Step 3. Identification of document management strategi es in the organization.
The goal of this step is to determine the most appropriate policies, practices, standards, tools and other tactics
the organization should take to remedy the weaknesses identified in the previous step and ensure they meet the
document requirements identified in Step 1.
The choice of these strategies must take into account the nature of the organization, the type of activities carried
out, its human resources, tools and technology, the company culture and any kind of external socio-political
constraints.
It is vital involving users so that, not only document management requirements are covered, but also users
requirements are taken into consideration. It is essenial to ask the users about those elements that affect them, and
incorporate progressive changes in design until both document management and users requirements are satisfied. It
is, in short, to determine the best way to incorporate the necessary changes to improve document management
throughout the organization.