Electronic Document and Records Management System Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Electronic Document and Records 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 997 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 and Records Management System improvements can be made.

Examples; 10 of the 997 standard requirements:


1. Is the subdivision of the major operating units conducive to the effective decentralization of management action, as appropriate to policy and conditions, while maintaining essential coordination?
   
   

2. Where records are stored with one organization, and the responsibility for management and control resides with another, are the responsibilities clearly understood, traceable and documented?
   
   

3. Did the vendor selection process for the EDMS vendor integrator fully comply with established procedures and efficiently and effectively ensure an appropriate vendor selection?
   
   

4. Did the contract negotiation process fully comply with established procedures and efficiently and effectively ensure that contract terms and fees were fairly negotiated?
   
   

5. How user friendly is the online help service, in terms of available times, clarity of instructions provided or understanding of your own organizations requirements?
   
   

6. What are the major challenges when using influential standards for document management to evaluate and develop an existing electronic records management system?
   
   

7. Did the project development procedures, specifications, and management direction effectively ensure the realization of an electronic document management system?
   
   

8. Does the vendor use products it has developed itself or does it use third party solutions; how sustainable is its relationship with any third party providers?
   
   

9. Have resources, space and access requirements for archived records been adequately reviewed, budgeted for and included in your overall EDMS planning?
   
   

10. Did contract and project management fully comply with established procedures and result in efficiently and effectively implemented EDMS applications?
    
    


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 and Records Management System book in PDF containing 997 requirements, which criteria correspond to the criteria in...


Your Electronic Document and Records 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 Electronic Document and Records Management System Self-Assessment and Scorecard you will develop a clear picture of which Electronic Document and Records 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 Electronic Document and Records 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 Electronic Document and Records Management System projects with the 62 implementation resources:


• 62 step-by-step Electronic Document and Records Management System Project Management Form Templates covering over 1500 Electronic Document and Records Management System project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Cost Baseline: Does a process exist for establishing a cost baseline to measure Electronic Document and Records Management System project performance?
   
   

2. Human Resource Management Plan: Are staff skills known and available for each task?
   
   

3. Quality Management Plan: How does your organization establish and maintain customer relationships?
   
   

4. Initiating Process Group: What input will you be required to provide the Electronic Document and Records Management System project team?
   
   

5. Closing Process Group: Mitigate. what will you do to minimize the impact should a risk event occur?
   
   

6. Roles and Responsibilities: Concern: where are you limited or have no authority, where you can not influence?
   
   

7. Cost Management Plan: Progress measurement and control – How will the Electronic Document and Records Management System project measure and control progress?
   
   

8. Human Resource Management Plan: Is it standard practice to formally commit stakeholders to the Electronic Document and Records Management System project via agreements?
   
   

9. Variance Analysis: How do you verify authorization to proceed with all authorized work?
   
   

10. Initiating Process Group: Which of six sigmas dmaic phases focuses on the measurement of internal process that affect factors that are critical to quality?


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

1.0 Initiating Process Group:


• 1.1 Electronic Document and Records Management System project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Electronic Document and Records 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 Electronic Document and Records 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 Electronic Document and Records 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 Electronic Document and Records 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 Electronic Document and Records 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 Electronic Document and Records Management System project with this in-depth Electronic Document and Records Management System Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Electronic Document and Records 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 Electronic Document and Records 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 Electronic Document and Records Management System investments work better.

This Electronic Document and Records 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.