How to plan to organize files in DMS

Written By – Priyadarshini Amaresh

 

 

 

 

 

 

 

The two  key planning processes to be considered by an organization while implementing DMS is, firstly analyze the requirement and select the right DMS and secondly, keep a track on the implementation process.

How to go about selecting the right DMS ?

Points listed below will help an organization select the right DMS

  • Identifying the department where the requirement of DMS exists.
    • Making a list of features required from a DMS that will improve productivity and efficiency.
    • Check if the solution meets the required criteria and is within the budget.

Once the DMS is selected and implemented, the organization needs to plan before organizing the documents in the DMS. This planning phase is very important and crucial and should take into account the following points:-

  • The amount of paper usage should decrease considerably.
  • One should be able to quickly and easily find the documents.
  • Label and name the documents accordingly. Labeling and naming improves access to information in the documents and eventually saves time.

In short we could conclude by saying that, Planning is different from Organizing and is a very important phase which is usually skipped in many organizations. Planning how to organize the documents will always be search friendly and backup friendly.

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