Document Management: Where are you now? Where are you going?

One of the key attributes for success is that any document strategy be comprehensive, yet manageable. 

One way to manage this is to begin with a Baseline Assessment. A sailor must know two things before he can chart a course: his current location and the location of where he wants to go. Picking a destination may be easy – the Bahamas perhaps – but determining the precise distance and direction the ship must travel to get to the tropical paradise requires a skipper know his exact location at the time of his departure.

During his journey a navigator also must constantly measure his progress. Unexpected weather conditions, changes in ocean currents and breakdowns in equipment all conspire to throw him off course. To reach his destination safely and successfully requires an accurate assessment of the ship’s progress compared to where it started from and where it needs to go.

When mapping a document strategy, you must also understand two things in order to make the right directional decisions: Where are you now? Where do you want to go? Ports of call may be easy to settle on – increase revenue, cut costs, satisfy customers – but to reach those destinations will require a reliable starting point from which to calculate the course of your plans.

One way to determine your starting point is by performing a Baseline Assessment. This assessment provides a sense of direction and helps to make the process of designing a document strategy more manageable and measurable. Most importantly, a Baseline Assessment makes certain that your plans are closely linked to the fundamental needs and objectives of your particular organization. The more closely your strategy is tied to these basics, the more likely it will be given sponsorship, support and funding, and the more likely your efforts will result in meaningful improvement.

Read more here, and attend our free webinar for more information about creating your Document Management Strategy!

Tuesday, May 18, 2010

11:00am Pacific Time

Register here.