Records & Information Management — As a Service

Records under control.
Compliance under care.

We run records and information management as a managed service — for organizations whose records have rules, regulations, retention requirements, or just don't fit on a shared drive anymore. Strategy, compliance, AI-enabled workflows, and a Fractional Director, all in the monthly fee.

Start a Conversation → Take the 4-min Health Check →

The messier your records, the better we like the job.

Our Promise

One monthly service-based fee. One coordinated-managed program. Unlimited users. Unlimited integrations. Unlimited document and data automation.

The Gap

Most businesses discover the cost of mismanaged records when the stakes are highest.

Every established business accumulates information debt. Contracts in filing cabinets. Client records scattered across three systems. Email archives nobody has mapped. SharePoint sites abandoned by employees who left years ago. Retention schedules that exist only in someone's head — or don't exist at all.

Most leaders tolerate this until something forces a reckoning. By then, the gap is expensive to close — and rarely closes cleanly under pressure.

We exist for that moment. And — better — for the moments before it.

When the reckoning arrives

A regulatory audit you cannot pass on time
An acquisition diligence that exposes the chaos
A litigation hold you cannot defend
A cyber incident that revealed gaps in oversight
A long-tenured employee retirement
An ERP or DMS migration that stalls on legacy data

One service. One provider.
One monthly fee.

How We Engage

Managed services, not consulting.

Consultants advise and leave. We are responsible for the outcome — month after month.

A setup fee

Covers initial assessment, records inventory, policy development, system configuration, and onboarding work to bring you into the service.

ii.

A monthly service fee

Covers ongoing governance, compliance oversight, advisory access, regulatory response support, and your dedicated Fractional Director of Records and Compliance.

iii.

The full lifecycle

Operational records services — scanning, off-site storage, retention management, secure destruction — scoped into each engagement based on need.

In the Service

What's included in the monthly fee.

Our service is designed for businesses that need executive-level governance and the operational capability to deliver on it. Strategy without execution doesn't pass an audit. Operations without strategy doesn't survive scrutiny. We provide both.

Executive Governance

Dedicated Fractional Director of Records and Compliance
Information governance framework, policies, and retention schedules
Compliance posture maintained against your industry's requirements
Board and executive reporting on information health and risk
Data classification, access controls, and information risk assessment

Operational Management

Records inventory and ongoing systems mapping
Document management system oversight and optimization
Metadata standards, taxonomy design, and naming conventions
Integration between information repositories and operational systems
Legacy system migration planning and execution

Modernization & AI

AI-enabled document processing for invoices, contracts, forms
Intelligent document workflows connecting information to processes
Responsible AI governance for document and records workflows
Continuous improvement as capabilities evolve

Event-Driven Support

Audit and examination response coordination
Litigation hold, discovery, and records production support
Due diligence preparation for sale, acquisition, or investment
Post-incident recovery and process remediation
Regulatory inquiry response

Full Lifecycle Available

Document conversion and digitization. Off-site physical records storage. Retention schedule execution across physical and digital records. Secure destruction with certificates of compliance. Scoped into each engagement based on need.

How We Price

One monthly fee. Scoped to your situation.

No packages. No feature gating. Every engagement includes the same managed platform, the same Fractional Director leadership, the same advisory access, and the same support — at every level of service.

Your setup and monthly fee are scoped to three things. We size each engagement to what you actually need — and review quarterly so the price moves only when your needs do.

Departments engaged

Scope of the program

Number of business units, departments, or practice areas in scope
Each unit has its own records, retention rules, and stakeholders
Departments can be added or removed at quarterly review

Document & data storage

Volume of records under care

Records, files, and data we maintain and process each month
Includes AI-enabled workflow throughput on the managed platform
Scoped to your expected volume, reviewed quarterly

Fractional hours per month

Senior practitioner time

Estimated average hours of Fractional Director time per month
Strategic guidance, audit response, advisory access, review cycles
Flexed up during audits or major events; right-sized between

Scoped once, reviewed quarterly. Right-size or cancel any time. The price moves only when your needs do. Talk through your situation →

A note on what's always included.

