The North County Transit District manages public transportation operations in the North San Diego County area, including light rail and community rail systems, buses and disability transportation.
“We move approximately 12 million people a year,” says Sonya Finley, Document Control Coordinator. “We’re small in size, but we do a lot of heavy lifting when it comes to transit.”
Maintaining proper access to public records is critical to compliance with regulatory requirements. As a transportation organization, the transit district’s key processes—such as confirming staff members are following standard operating procedures—also ensure the safety of the operation’s millions of passengers.
In the past, the transit district stored documents on shared drives without a standard organization method, making it difficult for staff to find the right versions for public information requests and new projects. “If you can’t find the documents, you can’t really do business,” Finley says.
To improve staff efficiency, the transit district needed to create a more centralized structure for document management and an organized repository for records retention.