Gather the entire history of knowledge, identify all regulatory obligations, and expedite archival production work

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Overview

Archival Appraisal

It is through the archival appraisal process that the team of archivists gains in-depth understanding of the client’s legal personality. Based on the analyzed information, the team identifies which materials are necessary to excel in the information classification work.

The diagnostic service provided by Ikhon’s archivists stands out for delivering products that comply with the law and adapt to the client’s specific needs, whether they are a public or private company.

As a result, the work delivered by the team can be applied in the long term by the organization because all deliverables will be developed to respect the best practices of archival consulting and adapt to the business’s needs.

Rely on Ikhon to perform a comprehensive analysis of the knowledge generated and stored within the organization.

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BENEFITS

Begin your archival consulting successfully

Discover the advantages the archival appraisal service provides to organizations.

  • Correct Scope Definition

    The appraisal service analyzes all informational history present in the company and identifies the regulations that need to be followed to ensure a comprehensive and compliant delivery.

  • Documents assessment

    The diagnostic initiates the categorization of documents produced and received by the company, classifying them according to their purpose and facilitating information retrieval.

  • Customized Solution

    The archival diagnostic takes into account the peculiarities of the company or department, creating instruments tailored to the client’s reality. This ensures that the work remains valuable for an extended period.

  • Time Optimization

    The development and adaptation of workflows take time and require team effort. The manual’s development provides detailed information on how each routine can be performed, eliminating the need to think about execution.

  • Process Assessment

    By carrying out the aprraisal, everyone involved clearly understands the quantity of materials that will be created, why each of them is needed and the deadline schedule.

  • Compliance with the Law

    The archival team adjusts the document reality of the institution in accordance with its legal personality, organizing and classifying the document production according to the regulations decreed by the regulatory body.

  • Global Standards

    In addition to complying with the key document standards of the National Archives Council (ConArq), we also follow the regulations of major ISO standards related to document management.

  • Auditable Results

    Because we follow a transparent methodology, adapting our work in line with current legislation and quality standards in document management, our deliveries are compliant with auditing processes.

  • Long-Term Use

    With personalized and legally compliant deliveries, the work provided is 100% suitable for the company’s reality and industry. Therefore, it can be used for years without major structural changes.

ADVANTAGES

Why carry out our Archival Appraisal service?

  • Use of International Methodologies

    Use of International Methodologies

    In addition to compliance with ConArq standards and regulatory agencies, we also adopt classification standards created by international norms, such as ISO 15489 and ISO 30300.

  • Custom Archival Production

    Custom Archival Production

    Our team immerses itself in the client’s environment, understanding both their legal personality and the local practices, adapting the production of archival instruments to align with the local reality and be genuinely useful.

  • Solid Experience in the Field

    Solid Experience in the Field

    We have been operating in the document management sector for over 20 years, with a specialized archival team producing archival instruments for public and private organizations across various sectors.

  • Process Automation

    Process Automation

    After mapping the workflow, we automate all physical routines to a digital platform, making information retrieval faster.

  • Optimization of Collections

    Optimization of Collections

    We have experience in organizing, digitizing, and archivally indexing collections, resulting in quicker information retrieval.

  • Accelerated Implementation

    Accelerated Implementation

    Our work model prioritizes continuous execution, delivering results early in the process.

  • Comprehensive Solution

    Comprehensive Solution

    We organize and improve the entire information management journey, creating processes to classify information, transferring physical document collections to a web platform, and automating tasks to offer services digitally that were previously only available in-person.

FAQ

Questions and answers about the archival appraisal service

  • What is the archival appraisal service?

    The archival appraisal service is the analysis process that precedes the production of archival instruments.

  • What are the main stages of the archival appraisal?

    As a first step, the team conducts a survey of all the informational history of the company, understanding how each department organizes information. After this analysis, the team creates custom instruments for the organization’s reality, whether it is public or private.

    At the same time, the organization’s legal personality is also assessed to classify which regulations need to be observed to ensure that the work complies with the regulatory agency.

  • What problems does the archival information diagnostic solve?

    The diagnostic expedites the production of archival instruments, as it maps all the instruments and manuals required in advance, enabling document management work to proceed smoothly and efficiently.

    The diagnostic also organizes the entire archival production according to the needs of each institution, creating a customized solution to meet the organization’s needs while ensuring compliance with the necessary regulations for document conformity with good archival practices.

  • When is it recommended to hire the archival appraisal service?

    Ideally, the diagnostic should precede any initiative related to the construction of archival documents, such as the classification plan and the retention schedule.

    This happens because with the prior analysis performed by the diagnostic, the production of archival instruments is more agile, complete, and requires fewer adjustments.

  • What are the next steps after the production of the diagnostic?

    The information from the archival diagnosis and information is used as a basis for the production of archival instruments (classification plan and temporality table).

    In addition to the instruments that are essential for the work, the diagnosis may also indicate the need to produce other support materials.

    An example of complementary material would be the indication of a technical documentation manual or manuals, used to record complementary, but important, processes so that document management occurs correctly.

  • Can I hire different companies to carry out archival diagnosis and production of archival instruments?

    In theory, yes. But it is important that the working model of the two companies is similar, so that the materials produced by the diagnosis are 100% used for the construction of archival instruments.

  • Why hire Ikhon to carry out the archival appraisal service?

    With more than 20 years of experience in document management, Ikhon has a number of archivists specialized in organizing and classifying the documentary history of public and private brands. Always taking into account the legal personality of each client to create personalized instruments for their reality.

    We work following the standards of the National Archives Council (ConArq) and we also base our work on international document classification standards, such as ISO 15489 and ISO 30300.

    For these and other differences, we deliver an archival diagnosis and information service suited to the needs of each area, which respects national and international document management standards and has a technical basis that allows for post-work audits.

Questions?

Our specialized team is ready to answer all your questions about Archival Appraisal services and help you understand how this contract can bring tangible benefits to your business challenge.

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