Because records retention compliance starts at the desktop with employees who create, receive, and use records, organizations are searching for ways to make it easier for them to classify records into the correct retention categories. One solution is to use a “big bucket” strategy for simplifying records retention schedules by consolidating record types related to the same business function or process and with similar retention requirements into bigger retention buckets of record series. With fewer buckets resulting in fewer retention choices, employees and auto-categorization tools are more likely to classify information consistently, which ensures better compliance with an organization’s record retention requirements. This, in turn, reduces risks associated with keeping records too long and reduces costs for maintaining and responding to e-discovery demands for large volumes of unneeded records.

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