Review & Strategic Planning
In most organizations,
approved procedures already exist for managing paper documents and
records. Some organizations have procedures for managing electronic
documents. Even so, it may be beneficial to review
current practices to ensure that document management principles are
being applied effectively, and that corporate needs are adequately
One of the key tasks of CDMR
consultants is to perform this review together with the relevant
personnel in your organization such as your document controller, records
manager, archivist, and information technologist. The review normally
encompasses the following:
establish the current status of information management
policy within the organization
expose shortfalls in document management policies,
functions or practices
establish opportunities for new and improved document
management policies, processes or systems
identify potential cost savings or benefits to be obtained
by redressing shortfalls, excesses or inefficiencies; and
the recommended strategy for electronic document
The review must address the
way in which the selected strategy should be implemented, and the
implications of this for the organization. At this point the familiar
questions of strategic planning arise:
where are we now, and what do these changes mean for our
in which direction do we want to move in the next few
how do we get there?
what do we need to get there?
what are the important issues?
how do we make a start?
With CDMR consultants in your
DMS team, you will get thorough & professional advise on strategy,
budgeting, policy-making, organization and staffing. This means helping
you get the most from your DMS implementation, staff education, training
and ongoing support.