Document Management Project

 
 
Workflow and Groupware Stratégies
Process and Workflow
Collaboration

Document and Knowledge Management

Process Management Project
Collaboration Project
Document Management Project
Feasibility Analysis
Change Management
Overall Plan
Pilot Project
Sites to discover
Associations

A step by step approach :

Goals

To share a set of documents in an electronic form for:
bulletimmediate access and sharing
bulletefficient search
bulletstorage space savings
bulletenhanced privacy
bulletbetter disaster recoverability

Methodology

Identify documents to take into account
Agree on details of filing and indexing schemes
Establish a framework for entering, indexing, and using documents in the base
Train the users to apply the framework in a disciplined way

Participants

The infrastructure project (network, servers)
Server operation staff
Analyst with linguistic knowledge
Users representatives
Users management
A development team (not always required)

 

Main steps

Build the team, and team momentum through training
Identify documents types and sources
Specify, validate filing and indexing schemes
Adapt the DM product to the specifications
Load the document base, deploy the technology
Train users and monitor them
Evaluate results

W&GS tools

Set of typical figures and formulas to be used for evaluation of
bulletdisk and archive sizes
bulletresponse times

Methodology to identify documents
Methodology to decide filing and indexing scheme
Methodology to define and apply a common code of practice in a group

Results

Increase collective productivity
Enhanced access control to documents
Immediate access to documents
Wider sharing of knowledge

Document Management System