Managing Records: Consultants and Vendors

Records Management Consultants

The New York State Archives has compiled this list of records management consultants to aid government agencies, local governments, and other entities searching for companies and individuals providing records management consultant services. This inventory lists organizations, their contact information, as well as a brief summary of services offered when the information was available. While every effort has been made to ensure accuracy and completeness, you are encouraged to contact consultants directly for verification.

The New York State Archives assumes no responsibility for the professionalism of any consultants listed. These consultants have done needs assessment or implementation work for local governments in New York State under a Local Government Records Management Improvement Fund (LGRMIF) grant or have requested to be added to this list. This list is not meant to endorse, recommend, or require use of any particular consultant on this inventory. If you know of other consultants that should be on this list or you discover content inaccuracies in this list, please contact the Records Service Development unit at (518) 474-6926 or, by e-mail, at

Revised 31 March 2015

Alicia Jettner, Consultant
45 Reed Street
Canajohaire, NY  13317
Phone: (518) 673-3161

Brian Keough
Head of M.E. Grenander Department of Special Collections and Archives
Science Library 352
University at Albany, SUNY
1400 Washington Ave
Albany, NY 12222
Phone: (518) 437-3931
Fax: (518) 437-3930

Bill Lipner
416 6th Street
Brooklyn, NY 11215
Phone: (917) 723-1048
Fax: (212) 214-0386

Shoshanna B. McCollum
PO Box 276
Ocean Beach, NY 11770
Phone: (631) 583-9052

John Noble
312 Malden Street
Rochester, NY 14615-2612
Phone: (716) 663-8053
Fax: (716) 428-6092
Email: crarchiv@mcls.rochester.lib

Jim Olsen
106 Arcade Avenue
Jamestown, NY 14701

Idilio Gracia Pena
158-32 73rd Avenue
Fresh Meadows, NY 11366-1024
Phone: (718) 591-6955 or (212) 650-8865

William Saffady
114 Second Place
Brooklyn, NY 
Phone: (718) 246-4696
Fax: (718) 246-4855

K. Sickler-Murphy
(NYS certified M/WBE)
Records Management Consultant
2369 West Old State Road
Schenectady, NY 12306
Phone: (518) 355-9084 or (518) 357-0693
Mobile phone: (518) 986-6509

Alden Stevens
15 Elba Street
Rochester, NY 14608
Phone: (585) 230-4865

17a-4 llc.
Carter Gray or Charles Weeden
P. O. Box 1492
Millbrook, NY 12545
Phone: (212) 949-1724
Fax: (212) 202-4391
Email: or
Services/sales: 17a-4 focuses on the email archive, archiving e-messaging (blackberry. OCS Chat, IM Manager, POD messaging, LinkedIn profiles/InMail, Twitter, Facebook, and LivePerson), and e.-Discovery (producing content from live data sources like CIFS, NFS, NAS, Microsoft Exchange, laptops, desktops, and SharePoint repositories). Our e-messaging archiving software supports all email archives in operation, and we advise on types of email archives for prospective users. We perform the professional services associated with email archive installations, upgrades, shortcutting, mailbox quotas, and customizable metadata component extensions for specific email methodologies and practices.

Access Systems, Incorporated
Steven F. Goodfellow
P. O. Box 402
Manlius, NY 13104
Phone: (315) 682-1188 or (888) 624-6319 (within the US)
Fax: (315) 682-0865

Allstate Information Management
Sheila Grabowski
80 Beckwith Ave
Patterson, NY 07503
Phone: (800) 225-1080

Andrews Consulting Services
Jim Miller
6900 W. Snowville Rd.
Cleveland, OH 44141
Phone: (800) 807-2093 or (440) 838-8781

Ginny Doyle
150 Penrod Court, Suite L
Glen Burnie, MD 21061
Phone: (973) 945-2999
Fax: (410) 553-6386
Services/sales: We are a Blue Print Organization, Repair, Management and Scanning Firm. Our full Customized Bookmarking and Turnkey process brings "Control to The Chaos" of your documents.

