Provides a step-by-step guide to implementing a successful EDRMS, from project start up through administration Shows how to manage the cultural and business changes caused by the switch from paper-based to electronic recordsExamines each project phase, including analysis, development, deployment, and maintenanceExplains how to select the right software and hardware platformsAddresses how to create document types, define meta-data, and comply with standards
The global shift toward delivering services online requires organizations to evolve from using traditional paper files and storage to more modern electronic methods. There has however been very little information on just how to navigate this change-until now. Implementing Electronic Document and Record Management Systems explains how to efficiently store and access electronic documents and records in a manner that allows quick and efficient access to information so an organization may meet the needs of its clients.
The book addresses a host of issues related to electronic document and records management systems (EDRMS). From starting the project to systems administration, it details every aspect in relation to implementation and management processes. The text also explains managing cultural changes and business process re-engineering that organizations undergo as they switch from paper-based records to electronic documents. It offers case studies that examine how various organizations across the globe have implemented EDRMS.
While the task of creating and employing an EDRMS may seem daunting at best, Implementing Electronic Document and Record Management Systems is the resource that can provide you with the direction and guidance you need to make the transition as seamless as possible.
Table of Contents
BASICS OF ELECTRONIC DOCUMENT AND RECORDS
History and Background of Electronic Document and Records Management Systems
Fundamentals of EDRMS
Complying with Standards and Legislation
COMPONENTS OF EDRMS
Creating Electronic Document Types
Creating the Folder Structure
Search and Retrieval
Records Management and Records Management Policies
User Interfaces, Mobile Working and Remote Access
Scanning Historical Documents and Records
A FRAMEWORK FOR EDRMS
The Business Case
The Functional Requirements
The Technical Specification
EDRMS Software Platforms
Managing the Cultural Change of EDRMS
The On-Going Nature of the Project
EDRMS CASE STUDIES