Anna Morgan will explain how Lifestyle Document Management helps organizations store, digitize and securely destroy sensitive documents

MILFORD — The Chamber of Commerce for Greater Milford will give local business leaders an early-morning introduction to a subject that rarely attracts attention until a record is lost, stolen or urgently needed.

Anna Morgan of Lifestyle Document Management Inc. will be the featured speaker at the chamber’s Sunrise Seminar from 8 to 9 a.m. Tuesday, Aug. 25, at Milford Place, 500 S. DuPont Blvd.

Morgan will discuss the company’s work and its broader approach to document management — helping organizations decide which records to retain, how to protect them, when to convert paper files into digital records and how to securely destroy information that is no longer needed.

The seminar, sponsored by Bayhealth, will also include a continental breakfast provided by Milford Place Bistro and networking among chamber members.

Records are part of business infrastructure

The concept behind Lifestyle Document Management is straightforward: Records should be managed throughout their useful life instead of being allowed to accumulate in boxes, filing cabinets and computer folders.

For a business, those records may include customer information, employee files, financial statements, contracts, medical information and other confidential material. Poorly managed records can waste employees’ time, occupy valuable space and create security or compliance risks.

A document-management system establishes a process for storing records securely, retrieving them when needed and destroying them properly when their required retention period ends.

That approach treats document management as part of a company’s operating infrastructure — similar to accounting, information technology or insurance — rather than simply a method for reducing paper clutter.

More than two decades on Delmarva

Lifestyle Document Management says it has provided secure record-storage and shredding services across the Delmarva Peninsula since 1999. The Georgetown-based company also offers document scanning and digital archiving.

Its customers include organizations in fields such as health care and financial services, where records may contain particularly sensitive personal information. The company says its services are designed to make record keeping more secure and less burdensome for businesses.

The seminar will give Morgan an opportunity to explain how those services work and why even small organizations should develop consistent policies for handling confidential documents.

Breakfast and business connections

The Sunrise Seminar is also designed as a networking event for the Milford-area business community.

Attendees are encouraged to bring business cards. Those arriving for early networking beginning at 7:30 a.m. can enter a drawing for a $15 gift card from Dolce Bakery & Coffee Shop.

TO GO

What: Sunrise Seminar featuring Anna Morgan of Lifestyle Document Management
When: 8-9 a.m. Tuesday, Aug. 25; early networking begins at 7:30 a.m.
Where: Milford Place, 500 S. DuPont Blvd., Milford
Includes: Continental breakfast and business networking
Sponsor: Bayhealth
Information: Call the Chamber of Commerce for Greater Milford at 302-422-3344 or visit its event calendar

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