Small Business Risk Assessment
How does your business store information?
A.
Mostly paper documents
C.
Mostly digital files
B.
Both paper and digital files
D.
I don't know
1/12
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Where does your business store paper documents?
Please select the option that best describes your business.
A.
At the office
C.
At home
E.
In a self-storage unit
B.
Offsite with a records management vendor
D.
Offsite with Iron Mountain
F.
I don't know
2/12
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Is your business in a highly-regulated industry (e.g. financial services, healthcare, legal, insurance)?
A.
Yes
B.
No
C.
I don't know
3/12
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Are your files well organized?
A.
Yes
B.
No
C.
Not sure
4/12
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Do you know which documents are active and inactive files?*
A.
Yes
B.
No
C.
Not sure
* Active Files are files you and your employees need access to for daily business functions. Inactive Files are files you know you have to retain through their legal retention data but do NOT need daily access to
5/12
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Do you have a process in place to determine which documents to keep and for how long?
A.
Yes
B.
No
C.
We have a process but it's not routine
6/12
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Can you and your employees locate information quickly and easily?
A.
Yes
B.
We can find it but it takes time
C.
No
7/12
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Do you shred or destroy paper documents?
A.
Yes
C.
I don't know
B.
No
D.
We shred/destroy paper documents, but not regularly
8/12
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If you do destroy documents, what method do you use?
Please select the option that best describes your business.
A.
We schedule routine or as-needed pickups with a shred vendor
C.
We use a personal or an in-office shredder
E.
Iron Mountain is our shred vendor
B.
We throw away or recycle old documents
D.
Not applicable, we keep all of our documents
9/12
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Do you scan paper documents in order to convert them to digital files?
A.
Yes
C.
We create digital information from the start
B.
No
D.
No, but I am interested in digital conversion
10/12
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Is going digital a priority for your business?
A.
Yes
B.
No
C.
We're interested but not ready for that kind of change
11/12
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When it comes to managing your information, what would be the most helpful?
Please select one.
A.
Setting up routine shredding
C.
Storing records offsite securely
E.
Getting help organizing our information
B.
Setting up a retention schedule
D.
Digitizing our information
F.
I don't know
12/12
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