Save time, empower your teams and effectively upgrade your processes with access to this practical Document Management System Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Document Management 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 Document Management System specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Document Management 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 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Document Management System improvements can be made.
Examples; 10 of the 998 standard requirements:
- How does your organization adopt the best and most efficient document management system without sacrificing the time and effort needed to serve clients?
- Why are other organizations so interested in customer self service systems and willing even to allow access to information in internal systems?
- What key case management functionalities does your organization expect to be present or configurable in a document management system?
- Is the document management system being imposed from the top, or is it being grown out of the current set of word processing tools?
- How will you handle files that are out of date or just ready to be moved to the back burner in your document management system?
- Are there existing database instances already housed on servers that your document management system must utilize?
- What are the risks and costs of adopting an authoring system designed to work within a document management system?
- Have your organizations identified or implemented industry standards for electronic document management systems?
- Does the supplier have experience of integrating document management systems to leading accounting products?
- What are the roles and responsibilities of groups and individuals in terms of electronic records management?
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 Document Management System book in PDF containing 998 requirements, which criteria correspond to the criteria in...
Your Document Management 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 Document Management System Self-Assessment and Scorecard you will develop a clear picture of which Document Management 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 Document Management 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 Document Management System projects with the 62 implementation resources:
- 62 step-by-step Document Management System Project Management Form Templates covering over 1500 Document Management System project requirements and success criteria:
Examples; 10 of the check box criteria:
- Lessons Learned: What solutions or recommendations can you offer that would have improved some aspect of the Document Management System project?
- Stakeholder Analysis Matrix: What do people from other organizations see as your organizations weaknesses?
- Procurement Audit: Was the suitability of candidates accurately assessed?
- Initiating Process Group: Just how important is your work to the overall success of the Document Management System project?
- WBS Dictionary: Changes in the direct base to which overhead costs are allocated?
- Probability and Impact Matrix: Is the customer willing to establish rapid communication links with the developer?
- Executing Process Group: How can software assist in procuring goods and services?
- Cost Baseline: Has the Document Management System project documentation been archived or otherwise disposed as described in the Document Management System project communication plan?
- Scope Management Plan: Is the steering committee active in Document Management System project oversight?
- Scope Management Plan: Are trade-offs between accepting the risk and mitigating the risk identified?
Step-by-step and complete Document Management System Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Document Management System project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Document Management 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 Document Management 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 Document Management 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 Document Management 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 Document Management 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 Document Management System project with this in-depth Document Management System Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Document Management 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 Document Management 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 Document Management System investments work better.
This Document Management 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.
