Booth 310Meet us at ARMA InfoCon · Savannah, Oct 25 to 28Booth 310ARMA InfoCon · Oct 25 to 28
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Booth 310Meet us at ARMA InfoCon · Savannah, Oct 25 to 28Booth 310ARMA InfoCon · Oct 25 to 28
Book a private meetingCan’t make it? Meet by videoor by video
Orchestrate your policy.
Orchestrate is the practitioner-built platform for building, maintaining and operationalizing your records retention schedule, with legal research across 340+ jurisdictions behind every rule.
Discover
Most retention schedules live in one of two places: static files (spreadsheets, Word documents, PDFs on the intranet) that fall out of date the day they’re approved, or legacy platforms that make the business bend its taxonomy to fit the software. Either way, regulations change faster than the schedule does, legal research happens by hand, and every audit means assembling the proof again. The result is governance that’s inconsistent across regions and business units, and hard to defend when it’s tested.
Orchestrate was designed by information governance professionals who've built and defended global retention schedules themselves. Its workflows follow how legal, compliance and records teams actually work, so records managers spend their time on decisions, not on maintaining rows and columns.
Orchestrate supports complex, multi-layered taxonomies, so your schedule reflects how the business is organized. Your team connects each record series to the legal authorities that govern it, across 340+ jurisdictions, and keeps one global schedule in place of separate regional copies.
Orchestrate's research database covers 340+ jurisdictions and 360,000+ retention obligations, curated by our team and kept current. When a requirement changes in a jurisdiction your plan covers, Orchestrate surfaces the change with the research attached, and your team decides how the schedule responds.
An employee portal, included in the Global and Enterprise plans and available as an option in Core, turns the schedule into guidance people can act on. Anyone in the organization can search for the records they hold and see their retention obligations in plain language.
Orchestrate runs on REST services, and every plan includes configuring and implementing the API endpoints that connect it to the systems that need your policy. When the schedule changes, those systems read the new rule from one source instead of a copy someone has to update.
Replacing document-based schedules. Move from a spreadsheet, Word file or PDF to a live, governed schedule in a standard eight-week implementation, with the legal citations that support each rule.
Global retention schedule management. Apply a standard baseline everywhere, and configure jurisdiction-specific exceptions deliberately rather than by copying the schedule.
Audit readiness. Answer “why do we keep this, and for how long?” with the citation behind the answer, already attached.
One powerful engine. Three levels of reach.
Choose the jurisdictional coverage that matches your footprint.
For organizations with a primary domestic footprint and targeted regional operations.
Coverage:
Included:
Optional:
For growing multi-nationals requiring comprehensive domestic coverage alongside international expansion.
Coverage:
Included:
For large-scale, highly regulated multinationals operating across complex global markets.
Coverage:
Included:
Software that holds an organization’s retention schedule as structured, governed data instead of a document: which records it keeps, for how long, under which legal authority, and in which jurisdictions. Orchestrate adds the legal research behind each rule, a portal employees can search, and an API the organization’s systems can read.
340+ jurisdictions and 360,000+ retention obligations, kept current in Orchestrate’s research database. Plans differ in how many of those jurisdictions are included, and change monitoring covers the jurisdictions in your plan; see the pricing tiers above.
Eight weeks from the first workshop to a live schedule, when the scope is agreed at the outset and your subject-matter experts are available for the workshops and reviews. Each phase closes on a stated outcome: the foundation in week one, legal research in weeks two and three, the baseline and exceptions in weeks four and five, review in weeks six and seven, and go-live with train-the-trainer sessions in week eight. A larger scope, such as more jurisdictions or business units, gets its own plan before work starts.
No, and that’s deliberate. Orchestrate surfaces the change with the research attached, and your subject-matter experts decide whether and how the schedule changes. The schedule stays a record of your organization’s decisions.
Yes. Implementation starts by consolidating your existing schedules into a baseline, then validates the legal requirements behind it and configures the jurisdiction-specific exceptions.
Orchestrate defines the governance rules and the retention schedule. Illuminate classifies your unstructured data against those rules, where the data lives. Together they connect written policy to what actually happens to your information.
The unified platform advantage
Orchestrate defines the rules. Illuminate classifies your unstructured data against the schedule you built in Orchestrate, and your team decides what happens to each item on a documented basis. Together they close the gap between written policy and what happens to your information.
Stop managing rows, columns, and rigid forms. Start managing risk. Let us show you what your specific retention schedule looks like inside a dynamic platform.