Zasio Enterprises

Versatile Retention by Zasio


4.5 / 5
3 reviews

Who Uses This Software?

Companies looking for a complete schedule management and research solution that gives complete control over its retention schedule.


Average Ratings

3 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Zasio Enterprises
  • www.zasio.com
  • Founded 1987
  • United States

About Versatile Retention by Zasio

Versatile Retention is a complete schedule management and research solution that keeps your retention schedule updated, under control, and accessible to every member of your business. With over 66,000 U.S. federal and state retention requirements out-of-the-box, and optional North American and International subscriptions, this is one of the most robust solutions on the market.


Versatile Retention by Zasio Features

Vendor has not completed this information.

  • Access Control
  • Consent Management
  • Data Mapping
  • Incident Management
  • PIA / DPIA
  • Policy Management
  • Risk Management
  • Sensitive Data Identification

Versatile Retention by Zasio Reviews Recently Reviewed!


Moved from Excel retention schedule

Feb 20, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: We are a large publicly traded financial services company that does business globally so we needed a solution that wouldn't just organize our data retention schedule, but also provide up-to-date legal citations for the hundreds of jurisdictions we do business in. Versatile Retention International provided citation coverage for 130 countries, 5 "admin" users and unlimited "end-users" (web based access for business users/searches/requests, etc). We found this to be highly convenient and an excellent cost value. We were able to easily import and normalize our rather complicated Excel retention schedule and the Zasio team were pros.

Cons: Zasio offers both a SaaS and on-premise versions of their Versatile Retention solution. They are essentially identical but the SaaS version will cost you a lot more over time. I realize SaaS is how software is often delivered today, but the cost difference isn't minor. We went with SaaS after IT specified this as their preference.

Overall: Honestly, it was great. The sales team was very consultative and not at all overly-salesy or pushy. They were helpful and used an "evaluation plan" document created specifically for our project that made the whole evaluation predictable and without surprises. Our VP of IT said it was one of the better vendor experiences she's had in 20+ years.

Novice Administrator less than 2 years

May 15, 2019
4/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: The Web application and ability to be utilized by users throughout our company. The ability to link current legal citations and have them available to map out the purpose of the RRS.

Cons: As the administrator, I feel as if I have to relearn it every time I sit down to modify or update a retention. Currently in the process of changing to a functional bucket RRS, very time consuming. Upon implementation we were utilizing a multi-paged excel workbook that was converted in under User Defined Fields. That being said modification and the addition of legal citations can be a bit time consuming. Then reconstructing the reporting feature to meet the criteria of the information. If a legal citation has been added, but not in the initial USF then the report has be modified.

This is a great product if you have an individual who's sole responsibility is managing this and retention alone. I'm a one person show, also overseeing the management of our ERS as an administrator there as well.

Overall: A lot of work, again the whole 'tutorial' aspect of the training is ok, but it's not sufficient. I recently signed up for the online webinars by Zasio, thinking I was going to learn about the Retention software, very disappointed that was not the case.

Retention research at your fingertips.

Jun 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Instead of having to go to our outside legal firm, I am able to quickly search and find any of the retention laws that may be relevant to our business by searching by keywords, business activity, jurisdiction, and/or regulating agency.

Cons: It is a blank slate. The only thing in the software when you start is the collection of citations.

Overall: Great value for the price. I get updates on a regular basis. I am not waiting months and months for an update CD, I can pull the updates down as they are available.