Electronic Document System Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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Save time, empower your teams and effectively upgrade your processes with access to this practical Electronic Document System Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Electronic Document System related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Electronic Document System specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Electronic Document System Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 746 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Electronic Document System improvements can be made.

Examples; 10 of the 746 standard requirements:

  1. This program provides Quality Assurance Productivity Improvement in CAD Work, Standardization, Accuracy-First-Time?

  2. The effect of organizational factors on the effectiveness of EMR system implementation-- what have you learned?

  3. This program will ensure you will design, implement, upgrade or manage your DMS/EDMS/TDMS systems?

  4. If you sent physical documents to someone before, can you now send them the documents via email?

  5. Standing on the Shoulders of Giants: Are ERP success factors relevant for EDRMS Implementation?

  6. What are the Rules Governing State Agencies Creation and Management of Electronic Records?

  7. Is this a valid record, created by an authorized person, and required for saving?

  8. Are there attachments that need to be incorporated as part of the whole record?

  9. What are the Standards for Creating and Managing Electronic Records?

  10. Is full information and analysis of users of the service available?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Electronic Document System book in PDF containing 746 requirements, which criteria correspond to the criteria in...

Your Electronic Document System self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Electronic Document System Self-Assessment and Scorecard you will develop a clear picture of which Electronic Document System areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Electronic Document System Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Electronic Document System projects with the 62 implementation resources:

  • 62 step-by-step Electronic Document System Project Management Form Templates covering over 6000 Electronic Document System project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project Scope Statement: Are there backup strategies for key members of the Electronic Document System project?

  2. Requirements Management Plan: Controlling Electronic Document System project requirements involves monitoring the status of the Electronic Document System project requirements and managing changes to the requirements. Who is responsible for monitoring and tracking the Electronic Document System project requirements?

  3. Requirements Management Plan: How will you develop the schedule of requirements activities?

  4. Procurement Audit: Is there an effective risk management system continuously monitoring procurement risk?

  5. Risk Register: Cost/Benefit Ð How much will the proposed mitigations cost and how does this cost compare with the potential cost of the risk event/situation should it occur?

  6. Requirements Documentation: Does the system provide the functions which best support the customers needs?

  7. Responsibility Assignment Matrix: Is work progressively subdivided into detailed work packages as requirements are defined?

  8. Executing Process Group: How does a Electronic Document System project life cycle differ from a product life cycle?

  9. Scope Management Plan: Does the implementation plan have an appropriate division of responsibilities?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

 
Step-by-step and complete Electronic Document System Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Electronic Document System project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Electronic Document System project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Electronic Document System project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Electronic Document System project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Electronic Document System project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Electronic Document System project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Electronic Document System project with this in-depth Electronic Document System Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Electronic Document System projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Electronic Document System and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Electronic Document System investments work better.

This Electronic Document System All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

46 Reviews Hide Reviews Show Reviews

  • 5
    cake.hr

    Posted by cake.hr on 5th Sep 2018

    The Verdict: The Complete Self-Assessment package ticks a lot of checkboxes, especially for businesses testing the waters for decision making and performance enhancement and for companies that can not have a full-time professional on payroll to guide the initial implementation of their drive.

  • 5
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 5th Sep 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    Thank you, this is perfect - I will certainly be recommending Self Assessment dashboards to all - I can not wait to tell my colleagues on Monday.

    Posted by MEL F. on 4th Sep 2018

    MEL F. Change Management Professional

  • 5
    Great initiative and timing to release the requirements! And thanks a lot for sharing it with us!

    Posted by Pierre V. on 5th Aug 2018

    Pierre V. B2B Product & Content Marketing

  • 5
    The Self-Assessment is a great tool to gather feedback and input from others, especially challenges, and things to watch out for. Very helpful!

    Posted by JULIE M. on 4th Aug 2018

    JULIE M. AWS Solution Architect

  • 5
    I have been looking at the document, and it is quite extensive.

    Posted by PENGILLY W. on 3rd Aug 2018

    PENGILLY W. Director IT & Logistics at a leading University

  • 5
    MARIETTA W. Senior Consultant

    Posted by MARIETTA W. on 3rd Aug 2018

    Standard Requirements is a straightforward guide. It is a tool to help develop a detailed vision of all areas impacted by an implementation, and a useful tool for scoring readiness and implementation quality.

  • 5
    The subject is new to me and am sure the resources along with suggested methodology would help me in my pursuit.

    Posted by Ravi P. on 4th Jul 2018

    Ravi P. Senior Consultant Big 5

  • 5
    I have read your book and it's a great work for my business. Thank you.

    Posted by Nguyen Hoang Vu on 2nd Jul 2018

    Nguyen Hoang Vu