Every engagement, regardless of size, includes unlimited users, unlimited integrations, and unlimited document and data automation on our managed platform. We don't gate features by tier, charge per seat, or throttle usage. If you need more departments, more storage, or more Fractional hours next quarter than you need this quarter, we adjust. If you need less, we adjust the other way. The one monthly fee is exactly that — one fee, designed to grow and shrink with you.

Industries We Serve

Where the cost of mismanaged records is highest.

We've spent two decades inside four regulated verticals. We know where the exposure lives — not theoretically, but the specific exposure that surfaces in audits, examinations, and litigation.

Financial Services

Community banks, credit unions, wealth advisors, RIAs, and insurance agencies. Examiner-ready records. Retention defensible against the OCC, FDIC, FINRA, and state regulators.

Banks · Wealth · Insurance

Legal & Professional Services

Law firms, accounting firms, healthcare practices. Client records governance that survives partner transitions, malpractice carrier reviews, and discovery requests.

Law · Accounting · Healthcare

K-12 Education

School districts and educational service agencies. FOIA, state retention requirements, special education record-keeping, and board documentation — all under one managed service.

Districts · ESAs · Public Sector

Manufacturing & Logistics

Quality records, supplier documentation, ISO compliance, and regulatory submissions. Process the volume; preserve the audit trail; stay current with industry standards.

QMS · Supply Chain · Compliance

Why The Records Resource Group

Operating experience that cannot be faked.

35+ years of P&L responsibility

We've made these decisions ourselves.

Our practice is led by a founder with 35+ years of business ownership and an accounting degree — and a third-generation records management heritage that goes back nearly a century. When we sit at your leadership table, we are not theorizing about the operating environment. We have lived it.

Two decades inside regulated industries.

Financial services, legal and professional services, K-12 education, manufacturing. We speak the regulatory language of each vertical and understand where the real exposure lives — not the theoretical exposure consultants discuss, but the specific exposure that surfaces in audits and examinations.

4 verticals deeply known

10K+ pages processed monthly by our AI

Production AI capability today.

Our AI pipelines process tens of thousands of document pages each month using current cloud infrastructure. When we discuss AI-enabled document workflows, we describe work we have built, deployed, and operated — not a roadmap.

Full lifecycle, one provider.

Strategy. Governance. AI workflows. Operational records work — scanning, storage, retention, destruction — all under one roof. Our clients manage one relationship, not five. The strategist and the operator are the same firm, with the same accountability for the outcome.

1 relationship end to end

Gary Conner

Founder & Fractional Director of Records and Compliance

About the Founder

Three generations. One conviction.

Records management has been the family work for nearly a century. I'm the third generation to make a career of it — and the first to build it for a world where records live across filing cabinets, cloud platforms, and AI workflows all at once.

I founded Conner Business Systems in 1990 with an accounting degree and a conviction inherited from two generations before me: that how a business manages its information is how it manages itself. Sloppy records aren't a back-office problem. They're a leadership problem — visible the moment a regulator, a buyer, or a court asks for something specific.

For 35+ years, I've sat across the table from owners discovering that truth under pressure. Bankers needing financials they couldn't produce on time. Sellers losing transaction value to diligence findings. Counsel scrambling for documents that should have been preserved differently. The cost of mismanaged records is rarely theoretical by the time it shows up.

The Records Resource Group is the practice I built to address it before it does. We work with regulated businesses to put records and information governance under managed care — not as a project, but as an ongoing service with a Fractional Director of Records and Compliance who is responsible for the outcome month after month.

If your records are a mess and the stakes are getting higher, I'd like to hear about it.

— Gary Conner Greater St. Louis · Missouri · Illinois · Kansas gary@connerbs.com

Let's Talk

If your records are a mess and the stakes are getting higher, we should talk.

Most first conversations last 30 minutes. We'll learn what's keeping you up at night, share whether we think we're a fit, and — if it makes sense — schedule a deeper assessment. No pitch deck. No pressure.

Start a Conversation → Call: (636) 305-1400

Not ready for a full conversation? Take the 4-minute Health Check — an industry-specific diagnostic to see where your records stand today. No commitment, no sales pressure.

Records under control.Compliance under care.