An ECM repository is like a refrigerator: it can stay clean and organised with a little effort or it can become an impenetrable vessel of chaos. Enterprise content management (ECM) systems use repositories to store documents and records (if you’re unsure of the difference between the two, check out this blog post), but without a …
Document Management
Is your current enterprise content management (ECM) system no longer being supported by its vendor? Don’t despair. Here are five steps to help you migrate from one ECM system to another. Take inventory of your current system There is a good chance that your current ECM system has existed for quite a while. Perhaps it …
Most business processes begin with a form. Employee Onboarding, customer contract agreements and Subject Access Requests are a few common precursors to the most routine tasks of an enterprise. That said, it’s best to avoid launching processes with a lengthy, repetitive list of questions. Here are four tips to keep electronic forms short, sweet and …
Practically every office uses internal network drives—they’re easy to use, great for sharing files and don’t require much maintenance—at first. But then one day you realise that the simple, harmless network drive has grown into an unmanageable monster. Many organisations try to contain their documents, PDFs and other media files on network drives, only to …
Streamlining business processes and increasing efficiency are fundamental concerns for any organisation, regardless of its size or industry. By implementing document management software, business leaders can improve organisational efficiency. Document management software transforms the management of business-sensitive information, making it possible to: Manage the storage, search and retrieval of millions of documents, allowing users to access …
When you’re building your business case, you can’t build your team, brainstorm solutions or crunch numbers unless your business need is crystal clear. Think of it as a pain point. Whatever pain your organisation has, that’s the source of the need, and your task is to figure out how to alleviate the suffering. You may …
Most document management systems can be considered records management systems, but not all. Thus, a robust DMS can set up your organisation for success. Read on to see why knowing the difference between the core concepts of document and records management can help you make the right choice when choosing software for your organisation. Below …
A disorganised ECM repository can lead to wasted time, reduced productivity and employee frustration. Here are five things to keep in mind when setting up an organised repository. Set up a comprehensive folder structure When designing your folder structure, start with a broad category at the top level and split it into subfolders of more …
Paper records are like your favourite old jumper—full of memories and full of holes. While one can understand nostalgia for clothing, emotional attachment to paper is quirky at best and disastrous at worst. Here are 10 common excuses people use to hold on to paper-based records—and 10 reasons these excuses should be marked for disposition. …