from printed documents and multiple systems.
and view metadata to organize data in a central repository that’s quickly accessible to users in your organization.
and protect information from unauthorized access or modification.
by searching text, creation date, user, etc.
such as copying, hand delivery, filing, and more to save time and money.
ECM solutions are often rolled out in phases to address your biggest pain points first.
Determine your end goal, both financially and operationally.
An organization-wide initiative needs everyone on board.
Be transparent throughout the process and involve stakeholders.
It’s not unusual for some systems to no longer be needed while others may need to be added.
Have dedicated teams to oversee various initiatives (system configuration, testing, training, support, etc.).
Identify who needs access to information and establish permission controls and policies.
A trial run in a real-world environment helps identify potential issues.
Changes can be expected along the way.
Deploying your ECM is a major milestone; continue to communicate with your provider to maximize processes over time.
