Once you've captured the documents and/or data, they must be managed. This may entail:
  • Moving electronic folders of documents through a series of work steps
  • Managing specific electronic records according to a retention schedule
  • Performing a particular process on groups of documents and/or data meeting time-related criteria (e.g., 90 days have passed), usage-related criteria ( e.g., haven't been accessed for 90 days), or trigger-related criteria (e.g., last employment date)
  • Managing "live" documents as users add to a project in real time.
The following technologies are involved in managing documents.

Consider the benefits of this consolidated electronic system for managing the complete lifecycle - capture, management, storage, delivery and preservation - of documents that have been declared records. Properly managed records are reliable and trustworthy to meet compliance rules, and they are defensible in a legal action. CDMS consultants are experts in designing electronic, paper, and hybrid record systems. We can plan a migration of your paper records to an electronic records management system.

From our perspective, "content" includes all of the electronic information in your enterprise. It includes your electronic records and documents, email, report data, intranet and extranet content, even your company website. Content includes output from traditional desktop tools, such as word processing, as well as rich media and non-traditional content.

One of the greatest challenges organizations face today is managing all of this content through the entire lifecycle to ensure accuracy, prevent redundancies and duplication, and leverage this valuable asset. CDMS consultants encourage clients to recognize that this process is as much about practice and methods as it is about technology and that it requires a comprehensive strategic plan and information technology architecture to be realized fully.

Sometimes referred to as "groupware", collaborative software allows knowledge workers to contribute to a project or task regardless of their physical location and sometimes even while they are detached from the network. Universal web access has fueled collaborative tool usage during the last several years. Understanding whether collaboration will be online but non-simultaneous - people working on the same subject at different times (e.g., email) - or simultaneous - people working on the same subject at the same time (e.g., web conferencing) - will guide the selection and implementation of the right tool for your needs.
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