The Universe of Document Management - PowerPoint PPT Presentation

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The Universe of Document Management

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Document Management System is a very broad term and it encompasses many types of solutions. Each solution is meant to solve a specific problem but the features available in the various products within each type of solution are overlapping and adds to the confusion. – PowerPoint PPT presentation

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Title: The Universe of Document Management


1
The Universe of Document Management
2
Introduction
  • Document Management System is a very broad term
    and it encompasses many types of solutions.
  • Document management is a system or process used
    to capture, track and store electronic documents
    such as PDFs, word processing files and digital
    images of paper-based content.
  • Each solution is meant to solve a specific
    problem.
  • But the features available in the various
    products within each type of solution are
    overlapping and adds to the confusion.
  • Let us understand the various terms that we
    regularly come across when we search for the
    phrase Document Management on the internet.

3
Document Management Records Management
  • In the most basic terms a DMS is a software
    application which helps you to store and manage
    various types of documents through its entire
    life-cycle.
  • A DMS has various features related to security,
    encryption, compression, retrieval etc apart from
    the features required for managing the documents
    which include structures for storage (e.g.
    folders), version control, indexing, downloading,
    printing etc.
  • Records management is the activity of archival
    and filing of records. Records are documents that
    do not change. Records are a subset of documents
    and not all documents are records. A record is a
    document consciously retained as evidence of an
    action.

4
Workflow / Business Process Management
  • Every organisation has several processes related
    to various functions.
  • Workflow is the definition, execution and
    automation of business processes where tasks,
    information or documents are passed from one
    participant to another for action, according to a
    set of procedural rules.
  • Workflow management software allow configuration
    of the process along with the rules.
  • Users can be assigned to each step in the
    process. User actions can be limited as defined
    in the access control module.
  • The rules drive the movement of the document or
    information from one step to another till the
    completion.
  • The system also has tools (dashboards, reports)
    for monitoring the process so that authorized
    users can take necessary action proactively to
    prevent process failure.

5
Enterprise Content Management Systems
  • Enterprise Content Management (ECM) is a special
    type of CMS that is used by enterprises or
    organisations as the name suggests.
  • An ECM consists of following components
  • DM or Document Management
  • Collaboration (of supporting systems, groupware)
  • WCM or Web Content Management (including portals)
  • RM or Records Management (archive and filing
    management systems)
  • Workflow / BPM or Business Process Management

6
DocPro
  • DocPro is suite of products for Document
    Management, Workflow Management, Accounts Payable
    Automation, Records Management, Document
    Processing and Digitization.
  • DocPro empowers business organizations get a
    complete control over their business processes
    related to their digital or physical documents
    and their storage, retrieval, access control etc.
  • After many years of providing document management
    services to our clients, we transformed ourselves
    into a document management company by developing
    the DocPro suite.
  • DocPro is currently being used in Telecom, BFSI,
    Defense and Government Organizations

7
DocPro
For more details of Records Management visit to
The Universe of Document Management
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