Center for Governmental Research (CGR)
Charles Zettek
1 South Washington Street
Suite 400
Rochester, NY 14614-1125
Phone: (585) 327-7068
Fax: (585) 325-2612

Concorde Group, Inc.
Howard J. Gordon
601 North Olive Street
Media, PA 19063
Phone: (610) 566-3009
Fax: (610) 565-4764
Services/sales: Concorde specializes in assisting clients in formulating a records management plan for all documents that will, over time, significantly reduce the volume of paper being stored. We also offer business continuity planning to guard against loss of data and preserve the continuity of operations.

Content Conversions
Anthony Stigliano
306A Jericho Turnpike
New Hyde Park, NY 11040
Phone: (516) 437-5888
Fax: (516) 437-6200

Continuum Systems
Bob Owens
2401 Burnet Avenue
Syracuse, NY 13206
Phone: (800) 933-0180
Services/sales: OnBase is a fully integrated enterprise content management (ECM) software suite used by more than 7,500 mid-tier and Global 2000 enterprises to capture, route, manage, share and archive high volumes of corporate information critical to business operations, audits and customer service. Eliminating low-value manual tasks through core OnBase functionality such as document imaging, workflow and COLD/ERM and making all content instantly available from a single, easy-to-use interface increases employee productivity and operational efficiency. OnBase complements its ECM functionality with expertise in specific industry solutions and back office operations.

Diversified Information Technologies, Inc.
Marlene Marriaggi
123 Wyoming Avenue
Scranton, PA 18503
Phone: (570) 496-1812
Services/sales: Records Management; Document Conversion/Data Capture; Electronic Mailroom; Electronic Hosting/Repository and Secure Access System, Consulting and Assessment Services, Print/Output Services. ISO 9001:2008 Certified, SAS 70 Type II Certified, 36 CFR compliant Records Storage Facilities.

Document Conversion Inc. (DCI)
Michael B. McLaughlin, Certified Document Imaging Architect +
307 Rushmore Avenue
Carle Place, NY 11514
Phone:  (516) 318-4376
Fax:  (516) 349-7260
Services/sales: We provide the Digitech suite of content management systems including a WEB based digital repository. DCI's core services include the scanning of paper, wide format drawings, plans, medical x-rays, and microfilm to the digital format.

DR III. Inc.
Cindy Albert, President
P. O. Box 336
East Meadow, NY 11554
Phone: (516) 489-1473
Fax: (516) 292-3091
Services/sales: Micrographic repair service, maintenance contracts, and billable service calls are available. Manufacturers serviced include Canon, Minolta, Alos, Eyecom, Bell & Howell. Other services include: Microfilming, scanning. Products sold include: toner, bulbs, microfilm and scanning equipment.

85 Broadway
Albany, NY 12204
Phone: (518) 456-1011 or (866) 816-1217
Services/sales: Digital microfilm conversion, digital microfiche conversion, high resolution scanning, mass document scanning services, back file conversion services, large format scanning, historical document imaging experts, intelligent data capture solutions, document indexing, scanner sales and service, integration with UCMS software for Surrogate’s Court applications, electronic document management systems and secure cloud-based filing solutions, records management consultation, SMEAD barcode labeling. Services available under NYS OGS Preferred Source Program.

Bryan Finlayson, Account Executive
23 Thornton Road
Oakland, NJ 07436
Phone: 973-279-4411 or 800-625-7163
Fax: 973-279-6235
Services/Sales: FileBank provides records information management services for physical and digital enterprise content to schools, municipalities, and private businesses in the Tri-state area. Our document management solutions are focused around four core services: document archiving, scanning, shredding, and data hosting. We can provide document storage, paper records/blueprints and microfilm/microfiche scanning and conversion, indexing and data entry, records retention, electronic document management, and business analytics software solutions. Through our 27 years of expertise in records management and understanding of our customers' unique document management needs, we improve office business process efficiency and compliance with state and federal regulations. Our Jump-to-Digital program combines our core services of document archiving, scanning, shredding, and electronic document management into a single powerful package that helps schools and municipalities reduce reliance on paper records and transition to a paperless work environment. Our Instant Access service provides a complete inventory of all files inside boxes stored with FileBank, allowing for rapid file retrieval and scan-on-demand service. Currently servicing the records management needs of over 40 schools and 60 municipalities in the Tri-state area.

