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Design for records
Clarify the capture, metadata, retention, and retrieval decisions that make communications defensible.
Regulated communications
Communications your business must rely on.
We bring experience in trader voice, regulated voice recording, ship-to-shore communications, retention, legal hold, and cloud migration to systems where reliability matters.
Records-ready communications
Voice, recording, retention, and legal hold need to work together. We plan the connections and the migration with the teams responsible for them.
That includes users, archives, compliance requirements, cutovers, support, and the checks needed to confirm the system is ready.
What the work includes
Design, migration, and support for regulated communications.
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Plan the transition
Plan vendor coordination, user communication, cutover checks, and a way to recover if something goes wrong.
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Test and prepare for support
Check call paths, recording, retention, and recovery, and prepare the documentation the support team needs.
How we work
From recording risk to a defensible archive.
Keep the record connected. From capture to retrieval.
Capture · Retain · Retrieve
01 · Assess records and risk
Trace which users, channels, and call paths must be captured, and where records go today. Review retention and legal-hold requirements with the responsible teams, documenting gaps and decisions that need their confirmation.
02 · Design the system and support approach
Map the connections between voice services, recorders, storage, and archive access. Agree vendor and internal responsibilities for each boundary, including fault diagnosis and out-of-hours support.
03 · Coordinate change and cutover
Build a staged cutover plan with prerequisites, test calls, decision points, and a rollback window. Confirm who can authorize the move and how recording continuity will be checked during the transition.
04 · Verify retention and handover
Sample recorded calls through archive search and retrieval, checking metadata and the agreed retention settings. Record results and unresolved exceptions, then hand over operating procedures and named owners for follow-up.
Communications scope
Voice architecture, records retention, and migration planning.
Communications change becomes risky when voice, recording, retention, users, archives, and operating support are managed as separate projects.
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Voice and recording architecture
Trader voice, telephony, recording, SIP, call flows, capture boundaries, and support requirements.
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Retention and legal hold
Retention logic, metadata alignment, retrieval, legal hold workflows, archive review, and stewardship.
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Migration planning and delivery
Vendor coordination, user communication, staged cutovers, recovery planning, and operational acceptance.
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Automated call testing
Repeatable test evidence for voice paths, SIP migrations, recording behavior, and readiness decisions.
Read the published project note →Published proof
Related communications projects.
Read more about the systems and requirements behind this work. Customer-sensitive details are anonymized where appropriate.
Case study
Legal Hold & Records Retention for Cloud Voice Archives
Retention logic, metadata alignment, legal hold workflows, archive review, and defensible stewardship.
Read the case study →Case study
Global Voice Recording System Upgrades
Recording-system change across trading operations with technical, migration, and operating considerations.
Read the case study →Case study
Regional Offices Voice Systems Migrations
Communications migrations coordinated across offices, integrations, cutover paths, and operating teams.
Read the case study →Move the work forward
Bring the communications change that has to hold up under audit.
Tell us what the recording, retention, or migration change has to prove. We will map the path from current state to a defensible, operable system.