Conner Business Systems Family
A Practice of Conner Business Systems

A managed service that gets organizations fully organized — and keeps them that way.

We apply the right technology for the right job to make records, documents, and data work faster, more accurate, and less expensive. Every client is supported by a Fractional Director of Information Management — the part-time executive your organization didn't know it could afford.

Built for the long record.
Your IT team keeps the network running. We keep the records, documents, and data flowing.
A New Discipline
Records and information management has reached the point that IT reached twenty years ago — too specialized for office staff, too important to leave to chance, but too narrow for a full-time hire. So we run it for you.

You know the records situation isn't where it should be.

Records, documents, and data are spread across departments, systems, and decades. Some are on paper. Some are in software no one fully understands anymore. Some only exist because one long-tenured employee remembers where they live.

It works — until it doesn't. An audit comes up. Someone retires. A lawsuit lands. A new system has to import the old data. And suddenly the cost of that accumulated disorder becomes very real.

The frustrating part isn't that the problem exists. It's that fixing it has always seemed like more trouble than it's worth — until now.

Your IT team keeps the network running.
We keep the records, documents, and data flowing.

The Records Resource Group is the function your organization needs but probably can't justify hiring full-time. We come in as a managed service — embedded in your operation, working alongside your team, accountable for the records and document side of the house the way IT is accountable for the network.

We get the records situation organized. We improve how documents and data move through the business. And we keep those standards in place as your technology and your people change over time.

Every engagement is led by a Fractional Director of Information Management. Every client gets the same standard of work, regardless of size or tier. The only thing that varies between engagements is the operational scope.

Learn more about the role →

We don't replace your existing systems. We make them work better together.

Your accounting platform, your MRP or ERP, your CRM, your industry-specific software — these are specialized systems that took years to implement and that your team knows how to use. We're not here to replace any of them.

Our work sits in the connective tissue between those systems. We integrate with what you already have. We move documents, records, and data between platforms. We capture information at the front of your processes and route it to the right systems automatically. We make the systems you've already invested in work harder, work together, and stay current.

The investments you've already made stay intact. The expertise your team has built stays valuable. We just make all of it more efficient.

Works alongside the systems you already run
QuickBooks · Sage · NetSuite · Microsoft Dynamics · Acumatica · Salesforce · HubSpot · Microsoft 365 · Google Workspace · industry-specific MRPs and ERPs · and the hundreds of other specialized platforms mid-market organizations rely on.

Three disciplines, one ongoing relationship.

Every engagement covers the same three disciplines. We start where you are, address what's most important first, and keep going from there. There's no fixed end date — because records work, done right, never really ends.

i.

Organize

Get every department, every record, every workflow into a known and managed state.

We start with what you have. Paper files, digital folders, scanned archives, shared drives, application data, email-based processes. We map the current state, identify what matters, classify what's there, and bring it all under a single coherent system. By the time we're done with this phase, your organization is genuinely organized — usually for the first time in years.

ii.

Improve

Apply the right technology for the right job to make records, documents, and data work faster, more accurate, and less expensive.

Some problems call for AI. Some call for automation. Some call for better workflow design, sharper records discipline, or simply replacing a process that should never have existed. We figure out which fits where — and we don't apply technology just because it's available. Most clients see hundreds of hours per month freed up once the right improvements are in place.

iii.

Maintain

Keep the standards in place as technology evolves and people change roles.

This is the part most firms don't offer. Records management isn't a project — it's a discipline that has to be sustained. Technology improves. Staff turn over. Departments restructure. We stay engaged for the long record, keeping your records and document standards aligned with your business as it changes. Platform updates, ongoing improvements, and a dedicated team are included in the monthly fee.

Less than the cost of a part-time employee. Across your entire organization.

A part-time records clerk in most US markets runs $25,000 to $35,000 a year fully loaded — and does one job, in one department, when they're not on vacation. Our managed service starts under that. It covers every department. It includes a Fractional Director, a dedicated team, the full platform, ongoing improvement, and unlimited users.

In most engagements, our analysis identifies hundreds of hours and thousands of dollars per month that the organization is currently spending on records and document handling — money that's either eliminated outright or redirected to higher-value work once the right systems are in place.

The fee is flat. The pricing is transparent. The value compounds the longer we work together — which is exactly the point.

The Comparison
A part-time employee
does one job.
We do all of them.
A Fractional Director, a dedicated team, the full platform, unlimited users, continuous improvement — for less than the loaded cost of one part-time admin.

The technology has finally caught up with the work.

For most of the last forty years, records and document management was hard, slow, and expensive — which is why so many organizations have lived with the mess. The tools weren't good enough to make the work efficient, and hiring enough people to do it manually was prohibitive.

That has changed. AI, automation, and modern document platforms have made it possible to organize and process records at a scale and speed that wasn't realistic five years ago. Combined with thirty-five years of records management experience, we can now do for a mid-market organization what only Fortune 500 companies could afford to do before.

We don't lead with AI. We lead with the work. AI is one of the tools we use — applied where it actually helps and held back where it doesn't. The discipline is what matters. The technology is what makes the discipline practical.

Every relationship begins with a free Information Health Check-Up.

Before we ask anyone to spend serious money, we conduct a free Information Health Check-Up — a structured assessment of your records, document, and data situation. Two to four weeks. No commitment.

The output is a written assessment that's useful even if you decide not to engage us further, plus a specific proposal and a proof of concept tailored to your engagement. The proof of concept is delivered before any deposit is requested.

It's how we earn the work — and it's how you decide, on real information rather than guesswork, whether what we offer is right for your organization.

The Health Check-Up
Records, documents, and data — examined honestly.
A structured assessment of how your organization handles information today, and what could be done to improve it.

Free. No cost. No commitment. No obligation to proceed.

Two to four weeks. A predictable process with clear inputs and clear outputs.

Done by your team and ours. Your department heads complete a self-assessment; our Fractional Director conducts a brief working session with each.

Yours to keep. The written assessment is useful even if you decide not to engage us.

This service is for organizations whose leadership genuinely values being organized.

We work best with C-level executives who recognize that records, documents, and data are a foundation — not an afterthought. The kind of leaders who would rather get something fixed and keep it fixed than chase the next shiny tool. The kind of organizations that intend to be around for decades and want their operational discipline to match.

If that sounds like your organization, we should talk.

If your leadership doesn't see records and document chaos as a problem worth solving, we can't help — and that's fine. We work with the ones who do.

A practice of Conner Business Systems.
In records management since 1990.

The Records Resource Group is the modern records and information management practice of Conner Business Systems, a St. Louis firm that has been solving records, document, and data problems for established mid-market organizations since 1990. A St. Louis records industry lineage that traces back to 1950. Thirty-five years of independent operating history. One firm that intends to still be doing this work in another thirty-five.

Built for the long record.
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