Formtek, Inc.
1855 Gateway Blvd.
Suite 570
Concord, CA 94520
Phone: (925) 459-0482
Fax: (925) 459-0487
Services/sales: Formtek software products and services address real, day-to-day document management, content management and records management (5015.2) requirements for worldwide customers in manufacturing, aerospace, defense, telecommunication, utility, and government.

Gallego Information Services
Caroline Gallego
P.O. Box 345
Buffalo, NY 14224-0345
Phone: (716) 675-0012
Fax: (716) 674-9093

GEMKO Information Group, Inc.
100 Corporate Parkway, Suite 200
Amherst, NY 14226
Phone: (716) 929-2700
Fax: (716) 929-2705

Gimmal Group
1 Liberty Plaza, 23rd floor
New York, NY 10006
Phone: (212) 809-4050
Fax: (212) 480-1293

Julio Irizarry
215 Coles Street
Jersey City, NJ 07310
Phone: (866) 947-6932
Fax: (201) 798-4427
Services/sales: GRM Document Management is a leading provider of lifecycle records and information management solutions. The company continues to demonstrate technological leadership by bringing proprietary innovation and new levels of cost efficiency to document storage, data protection, digital/electronic document management and certified destruction. Fully integrated products and services include: eAccess remote inventory control, the Cloud-based Online Record Center, business process workflow automation, a blended paper to digital solution,GRMpedia, a retention regulatory research tool and the Solutions Group, Compliance and Governance expertise. GRM’s full service capabilities are available in major markets throughout the U.S., including New York/New Jersey, Atlanta, Baltimore, Boston, Chicago, Houston, Los Angeles, Miami, Philadelphia, San Francisco, and Washington, D.C.

GRM Information Management Services
Rick Swink
9200 East Hampton Drive
Capitol Heights, MD 20743
Phone: (301) 324-0777
Fax: (301) 324-0775

Hudson Microimaging
Route 9W,  P.O. Box 640
Port Ewen, NY 12466
Phone: (845) 338-5785
Fax: (845) 338-2556

Hunter Information Management Services, Inc.
Gregory S. Hunter, Ph.D., CA, CRM
177 Banbury Road
Mineola, NY 11501-1518
Phone: (516) 248-5388
Fax: (516) 248-2435

IMA Imaging & Microfilm Access, Inc (Since 1979)
Mitch Davis
150 Knickerbocker Ave, Suite E
Bohemia, NY 11716
Phone: (631) 589-8100, ext. 12
Fax: (631) 589-8119
Services/sales: IMA (Imaging & Microfilm Access, Inc.) is a document imaging, conversion services and technologies company with more than 35 years industry experience. We help government and businesses capture, control, archive, access and manage critical documents at an affordable price. IMA Technologies, a subsidiary of IMA, is a full-service provider of Records Management Solutions. We offer widely installed, customizable, third-party systems with cloud-based and on-premise licensing models. IMA Technologies is an authorized reseller of Laserfiche. Because IMA is an associate member of NYSID, which is a Preferred Source, state and local government agencies can purchase IMA’s full range of scanning, microfilming and related document conversion services through NYSID (New York State Industries for the Disabled, Inc.).

Image Data, Inc.
Richard O’Donnell
Rochester, Buffalo and Syracuse Regions
Phone: (585) 742-2021
Laurie Green
Albany Region
Phone (518)862.2740
Services/sales: BPA/Needs assessments, Document and Microfilm Scanning, 16mm and 35mm microfilming, microfilm processing and duplication, Methylene blue testing, preservation microfilming, Document Scanners, Software, Data Entry and Web Hosting.

Image Integrator LLC
Rockwest Facilities
1005 West Fayette Street. Suite 3D
Syracuse, NY 13204
Phone: (315) 474-9788
Fax: (315) 295-2528
Services/sales: Aperture card conversion, document scanning and conversion, image to film, film processing, hardware and software maintenance, microfiche digitizing, microfilming, paper conservation, shredders, scanners, records management software.

