RECORDS MANAGEMENT STRATEGY
Structure your information
Reduce your risk
Empower your teams
We help public sector organizations and governing bodies implement practical records management systems using Microsoft 365 and SharePoint—without the complexity or jargon.
Whether you’re starting from scratch or building on existing practices, we’ll help you design a usable, compliant, and scalable RM framework.
Pauline, Digital Transformation Analyst & Records Management Expert
What we deliver
We follow a structured but flexible process designed to meet your organization where it is—then build up from there.
RECORDS & INFORMATION MANAGEMENT
Deep-dive assessments to understand your current landscape
Streamlined business analysis for smarter workflows
End-to-end RIM program design
Intuitive classification systems that make sense
Retention schedules that keep you compliant and agile
Clear, actionable policies and governance frameworks
Scalable EDRMS solutions for the digital era
Hands-on training tailored to your team
ACCESS, PRIVACY AND COMPLIANCE
Compliance checkups that go beyond the checklist
Privacy Impact Assessments (PIAs) that protect your reputation
Privacy programs built for today’s regulatory demands
Rapid response for privacy breaches
FOI request support without the headaches
Practical policies and procedures that work in real life
Engaging, role-specific training for your staff
ARCHIVES AND DIGITAL PRESERVATION
Needs assessments that uncover what matters most
Future-ready archives program development
Smart arrangement and description strategies
Appraisal processes that prioritize value
Policies and procedures that keep you on track
Training that empowers your team to own the process
Automated digital preservation via Preservica
Why records management matters
We help you move from informal, inconsistent practices to a structured, compliant, and sustainable records program. This reduces legal and privacy risks, improves efficiency, and supports digital transformation efforts across your organization.
Our team collaborating and card sorting during strategy sessions with clients.
How we work
Our approach is structured but human. We work alongside you to build buy-in, deliverables, and lasting change. These are our core steps:
Discovery
Gap & Risk Assessment
Strategy + Roadmap
Training + Documentation
Ongoing Support
We align our methods with industry best practices like the ARMA maturity model but tailor everything for real-world use.
Engagement packages that fit your needs
We offer different levels of engagement to match your organization's capacity, complexity, and budget. Whether you're seeking quick clarity or full transformation, we’ve got you covered.
Foundations
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New to RM or looking for a light-touch review
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Discovery workshops, current state analysis, basic recommendations and coaching
Framework
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Teams needing structure, training, and policy development
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Gap analysis, RM and privacy alignment, procedures, and SharePoint enablement
Full Program
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Organizations ready to fully implement RM and privacy with long-term support
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End-to-end strategy, roadmap, KPIs, and training
Ongoing Advisory
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Clients who need a long-term partner for strategy refresh, training, or policy updates
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Quarterly coaching, policy maintenance, training refreshers, governance documentation and support
Why Gravity Union?
Deep experience with M365 and SharePoint records capabilities
Proven results in the public and nonprofit sectors
Experts in strategy and execution—not just theory
Flexible delivery, from one-time assessments to full implementations
We meet you where you are, then help you move forward with clarity and momentum.
Let’s build your records management foundation.
Whether you're formalizing what you're already doing or starting from the ground up, we’ll help you create a compliant, scalable records management program that works.