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The importance of good document management

Globalization means that workplaces are ever more geographically dispersed. This means that documents are also used more than ever by people in several countries and continents for communicating and collaborating.

You'll see communication problems even between employees in the same office because they don't have easy access to the documents that they need. You find some documents kept by someone in the accounts office, shared directories that serve everybody, some documents in paper form, others in electronic form – quite a free-for-all.

An explosion in the number of documents that a company needs doesn't help. If their storage and indexation are badly organized, these documents become useless because they're almost impossible to find.

The results of poor document management can lead to a significant loss of time. Ask yourself how often you find yourself looking for:

  • A supplier catalogue that's been sent to a purchasing manager,

  • 几个月前签署的客户合同,

  • 最后一组的条款和条件向特定的顾客,

  • 雇用一名新员工所需的文件,

  • An order confirmation sent by a customer to one of your salespeople or, perhaps even more common when the relevant salesperson has gone on vacation, if you ever received such an order confirmation,

  • A procedure from your quality manual if there's been a process fault,

  • 一封要发送给你的同事的邮件,

  • A document that you need to be a template for a specific type of contract,

  • A complete history of communications between yourselves and a supplier about a given contract.

Even worse than the loss of time, perhaps, the lack of good document management is bad for the quality of your organization and the service provided by your company. In such a company it's likely that:

  • sets of documents don't follow a standard layout,

  • all the salespeople prepare quotations in their own way and gradually change the way they do it for themselves but not for the group,

  • a correction to a type of contract stays with a small group of people and doesn't percolate back into the rest of the company to benefit other users,

  • 版本管理混乱或甚至不存在。

So a good integrated document management system can be a powerful tool to help in day-to-day company management. With it you could also easily:

  • Continue the work started by a colleague if she's gone on vacation, and respond to her customers if needed,

  • Get hold of examples of all document types with just a few clicks, so that you can follow company standards in such areas as order confirmation, price requests, meeting minutes, customer deliverables, contract examples, and models for faxes and letters,

  • Retrieve procedures and other associated documents if you don't know how to do a certain task – such as things you should do when hiring a new employee, organizing a conference, or how to structure meeting minutes,

  • Very easily reuse work done by a colleague to meet similar needs and build on all the individual work done in your own company,

  • Find all the orders for a customer or from a supplier in just a few seconds to answer questions or two continue a discussion when the initial contact point in your company is not available,

  • Build on your working methods and enable your colleagues to benefit from each improvement in a document type or a procedure.

From these examples you can see the importance of a good document management system, and what it might contribute to the improvement of productivity and the quality of the output from each employee.