How to Implement a Document Management System (EDMS)

You will be able to clearly explain the cost to your business of NOT implementing an information management platform.  You will be able to articulate the "why" thus getting key stakeholders on board to your implementation project. 

What are the most important features to look for when considering which EDMS is right for your business or project.  With a multitude of choices, this section takes you through how to quickly build a shortlist of candidate platforms and how to evaluate each one against your pain stories.  Be sure to check out the provided link on information governance. 

You need a team around to ensure adoption of your chosen system.  Based on available resources choose the best candidates to suit your business model and budget. 

Successful implementations require change management.  Learn the steps required to engage with the most influential stakeholders and how to communicate why they should be using the new platform at an individual level. 

How to best match features of the EDMS to your company or projects pain points.  How to think in terms of metadata, tagging and managing access. 

Focus on communicating whats in it for the new users and why they should change to using the new system.  Find the easiest processes to implement first to create a snowball effect of usage.  How to use deliverables to quickly onboard contractors or suppliers whom you collaborate with. 

Learn how to deliver greater efficiency to your business and project on the most important procedures.  What can be automated now?  How to prune workflows to remove redundant steps.  How your excel reporting gurus and become system gurus to extrapolate reporting intelligence.   

Practical steps in dealing with lack of executive sponsorship.  What to do if there are challenges with the EDMS solution.  How to get resistors to using the platform alongside to your vision of great efficiency in your business or project.   

Here you will be provided a tool to improve adoption of your chosen system and how ensure quality moving forward.  Make sure you download the Takeaway Box.