Info Management Solutions, LLC.
Rodney Bryant, President - Consulting Operations
4222 Fortuna Center Plaza, Suite 228
Dumbries, VA 22025
Phone: (703) 398-5659
Fax: (888) 721-7919
Services/sales: Info Management Solutions, LLC (IMS) was established in response to the increasing shortage of highly skilled technical support in the area of Records and Information Management. IMS is a Minority Owned Small Business (MOSB), Minority Woman Owned Business (MWOB), and Veteran Owned Small Business (V)SB). IMS has a successful and proven track record of providing top quality Records and Information Management consulting services which encompasses Lifecycle Management, Business Process Analytics and Integration, Governance, Assessments, Records Retention Schedule development, File Plan/Classification, Training, and Technology related to Records Management, regardless of format, media or industry.

Michelle DeMino
300 Main Street, Suite 4-102
East Rochester, NY 14445
Phone: (585) 738-8638
Services/sales: InfoPreserve offers a comprehensive end-to-end document, data, and digital asset preservation solution. Documents are immediately accessible, searchable, and trackable with flawless retrieval capability and full featured administrative controls for access, audit, and retention management. Residing in a private cloud, this l0ong-term digital preservation solution for scanned and digital documents is accessed from anywhere via a secure web connection. The patented Preservation Vault TM technology preserves this information in formats readable for decades to come while eliminating the search costs, the frustration, and the inefficiency of placing preserved information in physical storage.

Inlook Group
Cynthia G. Swank, CRM, CA
Peter J. Parker
P.O. Box 405
Portsmouth, NH 03802-0405
Phone: (603) 964-9294
Services/sales: Provides records and information management, archives management, and historical collections management services to government agencies, businesses, non-profits, and academic institutions.

Karen Herwig
669 Grove Road
Thorofare, NJ 08086
Phone: (888) 845-7015
Fax: (856) 845-7082
Services/sales: InOutsource provides records and information management consulting services.

Integrity Resources & Imaging Services
(dba) IRIS Resources
Eileen A. George, CEO
2290 East Main Street
Rochester, NY 14609
Phone: (585) 563-7660
Cell: (585) 690-8133
Services/sales: We invite you to employ our services for: Archival projects; fragile volumes, rare documents, photograph and slide imaging services. Digitize and image books, bound and unbound. Scan and convert, 16, 35 mm micro film and micro fiche and ap cards. We scan documents from 2” x 2” to as large as 70” x 48” X 6” form, paintings, photos, objects for insurance reasons. We also offer full consulting services; system assessments, document evaluation, inventory, training, Education; software hardware.

Iron Mountain
317 Madison Avenue
New York, NY 10017
Phone (646) 502-7228 or (800) 899-4766
Services/sales: Iron Maountain Inc, provides information management services that help organizations lower the costs, risks, and inefficiencies of managing their physical and digital data. The company's solutions enable customers to protect and better use their information -- regardless of its format, location, or life cycle stage -- so they can optimize their business and ensure proper recovery, compliance, and discovery. Many of Iron Mountain's offerings are in areas such as Document Management Solutions, Records Management and Storage, Health Information Management, Secure Shredding, Disaster Recovery, and Data Recovery.

Janus Associates, Inc.
Jim Adams
Director of Business Development
1055 Washington Blvd
Stamford, CT 06901
Phone: (203) 251-0238
Cell: (203) 561-8074
Services/sales: We are specialists in risk analysis, penetration testing, compliance and PCI assessments, disaster recovery and business continuity planning, eDiscovery, data forensics, data breach crisis management, advanced biometric and authentication software, and mainframe security audit solutions.

Just The Right Stuff
Neil Greeson
103 Twin Oaks Dr.
Syracuse NY 13206
Phone: 315-433-1309
Fax: 315-463-7118
Services/Sales: Moveable/Mobile Shelving, Fixed Shelving & Storage Products, Open Shelf Filing Systems, High-Density Storage Solutions, Custom Storage Solutions, Library Shelving, Authorized Times-2 Aurora Storage Dealer, Record Storage Boxes, Labeling Systems, Authorized Smead Dealer, Color Coding Supplies, File Folders, File Pockets/Accessories & Indexes, Free Storage Assessments, Filing Audits & Needs Evaluations, Space Planning & Design Of Your Storage Needs/Requirements, Autocad Drawings Provided, Product Quotes & Proposals Provided, Delivery & Installation Services

Lederman and Associates Ltd.
Paula Lederman
55 St. Clair Avenue West, Suite 125
Toronto, Ontario, Canada M4V 2Y7
Phone: (416) 482-6619
Fax: (416) 482-6756

Lifetime Document Management
Lou Ann Owens
425 Paul Road
Rochester, NY 14624
Phone: (585) 784-3190
Fax: (585) 429-5612
Services/sales: A NYSID member provider for Scanning and Imaging Services, including Optical Character Recognition Technology (OCR), Cloud Computing, Electronic records Management and Secure Document Destruction. NAID AAA and ISO 9001:2008 Certified.

