Document Management Solution Planning
Proven Solutions to Document Management Challenges
  • Document Generation
  • Data Integration
  • SharePoint
  • Nintex DocGen®
  • Windward Studios

With successful implementations in various verticals, PSC's experienced team can help companies of all sizes meet their document management needs with expert planning and requirements gathering:

  1. Identify document management roles: Ensure that your plans incorporate the feedback of your organization's key stakeholders, you have the right team to support the solution and you know who will participate in ongoing document management processes.
  2. Analyze document usage: After you identify who works on the documents, determine the kinds of documents that they work on and how they use them. For more information, see Identify users and analyze document usage in SharePoint.

  3. Plan the organization of documents: You can organize documents in site collections, sites, and libraries. SharePoint offers a range of features to help organize and store documents, from specialized sites to loosely structured document libraries for quick document creation and collaboration. Within a library, you can additionally organize content into folders and subfolders. For more information, see Plan document libraries in SharePoint.

  4. Plan how content moves between locations: It might be necessary to move or copy a document from one site or library to another at different stages of its life cycle. For more information, see Plan the flow of content in Plan document libraries in SharePoint.

  5. Plan content types: Use content types to organize information about documents, such as metadata, document templates, and workflow processes. This is an important step to help you organize your documents and enforce consistency across your organization. For more information, see Plan content types and workflows in SharePoint.

  6. Plan workflows: When you plan workflows for your organization, you can control and track how documents move from one team member to another as each participant collaborates in a document's life cycle. SharePoint Server includes workflows for common team tasks such as reviewing and approving documents. SharePoint also supports creating and installing custom workflows. For more information, see Plan content types and workflows in SharePoint.

  7. Plan content governance: You can plan the appropriate degree of control that is based on content type or storage location. For example, you might require that documents in a particular library be checked out before they can be edited. For more information, see Plan document versioning, content approval, and check-out controls in SharePoint.

  8. Plan policies: For each content type, plan information management policies to make sure that documents are audited, retained, and handled according to your organization's institutional and legal requirements. SharePoint Server includes policies that implement auditing, document retention, and bar codes (to make sure that printed content can be correlated with corresponding electronic versions). For more information, see Plan for information management policy in SharePoint Server.

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