This white paper written by Heckman Consulting overviews the functional and financial benefits of electronic document management. Small to enterprise companies can use document management software to better manage their paper documents, helping to create workflow efficiencies, improve employee productivity and reduce labour costs.
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Why Document Management: A White Paper
1. Why Document Management:
a White Paper
John Heckman
Heckman Consulting
www.heckmanco.com
heckman@heckmanco.com
(201) 792-0022
November, 2008
Ver. 1.0
2. Table of Contents
Executive Summary
Introduction: Why Document Management?
Types of Document Management
DIY Document Management
Optional
Obligatory
Static
Cloud (Internet-based)
Thinking About Buying Document Management
Actually Purchasing the Software
Implementing Document Management
Every Site a Snowflake?
Plan, Plan, Plan
Involve End Users, Set Expectations
Designing the System
Old “Legacy” Documents
Integration with Other Software
Email
Scanning
Working Remotely & Web Access
Brief Banks/Forms
Training
Followup
Basic Functionality
Searching
Viewing Documents
Archiving
Audit Trails
Security
Taking it with You
Email
General
Saving Outgoing Email
Saving Incoming Email
Saving Existing Email
Accessing and Saving Archived Email
Managing Email Attachments
Scanning
Workflow
Workflow Issues – Email
Workflow Issues – Scanning
Other Workflow - Forms Approval
Other
Brief Banks – Why Aren’t They More Common?
Document Assembly
Collaboration
Appendix
Programs Referred To