LNW eConsulting
55 Congress Street, Suite B
Portsmouth, NY 03801
Phone: (800) 716-5675
Fax: (888) 501-7606
Services/sales: We specialize in the implementation of document and records management applications. LNW develops file plans and retention and disposition schedules, installs and configures legacy data migration, supports and develops integrations, and trains on the chosen vendor product. We are certified in Microsoft SharePoint, Open Text ECM (Livelink and eDOCS), Documentum, IBM FileNet, and DB2 RM. LNW also works with Microsoft SharePoint, NewsGator, and Jive, implementing social computing solutions.

National Archives, Inc.
Chris Orfanos, Operations Manager
605 Locust Street
Garden City, NY 11530
Phone: (516) 794-0021
Fax: (516) 794-1072
Services/sales: We provide specialized and quality document services to Nassau County, Suffolk County, Queens, Brooklyn, Manhattan, & Staten Island. We service all Five Boroughs of New York, as wall as all major business hubs on Long Island. We provide Legal Document Storage, Document Imaging Solutions, Document Shredding Services, or Medical Record Scanning. We provide secure, confidential off-site file storage so you can focus on the growth of your business. Let us work for you so your information and documents are easily accessible and secure.

Pitney Bowes Managment Services
Michael J. Clark90 Park Avenue, 11th Floor
New York, NY 10016
Phone: (212) 808-3817
Cell Phone: (732) 221-4105
Fax: (203) 617-3548

Records Improvement Institute, LLC
Jim Coulson
6 Stone Hill Road
Westboro, MA 01581
Phone: (508) 836-5575
Fax: (508) 836-5574

Records Update, Inc.
Sofia Empel, MLIS, CRM
332 Terrace Avenue
Hasbrouck Heights, NJ 07604
Phone: (201) 288-5883
Fax: (201) 288-7976

SafeGuard Records Management
Frank Vitarelli
800 Rike Drive
Millstone, NJ 08535
Phone: (877) 301-5800

David Lapresi
222 Andrews Street, Suite 120
Rochester, NY 14604
Phone: (585) 697-2550 or (866) 547-7226
Fax: (585) 232-4049

Sitrof Technologies, Inc.
Timothy Wendel
700 Alexander Park, Suite 302
Princeton, NY 08540
Phone: (609) 897-9180, ext. 109
Fax: (609) 734-4909
Services/sales: Assessments, Systems Analysis/Design, Integrations/Deployments, Data Topology Mapping, Records Classifications, Project Management, Training, Customizations/Configurations, File Plans, Best Practices Consulting, Business Process Automation, Governance Risk Compliance, eDiscovery, Data Protection, Enterprise Content Management, Imaging Management, Backup/Recovery/Archive, Business Continuity, SaaS Applications, CFR 21 Part 11 Validated Systems, Workflow Engineering, Document Management.

SMART Business Advisory and Consulting
Geoffrey Plante
14 Corporate Woods Blvd., Suite 102
Albany, NY 12211
Phone: (518) 427-7760
Fax: (518) 426-1631

TSM Associates
Sandra Maguire
P.O. Box 171
Granite Springs, NY 10527
Phone: (914) 248-5657

Westchester Arc / eDocNY
Kevin C. Hansan, Acting Director
388 Tarrytown Road
White Plains, NY 10607
Phone: (914) 681-0656
Cell: (914) 396-8613
Fax: (914) 428-6647
Services/sales: Westchester Arc is the largest agency in Westchester County serving the needs of developmentally disabled adults and children. eDocNY is a not-for-profit business unit of Westchester Arc that provides Document Management solutions, including but not limited to Document Scanning, Microfilming, Box Storage and Retrieval, and Document Destruction. The Company’s profits are used by the agency to create new and enhance existing services for the people we support.