This involves identifying how these systems meet the requirements of the organization.
Task 3.- Prepare a report as a result of the identifica tion and analysis of existing information management
systems in our organization
All the points detected in the above two points should be reflected in a comprehensive report before designing or
redesigning the existing systems.
This report should include:
A brief summary of the analysis
A list of the strengths and weaknesses of the systems
Detailed information about the features the system mu st provide to meet each of the document management
requirements
2.3. Step 3. Identification of do cument 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.
To complete this step, we must:
Explore the different document management strategies to be applied
Identify the most appropriate strategies for our document management requirements
Assess the factors that can support or discourage the adoption of these strategies
Adopt the most appropriate strategy
Among the possible strategies to be implemented four are the most usual:
Establishment of principles that set the procedures on document management within the organization: corporate
policies, instructions, directives or other instruments
Development of mandatory standards
Using market IT solutions
Implementation of specific ad-hoc solutions. Whether intrusive (where employees consciously take care of
document management tasks) or invisible (where document management is carried out as part of a business
process routine).
The nature of this step may vary considerably dependin g on the selected strategies. And consequently different
measures can be taken. For example:
Review document management policies and procedures in the organization
Assign document management roles and responsibilities
(Re) design business processes
Design electronic or mixed systems for document creation, capture and control