{"id":457,"date":"2016-01-26T10:09:29","date_gmt":"2016-01-26T10:09:29","guid":{"rendered":"https:\/\/poiseddevelopers.com\/reality-tech\/?p=457"},"modified":"2024-04-26T12:25:24","modified_gmt":"2024-04-26T12:25:24","slug":"designing-for-document-management-excellence","status":"publish","type":"post","link":"https:\/\/poiseddevelopers.com\/reality-tech\/designing-for-document-management-excellence\/","title":{"rendered":"Designing for Document Management Excellence"},"content":{"rendered":"<h3>Designing for Document Management Excellence<\/h3>\n<p>There\u2019s a dramatic difference between the Ordinary and the Extraordinary. Here is how to design for effective document management in your enterprise.<\/p>\n<p>Before creating a single site or library, first understand the user and underlying business process.<\/p>\n<ul>\n<li>How are documents used?<\/li>\n<li>What tasks are users trying to achieve?<\/li>\n<li>What are the classes of users?<\/li>\n<li>What are their current frustrations?<\/li>\n<\/ul>\n<p>By understanding deeply how users work, solutions can be configured to address their needs.\u00a0 Moreover, you can more easily demonstrate a relevant and effective overall solution.<\/p>\n<p>SharePoint has a vast breadth of capabilities. Let the user need drive the selection and configuration of specific capabilities.\u00a0 Do users need:<\/p>\n<ul>\n<li>Advanced and customized search<\/li>\n<li>Signoff or approval Workflow<\/li>\n<li>Automated document tagging<\/li>\n<li>Linking documents<\/li>\n<li>Menu customization<\/li>\n<li>Ribbon customization<\/li>\n<li>MS-Office customization<\/li>\n<li>LOB system integration<\/li>\n<li>Automation<\/li>\n<li>Context dependent views<\/li>\n<li>Types of metadata<br role=\"presentation\" data-uw-rm-sr=\"\" \/>numerical, text, rich text, LOB based, lookups, hierarchical taxonomy<\/li>\n<li>Version retention<\/li>\n<li>Document disposition<\/li>\n<li>Security<\/li>\n<\/ul>\n<p>Take into account the projected rate of content growth, as well as centrally managing metadata<\/p>\n<p>Take into account the need to train users.\u00a0 Design appropriate training materials, and guides<\/p>\n<p>Document Management is designed with the user and business perspective can be more than just a successful project. It can be a source of efficiency within the enterprise.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Designing for Document Management Excellence There\u2019s a dramatic difference between the Ordinary and the Extraordinary. Here is how to design for effective document management in your enterprise. Before creating a single site or library, first understand the user and underlying business process. How are documents used? What tasks are users trying to achieve? What are [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":462,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[25],"tags":[],"class_list":["post-457","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-architecture"],"acf":[],"_links":{"self":[{"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/posts\/457","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/comments?post=457"}],"version-history":[{"count":3,"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/posts\/457\/revisions"}],"predecessor-version":[{"id":473,"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/posts\/457\/revisions\/473"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/media\/462"}],"wp:attachment":[{"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/media?parent=457"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/categories?post=457"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/tags?post=457"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}