{"id":3622,"date":"2020-11-12T20:10:21","date_gmt":"2020-11-12T20:10:21","guid":{"rendered":"http:\/\/www.rtgsolutionsgroup.com\/?p=3622"},"modified":"2020-11-12T23:06:54","modified_gmt":"2020-11-12T23:06:54","slug":"6-steps-to-create-an-effective-document-management-strategy","status":"publish","type":"post","link":"https:\/\/www.rtgsolutionsgroup.com\/6-steps-to-create-an-effective-document-management-strategy\/","title":{"rendered":"6 Steps to Create an Effective Document Management Strategy"},"content":{"rendered":"
[vc_row][vc_column width=”3\/4″][vc_single_image image=”3624″ img_size=”1110×500″][vc_column_text]Document management is like the business equivalent of doing your laundry. It\u2019s a multi-step process. It involves a <\/span>lot<\/span><\/i> of sorting. If you hand it off to the wrong person, it can cause permanent damage. And if you don\u2019t stay on top of it, you\u2019ll end up with a huge mess on your hands!\u00a0<\/span><\/p>\n

If you\u2019re looking to implement a document management strategy but don\u2019t know where to start, you\u2019ve come to the right place!\u00a0<\/span><\/p>\n

Document management can be a daunting task\u2013especially if your business has suffered from poor document management for years. That\u2019s why we\u2019re sharing our complete guide to document management strategy.\u00a0<\/span><\/p>\n

At RTG Solutions Group, our document management experts have been doing this for years. We\u2019ve seen just about every document management nightmare you could imagine. From file cabinet fire hazards to cloud-storage <\/span>security risks<\/span><\/a>, we\u2019ve seen (and solved!) it all.\u00a0<\/span><\/p>\n

In helping our clients over the years, we\u2019ve learned the most important steps to include in a document management overhaul.<\/span><\/p>\n

Here is our 6-step formula for a successful document management strategy plan:\u00a0<\/span><\/p>\n

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    1. Map out current-state processes\u00a0<\/span><\/strong><\/li>\n
    2. Outline ideal future-state<\/span><\/strong><\/li>\n
    3. Conduct technology assessment\u00a0<\/span><\/strong><\/li>\n
    4. Develop new Standard Operating Procedures (SOPs)<\/span><\/strong><\/li>\n
    5. Create document management training program\u00a0<\/span><\/strong><\/li>\n
    6. Execute communications campaign\u00a0<\/span><\/strong><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

      Before we dive into the details, let\u2019s answer some important questions about document management. <\/span>[\/vc_column_text][vc_custom_heading text=”WHAT IS A DOCUMENT MANAGEMENT STRATEGY?” font_container=”tag:h3|text_align:left” use_theme_fonts=”yes”][vc_column_text]A document management strategy is a roadmap used to<\/span> improve document management<\/span><\/a> in your business. It\u2019s a plan you follow to get your document operations from point A to point B.\u00a0<\/span><\/p>\n

      This is not to be confused with document management workflow. A document management workflow is the set of processes, security protocols, tools, SOPs, and technology used to manage documents.\u00a0<\/span><\/p>\n

      Essentially, a document management strategy is a plan to create and implement more efficient document workflows. <\/span>[\/vc_column_text][vc_custom_heading text=”WHY DO I NEED A STRATEGY FOR DOCUMENT MANAGEMENT CHANGES?” font_container=”tag:h3|text_align:left” use_theme_fonts=”yes”][vc_column_text]Documents are the lifeblood of your business. They contain all of the information that makes your business valuable. Without proper document management protocols, you can expose your business to a number of liabilities. These include: <\/span><\/p>\n